Sr. Financial and Actuarial Consultant

Gallagher • Glendale, CA

8d

About The Position

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.

Requirements

• Bachelor's degree and 7 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

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees