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Healthcare Financial/Actuarial Director

WTW

Boston (MA)

Hybrid

USD 140,000 - 200,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a Healthcare Financial/Actuarial Director to lead complex client assignments. This pivotal role involves leveraging financial management and data analytics expertise to provide strategic recommendations on funding and plan design. The ideal candidate will have a proven track record in managing client relationships and delivering innovative financial solutions. With a strong emphasis on collaboration and communication, this position offers a unique opportunity to influence client outcomes and contribute to the development of new intellectual capital. Join a forward-thinking company that values flexibility and trust in the workplace.

Benefits

Health and Welfare Benefits
Paid Holidays
Annual Paid Time Off
Retirement Benefits
Flexible Working Arrangements

Qualifications

  • 10+ years' experience in health and welfare financial/actuarial strategies.
  • Expertise in employee benefit plan design and underwriting.
  • Proven ability to lead data analytic projects.

Responsibilities

  • Drive client action through complex financial and actuarial analysis.
  • Lead financial engagements for medium to large clients.
  • Develop financial strategies for a portfolio of clients.

Skills

Financial Management
Data Analytics
Client Relationship Management
Employee Benefit Plan Design
Microsoft Excel
Microsoft PowerPoint

Education

Bachelor's Degree
Actuarial Designation

Tools

Microsoft Office

Job description

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Description

As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You’ll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design, and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital.

The Role
  • Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance
  • Leads Medium to Large clients’ financial/actuarial engagements
  • Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients
  • Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions
  • Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables
  • Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery
  • Builds relationships internally and collaborates effectively on cross-functional teams
Qualifications
  • 10+ years’ experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment
  • Proven ability to generate revenue
  • Track record of success in managing and growing client relationships
  • Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting, and funding concepts
  • Proven ability to lead data analytic projects
  • Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital
  • Ability to leverage judgment and past experiences to predict which methods will work
  • Multiple years of experience across one or multiple client segments
  • An executive presence with polished and well-developed written and oral communication skills
  • Superior ability to influence and collaborate with senior management and work across all levels of an organization
  • Excellent Microsoft Office skills, particularly in Excel and PowerPoint
  • State Life and Health license required within 90 days of joining
  • Actuarial designation and current continuing education (optional)

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.

Compensation And Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role, and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $140,000.00 to $200,000.00 USD per year.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

  • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identity Theft Protection, Wellbeing Program, and Work/Life Resources (including Employee Assistance Program)
  • Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
  • Retirement Benefits: Contributory Pension Plan and Savings Plan (401k)
The Position Allows For Flexible Working

At WTW, we trust you to know your work and the people, tools, and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person, and in-office interactions dependent on the needs of the team, role, and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets
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