Financial Benefits Consultant

Gallagher Bassett NZ Ltd Houston , TX 77020

Posted 2 months ago

Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to clients around the world.

Gallagher Benefit Services, Inc. (GBS) consistently stands out in a competitive marketplace as an employer of knowledgeable, highly skilled and competitive talent. We are a company that touches businesses and their employees on a personal level. At the core, our job is to help protect the health and well-being of employees and their families and provide for their financial security all while allowing employers to attract and retain the people they need to grow and succeed. As you consider the value of working for Gallagher Benefit Services, remember your talent, winning attitude and strong performance will be highly valued and will maximize your future potential.

Position Summary:
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.

Essential Duties and Responsibilities:

  • 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.

  • Evaluating, assigning, monitoring and peer review reports generated by underwriting team subordinates.

  • Assists in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients/prospects regarding underwriting policies and scope of services.

  • Acts as a resource regarding industry trends and technologies for account service and consulting, new sales, and additional sales to existing clients.

  • Maintains survey data.

Required:

  • Bachelor's degree.

  • Minimum of 3 years within employee benefits field in an underwriting capacity.

  • Working knowledge of Microsoft Windows applications and Microsoft Office.

Preferred:

  • Advanced Excel Skills.

  • Math or Finance specific degree.

Key Characteristics:

  • Detail oriented.

  • Strong analytical skills

  • Good communication and interpersonal skills.

  • Must be able to multi-task to meet deadlines with quality and accurate deliverables.

  • Must maintain favorable relationships with clients, vendors and other office staff.

U.S. Eligibility Requirements:

  • Interested candidates must submit an application and resume/CV online to be considered

  • Must be 18 years of age or older

  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation

  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization

  • Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure

Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.

Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status. 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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.


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VIEW JOBS 10/25/2018 12:00:00 AM 2019-01-23T00:00 Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to clients around the world. Gallagher Benefit Services, Inc. (GBS) consistently stands out in a competitive marketplace as an employer of knowledgeable, highly skilled and competitive talent. We are a company that touches businesses and their employees on a personal level. At the core, our job is to help protect the health and well-being of employees and their families and provide for their financial security – all while allowing employers to attract and retain the people they need to grow and succeed. As you consider the value of working for Gallagher Benefit Services, remember your talent, winning attitude and strong performance will be highly valued and will maximize your future potential. Position Summary: 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. Essential Duties and Responsibilities: * 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. * Evaluating, assigning, monitoring and peer review reports generated by underwriting team subordinates. * Assists in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients/prospects regarding underwriting policies and scope of services. * Acts as a resource regarding industry trends and technologies for account service and consulting, new sales, and additional sales to existing clients. * Maintains survey data. Required: * Bachelor's degree. * Minimum of 3 years within employee benefits field in an underwriting capacity. * Working knowledge of Microsoft Windows applications and Microsoft Office. Preferred: * Advanced Excel Skills. * Math or Finance specific degree. Key Characteristics: * Detail oriented. * Strong analytical skills * Good communication and interpersonal skills. * Must be able to multi-task to meet deadlines with quality and accurate deliverables. * Must maintain favorable relationships with clients, vendors and other office staff. U.S. Eligibility Requirements: * Interested candidates must submit an application and resume/CV online to be considered * Must be 18 years of age or older * Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation * Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization * Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more. Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status. 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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business. Arthur J Gallagher & Co. Houston TX

Financial Benefits Consultant

Gallagher Bassett NZ Ltd