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 and Benefits intellectual capital.

Requirements

  • 10+ years of experience and demonstrated success delivering complex health and welfare financial and actuarial strategies and analyses 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.
  • Interest and aptitude in keeping abreast of developments in health and welfare plan strategy and leading the development of new intellectual capital.
  • Ability to use judgment and past experience to predict which methods will work.
  • Multiple years of experience across one or more 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 levels of an organization.
  • 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

  • Communicate complex concepts and financial, actuarial, and analytical results to drive client action and improve plan performance.
  • Lead financial and actuarial engagements for medium and large clients.
  • Develop and deliver financial and actuarial strategies for a portfolio of medium and/or large clients.
  • Drive revenue growth through sales to clients 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 eligibility.
  • Medical insurance, 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 coverage, and group critical illness coverage.
  • Group legal 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 paid state/local leave where required.
  • Short-Term Disability and Long-Term Disability.
  • Other leaves, including bereavement, FMLA, ADA, jury duty, military, 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.
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