Gallagher · 1 day ago
Sr. Financial and Actuarial Consultant
Omaha, NE
Full-time
Onsite
Senior Level
5+ years expGallagher Benefit Services is a trusted partner to organizations navigating important people decisions. The role focuses on providing guidance and assistance to account teams and clients through financial decision-making tools and conducting client-facing meetings.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
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
Tracking expenses by product line, renewal projections, funding levels and rates, etc. to the Account management teams and to clients when necessary
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
Actively mentor junior team members and identify opportunities to work closely with divisional team on creation, enhancement and development of tools, templates and reports
Qualification
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
An executive presence with polished and well developed written and oral communications
Ability to influence and collaborate with senior management and work across all levels of an organization
Deep knowledge of national and applicable regional carriers - incl. discounts, embedded programming, and emerging solutions
Membership in the American Academy of Actuaries (MAAA) and Society of Actuaries (SOA) with a designation of Fellow or Associate
Benefits
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
2025-12-04
2025-11-19
Company data provided by crunchbase