Spring is excited to welcome Peter Johnson, a seasoned actuarial and insurance professional, to the team. Peter joins is from Bartlett Actuarial Group and has spent years in the industry at companies like Milliman and Allstate. He is an invaluable asset as an expert in property & casualty actuarial work and is already a great addition to the team.
Peter is a Fellow in the Casualty Actuarial Society as well as a member of the American Academy of Actuaries. He brings to the table over 12 years of industry experience, with specific expertise in all things property & casualty, medical malpractice, workers’ compensation, risk transfers and professional liability. Peter will further bolster our top-notch, in-house actuarial group and broaden the range of services we are able to provide clients.
The term “consultant” is fairly vague, the term “actuary” is fairly confusing, and the term “captive insurance” is fairly unknown among many crowds. We’re looking to clear things up and put some faces to our name, especially since we’ve been blooming with new team members lately. So we’re bringing you a behind-the-scenes look at Spring to give you a better understanding of the people behind our work with our bi-weekly Spring Spotlight. Next up is Sarah.
Title: Client Services Representative
Joined Spring in: September of 2016
At work: Sarah works in our brokerage arm, Spring Insurance Group. As such she is an expert in health insurance, especially for small companies and medical practices. Like many at Spring, she makes it a point to stay up-do-date on everything that’s going on in D.C. with healthcare reform. Her clients appreciate that they can direct those complicated questions to her!
Outside-of-work: Sarah is passionate about music and regularly attends small gigs and open mic nights. Good sister that she is, she makes sure to cheer on her brother’s band when they perform locally.
Favorite season: “Summer. I like the warmer weather and I have a summer birthday too.” Warm weather in Boston is not something to take for granted!
Favorite flower: Tulip. (We are asking this question because of our name – in case you were wondering).
Favorite food: Sushi. Luckily for her, we have a few sushi lovers in the office so she’s in good company.
Favorite part about working at Spring: The autonomy. Sarah loves that her boss trusts her and she isn’t micro-managed. She likes that she can pick things up and run with them.
If you could choose one superpower, what would it be and why? “I’d love to be able to fly, because I’d save a lot of money on my commute and could travel more often.”
The term “consultant” is fairly vague, the term “actuary” is fairly confusing, and the term “captive insurance” is fairly unknown among many crowds. We’re looking to clear things up and put some faces to our name, especially since we’ve been blooming with new team members lately. So we’re bringing you a behind-the-scenes look at Spring to give you a better understanding of the people behind our work with our bi-weekly Spring Spotlight, starting with Lai-Sahn.
Joined Spring in: June of 2013
At work: Lai-Sahn is a force to be reckoned with when it comes to Spring’s absence management consulting arm, helping clients to effectively manage any and all employee leaves (such as maternal or disability). She is particularly involved in market research, heading up various benchmarking surveys so we have insights and data to intelligently advise our clients.
Outside-of-work: When not buried in research data, Lai-Sahn can be found outside running. She is an avid runner and participates in a few races a year.
Favorite season: “Fall, because it’s good for running and I like the leaves.” (See, we didn’t force Spring upon her).
Favorite flower: Daisy.
Favorite food: Ice cream – coffee oreo is her fave flavor.
Favorite part about working at Spring: “The people. I really like my team. We also have a great location – I love being in downtown Boston.”
What is your spirit animal? “Probably a panda…that’s my login icon on my computer. I just love them and they’re also clumsy like me.”
Spring is now accepting applications for paid internships on our consulting teams in our Boston office. These internship slots are limited. If the job description below interests you and you are looking for a fun and rewarding experience this fall, please will out the form below.
Apply and develop communication skills by interacting with co-workers
Learn basic knowledge of terms and practices in our industry
Apply and develop organizational skills by prioritizing projects
Develop practical use of Microsoft Office Programs
Principle Duties, Responsibilities, and other Job Related Information:
General office support for the office
Learn essential functions of all areas
Assist with marketing and IT functions
Assist with administrative duties such as maintain common areas, answer phones, stock office supplies, filing and shredding documents
Shadow Client Service Rep
Effective written and oral communication skills
Intermediate knowledge of Microsoft Word, Excel and Powerpoint
The Account Manager will be responsible for the day to day servicing and satisfaction of existing employee benefits and financial services clients and prospects. This position will be based in Boston, MA.
Manage and drive the client renewal/marketing process including gathering information, preparing and analyzing data, developing RFP and client proposals and working directly with clients
Administer the client open enrollment process including vendor management and implementation
Handle group and individual sales processes with prospects and up-sell other Spring products and services to existing clients
Take phone calls, and address written and email inquiries from existing clients as well as assist in the sale and implementation of prospects
Proactively advise clients and provide consistent client service in resolving day to day service issues such as eligibility, coverage, claims issues, billing issues and COBRA assistance, etc.
Maintain strong Insurance carrier, service providers and client relationships
Assist in cultivating client relationships by understanding client needs and articulating Spring’s services and resources
Handle calls, leads and clients with strong data entry and typing skills
Utilize the Spring agency management and client portal programs
Take part in individual projects and marketing program support activities when necessary
Provide weekly, monthly and ad-hoc reporting
Bachelor’s degree with 2-3years related employee benefits experience
Massachusetts Life, Accident and Health License required
Ability to work independently
Exceptional attention to detail, reliability and organizational skills
Ability to multi-task, work under pressure in a fast-paced environment and meet tight deadlines
Strong Presentation skills
Excellent verbal and written communication and customer service focused skills
Experience with insurance agency management systems
Strong Microsoft Office skills, including Word, Excel, PowerPoint and Outlook
Spring Consulting Group, LLC is looking for an individual to develop retiree medical reserving and valuation and provide actuarial support and subject matter experience in some or all of our key business areas. The individual will work out of our Boston office.
The ideal candidate will have an FSA designation, 4+ years experience in developing reserves for life, LTD and other group products and meet the AAA qualification standards for signing reserve statements in these areas.
IN ADDITION, THEY WILL POSSESS:
Orientation towards product development, new funding opportunities and business development
Oral and written communications skills, with expertise in technical writing to support actuarial opinions
Strong attention to detail, analytical and problem solving skills
High level of responsiveness and dependability
Flexibility to adapt to a dynamic, fast-paced, team environment
Ability to meet deadlines and manage multiple tasks
Proficiency in all aspects of financial modeling and analytical techniques
Proven research capability and strong technical skills
Enhancement of tools and performance of captive feasibility studies with respect to retiree medical, life and other employee benefits
Research reserving requirements in various trusts and captive insurance company domiciles
Preparation and signing of reserve statements for captives
Technical support and subject matter expertise
Product development in areas including employee benefits funding, captive insurance and health care design
Building financial and analytical models in support of various project initiatives
The Consulting Analyst will provide support to senior consultants and project team members in the following areas:
Provide a high level of quality service, professionalism and commitment to a group of clients
Work with the team and interface with clients to resolve issues, review contracts, documents and consulting deliverables for completeness and accuracy
Prepare marketing proposals and administer/implement new client installations and renewals
Support the consulting team in the areas of project management, workload and day to day assignments
Other duties as required
The ideal candidate will have a bachelor’s degree in business or a related discipline and 1-3 years experience in the Employee Benefits, Human Resources or Finance field with either a large employer or financial services provider, and technical knowledge in some or all of the areas we serve. Interest in completing the CEBS, CLU, and/or ARM designations. Life and Health License preferred. Key characteristics will include:
Action orientation and high level of enthusiasm
Ability to analyze data, interpret findings and effectively communicate (in both oral and written forms) across multiple levels and audiences
High degree of customer focus
Proven project management capabilities and use of various tools and communication methods
Flexibility to adapt to a dynamic, fast-paced, team environment
Proficiency with Microsoft Excel, Word and PowerPoint