Director, Financial and Actuarial Consulting

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. How you'll make an impact 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 management positions. Key responsibilities include; involvement with strategic planning meetings for budgets and financial implications for clients, along with consulting and account management team, identifying need for project work based on dominant priorities of the division and region, and ability to articulate the need for projects to management, and acting as ambassador for organization by participating in and promoting carrier functions and activities, which will result in building and maintaining positive relationship with outside vendors. Participates in and contributes to divisional and corporate workgroups, providing insight and guidance on all fundamental underwriting services as well as tools and best practices. Conducts regularly scheduled underwriting team meetings and regional staff calls. Develops and distributes appropriate communication to internal staff, clients, corporate teams, and industry peers. 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. About You Required: Bachelor's degree and 9 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. Preferred: Effective negotiation skills. 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 Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: 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 Other benefits include: 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... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. 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 person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. 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 management positions. Key responsibilities include; involvement with strategic planning meetings for budgets and financial implications for clients, along with consulting and account management team, identifying need for project work based on dominant priorities of the division and region, and ability to articulate the need for projects to management, and acting as ambassador for organization by participating in and promoting carrier functions and activities, which will result in building and maintaining positive relationship with outside vendors. Participates in and contributes to divisional and corporate workgroups, providing insight and guidance on all fundamental underwriting services as well as tools and best practices. Conducts regularly scheduled underwriting team meetings and regional staff calls. Develops and distributes appropriate communication to internal staff, clients, corporate teams, and industry peers. 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 9 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. Preferred: Effective negotiation skills. 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