Financial and Actuarial Analyst

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview

Primary focus of role Is to provide guidance and assistance to account teams and clients, by using financial decisional making tools, and to speak effectively on behalf of the Financial Benefits Consulting team regarding core services.

How you'll make an impact

Demonstrate proficiency at collection of required data and materials needed for the successful completion of various projects at direction and under supervision of team leaders.

Analyzing data from carriers on clients, and provide recommendations to account management teams or to clients, in order to effectively negotiate rates and funding levels.

Preparing, analyzing and consulting on various client deliverables, as defined by the scope of services of the Financial Benefits Consulting team.

Demonstrate understanding of whether or not analysis “makes sense”; can think beyond the numbers on the page

Maintain workflow tracking application or logs, as established by management and departmental guidelines and protocol.

Competently and independently review contract documents such as SPDs, administrative agreements, claim exclusions and limitations, etc. in order to determine impact on financial reports.

Actively participate in and utilize the peer review process, per departmental guidelines.

Conduct any activity for special assignments as assigned by management.

Coordinate with and be able to adapt to differences in carriers' underwriting and report teams with regards to managing the planning, timelines, formatting, etc. related to data needed in order to complete requested reports / projects.

In conjunction with the GSC Financial Benefits Consulting and the Client Teams, responsible for assisting with collecting data and preparing reports, to demonstrate financial status for identified clients.

About You

Required: Bachelor's degree and 0 years related experience. Working knowledge of Microsoft Windows applications and Microsoft Office.

Preferred: Advanced Excel skills. Math or Finance degree preferred.

Behaviors: 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.

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

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

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.