Financial Benefits Consultant

Gallagher is a global leader in insurance, risk management and consulting services.

We help businesses grow, communities thrive and people prosper.

We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets.

A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

Position Summary: Primary focus of role 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.

Essential Duties and Responsibilities: Analyzing data from carriers on complex clients and providing recommendations to account management teams or to clients in order to effectively negotiate rates and funding levels.

Evaluating and presenting monthly, quarterly and annual reports that measure client financial status.

Track 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.

Assists in the preparation of presentations, campaigns, communication materials, newsletters, etc.

to internal staff and clients/prospects regarding underwriting policies and scope of services.

Acts as a resource regarding industry trends and technologies for account service and consulting, new sales, and additional sales to existing clients.

Maintains survey data.

Required: Bachelor’s degree.

Minimum of 3 years within employee benefits field in an underwriting capacity.

Working knowledge of Microsoft Windows applications and Microsoft Office.

Preferred: Advanced Excel Skills.

Math or Finance specific degree.

Key Characteristics: Detail oriented.

Strong analytical skills Good communication and interpersonal skills.

Must be able to multi-task to meet deadlines with quality and accurate deliverables.

Must maintain favorable relationships with clients, vendors and other office staff.

U.S.

Eligibility Requirements: Interested candidates must submit an application and resume/CV online to be considered Are you 18 years of age or older or can you demonstrate legal capacity to enter a contract?

Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation Must have unrestricted work authorization to work in the United States.

For U.S.

employment opportunities, Gallagher hires U.S.

citizens, permanent residents, asylees, refugees, and temporary residents.

Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status.

Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.

Gallagher will require proof of work authorization Must be willing to execute Gallagher’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.

Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination.

In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Additional Information

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