Senior Financial Benefits Consultant

Introduction

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 is to provide 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 Financial Benefits Consulting team regarding core services, and acting as a mentor/coach to others on the team.

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
• 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 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 helps 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.
• Apply advanced skills in order to provide and present monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates, etc. Be able to speak with Account management team and clients about abnormal conditions that arise from the evaluation of these reports
• Analyze data from carriers on complex clients and provide recommendations to Account Management teams or to clients in order to effectively negotiate rates and funding levels
• Preparing, analyzing and consulting on various client deliverables, as defined by the scope of services of the Financial Benefits Consulting team.
• Assist in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding Underwriting policies and scope of services
• Oversee communication from Analyst positions regarding processes and data needed in order to effectively analyze client financial status.
• Have ability to peer review and make suggestions for materials and notices shared across the region and/or divisional Financial Benefits Consulting team

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:

• 8+ years of relevant experience
• Microsoft Excel expertise.
• Effective negotiation skills.

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…