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About the Role

The GBS Divisional Sr. Financial & Actuarial Consultant is a key leadership role within the Health and Benefits division, responsible for providing support and oversight to Financial and Actuarial Consulting (FAC) managers and consultants. This role includes delivering actuarial and underwriting guidance, assisting client teams, and ensuring the effective use of tools, templates, and training resources. The consultant will also manage capacity, track deliverables, and outline career growth opportunities for team members.

Responsibilities

Lead and manage a team of financial and actuarial professionals, ensuring the delivery of high-quality services to clients and internal teams.
Provide resources, tools and training for underwriting analysis, developing financial projections, calculation of reserves, plan design modeling and overall financial analysis of US employer benefit plans.
Act as a mentor and coach, supporting the professional growth of analysts and consultants.
Develop structured training programs and resources to enhance technical skills and client-facing capabilities.
Oversee the management of tools, templates, and workflows, ensuring accuracy, efficiency, and alignment with industry best practices.
Represent the Financial and Actuarial Consulting team in client or prospect meetings, building trust and credibility through actionable insights.
Build relationships with Area Presidents and Regional Presidents to ensure FAC is represented within leadership.
Conduct team meetings, distribute communications, and drive collaboration across branches within the region.
Lead training programs for staff and client teams to ensure consistent adoption of best practices.
Act as a liaison between the Financial and Actuarial Consulting teams and Gallagher’s Center of Excellence.
Assist in sales prospecting as needed.
Maintain deep understanding of Gallagher’s proprietary tools and templates used for financial and actuarial calculations.
Review and enhance client deliverables, ensuring they are visually appealing, easy to understand, and aligned with Gallagher’s standards.
Provide guidance and support to FAC managers in tracking team capacity and workload distribution.
Act as a flexible resource to provide overflow support to regions facing high workloads or complex client projects.
Serve as a go-to resource for branch office staff, providing expertise on actuarial and financial consulting topics.
Take ownership of escalated service issues, working closely with internal teams and clients to resolve them effectively.

Requirements

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.
Familiarity with carrier reporting systems.
Ability to effectively articulate the format, content, and logic of all underwriting tools and client reports.

Skills

Financial and actuarial consulting
Underwriting principles
Mentoring and team development
Power Bi dashboards
AMP reporting
Gallagher’s proprietary templates
Communication skills
Negotiation skills
Analytical approaches to problem solving
Underwriting principles of the employee benefits field
Strategic mindset
Compliance and regulatory requirements
Relationship building
Interpersonal skills
Client facing activity
Managing and mentoring individuals and teams
Amiable demeanor in difficult situations

Experience Level

Sr. Financial & Actuarial Consultant

Education Level

Bachelor's degree

Benefits

Competitive compensation
Comprehensive benefits programs designed to support your well-being
Career development opportunities and ongoing learning

About the Company

Gallagher Benefit Services is a trusted partner to organizations navigating important people decisions.
We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive.
We are a community of bold explorers, trusted experts, and compassionate partners, working side by side to solve problems and shape the future of work.
Curiosity is encouraged, collaboration is second nature, and ideas have room to grow.
We offer the opportunity to do meaningful work with global reach and local impact.
We are dedicated to building an inclusive and authentic workplace.
We consider transferable skills from previous roles.

Equal Opportunity

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