Case Study: Contract-to-Hire Actuarial Placement for AXIS Valuation Support

Client Need:

A mutual life insurance company experienced the departure of a key actuarial team member who supported monthly valuation processes. With critical deliverables approaching, the client urgently needed an interim actuarial resource to step in for a period of 6 months. The role required hands-on experience in Moody’s AXIS, as the company’s valuation models and reporting were fully AXIS-based. While the immediate priority was maintaining continuity, the client also expressed interest in identifying someone who could eventually help improve process efficiency.

Our Approach:

We presented a highly qualified actuarial consultant with 15 years of experience across valuation, model development, and cash flow testing functions at major life insurers. His background included:

• Extensive AXIS experience across valuation, CFT, and model remediation projects
• A deep understanding of life and annuity products from both a financial reporting and modeling perspective
• Strong communication and problem-solving skills, making him effective in both individual contributor and collaborative roles

The consultant was able to immediately contribute to monthly valuation work while also identifying areas for process streamlining and automation.

Outcome:

The consultant’s performance exceeded expectations, and after a successful interim engagement, the client made the decision to convert him to a full-time employee. This seamless transition not only filled the original staffing gap but also added a seasoned actuarial resource to the team on a permanent basis – one who could support long-term initiatives beyond valuation.