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Consulting Actuary / Client Relationship Manager (CRM)

Jobs via Dice
San Francisco, CA Full Time
POSTED ON 1/26/2025
AVAILABLE BEFORE 4/27/2025

Segal has an immediate opportunity 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. This is an exciting opportunity to be a key contributor in the Region and have a significant and positive impact on the continued growth of the public sector retirement benefits consulting business. The CRM will be based out of our San Francisco or Los Angeles office.

Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.

The ideal candidate must have strong experience with Public Sector Pension Plans. A minimum of an ASA accreditation is required, and an FSA accreditation is preferred.

Responsibilities :

  • Establish rapport and build effective working relationships within client organizations.
  • Understand client issues, anticipate client needs, and introduce potential solutions.
  • Collaborate with others across Segal to provide clients with a full array of our consulting services.
  • Provide a high level of creative, innovative, and strategic expertise to clients and colleagues in the employee retirement benefits industry.
  • Lead new business development initiatives targeting existing and prospective clients in the Public Sector market.

Qualifications :

  • Bachelor's Degree in Economics, Statistics, Business, or a similar field.
  • Extensive experience within employee benefits consulting involving retirement plan strategies in the public sector environment.
  • Minimum ASA accreditation (FSA preferred).
  • Demonstrated experience and success in managing client relationships.
  • Ability and interest to travel as needed to meet with clients and prospects.
  • About Segal :

    Founded in 1939, Segal is a leading HR and benefits consulting firm. Independent, privately held, and employee-owned, we have 1,100 employees throughout the U.S. and Canada. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.

    The most valuable thing in our business is people :

  • The people on our team, whom our clients can’t live without.
  • The people on our clients’ teams, whom we work with every day.
  • The people we’re all in this for at the end of the day, who benefit from our services.
  • Whether we’re helping people save, plan, invest, insure, communicate, educate, motivate, or celebrate, we know what their success takes.

    Do you have what it takes to join the team?

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