About Acrisure:
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary:
The position is responsible for supporting consultants and actuaries by completing client projects and valuations, and by participating in any presentations and communication of client projects.
Responsibilities
Work closely with actuaries and consultants to assist with client projects
Responsible for the timely and accurate collection, entry, verification, and management of data to be used for actuarial processing; prepare annual asset reconciliations
Participate in client service planning meetings; prepare initial drafts of actuarial reports for review, including Remarks; prepare communication materials for transmitting reports
Complete required work involved in the documentation and proper government filing of client materials (Form 5500, PBGC, 8955-SSA, etc.)
Prepare individual employee pension statements and individual benefit calculations
Assist with monitoring and staff reporting of regulatory due dates
Participate in the presentation and communication of client projects as requested
Assist with billing by inputting billable time with necessary details
Partake in training programs to develop a better understanding of retirement and actuarial concepts
Adhere to established fee budget
Technical Skills
Strong project management skills
Ability to work on and complete multiple tasks under aggressive timeframes
Good verbal and written communication skills
Work both independently and within a team to meet common goals
Experience in Microsoft Excel, Word, Outlook, and PowerPoint
Education
Bachelor’s degree with major in related field or equivalent education and experience
Experience
A minimum of zero (0) to three (3) years of directly related actuarial experience with a consulting firm or insurance company
Ability to follow directions and focus on task at hand
Interpersonal & Team Working Skills
Adjust easily to challenges by shifting easily among competing tasks to meet deadlines
Form and state ideas and opinions confidently without infringing on others
Collaborate with colleagues and clients by finding common ground to complete tasks and solve problems by seeking input from colleagues and clients to make informed decisions
Demonstrate ability to establish rapport and gain the trust of others through active listening
Act with integrity by regularly representing information accurately and honestly, dealing with others fairly and maintaining high standards of conduct despite pressure
Function effectively without assistance or direction by regularly undertaking new tasks with minimum instruction or feedback
Work well within diverse groups to achieve common goals by supporting team ownership of projects to ensure results and group goals over personal gains or using ideas or suggestions from others to improve productivity
Work well in an unstructured environment and deal successfully with conflicting priorities to meet deadlines
Demonstrate flexibility by accommodating shifting priorities and making sound decisions when faced with unclear situations
Provide strong attention to detail by careful and thorough verification of all work to ensure accuracy
Be proactive, creative, and innovative to solve problems and address issues
Form sound opinions and make solid decisions using common sense to determine what is appropriate to the situation
Take initiative and undertake new tasks
Accept accountability for work, including errors or misjudgments
Leverage experience, expertise, and work of others, where appropriate
Proactively produce work product that meets or exceeds internal or external client expectations/needs
Reports to: Vice President, Actuarial
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.