Senior Financial & Actuarial Consultant

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 & Actuarial Consulting team regarding core services, and acting as a mentor/coach to others on the team.

• 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
• Help train subordinates.
• Maintain proficiency and understanding of various proprietary Models and Tools to calculate financial results.
• 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 & Actuarial Consulting team.
• Demonstrates understanding of whether or not analysis “makes sense”; can think beyond the numbers on the page.
• Conduct any activity for special assignments as assigned by management.
• Maintain workflow tracking application or logs, as established by management and departmental guidelines and protocol.
• Be familiar and communicate with subordinates regarding expectations and content of contract documents (e.g. summary of plan descriptions, Administrative Agreements, etc.) in order to effectively guide them in contract reviews, and to speak knowledgeably about them to consultants and clients.
• Evaluate, assign, monitor and peer review reports generated by Financial & Actuarial Consulting team subordinates, when requested by various Gallagher staff
• Demonstrate competence with collection of required data and materials needed for the successful completion of various projects with minimal supervision
• Serve as an expert resource to branch office staff in order to contribute toward measurable ROI of services and retention of client.
• Stay abreast of what's happening in local markets, to make certain that each branch is given the tools needed to stay competitive in their communities.
• Assist in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding Underwriting policies and scope of services
• Proficient and compliant with internal systems
• Strong oral and written communications and presentations
• Manage escalated service issues to productive outcome
• 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
• Independently and successfully manage client accounts and workload.
• Be able to effectively articulate the format, content, and logic of all Underwriting tools and client reports
• Demonstrate ability to work with broad and unscheduled assignments that require originality and ingenuity and to develop best practices from experiences.
• Presents new ideas/processes for client improved deliverables as well as improved team efficiency.

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.

Highly Preferred: 

• Must show competency with Microsoft Office, and be able to work in a Windows environment

• Must have advanced Microsoft Excel skills- Effectively write and use formulas

• Must be highly organized in order to prioritize and meet deadline

• Strong and effective follow through process

• Must be able to persuade others to provide items needed to complete this job within pre-established timeframes

• Must be familiar with carrier reporting systems

• Ability to prioritize and effectively communicate to manage expectations

• Must have developed superior problem solving and analytical skills that allow tasks to be completed without supervision

• Must be able to prioritize tasks and to multi-task effectively so that deadlines are met and schedules are maintained smoothly

Interpersonal Skills:

• Ability to communicate effectively in fast pace work environment
• Excellent communication skills (both orally and in writing)
• Must be able to persuade others to provide items needed to complete this job within pre-established timeframes
• Support corporate, region and/or sub-region initiatives
• Ability to negotiate and effectively communicate to manage expectations
• Initiative to continue growing personally and professionally as our industry changes and business need changes
• Must demonstrate ability to work professionally as a team member in a group with diverse backgrounds
• Must show demonstrated ability to lead/manage others which includes effective delegation
• Participate in and assist with conducting regularly scheduled Financial & Actuarial Consulting team meetings; lead sub-region Champion calls
• Develop and maintain strong working relationships with all internal and external partners by demonstrating customer focus and work ethic, thereby establishing an environment of trust and reliability
• Provide assistance as needed to any member of the Financial & Actuarial Consulting team or to any branch location to the extent possible including on site client meetings
• Effectively navigate through conflict
• Build and maintain positive relationship with outside vendors
• Coaching and mentoring team members
• Effective communication with all levels of internal and external client personnel
• Lead and facilitate client meetings independently
• Mentor and develop less experienced staff
• Participate in team meeting trainings
• Solutions focused approach for addressing and resolving internal and external challenges.
  

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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)