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Relationship Manager/ Actuary

Daybright Financial

(Remote)

Logo for Daybright Financial

Company Overview

Daybright is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. Founded in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about Daybright, please visit our website: www.daybright.com

The Ideal Candidate will have:

  • Enrolled Actuary credentials
  • Expertise and comfort communicating directly with clients upon request
  • Familiarity with actuarial and compliance issues specific to small plans
  • Substantial experience with cash balance plans
  • Familiarity with defined contribution plans
  • Combo plan testing experience
  • Knowledge of Sch C and K-1 issues as it relates to the determination of earned income
  • Ability to prepare sales illustrations
  • While not required, experience with Relius Administration/Actuarial is a plus.
  • Experience with ASC 715 is also a plus.

Required Skills/Experience:

  • Ability to work independently under minimal to no supervision in a fast-paced, demanding environment. Must be a self-starter able to work under tight deadlines.
  • Exceptional organizational skills, strong attention to detail and a high degree of accuracy. In addition, the candidate must exhibit strong written and oral communication skills, as interaction with clients, the team, and other areas of the organization is critical to success.
  • Proficiency with Microsoft Office programs, including Excel, Word, and Access.

Compensation: $140k - $160k

Bonus: 10%

Fully Remote: yes

How to Apply

To apply, please email your resume to nrequena@daybright.com with (Relationship Manager/ Actuary KG) in the subject line. 


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