Financial consultant Jobs in Mesa, AZ

Overview

The primary focus of the Financial and Actuarial Consultant 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 and Actuarial Consulting team regarding core services. This position can be fully remote/WFH/virtual and you can be based anywhere in the US. 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. Demonstrate proficiency and understanding of various proprietary Models and Tools used to calculate financial results. Analyze data from carriers on clients, and provide recommendations to account management teams or to clients, in order to effectively negotiate rates and funding levels. Prepare, analyze and consult on various client deliverables, as defined by the scope of services of the Financial and Actuarial Consulting team. Participate and assist with regularly scheduled Financial and Actuarial Consulting Team meetings and Champion calls hosted by Director of Financial and Actuarial Consulting Develop and maintain strong working relationships with all external and internal partners by demonstrating customer focus and work ethic Demonstrate understanding of whether or not analysis “makes sense”; think beyond the numbers on the page. Conduct any activity for special assignments as assigned by management. 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 and Actuarial Consulting team subordinates, when requested by various Gallagher staff. 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 and Actuarial Consulting policies and scope of services Oversee communication from Analyst positions regarding processes and data needed in order to effectively analyze client financial status Peer review and make suggestions for materials and notices shared across the region and/or divisional Financial and Actuarial Consulting team Provide assistance as needed to any member of the Financial and Actuarial Consulting team or to any branch location including on site client meetings About You Bachelor’s degree (Finance, Mathematics or similar preferred) 3+ years of experience in the Employee Benefits field Knowledge of underwriting principals and/or experience as an Underwriter/Underwriting Analyst preferred Ability to communicate effectively in a fast paced work environment Excellent oral and written communication skills Advanced Microsoft Excel skills Must be able to persuade others to provide items needed to complete this job within pre-established timeframes Ability to negotiate and effectively communicate to manage expectations Ability to work professionally as a team member in a group with diverse backgrounds Must have initiative and be properly assertive in presenting new ideas #LI-DK3 #LI-Remote 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)