Financial and Actuarial Consultant

Gallagher•Walnut Creek, CA

19h•Hybrid

About The Position

Primary focus of role is to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the Financial & Actuarial Consulting team regarding core services.

Requirements

Bachelor's degree
3 years within employee benefits field in an underwriting capacity.
Working knowledge of Microsoft Windows applications and Microsoft Office.

Responsibilities

Apply advanced skills in order to evaluate and present monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates, etc. to the Account Management teams and to clients when necessary.
Help train subordinates.
Demonstrate proficiency and understanding of various proprietary Models and Tools used to calculate financial results.
Analyzing data from carriers on clients, and provide recommendations to account management teams or to clients, in order to effectively negotiate rates and funding levels.
Preparing, analyzing and consulting on various client deliverables, as defined by the scope of services of the Financial & Actuarial Consulting team.
Demonstrate understanding of whether or not analysis “makes sense”; can think beyond the numbers on the page.
Conduct any activity for special assignments as assigned by management.
Maintain workflow tracking application or logs, as established by management and departmental guidelines and protocol.
Oversee the review of contract documents such as plan descriptions, administrative agreements, claim exclusions and limitations, etc. in order to gain basic knowledge of client parameters that may impact financial reports; identify training opportunities in this regard for subordinates on the team.
Evaluate, assign, monitor and peer review reports generated by Financial Benefits Consulting team subordinates, when requested by various Gallagher staff.
Demonstrate competence with collection of required data and materials needed for the successful completion of various projects with minimal supervision.
Serve as a resource to branch office staff in order to provide resolution of complex underwriting problems and questions delivered by client.
Stay abreast of what's happening in local markets, to make certain that each branch is given the tools needed to stay competitive in their communities.
Assist in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding Financial Benefits Consulting policies and scope of services
Proficient and compliant with internal systems, including workflow tracking applications.
Strong oral and written communications and presentations
Manage escalated service issues to productive outcome
Oversee communication from Analyst positions regarding processes and data needed in order to effectively analyze client financial status
Ability to peer review and make suggestions for materials and notices shared across the region and/or divisional Financial Benefits Consulting team

Benefits

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