[Hiring] Divisional Sr. Financial & Actuarial Consultant @Gallagher

Role Description

The GBS Divisional Senior Financial & Actuarial Consultant is a key leadership role within the Health and Benefits division. This position oversees a team of professionals, providing guidance and technical assistance to account teams and clients. The role includes delivering actuarial and underwriting expertise, mentoring team members, and driving the adoption of best practices across regions.

In this role, you’ll lead and manage a team of financial and actuarial professionals, ensuring the delivery of high-quality services to clients and internal teams. You’ll provide resources, tools and training to the team for:

• Underwriting analysis
• Developing financial projections
• Calculation of reserves
• Plan design modeling
• Overall financial analysis of US employer benefit plans

You’ll act as a mentor and coach, supporting the professional growth of analysts and consultants. By developing structured training programs and resources, you’ll enhance technical skills and client-facing capabilities across the team. You’ll also oversee the management of tools, templates, and workflows, ensuring accuracy, efficiency, and alignment with industry best practices. Additionally, you’ll represent the Financial and Actuarial Consulting team in client or prospect meetings, as needed, building trust and credibility through actionable insights.

Additional responsibilities include:

• Conducting team meetings, distributing communications, and driving collaboration across branches within the region.
• Leading training programs for staff and clients to ensure consistent adoption of best practices.
• Acting as a liaison between the Financial and Actuarial Consulting teams and Gallagher’s Center of Excellence.
• Assisting in the sales prospecting as needed.
• Maintaining deep understanding of Gallagher’s proprietary tools and templates used for financial and actuarial calculations.
• Reviewing and enhancing client deliverables, ensuring they are visually appealing and aligned with Gallagher’s standards.
• Providing guidance and support to FAC managers in tracking team capacity and workload distribution.
• Acting as a flexible resource to provide overflow support to regions facing high workloads or complex client projects.
• Serving as a go-to resource for branch office staff on actuarial and financial consulting topics.
• Taking ownership of escalated service issues, working closely with internal teams and clients to resolve them effectively.

Qualifications

• Bachelor's degree and 7 years 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.
• Ability to effectively articulate the format, content, and logic of all underwriting tools and client reports.

Requirements

• Expertise in financial and actuarial consulting, with a strong understanding of underwriting principles.
• Proven ability to mentor and develop team members, fostering a collaborative and inclusive environment.
• Proficiency in using tools like Power Bi dashboards, AMP reporting, and Gallagher’s proprietary templates.
• Exceptional communication skills, with the ability to explain complex issues in simple terms to clients and stakeholders.
• Effective negotiation skills.
• Knowledgeable in using various analytical approaches to problem solving.
• Advanced knowledge of underwriting principles and of the employee benefits field.

Benefits

• 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
• 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...