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Consulting Actuary Client Relationship Manage

Key Facts

Remote From: 
Full time
Senior (5-10 years)
121 - 121K yearly
English

Other Skills

  • Communication
  • Leadership
  • Relationship Building
  • Strategic Thinking
  • Creative Problem Solving
  • Social Skills
  • Collaboration
  • Analytical Skills

Roles & Responsibilities

  • Minimum of 9 years of experience in employee benefits consulting or related professional services.
  • Bachelor's degree required; ASA accreditation, FSA preferred.
  • Strong relationship-building and client management skills.
  • Ability to analyze complex actuarial concepts and communicate them effectively.

Requirements:

  • Manage client relationships and ensure client satisfaction.
  • Support a book of business in the public sector retirement benefits market.
  • Lead and participate in new business development initiatives.
  • Collaborate with teams to provide comprehensive consulting services.

Job description

Company Description

CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Consulting Actuary Client Relationship Manage

Job Description

ONSITE must live in one of the following cities San Francisco, Los Angeles, Phoenix, or Denver offices

We are currently recruiting for a Consulting Actuary Client Relationship Manager (CRM). The CRM will support a book of business in the West Region with emphasis in the Public Sector market. The candidate may be based out of our San Francisco, Los Angeles, Phoenix, or Denver offices.

The Opportunity: The individual will step into a multifaceted role that offers the opportunity to have a significant and positive impact on the continued growth of the public sector retirement benefits consulting business. The CRM will be a key contributor in the Region.

The Role: The role of a CRM includes client management, project management and new business development. A CRM has the primary relationship accountability for assigned clients, overall servicing responsibility, and client satisfaction. In addition to maintaining positive relationships, the CRM will collaborate with others across Segal to provide clients with a full array of our consulting services.

Key accountabilities include:

  • Understanding clients’ issues, anticipating clients’ needs (aka: staying ‘ahead of the game’), and navigating the various potential solutions,
  • Establishing rapport and building effective working relationships within client organizations,
  • Innovation of the client deliverable and industry presence,
  • Providing a high level of creative, innovative and strategic expertise to clients and colleagues around the myriad of issues and emerging developments in the employee retirement benefits industry,
  • Applying an understanding of complex actuarial concepts, methods and applications,
  • Collaborating with others at Segal to build and maintain effective and influential client relationships, and
  • Leading andor participating in new business development initiatives targeting existing and prospective clients in the Public Sector market.
  • The Consultant guides client service teams and plays a proactive role in mentoring and developing staff, contributing to the overall intellectual and professional development within the teams.
    • Qualifications
      • Minimum of 9 years of experience within an employee benefits consulting andor related professional services environment involving exposure to retirement plan strategies, conceptsapproaches, design and implementation in the public sector environment,
      • Minimum of an undergraduate degree,
      • Minimum ASA accreditation (FSA preferred),
      • Ability to step immediately into a direct client contact role,
      • Strong business acumen and leadership ability,
      • Demonstrated success as a relationship buildercollaborator,
      • Demonstrated experience and success in managing client relationships,
      • Skill of deliveringpresenting complex information into actionable terms that clients will grasp and be able to act upon,
      • Ability to analyze and identify issues to develop solutions,
      • Effective interpersonal and communication (verbalwritten) skills,
      • Ability to work collaboratively with a diverse audience of colleagues and clients, and
      • Ability and interest to travel as needed to meet with clients and prospects.
        • Additional Information

          Base Salary USD $121,000$180,000

          • Plus opportunity for a discretionary performance bonus based on company profitability and employee performance
          • Our highly competitive compensation package and outstanding benefits
            • All your information will be kept confidential according to EEO guidelines.

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