Senior CCRC Consultant
Senior CCRC Consultant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Who We Are
Independent for over 75 years Milliman delivers marketleading services and solutions to clients worldwide. Today we are helping companies take on some of the worlds 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 employeeled communities that influence policy decisions develop future leaders and amplify the voices of their constituents. We encourage our employees to give back to their varied professions including leadership in professional organizations. Please visit our web site https://www.milliman/en/socialimpact to learn more about Millimans 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;
- attend client 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 consulting 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 nonrefundable 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 nontechnical audience;
- Ability to build good relationships with clients at all levels and to manage expectations;
Competencies abilities behaviors
- Entrepreneurial spirit and desire to build a consulting practice;
- Driven to deliver quality product on time and to budget;
- Motivated leads by example and motivates others to deliver;
- Collaborative approach but will also take ownership and responsibility;
- Influences and challenges in open and professional manner;
- Shows intellectual curiosity to further own knowledge;
- Proactive and uses initiative;
- Demonstrates commitment;
- Flexible versatile and innovative.
Preferred Qualifications
- Actuarial credentials (ASA or FSA) are required for signing statements of actuarial opinion but are not required for this position.
The Team
The Milliman Senior Living Team includes the CCRC practice. We assist CCRC clients with business strategy pricing financial projections and with compliance and regulatory requirements.
Location
The expected application deadline for this job is March 1 2025
This role is based out of the Milliman office in Tampa Florida but candidates hired into this role may work remotely anywhere in the US.
Compensation
The salary range for this role is $137000 $278000 depending on a combination of factors including but not limited to education relevant work experience qualifications skills certifications location etc.
Benefits
At Milliman we focus on creating an environment that recognizes and meets the personal and professional needs of the individual and their family. We offer competitive benefits which include the following based on plan eligibility:
- A 401(k) plan with matching program and profit sharing contribution
- Employee Assistance Program (EAP)
- A discretionary bonus program
- Paid Time Off (PTO) starts accruing on the first day of work and can be used for any reason; fulltime employees will accrue 15 days of PTO per year and employees working less than a fulltime schedule will accrue PTO at a prorated amount based on hours worked
- Family building benefits including adoption and fertility assistance and paid parental leave up to 12 weeks for employees who have worked for Milliman for at least 12 months and have worked at least 1250 hours in the preceding 12month period
- Commuter Program which allows you to use pretax dollars to pay for your parking or public transit expenses to get to and from work. You may utilize this benefit any time throughout the year and funds will be available the first of the month following your first contribution.
- A minimum of 8 paid holidays
- Milliman covers 100 of the premiums for life insurance AD&D and both shortterm and longterm disability coverage
- Flexible spending accounts allow employees to set aside pretax dollars to pay for dependent care transportation and applicable medical needs
Equal Opportunity
All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or status as a protected veteran.
#LIREMOTE
Required Experience:
Senior IC
Employment Type
Full-Time
