Financial & Actuarial Analyst

Gallagher Benefit Services helps organizations make informed people and workplace decisions through benefits, wellbeing, and workforce advisory services. The Financial & Actuarial Analyst supports Client Consultants and underwriting team members by collecting data, preparing and reviewing financial reports, assisting with client materials, and coordinating underwriting team activities.

What you'll do:

• 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
• 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