Senior CCRC Consultant

Overview

Who We Are Independent for over 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world’s 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 provides learning and mentoring opportunities through Employee Resource Groups (ERGs).

Learn more about Milliman’s commitments to people, diversity and inclusion, social impact and sustainability at

Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance.

• Manage or assist in the technical aspects of specific CCRC assignments, within 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 budgets and time frames
• Stay up to date with changes in the CCRC industry
• Maintain a high standard of technical knowledge and share knowledge with colleagues and, where appropriate, clients
• Apply expert industry knowledge to deliver best practice and innovative, pragmatic solutions
• 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 your own time and that of any direct staff to deliver objectives
• Provide assistance to actuarial students and less experienced colleagues as needed

Professional Qualifications, knowledge, and experience

• 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 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 and related items
• Experience in Business Development and Marketing
• Proven track record of delivering projects on budget and on time
• Experience in managing and developing junior team members
• Experience with Excel, Word, Access, Outlook and Power Point

• Experience with queries and programming in MS Access
• Predictive analytics and data science experience

• 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 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 inspires others
• Collaborative yet takes ownership and responsibility
• Influences and challenges in an 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 not required for signing statements of actuarial…