
Sr. Financial Benefits Analyst
- Houston, TX
- Permanent
- Full-time
How you'll make an impact
- Primary focus:
- To provide guidance and assistance to account teams and clients by using financial decision making tools
- Conducting client facing meetings when appropriate
- Speaking effectively on behalf of the underwriting team regarding core services.
- Key responsibilities include:
- Analyzing data from carriers on 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
- Tracking 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 client
- Bachelor's degree and 3 years within employee benefits field in an underwriting capacity.
- Working knowledge of Microsoft Windows applications and Microsoft Office.
- Advanced Excel Skills.
- Math or Finance degree preferred.
- Detail oriented
- Strong analytical skills and 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.
Compensation and benefitsWe offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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
- 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...