Financial and Actuarial Consultant
About The Position
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
Requirements
- Bachelor's degree
- 3 years within employee benefits field in an underwriting capacity
- Working knowledge of Microsoft Windows applications and Microsoft Office
Nice To Haves
- Advanced Excel Skills
- Math or Finance degree preferred
Responsibilities
- Provide guidance and assistance to account teams and clients by using financial decision making tools.
- Conduct client facing meetings when appropriate.
- Speak effectively on behalf of the underwriting team regarding core services.
- Analyze data from carriers on clients and provide recommendations to account management teams or to clients in order to effectively negotiate rates and funding levels.
- 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.
- Evaluate, assign, monitor and peer review reports generated by underwriting team subordinates.
- Assist in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding underwriting policies and scope of services.
- Act as a resource regarding industry trends and technologies for account service and consulting, new sales, and additional sales to existing clients.
Benefits
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
