Actuarial Skills, Ad Hoc Financial Modeling, Analysis Skills, Brokerage, Calendar Management, Coaching, Communication Skills, Consulting, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Data Analysis, Employee Benefits, Expense Analysis, Expense Tracking, Financial Planning, Financial Projections, Funding, Interpersonal Skills, Leadership, Mentoring, Microsoft Office, Microsoft Windows Operating System, Negotiation Skills, People Management, Problem Solving Skills, Return on Investment (ROI), Sales, Staff Development, Team Player, Technical Support, Training Program, Training/Teaching, Trend Analysis, Underwriting
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.
How you'll make an impact:
Primary focus of role to oversee and manager team of professional of which provides 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 underwriting team regarding core services, and acting as a mentor/coach to analyst and consulting positions.
Key Responsibilities
- Providing guidance and technical assistance with analysis, projections and plan design recommendations to internal staff as well as to clients, developing and providing special ad hoc financial reports to assist client consultants to track expenses and identify trends in special areas, facilitating carrier reporting with all carriers / vendors, ensure streamlined, cohesive and effective communication regarding plan expense data, and evaluating and reporting on projects that are undertaken by the underwriting team.
- Conducts regularly scheduled underwriting team meetings and regional staff calls.
- Develops and distributes appropriate communication to internal staff, clients, corporate teams, and industry peers. Operates 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.
- Assists in the sales process through production of financial projections on large accounts and related underwriting analysis.
- Oversees coordination of and help conduct underwriting team training programs for staff / clients.
- Serves as a resource to branch office staff in order to contribute toward measurable ROI of services and retention of clients.
- Mentor, assist, educate and support the development of staff. Delegates to staff so that time is utilized most efficiently.
About you:
Required: Bachelor's degree and 7 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. Be able to effectively articulate the format, content, and logic of all underwriting tools and client reports.
Preferred: Effective negotiation skills. Knowledgeable in using various analytical approaches to problem solving. Advanced knowledge of underwriting principles and of the employee benefits field.
Behaviors: Must have strong interpersonal skills; excellent communication skills (both orally and in writing) and ability to build meaningful professional relationships in order to be successful with required client facing activity. Must demonstrate ability to effectively manage and mentor individuals as well as a team. Must be amiable when encountering difficult situations with clients, vendors, co-workers and direct reports
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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)
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Gallagher
Gallagher, a global insurance brokerage and risk management services firm, helps clients address risk, protect assets and recover from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to rebuild their lives. Gallagher is the only insurance broker recognized by the Ethisphere Institute as a World's Most Ethical Company.
Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services.