[Remote] Financial & Actuarial Consultant (Remote)

Note: The job is a remote job and is open to candidates in USA. Gallagher is a trusted partner to organizations navigating important people decisions, helping clients build better workplaces. The Financial and Actuarial Consultant role focuses on providing guidance to Account teams and clients, utilizing financial decision-making tools, and conducting client-facing meetings to support financial consulting services.ResponsibilitiesApply advanced skills in order to evaluate and present 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 necessaryDemonstrate proficiency and understanding of various proprietary Models and Tools used to calculate financial resultsAnalyze data from carriers on clients, and provide recommendations to account management teams or to clients, in order to effectively negotiate rates and funding levelsPrepare, analyze and consult on various client deliverables, as defined by the scope of services of the Financial and Actuarial Consulting teamParticipate and assist with regularly scheduled Financial and Actuarial Consulting Team meetings and Champion calls hosted by Director of Financial and Actuarial ConsultingDevelop and maintain strong working relationships with all external and internal partners by demonstrating customer focus and work ethicDemonstrate understanding of whether or not analysis “makes sense”; think beyond the numbers on the pageConduct any activity for special assignments as assigned by managementOversee the review of contract documents such as plan descriptions, administrative agreements, claim exclusions and limitations, etc. in order to gain basic knowledge of client parameters that may impact financial reports; identify training opportunities in this regard for subordinates on the teamEvaluate, assign, monitor and peer review reports generated by Financial and Actuarial Consulting team subordinates, when requested by various Gallagher staffServe as a resource to branch office staff in order to provide resolution of complex underwriting problems and questions delivered by clientStay abreast of what's happening in local markets, to make certain that each branch is given the tools needed to stay competitive in their communitiesAssist in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding Financial and Actuarial Consulting policies and scope of servicesOversee communication from Analyst positions regarding processes and data needed in order to effectively analyze client financial statusPeer review and make suggestions for materials and notices shared across the region and/or divisional Financial and Actuarial Consulting teamProvide assistance as needed to any member of the Financial and Actuarial Consulting team or to any branch location including on site client meetingsSkillsBachelor's degree (Finance, Mathematics or similar preferred)3+ years of experience in the Employee Benefits fieldAbility to communicate effectively in a fast paced work environmentExcellent oral and written communication skillsAdvanced Microsoft Excel skillsMust be able to persuade others to provide items needed to complete this job within pre-established timeframesAbility to negotiate and effectively communicate to manage expectationsAbility to work professionally as a team member in a group with diverse backgroundsMust have initiative and be properly assertive in presenting new ideasKnowledge of underwriting principals and/or experience as an Underwriter/Underwriting Analyst preferredBenefitsMedical/dental/vision plans, which start from day one!Life and accident insurance401(K) and Roth optionsTax-advantaged accounts (HSA, FSA)Educational expense reimbursementPaid parental leaveDigital mental health services (Talkspace)Flexible work hours (availability varies by office and job function)Training programsGallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeingCharitable matching gift programCompany OverviewGallagher is an international insurance brokerage and risk management services firm. It was founded in 1927, and is headquartered in Rolling Meadows, Illinois, USA, with a workforce of 10001+ employees. Its website is https://www.ajg.com/.