Financial/Actuarial Senior Director, Health & Benefits

WTW•San Francisco, CA

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 experience as a benefits financial/actuarial expert 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 and 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 analytic projects.
Interest and aptitude in keeping abreast of developments in health and welfare plan strategy and leading the 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 with polished, well-developed written and oral communication skills.
Superior ability to influence and collaborate with senior management and work across all levels of an organization.
Excellent Microsoft Office skills, particularly in 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

Communicate and deliver complex concepts and financial, actuarial, and analytic results to drive client action and improve plan performance.
Lead financial and actuarial engagements for medium to large clients.
Develop and deliver financial and actuarial strategies for a portfolio of medium and/or large clients.
Drive revenue growth through client sales of additional actuarial, financial, and/or risk solutions.
Provide consulting quality reviews and client delivery for all types of financial and actuarial deliverables.
Guide regional and global teams on deliverables based on client needs, and review models and presentations for client delivery.
Build internal relationships and collaborate effectively on cross-functional teams.
Lead the development of new Health and Benefits intellectual capital.

Benefits

Annual short-term incentive bonus.
Mental health and emotional wellbeing resources, including an Employee Assistance Program.
Medical coverage, including prescription drug coverage and fertility benefits.
Dental and vision coverage.
Health Savings Account, commuter accounts, and Health Care and Dependent Care Flexible Spending Accounts.
Company-paid life insurance, supplemental life insurance, AD&D, group accident, and group critical illness coverage.
Group legal coverage and identity theft protection.
Wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
Paid holidays and annual paid time off, including paid state/local leave where required.
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 Savings Plan (401k).
Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.