Financial & Actuarial Analyst

Gallagher•Brentwood, TN

About The Position

Primary focus of role to provide support to and collaborate with Client Consultants on department initiatives. Key responsibilities include; collecting data and preparing reports and information needed for underwriting team members to demonstrate financial status for identified clients, assisting in creation and peer review of reports generated for client presentation, and data entry and review of analyst work regarding monthly, quarterly, and annual financial monitoring reports tracking expenses by product lines- adapting to various carrier reporting websites. Communicates with and distributes information with account management regarding processes and data needed in order to effectively analyze client financial status. Assists in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding underwriting policies and scope of services. Participates in and help schedule regular underwriting team meetings. Performs standard tasks using established and routine methods, principles, concepts and procedures typically on assignments of low complexity. Typically works under close supervision and guidance.

Requirements

Bachelor's degree
0 years related experience
Working knowledge of Microsoft Windows applications and Microsoft Office
Detail oriented
Strong analytical skills
Good communication and interpersonal skills
Must be able to multi-task to meet deadlines with quality and accurate deliverables

Nice To Haves

Advanced Excel skills
Math or Finance degree preferred

Responsibilities

Collecting data and preparing reports and information needed for underwriting team members to demonstrate financial status for identified clients.
Assisting in creation and peer review of reports generated for client presentation.
Data entry and review of analyst work regarding monthly, quarterly, and annual financial monitoring reports tracking expenses by product lines- adapting to various carrier reporting websites.
Communicates with and distributes information with account management regarding processes and data needed in order to effectively analyze client financial status.
Assists in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding underwriting policies and scope of services.
Participates in and help schedule regular underwriting team meetings.
Performs standard tasks using established and routine methods, principles, concepts and procedures typically on assignments of low complexity.
Typically works under close supervision and guidance.