Financial and Actuarial Consultant

Gallagher•Bellevue, WA

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. Primary focus of role 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 underwriting team regarding core services. Key responsibilities include; analyzing data from carriers on clients and providing recommendations to account management teams or to clients in order to effectively negotiate rates and funding levels, evaluating and presenting 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, and evaluating, assigning, monitoring and peer review reports generated by underwriting team subordinates. Assists in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding underwriting policies and scope of services. Acts as a resource regarding industry trends and technologies for account service and consulting, new sales, and additional sales to existing clients.

Requirements

Bachelor's degree and 3 years within employee benefits field in an underwriting capacity
Working knowledge of Microsoft Windows applications and Microsoft Office
Detail oriented
Strong analytical skills and good communication and interpersonal skills
Must be able to multi-task to meet deadlines with quality and accurate deliverables
Must maintain favorable relationships with clients, vendors and other office staff

Nice To Haves

Advanced Excel Skills
Math or Finance degree preferred

Responsibilities

Analyzing data from carriers on clients and providing recommendations to account management teams or to clients in order to effectively negotiate rates and funding levels
Evaluating and presenting 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
Evaluating, assigning, monitoring and peer review reports generated by underwriting team subordinates
Assists in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding underwriting policies and scope of services
Acts as a resource regarding industry trends and technologies for account service and consulting, new sales, and additional sales to existing clients.

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