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INTRODUCTION

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

HOW YOU'LL MAKE AN IMPACT

Primary focus of role to oversee and manage a team of professionals which provides guidance and assistance to account teams and clients by using financial decision-making tools, conducting client-facing meetings when appropriate, to speak effectively on behalf of the underwriting team regarding core services, and acting as a mentor/coach to analyst and consulting positions. Key responsibilities include:

• Providing guidance and technical assistance with analysis, projections, and plan design recommendations to internal staff as well as to clients
• Developing and providing special ad hoc financial reports to assist client consultants to track expenses and identify trends in special areas
• Facilitating carrier reporting with all carriers/vendors
• Ensuring streamlined, cohesive, and effective communication regarding plan expense data
• Evaluating and reporting on projects that are undertaken by the underwriting team
• Conducting regularly scheduled underwriting team meetings and regional staff calls
• Developing and distributing appropriate communication to internal staff, clients, corporate teams, and industry peers
• Operating as a consultant to internal staff as well as clients, assisting clients with a range of complex issues and needs
• Providing underwriting analysis services to internal staff and to clients according to their needs and strategic interests, assisting in retaining clients
• Assisting in the sales process through production of financial projections on large accounts and related underwriting analysis
• Overseeing coordination of and helping conduct underwriting team training programs for staff/clients
• Serving as a resource to branch office staff in order to contribute toward measurable ROI of services and retention of clients
• Mentoring, assisting, educating, and supporting the development of staff
• Delegating to staff so that time is utilized most efficiently

BASIC QUALIFICATIONS

Required: 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.

PREFERRED QUALIFICATIONS

• Effective negotiation skills
• Knowledgeable in using various analytical approaches to problem solving
• Advanced knowledge of underwriting principles and of the employee benefits field

BEHAVIORS

Must have strong interpersonal skills; excellent communication skills (both orally and in writing) and ability to build meaningful professional relationships in order to be successful with required client-facing activity. Must demonstrate ability to effectively manage and mentor individuals as well as a team. Must be amiable when encountering difficult situations with clients, vendors, co-workers, and direct reports.

COMPENSATION AND BENEFITS

At Gallagher, we believe supporting our colleagues goes far beyond the role itself.

• 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)