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Role Summary

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HIGHLIGHTS

Actuarial and financial consultant supporting employee benefits underwriting in Bellevue, WA. You will analyze carrier data, prepare financial reports and recommendations, support account teams, and review underwriting outputs. The role is client-facing and focuses on funding, rates, and ongoing financial monitoring for employer-sponsored benefits.

JOB DESCRIPTION SUMMARY

  • Provide financial analysis and recommendations for employee benefits underwriting
  • Prepare monthly, quarterly and annual financial reports and renewal projections
  • Support account teams and present findings to clients when appropriate
  • Assign, monitor and peer review reports from underwriting team members
  • Based in Bellevue, WA (Gallagher Benefit Services)

DOMAIN EXPERTISE

  • Employee benefits underwriting
  • Financial analysis of benefits funding and rates
  • Preparing renewal projections and periodic financial reports

KEY REQUIREMENTS

  • Bachelor's degree required
  • 3+ years' experience in employee benefits underwriting
  • Working knowledge of Microsoft Windows and Office
  • Client-facing experience and strong analytical skills

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

Loading...

HIGHLIGHTS

Actuarial and financial consultant supporting employee benefits underwriting in Bellevue, WA. You will analyze carrier data, prepare financial reports and recommendations, support account teams, and review underwriting outputs. The role is client-facing and focuses on funding, rates, and ongoing financial monitoring for employer-sponsored benefits.

JOB DESCRIPTION SUMMARY

  • Provide financial analysis and recommendations for employee benefits underwriting
  • Prepare monthly, quarterly and annual financial reports and renewal projections
  • Support account teams and present findings to clients when appropriate
  • Assign, monitor and peer review reports from underwriting team members
  • Based in Bellevue, WA (Gallagher Benefit Services)

DOMAIN EXPERTISE

  • Employee benefits underwriting
  • Financial analysis of benefits funding and rates
  • Preparing renewal projections and periodic financial reports

KEY REQUIREMENTS

  • Bachelor's degree required
  • 3+ years' experience in employee benefits underwriting
  • Working knowledge of Microsoft Windows and Office
  • Client-facing experience and strong analytical skills

TECH STACK

  • Excel
  • PowerPoint
Health/Consultancy/IC Level
Gallagher

Financial and Actuarial Consultant

Gallagher•Bellevue, Washington, United States•2w ago
Commercial Employer HealthUW Support & Portfolio ManagementBusiness Intelligence & Reporting

Job Overview

Salary
Salary not specified
Years of Experience
3+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

An associate-level actuarial/financial consultant with ~3 years in employee benefits underwriting, strong Excel and analytical skills, and comfort presenting financial findings to account teams and clients.

Benefits

Health InsuranceDental InsuranceVision InsuranceLife Insurance401(k) PlanHSA/FSA AvailableTuition ReimbursementPaid Parental LeaveFlexible HoursTraining BudgetWellness Program
Active Screening
Standard Review
14d
14 days ago

Strategy: Apply This Week

Recruiters typically begin first-round screenings within 14 days.

"You are entering the second review batch. Optimize for ATS keywords."

Job Overview

Salary
Salary not specified
Years of Experience
3+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

An associate-level actuarial/financial consultant with ~3 years in employee benefits underwriting, strong Excel and analytical skills, and comfort presenting financial findings to account teams and clients.

Benefits

Health InsuranceDental InsuranceVision InsuranceLife Insurance401(k) PlanHSA/FSA AvailableTuition ReimbursementPaid Parental LeaveFlexible HoursTraining BudgetWellness Program
Active Screening
Standard Review
14d
14 days ago

Strategy: Apply This Week

Recruiters typically begin first-round screenings within 14 days.

"You are entering the second review batch. Optimize for ATS keywords."

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