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Consulting Actuary / Client Relationship Manager

On-site Full-time

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Experience Level

Mid to Senior

Qualifications

A minimum of 9 years of experience in employee benefits consulting or related professional services, particularly with retirement plan strategies in the public sector. Bachelor's degree required; ASA accreditation minimum (FSA preferred). Ability to step directly into a client-facing role. Proven business acumen and leadership capabilities. Track record of successful relationship building and collaboration. Experience in managing client relationships effectively. Ability to translate complex information into actionable insights for clients. Strong analytical skills to identify issues and develop solutions. Excellent interpersonal and communication skills, both verbal and written. Ability to work collaboratively with a diverse audience.

About the job

We are seeking a talented Consulting Actuary / Client Relationship Manager (CRM) to join our team in Phoenix. Candidates must reside in one of the following cities: San Francisco, Los Angeles, Phoenix, or Denver, as this position is onsite.

The CRM will manage a diverse portfolio of clients in the Western region, focusing particularly on the Public Sector market. This role is a unique opportunity to make a substantial and positive impact on the growth of our public sector retirement benefits consulting practice.

The CRM will play a pivotal role, overseeing client relationships, managing projects, and driving new business initiatives. You will be the primary point of contact for assigned clients, ensuring their needs are met and satisfaction remains high. Collaborating with colleagues across Segal, you will deliver a comprehensive range of consulting services.

Key Responsibilities:

  • Proactively understand and anticipate client needs, exploring various solutions.
  • Establish strong working relationships within client organizations.
  • Innovate client deliverables and enhance industry presence.
  • Provide strategic expertise on emerging trends in the employee retirement benefits sector.
  • Utilize advanced actuarial concepts and methods effectively.
  • Collaborate with Segal team members to foster impactful client relationships.
  • Lead and engage in business development efforts aimed at existing and prospective public sector clients.
  • Guide service teams and mentor staff to promote professional development.

About CCG Business Solutions

CCG Talent Management specializes in business consulting and talent placement services. We connect purpose with business needs, ensuring that our clients find the right talent to drive their success. Currently, we are assisting a client in their search for a Consulting Actuary / Client Relationship Manager.

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