Team Lead managing a small team of actuarial analysts at Intact Insurance. Focused on strategic initiatives and technical project leadership in the actuarial field.
About the role
- Managing actuarial projects related to annual actuarial work for pension plans. Leading client meetings, ensuring compliance, and applying technical knowledge for effective delivery.
Responsibilities
- Manage projects related to the performance of annual actuarial work for DB and DB/DC combo plans, which includes:
- Census data gathering, reconciliation, quality control, and importation onto valuation software
- Examination and verification of retirement trust financial statements, compute actuarial value of assets for valuation
- Running actuarial valuations and summarizing results for review
- Filing IRS Forms and PBGC filings
- Preparing valuation funding reports
- Preparing actuarial studies and benefit statements
- Coverage and non-discrimination testing
- Lead client meetings to identify client's needs, clarify expectations, help set retirement strategic directions and goals, and deliver results and consulting advice
- Track and meet all compliance standards
- Assist with special actuarial projects
- Review client invoices for completeness and accuracy
- Understand and assist in the interpretation of plan documents
- Provide technical knowledge of pension plans and calculation procedures to Benefits Administration Team for various clients
- Apply understanding of fundamental principles of pension plans, actuarial concepts, pension legislation, and accounting requirements for pension plans
- Pursue actuarial or ASPPA examinations
- Review peer technical work flow
- Additional responsibilities as assigned
Requirements
- High School Diploma or GED
- Eight or more years of actuarial or outsourcing pension experience
- Possesses highly advanced and broad understanding of actuarial principles, practices, and procedures
- Expert knowledge of pertinent laws, regulations, and actuarial standards
- Expert use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Experience in coaching and teaching others
- Enrolled Actuary (EA)
- Ability to provide technical leadership to staff
- Ability to lead cross-functional teams
- Ability to travel as necessary
Benefits
- Professional development opportunities
- Opportunities to grow personally and professionally
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Actuarial Analyst II applying methodologies for accurate pricing and process improvement at USAA. Collaborating with teams in a flexible hybrid work environment with multiple locations in the US.
Actuarial Associate supporting actuarial/risk analyses and experience studies at TIAA. Involves collaboration on asset and liability modeling and product development.
Actuarial advisor managing pricing, valuation, and financial projections for insurance products. Leading teams and collaborating across departments to support financial objectives.
Senior Actuarial Analyst shaping the future of insurance products by analyzing risks and developing pricing strategies. Collaborating across ISO divisions and engaging with regulatory authorities.
Data Analyst/Actuarial Analyst for one of the largest U.S. insurers, preparing actuarial analysis and supporting data projects. Collaborating with actuarial teams using tools like SQL and Excel.
Join Mercer as a Sr. Lead Health Actuary Consultant leading client engagements in health benefits strategies. Focus on financial projections, plan design optimization, and provide direction to junior staff.
Health Actuary Leader managing client projects focusing on health benefits strategies. Working with a team to optimize financial projections, plan design, and employee contributions.
Join Mercer as a Sr. Health Actuarial Consultant to lead client engagements in health benefits strategies. Manage overall service delivery and guide analysts in an inclusive hybrid workplace.
Join Verisk’s Commercial Liability Actuarial Product team in Jersey City as an Actuarial Associate. Collaborate with experts to drive innovation for Commercial General Liability products.