Asst. Dir – Actuarial Client Support
Moody's Investors Service, Inc.
Toronto
5d ago

Job Description

The Actuarial Client Support specialist deals directly with our clients on a daily basis to provide actuarial support, training and advice on best practices for implementing models in AXIS.

They will also work on documentation for clients and research projects that provide exposure to state of the art actuarial science and its application to real problems.

The Client Support Specialist is a member of the Client Support Focus Area for a particular product team.

Primary Responsibilities

  • Help Desk . This is the primary method for handling ad-hoc client inquiries on using the software and includes : Help desk assignments at least once per week ;
  • must be available 9 : 30am 5 pm EST.Acknowledging, reviewing and prioritizing initial calls and emails from clients.Researching and answering client questions as quickly as possible and adhering to all company standards.

    Ensuring contact with the client (outside of acknowledgements) within prescribed timeframes.

  • General Client Support. (Also applies to Help Desk responsibilities, carryovers from help desk, as well as direct contacts from clients).
  • Investigate and analyze client questions / problems as required. Ensure that you understand what the client is trying to do.

    Investigate whether solutions already exist within AXIS, and if not discuss with developers whether new features may be required.

    For more complex issues, work with other GGY resources to assist as required.Keep clients informed of the status of any investigations which may require time to determine an answer.

    Document all contact with clients, problems and resolutions in Job / IR discussions.Directing clients to existing explanatory material (e.

    g. KB’s, Help text, reconciliation spreadsheets).Creation of additional explanatory material where needed to answer client inquiry.

    Help develop business specifications for new features After a new feature is deemed to be required, serve as liaison between GGY and client.

    Determine client importance and urgency with respect to delivery of feature. Ensure that GGY understands the client’s business issues and that the feature to be delivered covers this off.

    Work with developers to prepare business specification documents.Send specifications to client for approval. Testing of new features and bug fixes as required Work with the developers and clients for any given feature or bug fix to determine a formal testing plan to ensure the feature or fix is functioning as expected.

    May include developing job-specific data to be used for future testing by the QA team. Conduct in-house, web-based, and on-site training : Preparation for and delivery of training on specific modules or topics.

    Ensure pre-training administrative steps are completed both internal (e.g. send training summary plan to client) and external (completion of WBT by clients).

    Know audience and adjust communication style as required. Other Responsibilities Participate in marketing activities as required May include initial training of new or trial clients on a client-specific basis (e.

    g. building client product into AXIS to make training relevant to the client).This may include traveling to give demos or training to client on-site.

    Relationship Manager / Client Co-ordinator Serve as a permanent Liaison with specific clients.Arrange periodic client meetings to review client requirements / requests to ensure client is being served well.

    Provide periodic information to management on status of client, including any existing or possible problems which need to be addressed.

    Project Work Develop / update formal training material as needed.Develop explanatory articles / spreadsheets for topics as needed.

    Develop / expand Sample data for delivery with the software. Other Duties as assigned.

    Qualifications

  • Must have an ASA and working towards FSA with equivalent work experience.
  • At least 3 years of experience in the life insurance industry in Canada or the US in a client support or similar capacity.
  • Experience in life, annuity or health in areas such as pricing, valuation, corporate modeling, risk management, ALM, stochastic modeling work, hedging.
  • Some client contact and training will be at their offices so some travel is required.
  • Client service oriented.
  • Great interpersonal skills.
  • Effective communication (listening and questioning) skills.
  • Ability to research information and explain it clearly.
  • Presentation skills.
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