What are the responsibilities and job description for the Consulting Actuary/ Client Relationship Manager , Human Resources, Phoenix position at Planet Green Search?
Our client is seeking 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 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 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 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.
