Job Description
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 (ERGs) 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 respective professions, including leadership in professional organizations. Please visit our website ( 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; Participate in 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 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