Financial Benefits Analyst

Job Description

Financial and Actuarial Analyst | Gallagher

The Tone:
This is a full-time role at Gallagher Benefit Services. The exact location is not specified in this job description. Gallagher Benefit Services is a trusted partner to organizations, helping them navigate crucial people decisions and build better workplaces where employees feel supported, empowered, and inspired to thrive. The work in this role creates meaningful change for businesses and the individuals who power them.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Not specified

• Team: Financial Benefits Consulting team, collaborating with GSC and Client Teams
• Mission: Provide guidance and assistance to account teams and clients using financial decision-making tools, and effectively represent the Financial Benefits Consulting team’s core services.
• Tech Stack: Microsoft Windows applications, Microsoft Office

What You’ll Actually Do
• Data Collection: Collect all required data and materials for the successful completion of various projects, under the direction and supervision of team leaders.
• Financial Analysis: Analyze client data from carriers to provide recommendations to account management teams or clients, specifically to aid in negotiating rates and funding levels effectively.
• Deliverable Management: Prepare, analyze, and consult on various client deliverables, adhering to the defined scope of services of the Financial Benefits Consulting team.
• Contract Review: Competently and independently review contract documents, including SPDs, administrative agreements, claim exclusions, and limitations, to determine their impact on financial reports.
• Carrier Coordination: Coordinate with carrier underwriting and report teams, adapting to their differences, regarding the planning, timelines, and formatting of data needed for requested reports and projects.

The Must-Haves
• Background: Bachelor’s degree, Entry-Level in a field related to finance or actuarial science.
• Experience: 0 years of related experience. Working knowledge of Microsoft Windows applications and Microsoft Office is required.
• Skills: Data collection and analysis, utilization of financial decision-making tools, contract document review, report preparation, and effective communication regarding financial benefits consulting services.