Sr. Financial and Actuarial Consultant

Join to apply for the Sr. Financial and Actuarial Consultant role at Gallagher

• 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 to the account management teams and to clients when necessary
• Evaluating, assigning, monitoring and peer reviewing reports generated by underwriting team subordinates
• Operating as a consultant to internal staff as well as clients, assisting clients with a range of complex issues and needs
• Providing underwriting analysis services to internal staff and to clients according to their needs and strategic interests, assisting in retaining clients
• Assisting in the sales process through production of financial projections on large accounts and related underwriting analysis
• Overseeing coordination of and help conduct underwriting team training programs for staff/clients
• Serving as a resource to branch office staff in order to contribute toward measurable ROI of services and retention of clients
• Actively mentoring junior team members and identifying opportunities to work closely with the divisional team on creation, enhancement and development of tools, templates and reports

• 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

• 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

• 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 minimal supervision
• Must maintain favorable relationships with clients, vendors and other office staff

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.

• 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
• And more...
• The benefits summary above applies to full-time positions. If you are not applying for a full-time position, details about benefits will be provided during the selection process

We value inclusion and diversity.  to review our U.S. Eligibility Requirements.

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and…