Financial and Actuarial Analyst

Arthur J. Gallagher-posted 9 months ago
Entry Level
Brookfield, WI
Insurance Carriers and Related Activities
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Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply.

  • Provide support to and collaborate with Client Consultants on department initiatives.
  • Collect data and prepare reports and information needed for underwriting team members to demonstrate financial status for identified clients.
  • Assist 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.
  • Communicate with and distribute information with account management regarding processes and data needed in order to effectively analyze client financial status.
  • Assist in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients/prospects regarding underwriting policies and scope of services.
  • Participate in and help schedule regular underwriting team meetings.
  • Perform standard tasks using established and routine methods, principles, concepts and procedures typically on assignments of low complexity.
  • Bachelor's degree and 0 years related experience.
  • Working knowledge of Microsoft Windows applications and Microsoft Office.
  • Advanced Excel skills.
  • Math or Finance degree preferred.
  • Medical/dental/vision plans, which start from day one!
  • Life and accident insurance.
  • 401(K) and Roth options.
  • Tax-advantaged accounts (HSA, FSA).
  • Educational expense reimbursement.
  • Paid parental leave.
  • Digital mental health services (Talkspace).
  • Flexible work hours (availability varies by office and job function).
  • Training programs.
  • Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing.
  • Charitable matching gift program.
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