Senior Financial Benefits Consultant

2 weeks ago

Charlotte, United States Gallagher Benefit Services Full time
Introduction

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.


How you'll make an impact

  • 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.
  • 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.

 

  • Strategic Financial Benefits Consultant

    1 week ago

    Charlotte, North Carolina, United States Gallagher Benefit Services Full time

    About UsGallagher Benefit Services is a leading provider of employee benefits solutions, dedicated to helping clients build environments where employees thrive.Job OverviewWe are seeking an experienced Strategic Financial Benefits Consultant to join our team. This role offers a competitive salary and a wide range of benefits, including medical/dental/vision...

  • Senior Financial Analyst

    2 days ago

    Charlotte, NC, United States Staff Financial Group Full time

    Senior Financial Analyst High Profile position with fast track opportunity for a go getter!! Our client, a Global Manufacturer and Distributor has an immediate need for a Senior Financial Analyst with an MBA and experience preparing and making presentations to senior management. KEY RESPONSIBILITIES Support the development and coordination of the...

  • Senior Benefits Consultant

    2 days ago

    Charlotte, United States Disability Solutions Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Senior Financial Control Specialist

    1 week ago

    Charlotte, North Carolina, United States Compass Corporate Full time

    Job Opportunity OverviewCompass Corporate seeks an experienced Senior Financial Control Specialist to join its North America Internal Controls team, based in Charlotte. This role offers a chance to augment the organization's control environment as it progresses on a control enhancement journey.Key ResponsibilitiesThe Senior Financial Control Specialist will...

  • Senior Consultant

    4 weeks ago

    Charlotte, United States Cognizant Full time

    Senior Consultant, Cognizant Consulting Manufacturing Charlotte, NC 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 efficient...

  • Senior Financial Services Operations Manager

    5 days ago

    Charlotte, North Carolina, United States OneMain Financial Full time

    Job SummaryWe are seeking a Senior Financial Services Operations Manager to join our team in New York, NY or Charlotte, NC. As a critical member of our Card Analytics team, you will be responsible for driving business growth by optimizing operational efforts and decisions.About the RoleA successful candidate will have 5+ years of experience in analytics...

  • Senior Consultant – Wealth Management

    3 weeks ago

    Charlotte, United States Infosys Consulting Full time

    Senior Consultant – Wealth Management & Trust, Infosys ConsultingThe Role – What You’ll DoYou will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of world class product management team which will help drive innovation and improved user experience in wealth...

  • Senior Accounting Consultant

    9 hours ago

    Charlotte, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH is seeking a Senior Accounting Consultant to join their client in Charlotte, NC on a contract basis. Candidates must be able to step into a transitional situation with little to no guidance.Responsibilities:· Leading and advising accounting team on daily accounting duties· Oversight of AP and AR activities· Processing...

  • Infosys Consulting | Senior Consultant – Wealth Management | charlotte, nc

    3 weeks ago

    charlotte, United States Infosys Consulting Full time

    Senior Consultant – Wealth Management & Trust, Infosys ConsultingThe Role – What You’ll DoYou will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of world class product management team which will help drive innovation and improved user experience in wealth...

  • Senior Financial Operations Manager

    6 days ago

    Charlotte, North Carolina, United States Insight Global Full time

    About Insight GlobalInsight Global is a leading provider of renewable energy solutions, seeking a skilled Senior Project Reporting Analyst to join their team.This role involves preparing all reporting aspects of assigned solar and wind operating projects, including financial statements and debt service coverage ratios.Main Responsibilities:Primary point of...

  • Senior Data Management Consultant

    3 weeks ago

    Charlotte, United States Motion Recruitment Partners LLC Full time

    Senior Data Management Consultant Charlotte, NC Hybrid Contract $81.84/hr - $92.22/hr Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Lead Software Engineer in Charlotte, NC, Dallas, TX, or New York, NY (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world....

  • Financial Analytics Director

    1 week ago

    Charlotte, North Carolina, United States OneMain Financial Full time

    OneMain Financial seeks an accomplished Financial Analytics Director to join our Card Analytics team. This senior role is critical in driving business growth by providing strategic support for existing customer engagement efforts.About the RoleThis position will entail pulling data, conducting deep analysis and investigation, applying critical thinking...

  • Senior Manager, Consulting

    4 weeks ago

    Charlotte, United States Cognizant Full time

    Senior Manager, Consulting (Associate Director Level) – Road Transportation Manufacturing, Logistics, Energy & Utilities Consulting Location: Charlotte 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,...

  • Senior Consultant, Road Transportation

    4 weeks ago

    Charlotte, United States Cognizant Full time

    Senior Consultant (Manager Level) – Road Transportation/Freight Brokerage Manufacturing, Logistics, Energy & Utilities Consulting Location: Charlotte 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,...

  • Financial Leadership Position

    1 week ago

    Charlotte, North Carolina, United States destinationone Consulting Full time

    Job OverviewAt destinationone Consulting, we specialize in recruitment across various sectors. Our commitment to integrity, transparency, and innovation enables us to build a robust talent databank.Location: North Carolina.Audit Seniors lead audit engagements, overseeing teams and ensuring timely completion of projects. This role offers opportunities for...

  • Senior Benefits Specialist

    4 days ago

    Charlotte, United States CentralSquare Technologies Full time

    Senior Benefits Specialist Charlotte, NC (Remote) Apply About CentralSquare Technologies CentralSquare is a unique enterprise software company whose mission is to build safer, smarter, more connected communities. More than 8,000 public sector agencies trust CentralSquare solutions each and every day. We serve governments of all sizes, from small...

  • Senior Financial Advisor

    2 days ago

    Charlotte, United States Vanguard Full time

    Job DescriptionVanguard’s mission is “to take a stand for all investors, to treat them fairly, and to give them the best change for investment success.” By joining the Vanguard Personal Advisor Select® team, advisors drive our mission forward every day by providing personalized investment strategies and financial planning expertise through an ongoing...

  • Senior Financial Strategist

    1 week ago

    Charlotte, North Carolina, United States TZP Group Full time

    Role Overview:Finzly, the category-defining leader in real-time banking software, is seeking an exceptional Senior Financial Strategist to professionalize its finance organization and accelerate growth.The ideal candidate will have a proven track record of scaling a SaaS business from $20m to $100m, with expertise in strategic planning, budgeting, and...

  • Senior Specialty Software Engineering Consultant

    7 days ago

    Charlotte, North Carolina, United States Mindlance Full time

    Job SummaryWe are seeking a highly skilled Senior Specialty Software Engineering Consultant to join our team at Mindlance. As a key member of our organization, you will be responsible for providing expert-level consulting services on complex initiatives with broad impact and large-scale planning.About the RoleConsult on complex initiatives with broad impact...

  • Senior Financial Analyst

    1 month ago

    charlotte, United States Syntax Talent Solutions Full time

    Our client, a leading player in the healthcare technology sector, is seeking a Senior Financial Analyst to provide critical financial insights and support strategic initiatives. This role is ideal for an analytical professional who thrives in a fast-paced environment and is passionate about improving healthcare outcomes through data-driven decisions.Key...