Financial Benefits Consultant

Gallagher
Austin, TX

: About Us: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview: 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. Responsibilities: 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, track expenses by product line, renewal projections, funding levels and rates, etc. to the Account management teams and to clients when necessary, and 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.
Qualifications: Required: Bachelor's degree and 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 degree preferred. Behaviors: 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. #LI-JR1 Additional Information: Click Here to review our U.S. Eligibility Requirements We offer 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.

Posted 2026-03-03

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