Healthcare Financial/Actuarial Director

$140,000 - $180,000/Yr

Willis Towers Watson - San Francisco, CA

Full-time - Senior

San Francisco, CA

Insurance Carriers and Related Activities

About the position

As a Healthcare Financial/Actuarial Director at WTW, you will play a pivotal role within the Financial Actuarial & Analytics (FAA) Community of Expertise. This hybrid position requires you to work out of a WTW office while also allowing for remote work flexibility. You will lead financial and actuarial engagements for a diverse portfolio of clients, significantly contributing to complex projects that span the full spectrum of employer health and group benefit programs, including medical, dental, life, and disability insurance. Your expertise will be crucial in communicating FAA concepts, strategies, and results to clients, driving actionable insights that enhance plan performance. In this role, you will be responsible for developing and delivering financial and actuarial strategies tailored to medium and large clients. You will also drive revenue growth by identifying opportunities for additional actuarial, financial, and risk solutions. Your leadership will guide both regional and global teams in delivering high-quality consulting services, ensuring that all financial and actuarial deliverables meet client needs. Building strong relationships internally and collaborating effectively across cross-functional teams will be essential to your success. With over 10 years of experience in health and welfare financial and actuarial strategies, you will leverage your proven ability to generate revenue and manage client relationships. Your deep understanding of employee benefit plan design, underwriting, and funding concepts will enable you to lead data analytic projects and stay abreast of the latest developments in health and welfare plan strategy. You will be expected to possess an executive presence, with polished communication skills that allow you to influence and collaborate with senior management across all organizational levels. Additionally, proficiency in Microsoft Office, particularly Excel and PowerPoint, is required. A State Life and Health license must be obtained within 90 days of joining, and while an actuarial designation is optional, it is preferred.

Responsibilities

• Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance
• Leads medium to large clients' financial/actuarial engagements
• Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or large clients
• Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions
• Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables
• Guides team (regional and global) on deliverables based on client need; reviews models and presentations for client delivery
• Builds relationships internally and collaborates effectively on cross-functional teams

Requirements

• 10+ years' experience in health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment
• Proven ability to generate revenue
• Track record of success in managing and growing client relationships
• Deep understanding and expert knowledge in employee benefit plan design, underwriting, and funding concepts
• Proven ability to lead data analytic projects
• Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy
• Ability to leverage judgement and past experiences to predict effective methods
• Multiple years of experience across one or multiple client segments
• Executive presence with polished written and oral communication skills
• Superior ability to influence and collaborate with senior management
• Excellent Microsoft Office skills, particularly in Excel and PowerPoint
• State Life and Health license required within 90 days of joining

Nice-to-haves

• Actuarial designation and current continuing education

Benefits

• 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, Identity Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off, Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k)