Divisional Sr. Financial & Actuarial Consultant

Overview

This role (GBS Divisional Sr. Financial & Actuarial Consultant) is a leadership position within the Health and Benefits division. The position provides support and oversight to Financial and Actuarial Consulting (FAC) managers and consultants, including actuarial and underwriting guidance, assistance to client teams, and ensuring effective use of tools, templates, and training resources.

The consultant will also manage capacity, track deliverables, and outline career growth opportunities for team members. In addition to internal responsibilities, the role includes participating in client or prospect meetings to represent the FAC team, mentoring team members, and driving adoption of best practices across regions.

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, financial projections, reserve calculations, plan design modeling, and overall financial analysis of US employer benefit plans
• Mentor and coach analysts and consultants through structured training programs and resources to improve technical skills and client-facing capabilities
• 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; build 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 FAC teams and the organization’s 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 accuracy and efficiency
• Review and enhance client deliverables to ensure they are visually appealing, easy to understand, and aligned with organizational standards
• Provide guidance and support to FAC managers in tracking team capacity and workload distribution
• Provide overflow support to regions facing high workloads or complex client projects
• Serve as a go-to resource for branch office staff on actuarial and financial consulting topics
• Take ownership of escalated service issues and coordinate with internal teams and clients to resolve them effectively

Requirements

• Bachelor’s degree and 7 years of experience on Broker or Carrier side with a 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 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, fostering a collaborative and inclusive environment
• Proficiency in tools such as Power Bi dashboards, AMP reporting, and proprietary templates
• Exceptional communication skills, including the ability to explain complex issues in simple terms to clients and stakeholders
• Effective negotiation skills
• Knowledgeable in using various analytical approaches to problem solving
• Advanced knowledge of underwriting principles and of the employee benefits field

Compensation & Benefits

• Competitive compensation
• Comprehensive benefits programs designed to support 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

Additional Information

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