Senior 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. At Gallagher, we’re united by a commitment to growth, shared goals, and shaping a future defined by excellence. As a Financial Benefit Consultant, you’ll play a key role in helping clients make informed financial decisions, mentoring team members, and driving impactful solutions. This is your chance to join a team that values curiosity, collaboration, and service-minded innovation. In this role, you’ll guide account teams and clients through financial decision-making processes using advanced tools and insights. You’ll analyze complex data, prepare detailed reports, and provide actionable recommendations to help clients manage costs and funding levels effectively. You’ll also mentor team members, ensuring they’re equipped to deliver exceptional service. Your expertise will contribute to measurable ROI for clients and strengthen Gallagher’s reputation as a trusted partner.
Requirements
- A bachelor’s degree (preferably in finance or math) and 3+ years of experience in health and benefits on the broker or carrier side.
- Advanced Excel skills and familiarity with carrier reporting systems.
- Strong communication skills and the ability to manage client accounts independently.
- A solutions-focused approach to challenges and a commitment to continuous learning.
- Required: 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
- Math or Finance degree preferred.
- Advanced Excel Skills.
Responsibilities
- Prepare, analyze, and present monthly, quarterly, and annual financial reports tracking client performance, expenses, renewals, funding levels, and rates, and address abnormal findings with Account Management teams and clients.
- Analyze complex carrier data and provide strategic recommendations to support rate negotiations and funding decisions.
- Serve as a subject matter expert and resource to branch offices, contributing to client retention, ROI, and market competitiveness.
- Train, mentor, assign, monitor, and peer review work of Financial Benefits Consulting team members; oversee client and service team communications.
- Maintain proficiency in proprietary models, underwriting tools, internal systems, and ensure compliance with departmental protocols.
- Review and interpret contract documents (e.g., plan summaries, administrative agreements) and guide subordinates in contract analysis.
- Independently manage client accounts, escalated service issues, special projects, and broad assignments requiring originality and best-practice development.
- Support presentations, communications, and process improvements by introducing new ideas that enhance client deliverables and team efficiency.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
