Financial and Actuarial Analyst

Role Description

Primary focus of role is to provide guidance and assistance to account teams and clients, by using financial decisional making tools, and to speak effectively on behalf of the Financial Benefits Consulting team regarding core services.

• Demonstrate proficiency at collection of required data and materials needed for the successful completion of various projects at direction and under supervision of team leaders.
• Analyze data from carriers on clients, and provide recommendations to account management teams or to clients, in order to effectively negotiate rates and funding levels.
• Prepare, analyze and consult on various client deliverables, as defined by the scope of services of the Financial Benefits Consulting team.
• Demonstrate understanding of whether or not analysis “makes sense”; can think beyond the numbers on the page.
• Maintain workflow tracking application or logs, as established by management and departmental guidelines and protocol.
• Competently and independently review contract documents such as SPDs, administrative agreements, claim exclusions and limitations, etc. in order to determine impact on financial reports.
• Actively participate in and utilize the peer review process, per departmental guidelines.
• Conduct any activity for special assignments as assigned by management.
• Coordinate with and be able to adapt to differences in carriers' underwriting and report teams with regards to managing the planning, timelines, formatting, etc. related to data needed in order to complete requested reports/projects.
• In conjunction with the GSC Financial Benefits Consulting and the Client Teams, responsible for assisting with collecting data and preparing reports, to demonstrate financial status for identified clients.

Qualifications

• Required: Bachelor's degree and 0 years related experience.
• Working knowledge of Microsoft Windows applications and Microsoft Office.

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...