Dir-Client Relationship Actuary

PassFort; England; Remote; CAD 144,000 - 208,000; Full time

Benefits offered by this job

Incentive compensation

Medical, dental, vision benefits

Parental leave

Vacation

Retirement plan

Employee stock purchase plan

Tuition reimbursement

Life insurance

Disability insurance

Job summary

Moody's invites candidates for a Dir-Client Relationship Actuary role in Canada, remote setup. The position emphasizes strategic client partnerships, AXIS expertise, and AI-enabled risk management.

Candidates should have extensive actuarial experience in life insurance, strong regulatory knowledge, and the ability to travel 10–25% to client sites. The team focuses on trusted advisory, QBR-led engagement, and shaping product strategy while driving retention and growth for key insurance clients in

Qualifications

• Bachelor's degree required.
• SOA/ actuary designation strongly preferred.
• 5–7 years actuarial experience in life insurance industry.

Responsibilities

• Serve as primary post-sales point of contact for AXIS clients.
• Develop and maintain trusted partnerships with stakeholders.
• Coordinate Quarterly Business Reviews (QBRs).
• Advise internally by channeling client feedback to Product Management and R&D.
• Collaborate with Sales and Product Specialists on account planning and migrations to AXIS Cloud.
• Support pre-sales activities, including demonstrations and onboarding guidance.
• Document client interactions in CRM (Gainsight/Salesforce).

Skills

Actuarial experience

AXIS Actuarial System

VB

Python

Client-facing

Life insurance products

Regulatory knowledge Bermuda VM-22 C3P

ALM strategies

Relationship building

Communication skills

AI concepts

Travel preparation

Education

Bachelor's degree

SOA/FSA designation

Tools

AXIS Actuarial System

Gainsight

Salesforce

Job description

Dir-Client Relationship Actuary

Remote, Canada

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, technical background (VB, Python) 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 (particularly in growth or changing areas such as Bermuda, VM-22 and C3P1), 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%)
• Demonstrated proficiency in artificial intelligence concepts, with hands-on experience using AI tools to streamline workflows and enhance operational efficiency. Proven ability to implement AI-powered solutions to solve business challenges. Demonstrates a growing awareness of AI risk management and a commitment to responsible and ethical AI use

Education/Certifications

• 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, migrations to AXIS Cloud, 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.

For Canada-based roles only: The anticipated hiring base salary range for this position is $144,000 to $208,000, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, vacation, a retirement savings plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement.

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.
Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee’s tenure with Moody's.

Moody's uses artificial intelligence and advanced algorithms that compare candidate resumes to the requirements in job postings to match potential candidates to requisitions in the recruitment process. Moody's does this to ease the burden on recruiters and hiring managers by highlighting candidates for consideration.

Please refer to the Securities Trading Policy (opens in new window) on Moody's Compliance Expo page (opens in new window).