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 position provides support and oversight to Financial and Actuarial Consulting (FAC) managers and consultants, including delivering actuarial and underwriting guidance, assisting client teams, and ensuring the effective use of tools, templates, and training resources.

The consultant also manages capacity, tracks deliverables, and outlines career growth opportunities. In addition, the role participates in client or prospect meetings to represent the Financial and Actuarial Consulting team, mentors team members, and helps drive adoption of best practices across regions.

Responsibilities

• Lead and manage a team of financial and actuarial professionals to ensure delivery of high-quality services to clients and internal teams.
• Provide resources, tools, and training for underwriting analysis, financial projections, calculation of reserves, plan design modeling, and overall financial analysis of US employer benefit plans.
• Develop structured training programs and resources to enhance 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 Financial and Actuarial Consulting team in client or prospect meetings as needed, providing actionable insights to build trust and credibility.
• Build 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 support consistent adoption of best practices.
• Serve as a liaison between the Financial and Actuarial Consulting teams and Gallagher’s Center of Excellence.
• Assist in sales prospecting as needed.
• Maintain deep understanding of proprietary tools and templates used for financial and actuarial calculations, ensuring accuracy and efficiency.
• Review and enhance client deliverables to ensure they are visually appealing, easy to understand, and aligned with standards.
• Provide guidance and support to FAC managers on tracking team capacity and workload distribution.
• Act as a flexible resource to provide overflow support to regions with 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 work closely with internal teams and clients to resolve them effectively.

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.
• Must be familiar 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 a 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 Gallagher’s 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.

Behaviors

• Strategic mindset with ability to identify opportunities for innovation and process improvement.
• Commitment to compliance, regulatory requirements, and industry best practices.
• Passion for building relationships and delivering measurable ROI for clients.
• Strong interpersonal skills; excellent communication skills (oral and written) and ability to build meaningful professional relationships for required client-facing activity.
• Ability to effectively manage and mentor individuals as well as a team.
• Amiable when encountering difficult situations with clients, vendors, co-workers, and direct reports.

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.

Additional Information

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