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Role Summary

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HIGHLIGHTS

Actuarial and financial consultant role supporting employee benefits accounts (group health and related benefits). You’ll analyze carrier data, evaluate funding levels and renewals, prepare client-facing financial reports, and support account teams. The position is US-based (Scottsdale, AZ preferred) with flexible remote or hybrid arrangements.

JOB DESCRIPTION SUMMARY

  • Analyze carrier data and prepare monthly, quarterly and annual financial reports
  • Advise account teams and clients on funding, renewals and rate negotiations
  • Use proprietary financial models and advanced Excel to produce deliverables
  • Flexible work arrangement: remote anywhere in the US; hybrid preferred for Scottsdale locals
  • Ideal for candidates with 3+ years in employee benefits and strong Excel skills

DOMAIN EXPERTISE

  • Employee Benefits experience
  • Knowledge of underwriting principles
  • Experience analyzing funding levels and renewal projections
  • Experience preparing client financial reports

KEY REQUIREMENTS

  • 3+ years of experience in the Employee Benefits field
  • Bachelor’s degree preferred (Finance, Mathematics or similar)
  • Advanced Microsoft Excel skills
  • Knowledge of underwriting principles preferred
  • Ability to communicate effectively in a fast-paced, client-facing environment

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

Loading...

HIGHLIGHTS

Actuarial and financial consultant role supporting employee benefits accounts (group health and related benefits). You’ll analyze carrier data, evaluate funding levels and renewals, prepare client-facing financial reports, and support account teams. The position is US-based (Scottsdale, AZ preferred) with flexible remote or hybrid arrangements.

JOB DESCRIPTION SUMMARY

  • Analyze carrier data and prepare monthly, quarterly and annual financial reports
  • Advise account teams and clients on funding, renewals and rate negotiations
  • Use proprietary financial models and advanced Excel to produce deliverables
  • Flexible work arrangement: remote anywhere in the US; hybrid preferred for Scottsdale locals
  • Ideal for candidates with 3+ years in employee benefits and strong Excel skills

DOMAIN EXPERTISE

  • Employee Benefits experience
  • Knowledge of underwriting principles
  • Experience analyzing funding levels and renewal projections
  • Experience preparing client financial reports

KEY REQUIREMENTS

  • 3+ years of experience in the Employee Benefits field
  • Bachelor’s degree preferred (Finance, Mathematics or similar)
  • Advanced Microsoft Excel skills
  • Knowledge of underwriting principles preferred
  • Ability to communicate effectively in a fast-paced, client-facing environment

TECH STACK

  • Excel
  • PowerPoint

Job Overview

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

Ideal Candidate Profile

Associate-level actuarial/financial consultant with 3+ years in employee benefits, strong Excel skills, underwriting knowledge, and comfort presenting to clients and account teams.

Benefits

Health InsuranceDental InsuranceVision InsuranceLife Insurance401(k) PlanHSA/FSA AvailablePaid Parental LeaveTraining BudgetTuition ReimbursementWellness Program
Fresh Role
Premium Window
1d
1 days ago

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Job Overview

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

Ideal Candidate Profile

Associate-level actuarial/financial consultant with 3+ years in employee benefits, strong Excel skills, underwriting knowledge, and comfort presenting to clients and account teams.

Benefits

Health InsuranceDental InsuranceVision InsuranceLife Insurance401(k) PlanHSA/FSA AvailablePaid Parental LeaveTraining BudgetTuition ReimbursementWellness Program
Fresh Role
Premium Window
1d
1 days ago

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Health/Broker/IC Level
Gallagher

Financial and Actuarial Consultant (Remote)

Gallagher•Scottsdale, Arizona, United States•1d ago
FlexibleCommercial Employer HealthGroup LifePricing & RatingBusiness Intelligence & ReportingUW Support & Portfolio Management

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