Financial and Actuarial Consultant

About the role

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 speaking effectively on behalf of the underwriting team regarding core services.

• Analyze data from carriers on clients and provide recommendations to account management teams or clients to effectively negotiate rates and funding levels.
• Evaluate and present monthly, quarterly, and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels, and rates to account management teams and clients when necessary.
• Evaluate, assign, monitor, and peer-review reports generated by underwriting team subordinates.
• Assist in the preparation of presentations, campaigns, communication materials, newsletters, etc. for internal staff and clients/prospects regarding underwriting policies and scope of services.
• Act as a resource regarding industry trends and technologies for account service and consulting, new sales, and additional sales to existing clients.

Requirements

• Bachelor’s degree and 3 years within the employee benefits field in an underwriting capacity.
• Working knowledge of Microsoft Windows applications and Microsoft Office.

Preferred Qualifications

• Advanced Excel skills.
• Math or Finance degree.

Skills

• Detail-oriented with strong analytical skills.
• Good communication and interpersonal skills.
• Able to multi-task to meet deadlines with quality and accurate deliverables.
• Ability to maintain favorable relationships with clients, vendors, and other office staff.

Benefits

• 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.