Financial and Actuarial Consulting Manager

Gallagher•Seattle, 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 oversee and manager team of professional of which provides guidance and assistance to account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, to speak effectively on behalf of the underwriting team regarding core services, and acting as a mentor/coach to analyst and consulting positions. Key responsibilities include; providing guidance and technical assistance with analysis, projections and plan design recommendations to internal staff as well as to clients, developing and providing special ad hoc financial reports to assist client consultants to track expenses and identify trends in special areas, facilitating carrier reporting with all carriers / vendors, ensure streamlined, cohesive and effective communication regarding plan expense data, and evaluating and reporting on projects that are undertaken by the underwriting team. Conducts regularly scheduled underwriting team meetings and regional staff calls. Develops and distributes appropriate communication to internal staff, clients, corporate teams, and industry peers. Operates as a consultant to internal staff as well as clients, assisting clients with a range of complex issues and needs. Provides underwriting analysis services to internal staff and to clients according to their needs and strategic interests, assisting in retaining clients. Assists in the sales process through production of financial projections on large accounts and related underwriting analysis. Oversees coordination of and help conduct underwriting team training programs for staff / clients. Serves as a resource to branch office staff in order to contribute toward measurable ROI of services and retention of clients. Mentor, assist, educate and support the development of staff. Delegates to staff so that time is utilized most efficiently.

Requirements

Bachelor's degree
7 years of experience with Broker or Carrier side with a focus on Health and Benefits
Working knowledge of Microsoft Windows applications and Microsoft Office
High degree of understanding of employee benefits funding mechanisms
Familiarity with carrier reporting systems
Ability to effectively articulate the format, content, and logic of all underwriting tools and client reports
Strong interpersonal skills
Excellent communication skills (both oral and written)
Ability to build meaningful professional relationships
Ability to effectively manage and mentor individuals as well as a team
Amiable demeanor when encountering difficult situations with clients, vendors, co-workers, and direct reports

Nice To Haves

Effective negotiation skills
Knowledgeable in using various analytical approaches to problem-solving
Advanced knowledge of underwriting principles and of the employee benefits field

Responsibilities

Oversee and manage a team of professionals providing guidance and assistance to account teams and clients using financial decision-making tools.
Conduct client-facing meetings to effectively communicate on behalf of the underwriting team regarding core services.
Act as a mentor/coach to analysts and consulting positions.
Provide guidance and technical assistance with analysis, projections, and plan design recommendations to internal staff and clients.
Develop and provide special ad hoc financial reports to assist client consultants in tracking expenses and identifying trends.
Facilitate carrier reporting with all carriers/vendors, ensuring streamlined and effective communication regarding plan expense data.
Evaluate and report on projects undertaken by the underwriting team.
Conduct regularly scheduled underwriting team meetings and regional staff calls.
Develop and distribute appropriate communication to internal staff, clients, corporate teams, and industry peers.
Operate as a consultant to internal staff and clients, assisting with complex issues and needs.
Provide underwriting analysis services to internal staff and clients, assisting in client retention.
Assist in the sales process through the production of financial projections on large accounts and related underwriting analysis.
Oversee coordination of and help conduct underwriting team training programs for staff/clients.
Serve as a resource to branch office staff to contribute toward measurable ROI of services and client retention.
Mentor, assist, educate, and support the development of staff.
Delegate to staff to ensure efficient time utilization.