Senior CCRC Consultant

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 gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERGs) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their respective professions, including leadership in professional organizations. Please visit our website (https://www.milliman.com/en/social-impact) to learn more about Milliman's commitments to our people, diversity and inclusion, social impact and sustainability.

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

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

What We Are Looking For

Professional Qualifications, knowledge, and experience

Essential:

• 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.

Desirable:

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

Skills

• 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.

Competencies, abilities, behaviors

• 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.

Preferred Qualifications

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

The Team

The Milliman Senior Living Team includes the CCRC practice. We assist CCRC clients with business strategy, pricing, financial projections, and with compliance and regulatory requirements.

Location

The expected application deadline for this job is June 1, 2026

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.

Compensation

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.

A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.

Benefits

We offer a comprehensive benefits package designed to support employees' health, financial security, and well-being. Benefits include:

• 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 (FSA) - Pre-tax savings for dependent care, transportation, and eligible medical expenses
• Paid Time Off (PTO) - Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis
• Holidays - A minimum of 10 paid holidays per year
• Family Building Benefits - Includes adoption and fertility assistance
• Paid Parental Leave - Up to 12 weeks of paid leave for employees who meet eligibility criteria
• Life Insurance & AD&D - 100% of premiums covered by Milliman
• Short-Term and Long-Term Disability - Fully paid by Milliman

Equal Opportunity

All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.

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