Actuarial Skills, Analysis Skills, Campaigns, Communication Skills, Community Support, Compensation and Benefits, Consulting, Contract Review, Customer Relations, Data Analysis, Data Processing, Dental Insurance, Diversity, Documentation Plan, Embedded Systems, Employee Benefits, Equal Employment Opportunity (EEO), Expense Tracking, Finance, Financial Analysis, Financial Planning, Financial Reporting, Financial Services, Fitness, Flexible Spending Accounts, Funding, Healthcare, Matching Gift Programs, Mathematics, Medical Conditions, Medical Genetics, Microsoft Excel, Military, Negotiation Skills, Newsletter, People Management, Persuasion Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Analysis, Psychiatry and Mental Health, Public/Media/Press/Analyst Relations, Sales Management, Sustainability, Team Player, Training Program, Underwriting, Vision Plan, Work From Home, Writing Skills
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:
The primary focus of the Financial and Actuarial Consultant 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 Financial and Actuarial Consulting team regarding core services.
If you're local to the Scottsdale, AZ area we would prefer a hybrid work arrangement, however this role can be fully remote/virtual/work from home and you can be based anywhere in the US.
How you'll make an impact:
- Apply advanced skills in order to evaluate and present monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates, etc. to the Account Management teams and to clients when necessary.
- Demonstrate proficiency and understanding of various proprietary Models and Tools used to calculate financial results.
- 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 and Actuarial Consulting team.
- Participate and assist with regularly scheduled Financial and Actuarial Consulting Team meetings and Champion calls hosted by Director of Financial and Actuarial Consulting
- Develop and maintain strong working relationships with all external and internal partners by demonstrating customer focus and work ethic
- Demonstrate understanding of whether or not analysis “makes sense”; think beyond the numbers on the page.
- Conduct any activity for special assignments as assigned by management.
- Oversee the review of contract documents such as plan descriptions, administrative agreements, claim exclusions and limitations, etc. in order to gain basic knowledge of client parameters that may impact financial reports; identify training opportunities in this regard for subordinates on the team.
- Evaluate, assign, monitor and peer review reports generated by Financial and Actuarial Consulting team subordinates, when requested by various Gallagher staff.
- Serve as a resource to branch office staff in order to provide resolution of complex underwriting problems and questions delivered by 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 Financial and Actuarial Consulting policies and scope of services
- Oversee communication from Analyst positions regarding processes and data needed in order to effectively analyze client financial status
- Peer review and make suggestions for materials and notices shared across the region and/or divisional Financial and Actuarial Consulting team
- Provide assistance as needed to any member of the Financial and Actuarial Consulting team or to any branch location including on site client meetings
About you:
- Bachelor’s degree (Finance, Mathematics or similar preferred)
- 3+ years of experience in the Employee Benefits field
- Knowledge of underwriting principals and/or expeirence as an Underwriter preferred
- Ability to communicate effectively in a fast paced work environment
- Excellent oral and written communication skills
- Advanced Microsoft Excel skills
- Must be able to persuade others to provide items needed to complete this job within pre-established timeframes
- Ability to negotiate and effectively communicate to manage expectations
- Ability to work professionally as a team member in a group with diverse backgrounds
- Must have initiative and be properly assertive in presenting new ideas
#LI-DK3
#LI-Remote
Compensation and benefits:
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. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- 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
Other benefits include:
- 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 fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity
Click Hereto 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 communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.