Actuarial Liaison

Forrest T. Jones & Company; Kansas City (MO); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

STD/LTD/Life insurance

Dental & Vision

401(k) with company matching

Paid time off

Job summary

Fidelity Security Life Insurance Company seeks an Actuarial Liaison to support rate development, pricing, and filing for group health and life products. The role interfaces with external actuaries, marketing partners, and internal teams to ensure compliant, timely filings.

The ideal candidate will excel in Excel, possess strong math and communication skills, and be self-motivated to manage multiple deadlines in a dynamic environment.

Qualifications

• Basic knowledge of supplemental health, disability, and life insurance products.
• Basic understanding of insurance product pricing.
• Insurance Rate Compliance experience preferred.

Responsibilities

• Assist with rate development, implementation, and management of group health and life products.
• Coordinate with actuaries, marketing partners, and internal staff on rate filings.
• Prepare state-specific rate memoranda and filing documents.
• Maintain rate documents and update calculators (online and Excel).
• Research state filing requirements and manage deadlines with management.

Skills

Excel expert

Communication

Organization

Mathematics

Critical thinking

Problem solving

Self-motivated

Education

Math coursework

Actuarial science coursework

Tools

Microsoft Excel

Job description

Fidelity Security Life Insurance Company ® , and its affiliates (“FSL”), is a profitable and growing organization that offers many of the industry’s most innovative individual and group supplemental health and life insurance products to clients, corporations, employers, and individuals, specializing in customized insurance products for niche markets.

The Actuarial Liaison is responsible for assisting with rate related aspects of the development, implementation, and ongoing management of FSL’s group health and life insurance products in accordance with FSL’s objectives.

This includes assisting with the coordination, development, and modification of rates for health and life insurance products through interaction with contracted outside actuaries/actuarial firms, FSL’s marketing partners, and internal actuarial, underwriting, compliance, administration, and marketing staff.

• Assist with preparing state specific actuarial memoranda and rate filing documents for pricing actuaries to review and sign
• Assist with state rate filings and responses to state objection letters
• Update the department’s documentation of rate and actuarial material filings and conditions of approval
• Ensure rate related documents are organized and saved in the department’s electronic product folders
• Test rate calculators built for FSL products (online and excel versions)
• Calculate and prepare gross premiums upon request
• Research and document state insurance department rate filing requirements
• Prioritize assigned projects and deadlines with the assistance of management.
• Provide management with regular updates on status of assigned tasks
• Clear, concise, and professional communications
• Accurate and timely completion of work and all other tasks as assigned
• Proficient use of Microsoft Office software, including Word and Excel
• Excellent organization, math, critical thinking, and problem-solving skills
• Strong communication skills with customer service orientation
• Basic research skills (search, investigation, and critical analysis)
• Self-Motivated/Self-Starter
• Detailed, Accurate, and Efficient
• Successfully interacts with external clients and internal departments at all organizational levels
• Capability to see projects in totality and ensure team-oriented success in a complete and timely manner

Requisites

• Basic knowledge of supplemental health, disability, and life insurance products
• Basic understanding of insurance product pricing
• Expert in use of Microsoft Excel
• Insurance Rate Compliance experience preferred
• Successful completion of mathematics coursework preferred
• Successful completion of actuarial science coursework beneficial

We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance plus voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more.

We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.

ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON THE PASSING OF A DRUG SCREEN AND BACKGROUND CHECK.