Senior CCRC Consultant

Milliman•Tampa, FL

22d•Hybrid

About The Position

Independent for over 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world’s most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation. Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERGs) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their respective professions, including leadership in professional organizations. Please visit our website ( https://www.milliman.com/en/social-impact ) to learn more about Milliman’s commitments to our people, diversity and inclusion, social impact and sustainability. Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance. What You Will Do Manage or assist in the technical aspects of specific CCRC assignments, within the agreed budgets and timeframe; Be a subject matter expert and key resource on CCRC consulting; Provide expert, timely, efficient and professional delivery of services to clients; Build and maintain strong relationships externally with clients and internally with colleagues; Participate in meetings and produce reports for clients; Assist in the development and implementation of a marketing plan, including giving presentations and producing articles; Support and perform high quality, focused and relevant R&D as required, within agreed budgets and timeframes; Keep up to date with changes in the CCRC industry; Maintain a high standard of technical knowledge and understanding and to disseminate this knowledge amongst colleagues and, where appropriate, clients; Apply expert industry knowledge to deliver best practice as well as innovative and pragmatic solutions to complex problems; Build and maintain an excellent network of contacts; Attend client sales proposals and presentations; Ensure appropriate legislative, regulatory, business and professional standards and processes are followed; Manage effectively both your own time and that of any direct staff to deliver individual and group objectives; Provide assistance as and when needed to actuarial students and less experienced colleagues.

Requirements

At least five years of direct experience (actuarial or other) with CCRCs and other organizations that own or manage CCRCs
Extensive knowledge regarding historical CCRC resident data and development of actuarial decrements for performing population projections
Extensive knowledge regarding the actuarial valuation (actuarial balance sheet) of CCRCs
Extensive knowledge regarding pricing of Type A, B, and C residency agreements for CCRCs
Extensive knowledge regarding GAAP accounting for CCRCs, including amortization of non-refundable entrance fees, the calculation of the “Obligation to Provide Future Services and Use of Facilities to Current Residents” (FSO), and other GAAP assets and liabilities
Experience in Business Development and Marketing
Proven track record of delivering projects on budget and to required timescales
Experience in managing and developing junior team members
Experience in working with Excel, Word, Access, Outlook and PowerPoint
Strong numerical, technical, analytical and actuarial skills
Ability to work effectively as an individual and as part of a team
Good time management, project management and organizational skills with attention to detail and the ability to meet deadlines
Excellent interpersonal and written communication skills, including the ability to explain complex issues to a non-technical audience
Ability to build good relationships with clients at all levels and to manage expectations
Entrepreneurial spirit and desire to build a consulting practice
Driven to deliver quality product, on time and to budget
Motivated, leads by example and motivates others to deliver
Collaborative approach but will also take ownership and responsibility
Influences and challenges in open and professional manner
Shows intellectual curiosity to further own knowledge
Proactive and uses initiative
Demonstrates commitment
Flexible, versatile and innovative

Nice To Haves

Experience with queries and programming in MS Access
Predictive analytics and data science experience is a plus
Actuarial credentials (ASA or FSA) are required for signing statements of actuarial opinion, but are not required for this position.

Responsibilities

Manage or assist in the technical aspects of specific CCRC assignments, within the agreed budgets and timeframe
Be a subject matter expert and key resource on CCRC consulting
Provide expert, timely, efficient and professional delivery of services to clients
Build and maintain strong relationships externally with clients and internally with colleagues
Participate in meetings and produce reports for clients
Assist in the development and implementation of a marketing plan, including giving presentations and producing articles
Support and perform high quality, focused and relevant R&D as required, within agreed budgets and timeframes
Keep up to date with changes in the CCRC industry
Maintain a high standard of technical knowledge and understanding and to disseminate this knowledge amongst colleagues and, where appropriate, clients
Apply expert industry knowledge to deliver best practice as well as innovative and pragmatic solutions to complex problems
Build and maintain an excellent network of contacts
Attend client sales proposals and presentations
Ensure appropriate legislative, regulatory, business and professional standards and processes are followed
Manage effectively both your own time and that of any direct staff to deliver individual and group objectives
Provide assistance as and when needed to actuarial students and less experienced colleagues

Benefits

Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners
Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges
401(k) Plan – Includes a company matching program and profit-sharing contributions.
Discretionary Bonus Program – Recognizing employee contributions
Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses
Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis
Holidays – A minimum of 10 paid holidays per year
Family Building Benefits – Includes adoption and fertility assistance
Paid Parental Leave – Up to 12 weeks of paid leave for employees who meet eligibility criteria
Life Insurance & AD&D – 100% of premiums covered by Milliman
Short-Term and Long-Term Disability – Fully paid by Milliman