Financial & Actuarial Analyst

Lloyd Bedford Cox, Inc. is part of Gallagher Benefit Services, where you will support Client Consultants and underwriting teams with financial data analysis. The role involves gathering information, reviewing reports, and preparing materials for client presentations and internal use.

What you'll do:

• Help collect, review, and organize financial data so the underwriting team can use it with confidence
• Check reports before they go out, help with peer review, and support the monthly, quarterly, and annual monitoring process that tracks expenses by product line
• Share updates with the Account Management team, help prepare presentations and newsletters, and make sure the team has the information it needs to work smoothly
• Enter and review data with care
• Work in carrier reporting sites and adjust to different formats
• Help prepare client-facing and internal materials
• Support regular underwriting team meetings and help keep schedules on track
• Work under close guidance and follow established methods

What they're looking for:

• Bachelor's degree and 0 years related experience
• Working knowledge of Microsoft Windows applications and Microsoft Office
• 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