Financial/Actuarial Lead Associate

3 weeks ago


Irvine, United States Willis Towers Watson Full time
Job Description

Candidates from the following locations will be considered:

Houston, TX, Austin, TX, Dallas, TX, Denver, CO, Irvine, CA, Los Angeles, CA, San Francisco, CA, Seattle, WA, and Tempe, AZ

As a Healthcare Financial/Actuarial Lead Associate you will contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client teams, help prepare client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and communication skills by working on cutting edge projects alongside leaders in the industry.

The Role

  • Is an active member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region
  • Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
  • Contributes to vendor financial reviews for clients
  • Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
  • Delivers accurate and reliable claim reporting and financial modeling to client teams to support client decisions
  • Partners with Global Delivery Centers and Client Service teams to deliver superior project management
  • Communicates complex financial/actuarial/analytic results to effectively drive client action
  • Build strong relationships internally and collaborate effectively on cross-functional teams


Qualifications

  • 4+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company
  • Knowledge of health and welfare products & services
  • Ability to learn big data analytic techniques preferred
  • Intermediate/advanced knowledge of underwriting and funding concepts
  • Proven ability to manage multiple projects simultaneously and produce quality deliverables on time and within budget
  • Strong client service orientation and ability to respond to all communications effectively and in a timely manner
  • Proven ability to identify and resolve issues with limited information and experience
  • Strong written and verbal communication skills
  • Self-starter attitude and ability to work independently and as part of a team
  • Strong analytical, creative and integrative skills
  • Ability to direct work of more junior colleagues and provide feedback
  • Excellent Microsoft Office skills, particularly in Excel and PowerPoint
  • State Life and Health license required within 90 days of joining
  • Relevant financial experience and/or university degree
  • Progress towards completion of health actuarial designation or CEBS designation (optional)

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is 80,000 to 90,000 USD

This role is also eligible for an annual short-term incentive bonus

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
  • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
  • Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
  • Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. If Level 38 or more senior role is in Washington State, you must add the retirement benefits paragraph to the job description.


At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and

  • Irvine, California, United States Willis Towers Watson Full time

    Job DescriptionCandidates from the following locations will be considered:Houston, TX, Austin, TX, Dallas, TX, Denver, CO, Irvine, CA, Los Angeles, CA, San Francisco, CA, Seattle, WA, and Tempe, AZAs a Healthcare Financial/Actuarial Lead Associate you will contribute to a wide variety of complex analyses and projects involving the design, financing, and...


  • Irvine, California, United States Willis Towers Watson Full time

    Job DescriptionCandidates from the following locations will be considered:Houston, TX, Austin, TX, Dallas, TX, Denver, CO, Irvine, CA, Los Angeles, CA, San Francisco, CA, Seattle, WA, and Tempe, AZAs a Healthcare Financial/Actuarial Lead Associate you will contribute to a wide variety of complex analyses and projects involving the design, financing, and...

  • Financial Controller

    2 weeks ago


    Irvine, California, United States Discovery Behavioral Health DBH Full time

    Job Description Reporting to the CFO, the Controller will be a key financial leader and close partner to the CFO and VP Finance.   Sets the strategic direction for the development and deployment of accounting and reporting processes including corporate consolidations, treasury management, accounts payable, payroll, and the development and implementation...


  • Irvine, United States Well&Nest LLC Full time

    Job DescriptionJob DescriptionChief Financial Officer (CFO) - Remote plus travelWellI&Nest LLC is assisting a rapidly growing financial company specializing in providing loans to students. They are committed to empowering individuals with the financial resources they need to pursue their educational goals. They seek a talented and experienced Chief Financial...


  • Irvine, United States Well&Nest LLC Full time

    Job DescriptionJob DescriptionChief Financial Officer (CFO) - Remote plus travelWellI&Nest LLC is assisting a rapidly growing financial company specializing in providing loans to students. They are committed to empowering individuals with the financial resources they need to pursue their educational goals. They seek a talented and experienced Chief Financial...


  • Irvine, United States Alliance Resource Group Full time

    jobs.allianceresourcegroup.com.">jobs.allianceresourcegroup.com."> Job Description Chief Financial Officer for $100+ million professional services firm in Orange County, CA Our client is a leading, full-service and cutting edge professional services firm with more than $100 million in revenue and growing (organically and through acquisition). The firm has an...

  • Financial Advisor

    3 weeks ago


    Irvine, United States Sagient Full time

    Job DescriptionJob DescriptionAre you passionate about building enduring client relationships and providing comprehensive financial guidance?  Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering...


  • Irvine, United States Addison Group Full time

    Job Description: The Senior Financial Analyst is a highly visible role that is responsible for supporting the budgeting and forecasting processes, preparing monthly management reporting, leading annual long-range strategic plans, and supporting key strategic initiatives to drive future growth and profitability. The ideal candidate would be a strong...

  • Regional Director

    1 week ago


    Irvine, United States Prudential Financial Full time

    Job Classification:Sales - SalesDo you enjoy roles where you can lead sales teams and help them achieve their goals? What about one where you potentially could make an impact with hundreds of clients and their families? Read on to learn more about this Regional Director opportunity aligned to Prudential’s Pacific Financial Group.Our firm footprint is...


  • Irvine, United States loanDepot Full time

    Finance |Irvine,CaliforniaScottsdale,Arizona Responsible for financial reporting and ensures timely, accurate and complete reporting to investors and various regulatory agencies. Responsible for implementing financial reporting controls and process improvements, supporting regulatory change initiatives; modification of reporting processes; remediation of any...


  • Irvine, United States CareerBuilder Full time

    Finance |Irvine,CaliforniaScottsdale,Arizona Responsible for financial reporting and ensures timely, accurate and complete reporting to investors and various regulatory agencies. Responsible for implementing financial reporting controls and process improvements, supporting regulatory change initiatives; modification of reporting processes; remediation of any...


  • Irvine, United States VetJobs Full time

    Job Description ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set,...


  • Irvine, United States VetJobs Full time

    Job Description ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set,...


  • Irvine, United States Edward Jones Full time

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that...


  • Irvine, United States 3 Day Blinds Full time

    Hunter Douglas is the world’s leading manufacturer of window coverings and a major manufacturer of architectural products. We are a brand that you know and trust. With more than 100 years of innovation, we’ve defined our industry with proprietary products that deliver revolutionary style and functionality and can be found in millions of homes and...


  • Irvine, United States Edward Jones Full time

    Job DescriptionWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of...


  • Irvine, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Sales Associate

    7 days ago


    Irvine, United States Stratford Davis Staffing LLC Full time

    Job DescriptionJob DescriptionEmbark on your Sales journey with us!We're on the lookout for dynamic and self-motivated individuals to take on the role of Sales Associate on a 1099 contract basis. This is an excellent opportunity for both seasoned sales professionals and newcomers to the field. Shape your career in sales while enjoying the flexibility of...

  • Sales Associate

    6 days ago


    Irvine, United States Stratford Davis Staffing LLC Full time

    Job DescriptionJob DescriptionEmbark on your Sales journey with us!We're on the lookout for dynamic and self-motivated individuals to take on the role of Sales Associate on a 1099 contract basis. This is an excellent opportunity for both seasoned sales professionals and newcomers to the field. Shape your career in sales while enjoying the flexibility of...


  • Irvine, California, United States Well&Nest LLC Full time

    Chief Financial Officer (CFO) - Remote plus travel WellI&Nest LLC is assisting a rapidly growing financial company specializing in providing loans to students. They are committed to empowering individuals with the financial resources they need to pursue their educational goals. They seek a talented and experienced Chief Financial Officer to join their team...