Financial Consultant

Arthur J. Gallagher & Co. (AJG); Fresno (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development

Global reach with local impact

Job summary

Gallagher Benefit Services is seeking a qualified Financial Benefits Analyst to support Account teams and clients with financial decision tools and reporting. You will present monthly and quarterly results, analyze funding levels and rates, and contribute to client deliverables.

The role requires a Bachelor's degree and 3 years in employee benefits, with advanced Excel skills and strong communication. This is an on-site opportunity in Fresno, CA.

Qualifications

• Bachelor's degree and 3 years within employee benefits field in underwriting capacity.
• Working knowledge of Microsoft Windows applications.
• Proficiency with Microsoft Office.

Responsibilities

• Evaluate and present monthly, quarterly and annual client reports.
• Analyze carrier data to advise on rates and funding levels.
• Prepare client deliverables for the Financial Benefits Consulting team.
• Train subordinates and oversee workflow.
• Provide resolution for complex underwriting questions.

Skills

Advanced Excel

Analytical skills

Communication skills

Education

Bachelor's degree in a related field

Tools

Microsoft Office

Microsoft Windows

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.

Overview

Primary focus of role is 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 Financial & Actuarial Consulting team regarding core services.

How you'll make an impact

• Apply advanced skills in order to evaluate and present 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.
• Help train subordinates.
• Demonstrate proficiency and understanding of various proprietary Models and Tools used to calculate financial results.
• Analyzing data from carriers on clients, and provide recommendations to account management teams or to clients, in order to effectively negotiate rates and funding levels.
• Preparing, analyzing and consulting on various client deliverables, as defined by the scope of services of the Financial & Actuarial Consulting team.
• Demonstrate understanding of whether or not analysis “makes sense”; can think beyond the numbers on the page.
• Conduct any activity for special assignments as assigned by management.
• Maintain workflow tracking application or logs, as established by management and departmental guidelines and protocol.
• Oversee the review of contract documents such as plan descriptions, administrative agreements, claim exclusions and limitations, etc. in order to gain basic knowledge of client parameters that may impact financial reports; identify training opportunities in this regard for subordinates on the team.
• Evaluate, assign, monitor and peer review reports generated by Financial Benefits Consulting team subordinates, when requested by various Gallagher staff.
• Demonstrate competence with collection of required data and materials needed for the successful completion of various projects with minimal supervision.
• Serve as a resource to branch office staff in order to provide resolution of complex underwriting problems and questions delivered by client.
• Stay abreast of what's happening in local markets, to make certain that each branch is given the tools needed to stay competitive in their communities.
• Assist in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding Financial Benefits Consulting policies and scope of services
• Proficient and compliant with internal systems, including workflow tracking applications.
• Strong oral and written communications and presentations
• Manage escalated service issues to productive outcome
• Oversee communication from Analyst positions regarding processes and data needed in order to effectively analyze client financial status
• Ability to peer review and make suggestions for materials and notices shared across the region and/or divisional Financial Benefits Consulting team

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.

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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)