Financial and Actuarial Consultant
Role Summary
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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
