Senior Financial Benefits Consultant
1 week ago
Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
We believe that every candidate brings something special to the table, including you So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview
Primary focus of role 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 underwriting team regarding core services.
How you'll make an impact
Key responsibilities include:
- Analyzing data from carriers on complex clients and providing recommendations to account management teams or to clients in order to effectively negotiate rates and funding levels, evaluating and presenting 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, and evaluating, assigning, monitoring and peer review reports generated by underwriting team subordinates.
- Operates as a consultant to internal staff as well as clients, assisting clients with a range of complex issues and needs.
- Provides underwriting analysis services to internal staff and to clients according to their needs and strategic interests, assisting in retaining clients.
- Assists in the sales process through production of financial projections on large accounts and related underwriting analysis.
- Oversees coordination of and help conduct underwriting team training programs for staff / clients.
- Serves as a resource to branch office staff in order to contribute toward measurable ROI of services and retention of clients.
About You
Required: Bachelor's degree and 5 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.
Preferred: Microsoft Excel expertise. Effective negotiation skills.
Behaviors: Detail oriented; strong analytical skills and good communication and interpersonal skills. Must remain aware of new techniques and office procedures and be able to implement new or changing procedures with adequate instruction but minimal supervision. Must maintain favorable relationships with clients, vendors and other office staff.
Compensation and benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- 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
Other benefits include:
- 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
- And more...
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
-
Senior Consultant
1 month ago
Chicago,IL-200 N laSalleSt, United States Cognizant Full timeSenior Consultant Banking & Financial Services Consulting location: Chicago/ Richmond/ Virginia/Remote ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run...
-
Retirement Plan Consultant
2 weeks ago
235 Highlandia Drive Suite 200, United States GBS - Global Full timeIntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...
-
Financial Services Consultant
4 weeks ago
Crystal River, Florida, United States GTE Financial Credit Union Full timeBecome a valued member of GTE Financial Credit UnionWe are seeking a dedicated and customer-oriented professional to fill the role of Personal Banker. This position is crucial in ensuring that our members' financial needs are met through comprehensive assessments and tailored recommendations for products and services that align with their financial...
-
Financial Services Consultant
4 weeks ago
Crystal River, Florida, United States GTE Financial Credit Union Full timeBecome a Key Player at GTE FinancialWe are seeking a dedicated and customer-oriented professional to fill the role of Personal Banker. This position is essential in ensuring that our members' financial needs are met through comprehensive assessments and tailored recommendations of our products and services. The Personal Banker will play a vital role in...
-
Financial Planning Consultant
4 weeks ago
Toms River, New Jersey, United States Bank of America Full timeFinancial Planning ConsultantKey Responsibilities:Collect comprehensive financial data to facilitate the development of tailored plansInput client details into the financial planning softwareOrganize and prepare documentation for client consultationsParticipate in client discussions to evaluate plans, document modifications, and establish subsequent...
-
Manager Consulting
2 months ago
Chicago,IL-200 N laSalleSt, United States Cognizant Full timeManager Consulting (Payment Card network) Banking & Financial Services Consulting ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and...
-
Financial Solutions Consultant
4 weeks ago
Toms River, New Jersey, United States The Bank of America Corporation Full timeJoin Our Team at Bank of AmericaAt Bank of America, we are committed to a shared mission of enhancing financial well-being through meaningful connections.Your Role:As a Financial Solutions Consultant, you will play a pivotal role in guiding clients through their financial journeys. Your responsibilities will include:Providing tailored financial strategies to...
-
Financial Planning Consultant
4 weeks ago
Toms River, New Jersey, United States Bank of America Full timeFinancial Planning ConsultantLocation: Toms River, New JerseyJob Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We embrace Responsible Growth as our guiding principle, ensuring we deliver value to our clients, employees, communities, and shareholders consistently.We prioritize creating an inclusive...
-
Manager Consulting
2 months ago
Chicago,IL-200 N laSalleSt, United States Cognizant Full timeManager Consulting (Payment Card network) Banking & Financial Services Consulting ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and...
-
Manager Consulting
2 months ago
Chicago,IL-200 N laSalleSt, United States Cognizant Full timeManager Consulting (Payment Card network) Banking & Financial Services Consulting ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and...
-
Senior Tax Consultant
4 weeks ago
Fall River, Massachusetts, United States Jobot Full timePosition Overview:As a Senior Tax Consultant at Jobot, you will play a pivotal role in delivering exceptional tax services to our diverse clientele. Your expertise will be essential in navigating complex tax regulations and ensuring compliance while fostering strong client relationships.About Us:Jobot is a premier public accounting firm dedicated to...
-
Financial Manager
2 weeks ago
White River Junction, Vermont, United States Creative Financial Staffing Full timeAccounting Manager RoleOur client, a prestigious organization, is currently seeking an experienced Accounting Manager to join their team at Creative Financial Staffing.What we like about this role:Hybrid Role with a mix of financial and leadership responsibilitiesNationally recognized organization with a strong reputation in the industryRapidly growing...
-
Financial Operations Manager
6 days ago
Black River Falls, Wisconsin, United States Creative Financial Staffing Full timeFinancial Operations Manager About Our Client Creative Financial Staffing is proud to partner with a well-established company in the industry. Our client has been a leader in their field for over 90 years, offering a competitive salary and benefits package to their employees. Responsibilities As a Financial Operations Manager, you will lead and manage...
-
Senior Fellowships and Financial Analyst
2 days ago
South Gate, California, United States InsideHigherEd Full timeJob SummaryWe are seeking a highly skilled and detail-oriented individual to join our team as a Senior Fellowships and Financial Analyst. In this role, you will be responsible for award administration, advising stakeholders on graduate funding, and providing information to students and departments on funding eligibility criteria.Key ResponsibilitiesMonitor...
-
Advanced Sales Consultant
2 weeks ago
Elk River, Minnesota, United States Securian Financial Group Full timeUnlock Your Potential as an Advanced Sales CounselorAre you a seasoned professional with a passion for consulting, training, and educating on complex cases in the estate and tax planning space? Do you have a knack for identifying client needs and developing innovative solutions? We're seeking an experienced Advanced Sales Counselor to join our team at...
-
Tax Consultant
3 weeks ago
Wood River, Illinois, United States SilverLinx Full timeAbout SilverLinx, a leading business consulting firm, we are seeking a highly skilled Tax Consultant to join our team. As a Tax Consultant, you will play a crucial role in supporting our clients' financial needs and providing expert advice on tax matters.**Your Key Responsibilities:**Provide independent support to a diverse client portfolio, including...
-
Manager Consulting
2 months ago
Chicago,IL-200 N laSalleSt, United States Cognizant Full timeManager Consulting (Senior Manager Level) - Payment Card Network Banking & Financial Services Consulting Location: Chicago/ Richmond/ Virginia/Remote ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based,...
-
Patuxent River Estates, Maryland, United States Spalding Consulting Full timeJob Title: Senior Technical Consultant/Digital Technology ExpertSpalding Consulting, Inc. is seeking a highly skilled Senior Technical Consultant/Digital Technology Expert to join our team in Patuxent River, MD.About the RoleWe are a professional services company delivering cutting-edge solutions to the Department of Defense since 2001. Our expert-level...
-
Senior Financial Accountant
4 weeks ago
Fall River, Massachusetts, United States Complete Staffing Solutions, Inc. Full timeJob OverviewPosition: Senior Financial AccountantCompany: Complete Staffing Solutions, Inc.Join a dynamic team where you can leverage your accounting expertise to contribute to the financial health of the organization.Work Schedule:Full-time roleStandard business hours, Monday to FridayKey Responsibilities:The Senior Financial Accountant is responsible for...
-
Senior Financial Accountant
6 days ago
River Hills, United States Jobot Full timeSenior Financial Accountant OpportunityWe are seeking a highly skilled Senior Financial Accountant to join our team at Jobot. As a key member of our finance department, you will be responsible for overseeing general ledger accounting, monthly closes, and financial statement preparation.Key Responsibilities:Ensure accurate recording of accounts payable,...