Financial and Actuarial Consultant

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.

How You'll Make An Impact

Primary focus of role 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 to clients in order 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 the account management teams and to 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.
• Advanced Excel skills (preferred).
• Math or Finance degree (preferred).

Skills & Behaviors

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

Benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself.

• 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.