Experience level: Midsenior
Experience required: 10 Years
Education level: Bachelor s degree
Job function: Human Resources
Industry: Human Resources
Employment type: W2 Fulltime
Total position: 1
Relocation assistance: No
Job Summary
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 San Francisco Los Angeles Phoenix or Denver.
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 to provide clients with a full array of consulting services. Key accountabilities include:
Understanding clients issues anticipating clients needs and navigating the various potential solutions.
Establishing rapport and building effective working relationships within client organizations.
Innovating client deliverables and maintaining 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 to build and maintain effective and influential client relationships.
Leading and/or participating in new business development initiatives targeting existing and prospective clients in the Public Sector market.
Guiding client service teams and 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 and/or related professional services environment involving exposure to retirement plan strategies concepts/approaches 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 builder/collaborator.
Demonstrated experience and success in managing client relationships.
Skill in delivering/presenting complex information into actionable terms that clients can grasp and act upon.
Ability to analyze and identify issues to develop solutions.
Effective interpersonal and communication (verbal/written) skills.
Ability to work collaboratively with a diverse audience of colleagues and clients.
Ability and interest to travel as needed to meet with clients and prospects.
Diversity Equity & Inclusion
We recognize that individuals bring a broad range of experience and abilities that go beyond the technical requirements of a job. If your experience and qualifications are close to what you see described here we encourage you to apply. Diversity of employment skills and life experience combined with passion are key to innovation and excellence. We encourage individuals including but not limited to women minorities the disabled and protected veterans and those from all other backgrounds to apply to our positions. Please let us know if you require accommodation during the interview process.
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Consulting ActuaryClient Relationship Manage CRM
