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.
• Operating as a consultant to internal staff as well as clients, assisting clients with a range of complex issues and needs.
• Providing underwriting analysis services to internal staff and to clients according to their needs and strategic interests, assisting in retaining clients.
• Assisting in the sales process through production of financial projections on large accounts and related underwriting analysis.
• Overseeing coordination of and helping conduct underwriting team training programs for staff/clients.
• Serving as a resource to branch office staff to contribute toward measurable ROI of services and retention of clients.
• Actively mentoring junior team members and identifying 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.
• 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