Financial & Actuarial Analyst
Gallagher · Houston, Texas, United States
Insurance · 5,001-10,000 employees
About the role
The analyst will support client consultants and underwriting teams by collecting, reviewing, and organizing financial data. They will also assist in preparing client-facing materials, monitoring expenses, and maintaining project schedules.
What they look for
Requirements
The role requires a bachelor's degree and proficiency in Microsoft Office applications. Candidates should possess strong analytical skills, attention to detail, and the ability to manage multiple tasks effectively.
Benefits
Full description
Introduction
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
Overview
You’ll support Client Consultants and underwriting teams with the data they need to understand client financial status. You’ll gather information, review reports, and help turn numbers into clear materials for client presentations and internal use. You’ll also work across carrier reporting sites, help keep monthly, quarterly, and annual monitoring on track, and support team meetings and written updates.
How you'll make an impact
- Help collect, review, and organize financial data so the underwriting team can use it with confidence.
- Check reports before they go out, help with peer review, and support the monthly, quarterly, and annual monitoring process that tracks expenses by product line.
- Share updates with the Account Management team, help prepare presentations and newsletters, and make sure the team has the information it needs to work smoothly.
- Enter and review data with care.
- Work in carrier reporting sites and adjust to different formats.
- Help prepare client-facing and internal materials.
- Support regular underwriting team meetings and help keep schedules on track.
- Work under close guidance and follow established methods.
About You
Required:
- Bachelor's degree and 0 years related experience.
- 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.
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Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
