Consulting Actuary/Client Relationship Manage (CRM)

MTS Moose Tech Solutions; San Francisco (CA); On-site; USD 110,000 - 140,000; Full time

Job summary

A leading consulting firm is seeking a Consulting Actuary/Client Relationship Manager (CRM) to manage and enhance client relationships within the public sector. The role requires a minimum of 9 years in employee benefits consulting, strong analytical skills, and an undergraduate degree. The CRM will play a vital role in client satisfaction and new business development while collaborating with teams for innovative solutions in a dynamic environment. This opportunity is based in San Francisco with a full-time employment model.

Qualifications

• Minimum of 9 years of experience in employee benefits consulting or related fields.
• Ability to immediately engage in direct client contact.
• Strong business acumen and leadership capabilities.

Responsibilities

• Manage client relationships and ensure client satisfaction.
• Lead business development initiatives in the Public Sector market.
• Collaborate with teams to enhance client deliverables.

Skills

Client management

Project management

Business development

Interpersonal skills

Analytical skills

Education

Undergraduate degree

Minimum ASA accreditation (FSA preferred)

Job description

Consulting Actuary/Client Relationship Manage (CRM)

Job Openings Consulting Actuary/Client Relationship Manage (CRM)

About the job

Experience level: Mid-senior

Experience required: 10 Years

Employment type: W2 Full-time

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 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

• Client management, project management, and new business development.
• Primary relationship accountability for assigned clients, overall servicing responsibility, and client satisfaction.
• Maintaining positive relationships and collaborating to provide clients with a full array of consulting services.
• Understanding clients issues, anticipating clients needs, and navigating 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.