Financial and Actuarial Consultant

Role Description

At Gallagher, we help businesses grow, communities thrive, and people prosper by delivering innovative insurance and risk management solutions. As a Financial Actuarial Consultant, you’ll use your analytical skills to guide account teams and clients in making informed financial decisions. You’ll be part of a team that values collaboration, precision, and client success.

• Analyze carrier data and provide recommendations to account teams and clients to negotiate rates and funding levels.
• Prepare and present financial reports that track expenses, renewal projections, and funding levels.
• Review and monitor reports generated by underwriting team members to ensure accuracy and quality.
• Assist in creating presentations, campaigns, and communication materials for internal teams and clients.
• Act as a resource for industry trends and technologies to support account service, new sales, and client growth.

Qualifications

• Bachelor's degree and 3 years within employee benefits field in an underwriting capacity.
• Working knowledge of Microsoft Windows applications and Microsoft Office.
• Advanced Excel Skills (preferred).
• Math or Finance degree preferred.

Requirements

• 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.

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.
• And more...