Divisional Sr. Financial & Actuarial Consultant

Overview

This role (GBS Divisional Sr. Financial & Actuarial Consultant) is a key leadership position within the Health and Benefits division. The consultant provides financial and actuarial consulting support and oversight to FAC (Financial and Actuarial Consulting) managers and consultants, delivers actuarial and underwriting guidance, and helps client teams apply tools, templates, and training resources effectively.

In addition to internal leadership responsibilities, the role includes representing the FAC team in client or prospect meetings, mentoring team members, and driving adoption of best practices across regions. The consultant will also serve as a trusted resource for branch office staff to support high-quality service delivery and measurable client ROI.

Responsibilities

• Lead and manage a team of financial and actuarial professionals to deliver high-quality services to clients and internal teams
• Provide resources, tools, and training to support:
  • Underwriting analysis
  • Developing financial projections
  • Calculating reserves
  • Plan design modeling
  • Overall financial analysis of US employer benefit plans
• Mentor and coach analysts and consultants, supporting professional growth through structured training programs and resources
• Oversee management of tools, templates, and workflows to ensure accuracy, efficiency, and alignment with industry best practices
• Represent the FAC team in client or prospect meetings as needed, providing actionable insights and building trust and credibility
• Support regional leadership alignment by building relationships with Area Presidents and Regional Presidents to ensure FAC representation 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 FAC teams and the Center of Excellence
• Assist in sales prospecting as needed
• Maintain deep understanding of proprietary tools and templates used for financial and actuarial calculations to ensure accurate and efficient use
• Review and enhance client deliverables to ensure they are visually appealing, easy to understand, and aligned with standards
• Provide guidance to FAC managers on tracking team capacity and workload distribution
• Serve as a flexible resource for overflow support to regions with high workloads or complex client projects
• Act as a go-to resource for branch office staff on actuarial and financial consulting topics
• Own and resolve escalated service issues in collaboration with internal teams and clients

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

Preferred Qualifications

• Expertise in financial and actuarial consulting, with strong understanding of underwriting principles
• Proven ability to mentor and develop team members in a collaborative and inclusive environment
• Proficiency with tools such as Power Bi dashboards, AMP reporting, and Gallagher proprietary templates
• Exceptional communication skills; ability to explain complex issues in simple terms to clients and stakeholders
• Effective negotiation skills
• Knowledge of various analytical approaches to problem solving
• Advanced knowledge of underwriting principles and the employee benefits field

Compensation & Benefits

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• Collaborative, people-first culture with accessible leadership
• Opportunity to do meaningful work with global reach and local impact

Inclusion

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