Benefits Financial Analyst

Job Description

Financial and Actuarial Analyst | Gallagher

The Tone:
This is a full-time role at Gallagher, where you will join Gallagher Benefit Services to help organizations navigate critical people decisions. The company builds better workplaces where individuals feel supported, empowered, and inspired to thrive. Your work here creates meaningful change for businesses and the people who power them by shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges.

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

• Team: Working within the Financial Benefits Consulting team, under the supervision of team leaders.
• Mission: Provide financial guidance and assistance to account teams and clients, representing the Financial Benefits Consulting team’s core services.
• Tech Stack: Microsoft Windows, Microsoft Office, Excel

What You’ll Actually Do
• Data Collection: Demonstrate proficiency in collecting required data and materials for successful project completion, as directed by team leaders.
• Financial Analysis: Analyze client data from carriers to provide recommendations to account management teams or clients for effective rate and funding level negotiations.
• Client Deliverables: Prepare, analyze, and consult on various client deliverables, adhering to the scope of services defined by the Financial Benefits Consulting team.
• Contract Review: Competently and independently review contract documents, such as SPDs, administrative agreements, and claim exclusions, to determine their impact on financial reports.
• Financial Reporting Support: Assist in collecting data and preparing reports to demonstrate the financial status for identified clients, collaborating with GSC Financial Benefits Consulting and Client Teams.

The Must-Haves
• Background: Entry-Level professional with a Bachelor’s degree.
• Experience: 0 years of related experience and working knowledge of Microsoft Windows applications and Microsoft Office.
• Skills: Detail-oriented with strong analytical, communication, and interpersonal skills, capable of multitasking to meet deadlines with quality and accurate deliverables.
• Bonus: Advanced Excel skills and a Math or Finance degree preferred.