Top Tier employee benefit, human resources and investment management consulting firm is looking for a Actuary | Client Relationship Manager to join their growing team. This is an excellent opportunity to support a book of business in the West Region with emphasis in the Public Sector market. 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 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 FIRM to provide clients with a full array of our consulting services.
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
Ability and interest to travel as needed to meet with clients and prospects
This role will sit ONSITE out of either Phoenix, AZ | Los Angeles, CA | San Francisco, CA | Denver, CO office.