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Client Service Manager


in Dallas TX


The Defined Benefit Administration Client Service Manager supervises a team of benefit professionals responsible for the calculation and payment of pension benefits for clients who outsource pension administration to Milliman. The Client Service Manager monitors administrative processes and procedures to ensure accuracy, timeliness and measurable performance of ongoing administration to ensure that contractual obligations under the service agreements are met. Additionally, the Client Service Manager is responsible for the development and training of staff members.

The Client Service Manager will interact with their team and with other Milliman teams (possibly across office locations) with a heavy amount of interaction with the clients. A small amount of travel can be anticipated.

The Client Service Manager works under general supervision of the Senior Client Service Manager while exercising a great deal of initiative and independent judgment in the performance of any assigned task or responsibility.


  • Serve as a subject matter expert on the client’s plans and administrative procedures
  • Provide oversight on the defined benefit administration process to include calculation and paperwork review for accuracy and adherence to plan procedures and provisions to ensure that service level commitments are being maintained by the team
  • Manage team resources and priorities to manage workload, escalating issues as necessary
  • Review changes and additions to pensioner payments
  • Monitor progress of daily tasks
  • Ensure the team receives continuous training and development
  • Develop performance standards for team members and perform reviews as required; support standards through daily direction, coaching and counseling
  • Take an active role in pursuing continued education
  • Ensure final work products are of high quality and provided in a timely fashion
  • Review, maintain, and improve administrative procedures, defining best practices
  • Identify, analyze, and assist in executing process improvements
  • Assist with creating system development requirements for current and future client needs
  • Interface with plan sponsor representatives concerning ongoing administration services
  • Provide assistance to the Milliman marketing group with the RFP process when requested
  • Maintain effective relationships with client contacts and internal managers
  • Coordinate with implementation team to achieve successful plan conversions


  • Bachelors Degree in Mathematics, Statistics or any other analytical field
  • 6+ years of defined benefit plan administration experience with 2+ years of client service management experience (consulting environment strongly preferred)
  • Understanding of regulatory aspects of defined benefit plan administration such as 415 benefits limits, 401(a)(17) limits, minimum required distributions, nonqualified plans and other defined benefit regulatory issues involving ERISA and IRS Revenue Rulings
  • Qualified Pension Administrator (QPA) designation from the American Society of Pension Professionals & Actuaries (ASPPA),
  • Strong analytical and mathematical skills, with an emphasis on the details
  • Strong organizational skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment
  • Strong verbal and written communication skills, with an emphasis on customer service
  • Ability to solve problems efficiently while being innovative and creative
  • Exposure to pension actuarial valuation experience and defined benefit administration system experience
  • Demonstrated actuarial knowledge
  • Strong project management skills
  • Proficient in the use of Microsoft Windows and Microsoft Office suite (Word and Excel)
  • Experience with Microsoft Access and/or SQL Enterprise Manager a plus
  • Willingness to work overtime


Must demonstrate Milliman’s core values which include:

  • Integrity - Must be honest, fair, active listener, open communicator and accountable.
  • Teamwork - Work cooperatively and treat clients and coworkers with respect and dignity while valuing individual differences, encouraging new ideas and sharing information.
  • Commitment to excellence - Demonstrate commitment to being creative, innovative, flexible and adaptable, focusing on quality solutions, continually improving and being a winner.


A competitive base salary, plus a performance-based incentives bonus tied to the overall business performance. The firm offers an outstanding and comprehensive benefits package.


Milliman employs more than 3,400 people working in employee benefits, healthcare, life insurance/financial services, and property and casualty insurance. For more than 70 years, the firm has quietly earned a reputation for exceptional services, innovation and quality. Today Milliman is one of the nation’s most highly regarded providers of retirement plan services to the full spectrum of business, financial, government and union organizations.


Our company, with the full support of our Chief Executive Officer, is fully committed to the maximum utilization of all human resources and the goals of Equal Employment Opportunity and Affirmative Action. We recruit, hire, train, and promote, and consider qualified applicants for employment, in all job titles without regard to age, ancestry, citizenship status, color, creed, familial status, genetic information, marital status, national origin, political ideology, race, religion, sex, sexual orientation, gender identity, status as an individual with a disability, or veteran status, including qualified disabled veterans, Armed Forces service medal veterans, recently separated veterans, and active duty wartime or campaign badge veterans; and shall not discriminate against any individual, or any other characteristic protected by law. Should you have a disability that requires assistance and/or reasonable accommodation with the job application process, please contact the HR department.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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