Financial Benefits Consultant
Intro Gallagher is a global leader in insurance, risk management and consulting services.
We help businesses grow, communities thrive and people prosper.
We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets.
A culture driven by our people, over 45,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.
As a member of our benefits and HR consulting team, youll help our clients -- employers of all sizes, across all industries -- build workplaces that work better.
Overview 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.
Responsibilities 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.
Qualifications 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.
Additional Information Click Here (https:
//www.
isrvr.
com/is/DigitalAssets/EligiblityRequirements/index.
html) to review our U.
S.
Eligibility Requirements We offer competitive salaries and benefits, including:
medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.
Recommended Skills Account Management Analytical Attention To Detail Communication Decision Making Software Employee Benefits Estimated Salary: $20 to $28 per hour based on qualifications.
We help businesses grow, communities thrive and people prosper.
We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets.
A culture driven by our people, over 45,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.
As a member of our benefits and HR consulting team, youll help our clients -- employers of all sizes, across all industries -- build workplaces that work better.
Overview 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.
Responsibilities 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.
Qualifications 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.
Additional Information Click Here (https:
//www.
isrvr.
com/is/DigitalAssets/EligiblityRequirements/index.
html) to review our U.
S.
Eligibility Requirements We offer competitive salaries and benefits, including:
medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.
Recommended Skills Account Management Analytical Attention To Detail Communication Decision Making Software Employee Benefits Estimated Salary: $20 to $28 per hour based on qualifications.
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