Financial and Actuarial Consulting Manager

Primary focus of role to oversee and manager team of professional of which provides guidance and assistance to account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, to speak effectively on behalf of the underwriting team regarding core services, and acting as a mentor/coach to analyst and consulting positions.

Key Responsibilities

• Providing guidance and technical assistance with analysis, projections and plan design recommendations to internal staff as well as to clients, developing and providing special ad hoc financial reports to assist client consultants to track expenses and identify trends in special areas, facilitating carrier reporting with all carriers / vendors, ensure streamlined, cohesive and effective communication regarding plan expense data, and evaluating and reporting on projects that are undertaken by the underwriting team.
• Conducts regularly scheduled underwriting team meetings and regional staff calls.
• Develops and distributes appropriate communication to internal staff, clients, corporate teams, and industry peers. Operates 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.
• Assists in the sales process through production of financial projections on large accounts and related underwriting analysis.
• Oversees coordination of and help conduct underwriting team training programs for staff / clients.
• Serves as a resource to branch office staff in order to contribute toward measurable ROI of services and retention of clients.
• Mentor, assist, educate and support the development of staff. Delegates to staff so that time is utilized most efficiently.

Required: 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. Must be familiar with carrier reporting systems. Be able to effectively articulate the format, content, and logic of all underwriting tools and client reports.

Preferred: Effective negotiation skills. Knowledgeable in using various analytical approaches to problem solving. Advanced knowledge of underwriting principles and of the employee benefits field.

Behaviors: Must have strong interpersonal skills; excellent communication skills (both orally and in writing) and ability to build meaningful professional relationships in order to be successful with required client facing activity. Must demonstrate ability to effectively manage and mentor individuals as well as a team. Must be amiable when encountering difficult situations with clients, vendors, co-workers and direct reports

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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.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)