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DB Practice Leader

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General Description:

The DB Practice Leader is responsible for driving continuous revenue growth for USICG. The DB Practice Leader will be a key part of the leadership team, reporting directly to the CEO.

 

Responsibilities:

  • Responsible for developing and overseeing the DB Practice business plan in order to meet annual revenue expectations through new and existing clients.
  • Management and advice to CEO concerning certain expense items of the Practice including overall compensation and staff expenses.
  • Responsible for the management of Operations Managers and Managing Actuaries representing DB Practice areas of Actuarial, OPEB, Church Plan and Outsourcing services.
  • Oversight of all DB Practice actuaries including professional education/training requirements of Enrolled Actuaries, national professional organizations and the USICG Student Actuarial Program
  • Provide technical, expert and strategic support to the sales force in the form of guidance, consulting, presentation participation and proposal leadership and review.
  • Strategize with Operations Manager to retain business year over year.
  • Drive consistent and predictable long term profitable new client relationships.
  • Develop internal resources / experts to assist all producers in closing business.
  • Key driver to generate revenue from new and existing clients.
  • Develop an annual Practice Marketing and Sales Plan with the CMO and CEO.
  • Establish pricing strategies that are consistent with the requirements of the budget.
  • Participate in branding and visibility strategies to promote the DB Practice, including seminar development and participation, authored articles, and professional meeting presentations.
  • Develop new and enhance existing services and products.
  • Understand and communicate USICG's initiatives.
  • Provide leadership and direction to the DB Practice to ensure Business Plan success.
  • Drive utilization and keep current all prospecting and relationship building opportunities within the company's sales for automations system (CRM).
  • Positively and proactively represent USICG in meetings, seminars, trade shows and networking events following USI's national strategy.
  • Work collaboratively to maximize results in all markets.
  • Assist CEO in finding and recruiting acquisition candidates.
  • Supervision of monthly client billing for processing by financial & accounting departments.
  • Monthly presentation of Practice revenue and operations results to CEO and CFO.

 

Knowledge, Skills and Abilities:

  • Ten + years experience in an operations or leadership role working with defined benefit plans and actuarial services including prior management experience.
  • Bachelor's Degree in Mathematics, Business, Finance or Accounting preferred.
  • Attainment of Enrolled Actuary designation.
  • Attainment of FSA or ASA designation preferred
  • Advanced computer skills- Knowledge of Windows environment, including Word & Excel.
  • Exceptional sales, marketing and client relations skills.
  • Effective leadership, communication, and organizational skills and the ability to direct and monitor the activities of others.
  • Ability to plan and instruct staff members on information appropriate to their job responsibilities.
  • Ability to handle difficult behavior or conflict and bring to a timely resolution.
  • Ability to creatively and proactively problem-solve.
  • Ability to stay organized and focused in a busy environment.
  • Personable, credible, professional and dependable.
  • Excellent communication, accounting, managerial and interpersonal skills.
Job ID: 1950
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