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. 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 analytics 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. Assess employer's health insurance benefits to understand benefit packages and accurately compare plans and premiums between carriers. Apply skills in order to evaluate 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. In conjunction with the 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 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 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. Must maintain favorable relationships with clients, vendors and other office staff. #LI-TW2 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. 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 analytics 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. Assess employer's health insurance benefits to understand benefit packages and accurately compare plans and premiums between carriers. Apply skills in order to evaluate 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. In conjunction with the benefits consulting and the client teams, responsible for assisting with collecting data and preparing reports, to demonstrate financial status for identified clients. Required: Bachelor's degree and 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 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. Must maintain favorable relationships with clients, vendors and other office staff. #LI-TW2