Gallagher Re · 2 months ago
Senior Financial Benefits Consultant
Austin, Texas
Full-time
Onsite
Senior Level
5+ years expGallagher Re is a trusted partner for organizations navigating important people decisions. The Senior Financial Benefits Consultant will provide guidance and assistance to account teams and clients, using financial decision-making tools and mentoring others on the team.
ConsultingInsuranceRisk 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
Apply advanced skills in order to provide and present monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates, etc. Be able to speak with Account management team and clients about abnormal conditions that arise from the evaluation of these reports
Analyze data from carriers on complex 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 Benefits Consulting team
Assist in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding Underwriting policies and scope of services
Oversee communication from Analyst positions regarding processes and data needed in order to effectively analyze client financial status
Have ability to peer review and make suggestions for materials and notices shared across the region and/or divisional Financial Benefits Consulting team
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
8+ years of relevant experience
Microsoft Excel expertise
Effective negotiation skills
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 Re
Gallagher Re provides Reinsurance, Risk Management, and Consultancy services. It is a sub-organization of Gallagher.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Edson Wiggers
CEO, Latin America & The Caribbean
Jim Bradshaw
Chief Executive Officer Gallagher Re North America
Recent News
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