Consulting Actuary - Client Relationship Manager

Job not on LinkedIn

April 30

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $121k - $180k / year

⏰ Full Time

🟠 Senior

🔴 Lead

📊 Actuary

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Commercial Interior Design

11 - 50 employees

📋 Description

• The individual will step into a multi-faceted 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 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 across Segal to provide clients with a full array of our consulting services. • Key accountabilities include : Understanding clients’ issues, anticipating clients’ needs (aka: staying ‘ahead of the game’), and navigating the various potential solutions, • Establishing rapport and building effective working relationships within client organizations, • Innovation of the client deliverable and 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 at Segal 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. • The Consultant guides client service teams and plays a proactive role in mentoring and developing staff, contributing to the overall intellectual and professional development within the teams.

🎯 Requirements

• 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 of delivering/presenting complex information into actionable terms that clients will grasp and be able to 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

🏖️ Benefits

• Plus opportunity for a discretionary performance bonus based on company profitability and employee performance • Our highly competitive compensation package and outstanding benefits