[Remote] Divisional Sr. Financial & Actuarial Consultant

Note: The job is a remote job and is open to candidates in USA. SeaCoast Underwriters, Inc., now known as Risk Placement Services, is a leader in providing innovative solutions for organizations navigating complex people decisions. The Divisional Senior Financial & Actuarial Consultant will oversee a team, delivering actuarial and underwriting expertise while mentoring professionals and enhancing best practices across the organization.

Responsibilities

• Lead and manage a team of financial and actuarial professionals, ensuring the delivery of high-quality services to clients and internal teams
• Provide resources, tools and training to the team for underwriting analysis, developing financial projections, calculation of reserves, plan design modeling and overall financial analysis of US employer benefit plans
• Act as a mentor and coach, supporting the professional growth of analysts and consultants
• Develop structured training programs and resources to enhance technical skills and client-facing capabilities across the team
• Oversee the management of tools, templates, and workflows, ensuring accuracy, efficiency, and alignment with industry best practices
• Represent the Financial and Actuarial Consulting team in client or prospect meetings, as needed, building trust and credibility through actionable insights
• Conduct team meetings, distributing communications, and driving collaboration across branches within the region
• Lead training programs for staff and clients to ensure consistent adoption of best practices
• Act as a liaison between the Financial and Actuarial Consulting teams and Gallagher’s Center of Excellence
• Assist in the sales prospecting as needed
• Maintain deep understanding of Gallagher’s proprietary tools and templates used for financial and actuarial calculations, ensuring accuracy and efficiency in their application
• Review and enhance client deliverables, ensuring they are visually appealing, easy to understand, and aligned with Gallagher’s standards
• Provide guidance and support to FAC managers in tracking team capacity and workload distribution
• Act as a flexible resource to provide overflow support to regions facing high workloads or complex client projects
• Serve as a go-to resource for branch office staff, providing expertise on actuarial and financial consulting topics
• Take ownership of escalated service issues, working closely with internal teams and clients to resolve them effectively

Skills

• Bachelor's degree and 7 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
• Be able to effectively articulate the format, content, and logic of all underwriting tools and client reports
• Expertise in financial and actuarial consulting, with a strong understanding of underwriting principles
• Proven ability to mentor and develop team members, fostering a collaborative and inclusive environment
• Proficiency in using tools like Power Bi dashboards, AMP reporting, and Gallagher's proprietary templates
• Exceptional communication skills, with the ability to explain complex issues in simple terms to clients and stakeholders
• Effective negotiation skills
• Knowledgeable in using various analytical approaches to problem solving
• Advanced knowledge of underwriting principles and of the employee benefits field

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

Company Overview