Senior 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 complex 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.
• Operate as a consultant to internal staff and clients, assisting with a range of complex issues and needs.
• Provide underwriting analysis services to internal staff and clients according to their needs and strategic interests, assisting in retaining clients.
• Assist in the sales process through production of financial projections on large accounts and related underwriting analysis.
• Oversee coordination of and help conduct underwriting team training programs for staff and clients.
• Serve as a resource to branch office staff to contribute toward measurable ROI of services and retention of clients.

Requirements

Required:

• Bachelor's degree and 5 years of 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.
• Familiarity with carrier reporting systems.

Qualifications

Preferred:

• Microsoft Excel expertise.
• Effective negotiation skills.

Behaviors:

• Detail-oriented with strong analytical skills.
• Good communication and interpersonal skills.
• Able to remain aware of new techniques and office procedures and implement new or changing procedures with adequate instruction but minimal supervision.
• Must 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.