Sr. Financial & Actuarial Consultant

Overview

We are seeking a Senior Financial & Actuarial Consultant to join our team. The 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 to speak effectively on behalf of the underwriting team regarding core services. This is a hybrid role (2-3 days per week) based out of a Gallagher office located in any of the following locations: Omaha, NE, West Des Moines, IA, Kansas City, MO, or St. Louis, MO.

How You'll Make an Impact

• Analyzing data from carriers on complex clients and providing recommendations to account management teams or to clients to effectively negotiate rates and funding levels.
• Evaluating and presenting monthly, quarterly, and annual reports that measure client financial status.
• Tracking expenses by product line, renewal projections, funding levels and rates, etc. to the Account Management teams and to clients when necessary.
• Evaluating, assigning, monitoring and peer review reports generated by underwriting team subordinates.
• Operate 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.
• 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/clients.
• Serves as a resource to branch office staff to contribute toward measurable ROI of services and retention of clients.
• Actively mentor junior team members and identify opportunities to work closely with divisional team on creation, enhancement and development of tools, templates and reports.

Required Qualifications

• Bachelor's degree and 5 years' experience on the Broker 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.

Preferred Qualifications

• Microsoft Excel expertise.
• Effective negotiation skills.
• An executive presence with polished and well developed written and oral communications.
• Ability to influence and collaborate with senior management and work across all levels of an organization.
• Deep knowledge of national and applicable regional carriers – including discounts, embedded programming, and emerging solutions.
• Membership in the American Academy of Actuaries (MAAA) and Society of Actuaries (SOA) with a designation of Fellow or Associate.

Professional Attributes

• Demonstrates exceptional attention to detail by ensuring accuracy, completeness, and consistency in analyses, documentation, and deliverables. Thoroughly reviews work products to identify discrepancies, mitigate risks, and maintain high-quality standards.
• Proactively seeks out information, resources, and solutions to advance objectives and improve outcomes.
• Takes ownership of responsibilities, consistently following through on commitments and delivering results in a timely manner. Accepts accountability for work product quality and proactively resolves issues as they arise.
• Effectively prioritizes competing responsibilities while maintaining accuracy and meeting deadlines.
• Communicates information clearly, professionally, and effectively to diverse audiences, both verbally and in writing.
• Builds positive working relationships and collaborates effectively across teams to achieve shared objectives.
• Learns quickly and adjusts approaches as necessary to achieve successful outcomes.
• Exhibits strong self-motivation and ownership, consistently taking initiative to advance projects and achieve objectives without requiring detailed direction.
• Proactively seeks opportunities to improve processes, address issues, and contribute to team success while working independently and effectively managing priorities.
• Must remain aware of new techniques and office procedures and be able to implement new or changing procedures with adequate instruction but minimal supervision.

Compensation and 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