Senior Financial & Actuarial Consultant

Gallagher•Brentwood, TN

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 complex 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. 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.

Requirements

Bachelor's degree and 5 years experience with Broker or Carrier side with focus on Health and Benefits
Working knowledge of Microsoft Windows applications and Microsoft Office
High degree of understanding of employee benefits funding mechanisms
Must be familiar with carrier reporting systems
Detail oriented
strong analytical skills and good communication and interpersonal skills
Must remain aware of new techniques and office procedures and be able to implement new or changing procedures with adequate instruction but minimal supervision
Must maintain favorable relationships with clients, vendors and other office staff

Nice To Haves

Microsoft Excel expertise
Effective negotiation skills

Responsibilities

provide guidance and assistance to Account teams and clients by using financial decision making tools
conducting client facing meetings when appropriate
speak effectively on behalf of the underwriting team regarding core services
analyzing data from carriers on complex 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
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.

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