Sr. Financial and Actuarial Consultant

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Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you So, even if you feel that you're close but not an exact match, we encourage you to apply.

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.

• 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
• Tracking 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 reviewing 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 helps conduct underwriting team training programs for staff/clients
• Serves as a resource to branch office staff to contribute toward measurable ROI of services and retention of clients
• Actively mentor junior team members and identify opportunities to collaborate with divisional teams on creation, enhancement and development of tools, templates and reports

• Required: 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
  • Preferred: Microsoft Excel expertise
  • Effective negotiation skills
  • An executive presence with polished and well developed written and oral communications
  • Ability to influence and collaborate with senior management and work across all levels of an organization
  • Deep knowledge of national and applicable regional carriers - incl. discounts, embedded programming, and emerging solutions
  • Membership in the American Academy of Actuaries (MAAA) and Society of Actuaries (SOA) with a designation of Fellow or Associate
  Behaviors
  • 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
  Compensation And Benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Minimum core benefits you'll get (depending on job level these benefits may improve):

• 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

Other benefits include:

• 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
• And more…

We value inclusion and diversity. Gallagher is committed to equal employment opportunity and creating an inclusive environment for all employees and applicants. See our U.S. Eligibility Requirements for more information.