Senior CCRC Consultant

Who We Are

Independent for over 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world’s most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation.

Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERG’s) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our web site (https://www.milliman.com/en/social-impact) to learn more about Milliman’s commitments to our people, diversity and inclusion, social impact and sustainability.

Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance.

What You Will Do

• manage or assist in the technical aspects of specific CCRC assignments, within the agreed budgets and timeframe;
• be a subject matter expert and key resource on CCRC consulting;
• provide expert, timely, efficient and professional delivery of services to clients;
• build and maintain strong relationships externally with clients and internally with colleagues;
• attend client meetings and produce reports for clients;
• assist in the development and implementation of a marketing plan, including giving presentations and producing articles;
• support and perform high quality, focused and relevant R&D as required, within agreed budgets and timeframes;
• keep up to date with changes in the CCRC industry;
• maintain a high standard of technical knowledge and understanding and to disseminate this knowledge amongst colleagues and, where appropriate, clients;
• apply expert industry knowledge to deliver best practice as well as innovative and pragmatic solutions to complex problems;
• build and maintain an excellent network of contacts;
• attend client sales proposals and presentations;
• ensure appropriate legislative, regulatory, business and professional standards and processes are followed;
• manage effectively both your own time and that of any direct staff to deliver individual and group objectives;
• provide assistance as and when needed to actuarial students and less experienced colleagues.

What We Are Looking For

Professional Qualifications, knowledge, and experience

Essential:

• At least five years of direct consulting experience (actuarial or other) with CCRCs and other organizations that own or manage CCRCs;
• Extensive knowledge regarding historical CCRC resident data and development of actuarial decrements for performing population projections;
• Extensive knowledge regarding the actuarial valuation (actuarial balance sheet) of CCRCs;
• Extensive knowledge regarding pricing of Type A, B, and C residency agreements for CCRCs;
• Extensive knowledge regarding GAAP accounting for CCRCs, including amortization of non-refundable entrance fees, the calculation of the “Obligation to Provide Future Services and Use of Facilities to Current Residents” (FSO), and other GAAP assets and liabilities;
• Experience in Business Development and Marketing;
• Proven track record of delivering projects on budget and to required timescales;
• Experience in managing and developing junior team members;
• Experience in working with Excel, Word, Access, Outlook and PowerPoint.

Desirable:

• Experience with queries and programming in MS Access;
• Predictive analytics and data science experience is a plus

Skills

• Strong numerical, technical, analytical and actuarial skills;
• Ability to work effectively as an individual and as part of a team;
• Good time management, project management and organizational skills with attention to detail and the ability to meet deadlines;
• Excellent interpersonal and written communication skills, including the ability to explain complex issues to a non-technical audience;
• Ability to build good relationships with clients at all levels and to manage expectations;

Competencies, abilities, behaviors

• Entrepreneurial spirit and desire to build a consulting practice;
• Driven to deliver quality product, on time and to budget;
• Motivated, leads by example and motivates others to deliver;
• Collaborative approach but will also take ownership and responsibility;
• Influences and challenges in open and professional manner;
• Shows intellectual curiosity to further own knowledge;
• Proactive and uses initiative;
• Demonstrates commitment;
• Flexible, versatile and innovative.

Preferred Qualifications

• Actuarial credentials (ASA or FSA) are required for signing statements of actuarial opinion, but are not required for this position.

The Team

The Milliman Senior Living Team includes the CCRC practice. We assist CCRC clients with business strategy, pricing, financial projections, and with compliance and regulatory requirements.

Location

The expected application deadline for this job is March 1, 2025

This role is based out of the Milliman office in Tampa, Florida, but candidates hired into this role may work remotely anywhere in the US.

Compensation

The salary range for this role is $137,000 - $278,000, depending on a combination of factors, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, location, etc.

Benefits

At Milliman, we focus on creating an environment that recognizes – and meets – the personal and professional needs of the individual and their family. We offer competitive benefits which include the following based on plan eligibility:

• A 401(k) plan with matching program, and profit sharing contribution
• Employee Assistance Program (EAP)
• A discretionary bonus program
• Paid Time Off (PTO) starts accruing on the first day of work and can be used for any reason; full-time employees will accrue 15 days of PTO per year, and employees working less than a full-time schedule will accrue PTO at a prorated amount based on hours worked
• Family building benefits, including adoption and fertility assistance and paid parental leave up to 12 weeks for employees who have worked for Milliman for at least 12 months and have worked at least 1,250 hours in the preceding 12-month period
• Commuter Program, which allows you to use pre-tax dollars to pay for your parking or public transit expenses to get to and from work. You may utilize this benefit any time throughout the year and funds will be available the first of the month following your first contribution.
• A minimum of 8 paid holidays
• Milliman covers 100% of the premiums for life insurance, AD&D, and both short-term and long-term disability coverage
• Flexible spending accounts allow employees to set aside pre-tax dollars to pay for dependent care, transportation, and applicable medical needs

Equal Opportunity 

All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

#LI-REMOTE

Salary : $137,000 - $278,000