Technical Business Consultant

December 13 2024
Industries Bank, Insurance, Financial services
Categories Consultation, Business analyst,
Toronto, ON • Full time

Job Description

Introduction

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

As a member of our Benefits and HR consulting team, you’ll help our clients -- employers of all sizes, across all industries to build workplaces that work better. As you consider the value of working for Gallagher, remember your talent, winning attitude and strong performance will be highly valued. We are looking for a Technical Consultant that has the character and personality to work with an accomplished team of personable and motivated individuals.
Working closely with the client manager, the incumbent will provide technical support to Benefits and Health clients who are predominately mid- to large-size companies across Canada. This position directly supports the organization’s objective providing a superior level of financial and plan design advice.


The Technical Consultant will work both independently and with a team to review, analyze, market, and provide recommendations on overall plan design and utilization. The position includes the many detailed and broad functions involved in renewing, auditing, and marketing group benefit plans, both on a daily basis and according to project timelines.


If you love the challenges of this dynamic field, then Gallagher will support and nurture your professional development and success


How you'll make an impact

  • Develop and maintain close relationships with clients and underwriters
  • Understand and communicate what technical action steps belong to the underwriter and to Gallagher
  • Analyze and prepare assessments for flex or traditional group renewals
  • Review, analyze, and confirm insurer-prepared financial statements for organizations with different funding arrangements (insured, retention, self-funded)
  • Discuss funding recommendations with client manager
  • Collect and review proposals from insurers (marketing responses)
  • Prepare and discuss projections of various financial plan designs
  • Evaluate and judge the similarities, differences, and capabilities of the various underwriters
  • Assist client manager in proactively marketing new products, services, and tools to existing clients to improve the value of their benefit investment or decrease service costs
  • Prepare for and assist in semi-annual and/or annual reviews with plan sponsor
  • Prepare experience reports
  • Utilize underwriter partners, where appropriate
  • Support the client manager and work with cross-functional team to:
    - Prepare for pre-sale prospect meetings and presentations
    - Assist in client-specific responses to Requests for Proposal

About you

  • Minimum 5 years of underwriting or technical experience gathered at an insurance company and/or consulting firm on a broad range of underwriting and funding philosophies
  • Thorough, up-to-date knowledge of Canadian benefits industry
  • Post-secondary education and related group benefit courses preferred, such as CEBS
  • Excellent mathematical and analytical skills
  • Ability to express technical aspects of group insurance in report and letter format
  • Strong planning and time management skills
  • Able to handle multiple priorities within a dynamic environment
  • Microsoft Office – Excel, Word and PowerPoint skills required
  • Strong analytical and diagnostic skills
  • Strategic thinker
  • Solution-minded
  • Can negotiate towards a “win-win”
  • Personal effectiveness
  • High-quality written and oral communications
  • Customer-focused
  • Dedicated team player
  • Works effectively and positively with internal team as well as with insurer’s service and underwriter representatives
  • May be asked to be team leader on projects

Compensation and benefits

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:

  • Flexible medical & dental coverage to meet your household's needs
  • Life, Dependent Life and AD & D Insurance options
  • Retirement savings including RRSP including a company match, TFSA, pension and more
  • Employee Stock Purchase Plan

Other benefits include:

  • Educational expense reimbursement
  • Employee assistance programs
  • Discounted gym membership (GoodLife Fitness)
  • Opportunity for flexible work arrangements
  • Paid sick days & personal days
  • Paid Time Off to Volunteer
  • Employee education recognition program
  • Employee referral bonus program
  • LifeWorks Employee Assistance Program
  • Matching Gift Program

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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