Financial & Actuarial Analyst

Gallagher Benefit Services is a trusted partner helping organizations navigate people decisions and build better workplaces. This role supports Client Consultants by collecting data, preparing reports, assisting with client presentations, and helping monitor financial status and underwriting-related reporting for clients. The position also involves coordinating information with account management and supporting team meetings and communication materials.

What you'll do:

• Primary focus of role to provide support to and collaborate with Client Consultants on department initiatives
• Collecting data and preparing reports and information needed for underwriting team members to demonstrate financial status for identified clients
• Assisting in creation and peer review of reports generated for client presentation, and data entry and review of analyst work regarding monthly, quarterly, and annual financial monitoring reports tracking expenses by product lines- adapting to various carrier reporting websites
• Communicates with and distributes information with account management regarding processes and data needed in order to effectively analyze client financial status
• Assists in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding underwriting policies and scope of services
• Participates in and help schedule regular underwriting team meetings
• Performs standard tasks using established and routine methods, principles, concepts and procedures typically on assignments of low complexity
• Typically works under close supervision and guidance

What they're looking for:

• Required: Bachelor's degree and 0 years related experience
• Working knowledge of Microsoft Windows applications and Microsoft Office
• 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
• Preferred: Advanced Excel skills
• Math or Finance degree preferred

Benefits:

• 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