Job Description

Version: 1.2
Updated on:
I. Basic Information
From office only (remote
Job Title Trainee, Advisor, Sr. Advisor Work arrangement
working till Jan 03’2022
Business Support Team
Level\Band Level 83, 78, 73 Report to (Job Title) Supervisor / Asst.
Manager
Department Reinsurance Analytics Direct Reports (Job Title)
Division GBB Reinsurance Office Location Mumbai
Work shift

II. About Gallagher:

As a global insurance brokerage, Gallagher seeks to provide the best service to its customers. The Gallagher Service
Center is a crucial component of our ability to provide industry-leading quality and customer service, helping our
global teams serve our end customers better, meet regulatory requirements and improve speed to market.

We are ranked as the 4th largest insurance broking company, Headcount close to 6000 and growing , with a
strong global business presence in insurance, risk management and consulting services with over 35,000
employees globally. Headquartered in the United States in Rolling Meadows, IL. At Gallagher, our top priority is to
provide world class service to our customers globally, in a consistent manner.

The Gallagher Service Centre was established almost two decades ago and plays a key role in supporting various
business divisions in Gallagher. We are present in five locations in India – Bangalore, Mumbai, Pune, Kolhapur and
Shimoga. By adopting a fast and quality driven approach to support the field staff, at the GSC we ensure that our
global teams achieve quick turnaround in customer service, better market reach and meet regulatory
requirements.

Working at the GSC gives you the opportunity to join a growing global organization. We offer our employees an
unmatched professional environment to use their skills, improve their knowledge and deliver tangible results.

At Gallagher, we want to empower you to make a difference, take control and make an impact. Gallagher believes
that all persons are entitled to equality in our employment opportunities.

II. Overview of Department/Function

III.

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IV. Job Position Summary
The Financial Advisory team caters to various business intelligence needs of reinsurance
clients and brokers. The team provides studies based on financial and other relevant data
providing critical intelligence on the performance of targeted insurance companies as well as
the trends in the insurance markets.

V. Primary Responsibilities
Financial advisory analysts will be involved in in-depth analysis of insurance company financials
statements to identify strengths and weaknesses in performance as well as capital adequacy
challenges. The analysis is conducted in light of recent developments within the company,
industry trends and rating agency views.

The analyst will also be involved in studies spanning the client’s peers and industry.
Also critical to success in the role is involvement in continuous improvement initiatives and
development of new reporting tools and products.

Responsibilities (Principal duties)

 Gather, analyse, and report on market intelligence on insurance companies
 Create reports on peer comparison studies
 Update industry level trend studies

VI. Secondary Responsibilities

VII. Desired skills and competencies

Skills

 Good understanding of financial and accounting concepts

 Strong analytical skills
 Excellent communication skills both verbal and written
 Excellent knowledge of Microsoft office is essential and in particular advanced Excel skills

Knowledge/Experience

 0 – 2 years of experience in a role involving financial analysis

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VIII. Qualifications
Education Major Masters level qualification with specialization in finance
Degree Bachelor Master

Licenses/Certificates

Position Hierarchy / Career Path

Selection process

Salary grid, Remuneration, Perks and Stocks (as applicable)

Remarks (if any)

Prepared by: Approved b y:

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