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Consulting Actuary

Company Description

CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Consulting Actuary

Job Description

ONSITE  must live in one of the following cities San Francisco, Los Angeles, Phoenix, or Denver offices

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 our San Francisco, Los Angeles, Phoenix, or Denver offices.

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: The role of a CRM includes client management, project management and new business development. A CRM has the primary relationship accountability for assigned clients, overall servicing responsibility, and client satisfaction. In addition to maintaining positive relationships, the CRM will collaborate with others across Segal to provide clients with a full array of our consulting services. 

Key accountabilities include:

  • Understanding clients’ issues, anticipating clients’ needs (aka: staying ‘ahead of the game’), and navigating the various potential solutions,
  • Establishing rapport and building effective working relationships within client organizations,
  • Innovation of the client deliverable and 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 at Segal to build and maintain effective and influential client relationships, and
  • Leading and/or participating in new business development initiatives targeting existing and prospective clients in the Public Sector market.
  • The Consultant guides client service teams and plays a proactive role in 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 of delivering/presenting complex information into actionable terms that clients will grasp and be able to 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, and
  • Ability and interest to travel as needed to meet with clients and prospects.

Additional Information

Base Salary - USD  $121,000-$180,000

  • Plus opportunity for a discretionary performance bonus based on company profitability and employee performance
  • Our highly competitive compensation package and outstanding benefits

All your information will be kept confidential according to EEO guidelines.

Average salary estimate

$150500 / YEARLY (est.)
min
max
$121000K
$180000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Consulting Actuary, CCG Business Solutions, LLC

Are you ready to step into an exciting role as a Consulting Actuary with CCG Talent Management in the vibrant city of San Francisco, CA? This position is a fantastic opportunity for someone who is passionate about making a significant impact in the public sector’s retirement benefits consulting business. As the Consulting Actuary/Client Relationship Manager, you'll be at the forefront of client management, project management, and new business development, all while supporting our book of business in the West Region. You'll have the chance to engage with clients, understand their needs, and deliver creative and strategic solutions that transform complex actuarial concepts into actionable insights. You'll truly shine when you establish rapport within client organizations and lead initiatives that innovate our client deliverables. This role is not just about maintaining relationships; it's about becoming an influential partner who anticipates client needs and drives them toward success. You'll also have the opportunity to mentor and guide service teams, contributing to their professional growth. With a competitive salary range of USD $121,000 to $180,000 plus a performance-based bonus, you’ll be rewarded for your contributions while enjoying a collaborative and dynamic work environment. If you're ready to apply your expertise and take your career to the next level, we can't wait to meet you!

Frequently Asked Questions (FAQs) for Consulting Actuary Role at CCG Business Solutions, LLC
What responsibilities does a Consulting Actuary at CCG Talent Management have?

As a Consulting Actuary at CCG Talent Management, your responsibilities will encompass client management, project management, and new business development, focusing on maintaining and enhancing relationships within the public sector. You will serve as the primary point of contact for clients, ensuring their needs are met and exceeded while delivering strategic insights on retirement benefits.

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What qualifications do I need to become a Consulting Actuary at CCG Talent Management?

To become a Consulting Actuary at CCG Talent Management, you should have a minimum of 9 years of experience in employee benefits consulting, preferably in retirement plan strategies within the public sector. An undergraduate degree and ASA accreditation are essential, with FSA being preferred. Demonstrated leadership and strong relationship-building skills are also critical for success in this role.

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What kind of clients will I work with as a Consulting Actuary at CCG Talent Management?

In the role of Consulting Actuary at CCG Talent Management, you will primarily work with clients in the public sector. This involves understanding their unique challenges and needed solutions, while offering an array of consulting services that align with their retirement benefits needs.

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Is travel required for the Consulting Actuary position at CCG Talent Management?

Yes, travel may be required for the Consulting Actuary position at CCG Talent Management. This is essential to develop and maintain meaningful relationships with clients across the West Region, ensuring effective communication and service delivery.

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What is the salary range for a Consulting Actuary at CCG Talent Management?

The salary range for a Consulting Actuary at CCG Talent Management is between USD $121,000 and $180,000, along with the potential for a discretionary performance bonus based on company profitability and individual performance, making it a competitive compensation package.

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Common Interview Questions for Consulting Actuary
Can you explain your experience in employee benefits consulting related to retirement plans?

When answering this question, you should highlight your past roles that involved employee benefits, emphasizing how you have worked with retirement plans, your specific contributions to projects, and the impact of your work on client outcomes.

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How do you build and maintain relationships with clients?

In your response, discuss specific strategies you use to establish rapport with clients, such as regular communication, understanding their goals, and how you leverage those relationships to provide tailored consulting services.

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What strategies do you use to anticipate client needs?

You should discuss methods like ongoing market research, actively seeking client feedback, and understanding industry trends that allow you to proactively address client needs and challenges before they arise.

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What is your approach to project management?

Describe your project management style, emphasizing organization, communication, and collaboration with team members and clients. Share tools you utilize and methodologies that work well for you.

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How do you present complex actuarial concepts to clients?

Discuss your ability to simplify complex concepts through clear communication and practical examples. Highlight your experience in breaking down data into actionable insights that clients can understand and implement.

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Can you provide an example of a successful client relationship you’ve managed?

Share a specific client relationship example that demonstrates your ability to manage and nurture client interactions, including the challenges faced, solutions provided, and the positive outcomes achieved.

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What motivated you to pursue a career as a Consulting Actuary?

Reflect on your personal motivations such as a passion for problem-solving, a desire to help public sector organizations improve their retirement benefits, or how your skills align with the demands of a Consulting Actuary.

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What role do you think innovation plays in client consulting?

Discuss the importance of innovation in consultative work, highlighting how staying ahead with new ideas and approaches can help clients navigate challenges and enhance their retirement plans.

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How do you ensure effective collaboration with a diverse team?

Emphasize your commitment to inclusivity, the importance of diverse perspectives, and strategies you use to ensure everyone has a voice in team discussions, leading to better outcomes for clients.

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What challenges have you faced in your career, and how have you overcome them?

Be honest about a challenge you've encountered, providing context, your actions for overcoming it, and the lessons learned that have contributed to your growth as a Consulting Actuary.

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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
December 8, 2024

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