Financial and Actuarial Consultant

Gallagher; Visalia (CA); On-site; Confidential; Full time

Benefits offered by this job

Competitive pay

Benefits program

Career development

Collaborative culture

Global reach/local impact

Job summary

Gallagher Benefit Services, a trusted partner for organizations navigating important people decisions, supports clients with benefit strategies, wellbeing programs, and workforce challenges. You will work with account teams to analyze carrier data, negotiate funding levels, and present financial reports to clients, helping shape better workplaces.

The role emphasizes collaboration, client service, and staying informed on industry trends and technologies to deliver value across Gallagher's global

Qualifications

• Bachelor's degree and 3 years within employee benefits field in an underwriting capacity.
• Working knowledge of Microsoft Windows applications and Microsoft Office.
• Advanced Excel skills preferred.

Responsibilities

• Provide guidance and assistance to account teams and clients by using financial decision-making tools and speaking on behalf of the underwriting team.
• Analyze data from carriers on clients and provide recommendations to account management and clients to negotiate rates and funding levels.
• Evaluate, present monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates.

Skills

Advanced Excel

Interpersonal skills

Communication

Education

Bachelor's degree

Math or Finance degree preferred

Tools

Microsoft Windows

Microsoft Office

Job description

Introduction

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 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. Assists in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding underwriting policies and scope of services. Acts as a resource regarding industry trends and technologies for account service and consulting, new sales, and additional sales to existing clients.

About You

Required: Bachelor's degree and 3 years within employee benefits field in an underwriting capacity. Working knowledge of Microsoft Windows applications and Microsoft Office.

Preferred: Advanced Excel Skills. Math or Finance degree preferred.

Behaviors: Detail oriented; strong analytical skills and good communication and interpersonal skills. Must be able to multi-task to meet deadlines with quality and accurate deliverables. Must maintain favorable relationships with clients, vendors and other office staff.

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)