What are the responsibilities and job description for the Senior Financial Consultant position at Gallagher Benefit Services?
Introduction
How you'll make an impact
About You
Required: Bachelor's degree and 5 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.
Preferred: Microsoft Excel expertise. Effective negotiation skills.
Behaviors: Detail oriented; strong analytical skills and good communication and interpersonal skills. Must remain aware of new techniques and office procedures and be able to implement new or changing procedures with adequate instruction but minimal supervision. Must maintain favorable relationships with clients, vendors and other office staff.
#LI-AM3
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
How you'll make an impact
- Primary focus of role to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the underwriting team regarding core services.
- Key responsibilities include; analyzing data from carriers on complex clients and providing recommendations to account management teams or to clients in order to effectively negotiate rates and funding levels, evaluating and presenting monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates, etc. to the Account management teams and to clients when necessary, and evaluating, assigning, monitoring and peer review reports generated by underwriting team subordinates.
- Operates as a consultant to internal staff as well as clients, assisting clients with a range of complex issues and needs.
- Provides underwriting analysis services to internal staff and to clients according to their needs and strategic interests, assisting in retaining clients.
- Assists in the sales process through production of financial projections on large accounts and related underwriting analysis.
- Oversees coordination of and help conduct underwriting team training programs for staff / clients.
- Serves as a resource to branch office staff in order to contribute toward measurable ROI of services and retention of clients.
About You
Required: Bachelor's degree and 5 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.
Preferred: Microsoft Excel expertise. Effective negotiation skills.
Behaviors: Detail oriented; strong analytical skills and good communication and interpersonal skills. Must remain aware of new techniques and office procedures and be able to implement new or changing procedures with adequate instruction but minimal supervision. Must maintain favorable relationships with clients, vendors and other office staff.
#LI-AM3
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- 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
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time Off