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, …
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem:…
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, …
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, …
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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, …
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Full-time
bachelor degree
Competitive compensation, Comprehensive benefits programs, Career development opportunities, Ongoing learning
Posted 18d ago
Apply by Jul 20
~40 hrs/week
Responsibilities
Provide financial and actuarial guidance to clients and account teams to optimize benefit strategies and negotiate rates. Oversee underwriting reports, conduct financial projections for large accounts, and mentor junior team members.
Requirements
Requires a bachelor's degree and at least 5 years of broker-side experience focusing on Health and Benefits. Preferred qualifications include ASA/FSA designations from the SOA/MAAA and expertise in Microsoft Excel.
Full job description
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.
Overview
We are seeking a Senior Financial & Actuarial Consultant to join our team. The Primary focus of this role is 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.
This is a hybrid role (2-3 days per week) based out of a Gallagher office located in any of the following locations: Omaha, NE, West Des Moines, IA, Kansas City, MO, or St. Louis, MO
How you'll make an impact
Analyzing data from carriers on complex clients and providing recommendations to account management teams or to clients 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.
Operate 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.
Assist in the sales process through production of financial projections on large accounts and related underwriting analysis.
Oversee coordination of and help 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 work closely with divisional team on creation, enhancement and development of tools, templates and reports
About You
Required:
Bachelor's degree and 5 years’ experience on the Broker 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 – including 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.
Professional Attributes:
Demonstrates exceptional attention to detail by ensuring accuracy, completeness, and consistency in analyses, documentation, and deliverables.
Thoroughly reviews work products to identify discrepancies, mitigate risks, and maintain high-quality standards.
Proactively seeks out information, resources, and solutions to advance objectives and improve outcomes.
Takes ownership of responsibilities, consistently following through on commitments and delivering results in a timely manner.
Accepts accountability for work product quality and proactively resolves issues as they arise.
Effectively prioritizes competing responsibilities while maintaining accuracy and meeting deadlines.
Communicates information clearly, professionally, and effectively to diverse audiences, both verbally and in writing.
Builds positive working relationships and collaborates effectively across teams to achieve shared objectives.
Learns quickly and adjusts approaches as necessary to achieve successful outcomes.
Exhibits strong self-motivation and ownership, consistently taking initiative to advance projects and achieve objectives without requiring detailed direction.
Proactively seeks opportunities to improve processes, address issues, and contribute to team success while working independently and effectively managing priorities.
Must remain aware of new techniques and office procedures and be able to implement new or changing procedures with adequate instruction but minimal supervision.
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
Competitive compensation
Comprehensive benefits programs designed to support your well-being
Career development opportunities and ongoing learning
A collaborative, people-first culture with accessible leadership
The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
Related keywords
Actuarial ScienceHealth and BenefitsUnderwritingMAAASOAFellowAssociateFinancial ProjectionsCarrier ReportingFunding MechanismsROIMicrosoft OfficeBrokerageBenefit StrategiesRisk Mitigation
Helping people and companies prevent, manage and overcome the impact of risk
Industry
Insurance
Company size
5,001-10,000 employees
Founded
1962
Headquarters
Rolling Meadows, Illinois
LinkedIn followers
97,158
About Gallagher Bassett:
We are the leading provider of claims and risk management services, helping people and companies prevent, manage and overcome the impact of risk. Our team of experienced professionals understands the nuances of your business and always delivers the outcomes that matter most to your organization.
Our story is one of strategic decision making, innovation, commitment to quality, and delivering excellent service. With these, Gallagher Bassett provides a unique suite of claims management and related consulting and technical services.
Gallagher Bassett introduced the Third-Party Claims Administrator (TPA) model to the local insurance industry. As pioneers in this fast-growing sector, we continue to set the benchmark for quality, customer service, and TPA systems across all insurance sectors.
We have operations in the United States, Australia, and the United Kingdom.
Being part of a global organization gives us an advantage in technology, processes, personnel, and consulting services. This combination of global reach and local market expertise enables us to quickly and accurately assess any situation and provide an optimal solution. Our clients can rest assured that we fully understand their needs and are equipped to act whenever, wherever, and however required.
Offices: 2850 Golf Rd, Rolling Meadows, Illinois 60008, US
Property/Casualty Third Party AdministratorClaims ManagementInformation ManagementManaged CareRisk ControlAppraisal Servicesand Workers' CompensationE-CommerceRisk ManagementCosmetics
Helping people and companies prevent, manage and overcome the impact of risk
Industry
Insurance
Company size
5,001-10,000 employees
Founded
1962
Headquarters
Rolling Meadows, Illinois
LinkedIn followers
97,158
About Gallagher Bassett:
We are the leading provider of claims and risk management services, helping people and companies prevent, manage and overcome the impact of risk. Our team of experienced professionals understands the nuances of your business and always delivers the outcomes that matter most to your organization.
Our story is one of strategic decision making, innovation, commitment to quality, and delivering excellent service. With these, Gallagher Bassett provides a unique suite of claims management and related consulting and technical services.
Gallagher Bassett introduced the Third-Party Claims Administrator (TPA) model to the local insurance industry. As pioneers in this fast-growing sector, we continue to set the benchmark for quality, customer service, and TPA systems across all insurance sectors.
We have operations in the United States, Australia, and the United Kingdom.
Being part of a global organization gives us an advantage in technology, processes, personnel, and consulting services. This combination of global reach and local market expertise enables us to quickly and accurately assess any situation and provide an optimal solution. Our clients can rest assured that we fully understand their needs and are equipped to act whenever, wherever, and however required.
Offices: 2850 Golf Rd, Rolling Meadows, Illinois 60008, US
Property/Casualty Third Party AdministratorClaims ManagementInformation ManagementManaged CareRisk ControlAppraisal Servicesand Workers' CompensationE-CommerceRisk ManagementCosmetics