Senior Financial and Actuarial Consultant

How You'll Make An Impact

• Prepare, analyze, and present monthly, quarterly, and annual financial reports tracking client performance, expenses, renewals, funding levels, and rates, and address abnormal findings with Account Management teams and clients.
• Analyze complex carrier data and provide strategic recommendations to support rate negotiations and funding decisions.
• Serve as a subject matter expert and resource to branch offices, contributing to client retention, ROI, and market competitiveness.
• Train, mentor, assign, monitor, and peer review work of Financial Benefits Consulting team members; oversee client and service team communications.
• Maintain proficiency in proprietary models, underwriting tools, internal systems, and ensure compliance with departmental protocols.
• Review and interpret contract documents (e.g., plan summaries, administrative agreements) and guide subordinates in contract analysis.
• Independently manage client accounts, escalated service issues, special projects, and broad assignments requiring originality and best-practice development.
• Support presentations, communications, and process improvements by introducing new ideas that enhance client deliverables and team efficiency.

About You

You're a confident problem-solver with a passion for helping clients succeed. You have a strong background in employee benefits and financial analysis, and you're skilled at using tools like Microsoft Excel to deliver results. You're organized, detail-oriented, and thrive in fast-paced environments. You enjoy mentoring others and building positive relationships with colleagues and clients.

Qualifications

• Bachelor's degree (preferably in finance or math) and 3+ years of experience in health and benefits on the broker or carrier side.
• Working knowledge of Microsoft Windows applications and Microsoft Office.
• Advanced Excel skills and familiarity with carrier reporting systems.
• Strong communication skills and the ability to manage client accounts independently.
• A solutions-focused approach to challenges and a commitment to continuous learning.
• Detail oriented; strong analytical skills and good communication and interpersonal skills.
• Must be able to multi-task to meet deadlines with quality and accurate deliverables.
• Must maintain favorable relationships with clients, vendors and other office staff.

Preferred

• Advanced Excel Skills.
• Math or Finance degree preferred.

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.

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...