Client-Focused Financial & Actuarial Associate

Arthur J. Gallagher & Co. (AJG); Walnut Creek (CA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Collaborative culture

Job summary

Gallagher Benefit Services, part of Gallagher, is seeking a Financial and Actuarial Associate in Walnut Creek, CA. The role focuses on performing financial analyses for clients, mentoring team members, and supporting account teams to deliver analytical solutions.

The position emphasizes collaboration, curiosity, and service-minded innovation within a global, locally impactful practice.

Qualifications

• Bachelor's degree and 2 years related experience required.
• Strong PC and Microsoft applications skills (Word and Excel).

Responsibilities

• Performs financial analysis on behalf of clients and provides consultation.
• Supports other Account Managers, Account Executives, Producers under their direction.
• Has direct customer contact.
• Projects, analyses, and/or assignments are less complex.
• Works independently on routine assignments and under supervision on more complex work.
• Responsible for conducting and documenting routine to moderate financial analysis projects for clients.

Skills

Financial analysis

Direct client contact

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Job description

Gallagher Benefit Services, part of Gallagher, is seeking a Financial and Actuarial Associate in Walnut Creek, CA. The role focuses on performing financial analyses for clients, mentoring team members, and supporting account teams to deliver analytical solutions.

The position emphasizes collaboration, curiosity, and service-minded innovation within a global, locally impactful practice.