Associate Director - Client Relations Actuary

PowerToFly; Remote; CAD 90,000 - 120,000; Full time

Job summary

A leading global ratings agency is seeking an experienced actuarial professional to act as a strategic partner for key insurance clients, leveraging deep product knowledge and client relationship skills. The ideal candidate should have 5-7 years of actuarial experience within the life insurance sector and proficiency in the AXIS system. This role involves fostering trusted partnerships, conducting business reviews, and influencing product strategy while ensuring client success. Candidates must have effective communication skills and a Bachelor's degree.

Qualifications

• 5-7 years of actuarial experience in the life insurance industry.
• 3-5 years of hands-on experience with the AXIS Actuarial System.
• Experience in a strategic, client-facing role.

Responsibilities

• Serve as a strategic partner for key insurance clients.
• Serve as the primary post-sales contact for AXIS clients.
• Develop tailored engagement plans to drive solution adoption.
• Conduct Quarterly Business Reviews to ensure client retention.
• Gather client feedback to influence product management.
• Support pre-sales activities and onboarding for client trials.
• Document client interactions in the CRM system.

Skills

Actuarial experience in the life insurance industry

Experience with AXIS Actuarial System

Client-facing role experience

Understanding of life insurance products

Relationship building skills

Excellent communication skills

Problem-solving skills

Interest in AI systems

Education

Bachelor's degree

Society of Actuaries FSA designation

Tools

Gainsight

Salesforce

Job description

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

Skills and Competencies

• At least 5-7 years of actuarial experience in the life insurance industry is required to serve as a credible, trusted advisor to clients.
• A minimum of 3-5 years of hands‑on experience with the AXIS Actuarial System is essential to provide deep product knowledge and support. Preference will be given to individuals with knowledge in multiple AXIS modules.
• Prior experience in a strategic, client‑facing role (e.g., Customer Success, Consulting) is highly desired to manage and deepen relationships with key accounts.
• A strong understanding of life insurance/annuity products, regulatory requirements, and ALM strategies is necessary to align our solutions with client business objectives.
• Demonstrated ability to build and maintain trusted relationships with stakeholders at all levels, from technical users to business executives.
• Excellent interpersonal, written, and verbal communication skills are required to present complex technical concepts clearly and effectively.
• A pragmatic and strategic approach to problem‑solving and the ability to work collaboratively in a team environment while also operating independently.
• The ability to travel to client sites as required (approximately 10 to 25%).
• Interest in exploring agentic AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use.

Education

• Bachelor's degree required.
• Society of Actuaries FSA designation or equivalent is strongly preferred.

Responsibilities

• Serve as a strategic, proactive partner for key insurance clients, leveraging deep actuarial and AXIS product knowledge to become a trusted advisor.
• Serve as the primary post‑sales point of contact for a portfolio of AXIS clients, developing and executing tailored engagement plans to drive solution adoption.
• Develop and maintain trusted partnerships with a wide range of stakeholders, from day‑to‑day users to key decision‑makers.
• Coordinate and deliver Quarterly Business Reviews (QBRs), demonstrating the value of our solutions and aligning on strategic priorities to ensure retention and growth.
• Serve as the voice of the customer internally, channeling client feedback to Product Management and R&D to influence the product roadmap.
• Partner closely with Sales and Product Specialists on account planning, renewal strategies, and identifying expansion opportunities (upsell/cross‑sell).
• Support pre‑sales activities, including needs analysis, tailored product demonstrations, and onboarding guidance for prospective client trials.
• Document all significant client interactions, discussions, and resolutions in our CRM system (e.g., Gainsight/Salesforce).

About the team

Our Insurance Business Unit team is responsible for ensuring our clients realize continued and growing value from our solutions. We achieve this by serving as strategic, proactive partners for our key insurance clients, driving solution adoption, increasing retention, and identifying opportunities for growth. By joining our team, you will be part of exciting work in shaping the customer experience, influencing product strategy, and becoming a trusted advisor to leading firms in the insurance industry.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, place of origin, disability, marital or familial status, sexual orientation, gender expression, gender identity or any other characteristic protected by law. We encourage applications from Aboriginal persons, members of a visible minority group, persons with a disability, members of the LGBTQ+ community, and women.

Moody’s is committed to maintaining an inclusive, diverse and accessible workplace. To this end, reasonable accommodations are available on request, and will take into account the particular accommodation needs of individual candidates. If you are selected and require accommodation during any stage of the recruitment process, you may send your request to [e-mail]. Information provided during the accommodation process will be treated as confidential, and will be shared only to the extent required to properly evaluate accommodation requests. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.