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Job Description The Role / Responsibilities: The Client Support Actuary 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.
Perform & sign off prescribed testing of feature in line with the release schedule.
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.
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.
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.
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.
Attention to detail.
Ability to assess (e.g. diagnosing and summarising priority needs).
Excellent record keeping ability.
Adept at building and maintaining relationships with a wide range of people.
Administrative and report writing skills.
Organisational and time-management skills, including ability to meet targets.
Confidence in group situations.
Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion, national origin, citizen status, marital status, physical or mental disability, military or veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email firstname.lastname@example.org.. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications.
For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. For New York City positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the New York City Fair Chance Act. For all other applicants, qualified applicants with criminal histories will be considered for employment consistent with the requirements of applicable law.
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Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.