Technical Consultant, Benefits and Health

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.

We believe that every candidate brings something special to the table, including you! We currently have an existing vacancy within our organization, so, even if you feel that you’re close but not an exact match, we encourage you to apply.

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 Lead Consultant, 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.

• 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

• 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

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)