Senior CCRC Consultant

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.
• Participate in 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 time frames.
• Keep up to date with changes in the CCRC industry.
• Maintain a high standard of technical knowledge and understanding and 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.

• At least five years of direct 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 non-refundable 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.

• Experience with queries and programming in Microsoft Access.
• Predictive analytics and data science experience is a plus.

• 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 non-technical audience.
• Ability to build good relationships with clients at all levels and to manage expectations.

• 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.

• Actuarial credentials (ASA or FSA) are required for signing statements of actuarial opinion, but are not required for this position.

Hybrid:
Candidates hired into this role, living in the area will be required to work in-person in the Milliman office in Tampa, Florida on a weekly basis, but flexible work arrangements will be considered.

Remote:
This role is based out of the Milliman office in Tampa, Florida, but candidates living outside the area hired into this role may work remotely anywhere in the US.

Hybrid: A combination of factors will be considered to determine the compensation for this role, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.

Remote:
The overall salary range for this role is $147,400 - $279,680.

For candidates residing in: Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of Columbia the salary range is $169,510 - $279,680. All other locations the salary range is $147,400 - $243,200.

• Medical, Dental and Vision - Coverage for employees, dependents, and domestic partners.
• Employee Assistance Program (EAP) - Confidential support for personal and work-related challenges.
• 401(k) Plan - Includes a company matching program and profit‑sharing contributions.
• Discretionary Bonus Program - Recognizing employee contributions.
• Flexible Spending Accounts…