Financial/Actuarial Senior Director, Health & Benefits

WTW•San Francisco, CA

4d•$117,000 - $210,000

About The Position

As a Health and Benefits Financial/Actuarial Senior Director, you will serve as the financial lead for large, complex client assignments. You will use your benefits financial and actuarial expertise to make strategic recommendations on funding, plan design, and innovative financial solutions. You will apply financial management and data analytics expertise to solve complex client problems and lead the development of new Health & Benefits intellectual capital.

Requirements

10+ years of experience and demonstrated success delivering complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment.
Proven ability to generate revenue.
Track record of success managing and growing client relationships.
Deep understanding and expert knowledge of employee benefit plan design, underwriting, and funding concepts.
Proven ability to lead data analytics projects.
Ability and interest in keeping abreast of developments in health and welfare plan strategy and leading development of new intellectual capital.
Ability to leverage judgment and past experience to predict which methods will work.
Multiple years of experience across one or multiple client segments.
Executive presence and polished, well-developed written and oral communication skills.
Superior ability to influence and collaborate with senior management and work across all organizational levels.
Excellent Microsoft Office skills, particularly Excel and PowerPoint.
State Life and Health license required within 90 days of joining.

Nice To Haves

Actuarial designation and current continuing education are optional.

Responsibilities

Communicates complex concepts and financial, actuarial, and analytical results to drive client action and improve plan performance.
Leads financial and actuarial engagements for medium to large clients.
Develops and delivers financial and actuarial strategy for a portfolio of medium and/or large clients.
Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions.
Provides consulting quality reviews and client delivery for all types of financial and actuarial deliverables.
Guides regional and global teams on deliverables based on client needs, and reviews models and presentations for client delivery.
Builds internal relationships and collaborates effectively on cross-functional teams.
Leads development of new Health & Benefits intellectual capital.

Benefits

Annual short-term incentive bonus.
Medical coverage, including prescription drug coverage and fertility benefits.
Dental insurance.
Vision insurance.
Health Savings Account.
Commuter Accounts.
Health Care and Dependent Care Flexible Spending Accounts.
Company-paid life insurance and supplemental life insurance.
Accidental Death and Dismemberment coverage.
Group accident and critical illness coverage.
Group legal coverage and identity theft protection.
Wellbeing program and mental health/emotional wellbeing resources, including an Employee Assistance Program.
Adoption assistance and surrogacy assistance.
Auto and home insurance, pet insurance, and other work/life resources.
Paid holidays and annual paid time off, including required state/local paid leave.
Short-Term Disability and Long-Term Disability.
Other leaves, including bereavement, FMLA, ADA, jury duty, military leave, and parental and adoption leave.
Contributory Pension Plan and 401(k) Savings Plan.
Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.