Responsible for managing a staff of Actuarial Analyst and Actuaries in the delivery of excellent client service to plan sponsors, brokers/agents and financial partners in all aspects regarding risk management of defined benefits and cash balance plans including budget planning, cost- reduction strategies, and plan design analysis. The Manager will lead the staff in maintaining service standards and an environment that promotes achievement and professional growth.
Essential Duties and Responsibilities:
- Serve as actuarial resource / subject matter expert to internal and external clients
- Motivate, lead and support team members to provide excellent customer service by ensuring that staff is properly trained to respond to inquiries in a professional manner.
- Participate in the hiring process by conducting interviews and evaluating candidates.
- Responsible for providing team members with substantive, periodic feedback on performance, including the completion of performance planning, performance updates and the quarterly Continuous Dialogue
- Coordinates processes and procedures with other managers to provide consistent professional services across teams.
- Participates in the overall leadership and direction of FuturePlan by actively participating in leadership meeting, all associate meetings, project activity and annual planning process.
- Monitor service levels and phone activity.
- Monitor associate productivity and metrics.
- Plan and organize workflow in order to meet service commitments.
- Produce weekly/monthly production metrics reports.
- Develop staffing strategies for appropriate allocation of resources to meet business needs and client service commitments/objectives.
- Coordinate the successful training and instruction of new associates.
- Develop staff on industry knowledge, general business skills set, and professional development.
- Develop workflow alternatives that will streamline the production process, including the identification of opportunities for improvement, make recommendations for changes and help implement those changes.
- Perform other duties and special projects as assigned.
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
Minimum Requirements:
- Bachelor degree in math, actuarial science, or other related field
- Advanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred
- 3-5 years supervisor/managerial industry experience
- 7-10 years overall industry experience
- Proficiency with Microsoft Office
- Comprehensive knowledge of retirement plans and the services provided by FuturePlan including Compliance and Administration
- Excellent analytical and problem solving skills
- Ability to work well under pressure with multiple priorities and deadlines
- Strong Interpersonal Skills
- Polished Presentation Skills
- Excellent Written and Oral Communication Skills
- Excellent Conflict Resolution Skills
- Proven Project Management Skills
- Superior Coaching and Mentoring Skills
- Superior Time Management Skills
- Ability to travel, if needed
Working at
Ascensus, LLC.
Ascensus, LLC. is a leading provider of retirement and college savings solutions, serving millions of individuals and businesses across the United States. With a strong focus on helping people save for their future, Ascensus offers a comprehensive range of services, including retirement plan administration, education savings accounts, and health savings accounts. As an actuary at Ascensus, you'll be part of a dynamic team that plays a crucial role in ensuring the financial stability and success of clients' retirement and education savings plans. Actuaries at Ascensus utilize their expertise in risk assessment, statistical modeling, and data analysis to evaluate plan performance, forecast trends, and provide strategic insights. Collaborating with a diverse group of professionals, actuaries at Ascensus help design and develop innovative retirement and education savings solutions. Actuaries analyze data, assess risks, and provide valuable recommendations to help clients make informed decisions about their savings plans. Ascensus values professional growth and provides actuaries with ongoing training and development opportunities. Actuaries can enhance their skills, stay up to date with industry trends, and contribute to the success of clients' savings goals. Join Ascensus' esteemed actuarial team and embark on a rewarding career where you can apply your actuarial expertise, make a meaningful impact on individuals' financial futures, and enjoy competitive benefits in a collaborative and supportive work environment.