Role Summary

HIGHLIGHTS

Director-level Health & Benefits actuarial/financial role in San Francisco. You will lead complex client engagements advising on funding, plan design and financial solutions while driving revenue and developing H&B intellectual capital. The role combines client leadership, data analytics and team guidance in a consulting/brokerage environment.

JOB DESCRIPTION SUMMARY

Lead financial/actuarial strategy for medium and large health & benefits clients
Advise on funding, plan design and innovative financial solutions
Drive revenue growth through client sales of actuarial and risk solutions
Lead data analytic projects and review team deliverables
Hybrid working style based on team and client needs (San Francisco)

DOMAIN EXPERTISE

health and welfare financial/actuarial strategies
employee benefit plan design and funding concepts
consulting or brokerage client delivery
leadership of data analytic projects

KEY REQUIREMENTS

10+ years in health and welfare financial/actuarial consulting or brokerage
State Life and Health license required within 90 days of joining
Proven ability to generate revenue and grow client relationships
Strong Excel and PowerPoint skills for client delivery
Eligible to work in the US without sponsorship

TECH STACK

Excel
PowerPoint

Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Lead financial/actuarial strategy for medium and large health & benefits clients
Advise on funding, plan design and innovative financial solutions
Drive revenue growth through client sales of actuarial and risk solutions
Lead data analytic projects and review team deliverables
Hybrid working style based on team and client needs (San Francisco)