DW SIMPSON ACTUARIAL & ANALYTICS RECRUITMENT
RETAINED SEARCH SERVICES
Retained Search Services Overview

Our competitive advantage is our strong reputation and proven success in placing
Actuaries and analytics talent at all levels.

The Retained Search Services arm provides a tailored approach to positions that
need additional focus due to specialized expertise, location or cultural fit.

A retained arrangement ensures systematic market coverage through our long
standing relationships with actuaries at all levels.

We do not conduct “original research” to identify candidates, as this is a
community of which we have been a part for 25 years.
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Retained Search Services Features
Actuarial Science & Analytics Positions – All Levels
•In-Person kick-off meeting
•Thorough market coverage
•Regularly scheduled status report & call
Services
•Call with entire DWS recruiting team 3-4 weeks into search
•DWS Phone interviews w/ prospects
•Thorough candidate write-ups and reference checks
Level
Expertise
Fee Arrangement
Analyst, Senior Analyst, Manager, Senior Manager, Director, Senior Director, AVP, VP, EVP
and Officers
Property & Casualty, Life, Healthcare, Pension, Catastrophe, and Reinsurance
•1st Installment (1/3 of fee) to kick-off search
•2nd Installment (2/3 of fee) once candidate placed
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Search Engagement Process
• Confirm client organization, objectives, culture, and search stakeholders
• Develop position description and identify targeted companies
Kick-Off
• Define targeted skills and competencies to ensure consistent interview focus
• Outline the client’s preferred search process and identify interviewers
•Recruiting teams develop potential candidate list – size depends on position parameters
Candidate Development •Following initial candidate development and assessment, arrange ongoing search progress
calls with client
• Contact, interview and qualify potential candidates
• Present candidates to client with alignment of agreed-upon competencies
Present & Interview
• Call with DWS Recruiting teams and client to discuss market and candidate feedback
• Client conducts interviews, provides feedback, and confirms next steps
• Conduct in-depth referencing for client
Selection & Offer
• Understand the candidate and client motivations and/or concerns
• Counsel client on formulating and extending offer
• Assist candidate in transition planning
Follow-Up
• Follow-up with candidate and client to ensure successful integration
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Client Engagement
We provide guidance and candidate introductions to our clients, and partner to come
to the right solution for the organization. As such, we have found the following will
ensure a successful client experience:
 Engage with us in dialogue regarding the first round of presented candidates to
assist the recruiting team in fine tuning the ideal profile
 Schedule interviews and provide feedback in a timely fashion
 Establish a healthy balance between vetting and selling candidates on the
opportunity
 Create an effective on-boarding plan for the placed candidate to position them
for success once they join the organization
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Sample Client Testimonials
“DW Simpson’s Retained Search Group helped our firm hire a direct-entry Partner with actuarial modeling
expertise. DW Simpson quickly grasped what kind of candidate we sought. Their extensive knowledge of our
industry not only helped speed the process, it also gave us access to excellent candidates.”
- Principal, Insurance Industry Practice Leader, Big Four Audit, Tax & Advisory Firm
“The team at DW Simpson are clear leaders in the field of Actuarial recruitment for the reinsurance market.
They have solid knowledge of our business and have cornered the market in sourcing Actuarial talent. They are
willing to go the extra mile to ensure candidate skills not only match on a level of “technical fit” for our
positions but (perhaps more importantly) “behavioral fit” to ensure alignment with our organization’s culture.”
– President & CEO, Global Reinsurance Organization
“DW Simpson’s Retained Search group sourced and helped us hire a direct-entry Partner from Europe to build
our Solvency II practice in the United States. DW Simpson is a diligent team who understood what we were
looking for in the ideal candidate. In addition, they blend vast knowledge of the industry with an amiable and
direct approach that gets candidates to listen.”
- Principal, Global Insurance & U.S. Insurance Consulting Practice Leader, Big Four Audit/Advisory Firm
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The DW Simpson Team
ROBERT C. MORAND – Vice Chairman, President & Managing Partner
Bob joined DW Simpson in December of 1992. Prior to joining the firm, he spent nine years in advertising as a
senior account executive working for advertising agencies such as Tatham-Laird & Kudner, August Bishop &
Meier, and Cunningham & Walsh, and worked on brands for companies such as Miller Brewing Company, R.J.
Reynolds, Pizza Hut and Burger King.
Bob earned a bachelor's degree in Journalism and a minor in Spanish in 1982 from Southern Illinois University.
He spent a year as a freelance writer before entering advertising, and continues to use his Spanish speaking
skills in his work today. In addition, Bob speaks at local actuarial clubs/affiliations throughout the United States
and Europe on the subject of actuarial employment trends, how employers of actuaries can better compete to
attract actuarial talent to their companies, and how actuaries can build better communication skills through
improvisation.
ph: 312-867-2332
bob.morand@dwsimpson.com
The DW Simpson Team
DAVID BENTON - Partner, Retained Search Services
David has led DW Simpson’s Retained Search Services since March of 2007, and is responsible for the client and
recruitment process management for all of the firm’s retained search engagements. David originally joined DW
Simpson in April of 1996 as a Recruiter. He spent six years with the firm recruiting actuaries at all levels within
life, health, property & casualty, pension and non-traditional roles. He played a key role in managing and
building relationships with numerous DW Simpson clients. In March of 2002, David decided to explore the
client side and joined CNA as a Recruiting Consultant specializing in actuarial hires. He left CNA after three
years to join Ernst & Young where he worked for two years as the Experienced Hire Recruiter for the Life &
Health and Property & Casualty National Actuarial Practice.
David earned a bachelor’s degree in Communications in 1992 from the University of Southern Indiana. He is a
member of the Society of Actuaries (SOA) Employers Advisory Council, and the International Association of
Black Actuaries (IABA) Corporate Advisory Council. Additionally, his article, “Get Your Offers Accepted,” was
published in the Actuary of the Future.
ph: 312-867-2338
dave.benton@dwsimpson.com
The DW Simpson Team
DAVID RETFORD - Director , Retained Search Services
David is currently responsible for managing the recruiting and client management processes for DW Simpson's
retained searches and clients. Clients and searches span the actuarial and analytical spectrum including roles
such as Chief Actuaries and Direct-Entry Partners in Health, Life, Analytics and Property & Casualty companies
and consultants.
Dave worked for Lippincott William & Wilkins – a premier medical publisher based in Baltimore – in
progressively senior roles culminating as the head of New Business Development. Dave came to the firm in
October of 1998 to run On-Campus Resources, a new business under the DW Simpson umbrella. Over a ten
year period, OCR diversified and grew to serve university recruiting programs for companies such as Toyota,
Monsanto, Accenture, Maytag and John Hancock. In January 2011 OCR was sold and Dave moved into his
current role within the Retained Search Services group.
David graduated from the University of Cincinnati with a BBA in Finance and a minor in Economics and has a
certificate in The Business of Medicine from Johns Hopkins University.
ph: 312-867-2345
dave.retford@dwsimpson.com
The DW Simpson Team
RHONDA GLICK- Director , Client Development
Rhonda joined DW Simpson in 1999. As Director of Client Development at DW Simpson, Rhonda seeks out new
avenues and opportunities where actuaries and other quantitative professionals can add value. Additionally,
Rhonda works to expand the base of professional opportunities for our candidates. She also works closely with
DW Simpson’s Retained Search Services to identify opportunities and introduce their services to organizations
that would benefit from a Retained Search.
Rhonda also monitors the internet and job sites to ensure DW Simpson is aware of the latest opportunities in
the field and she is a contributing writer to the DW Simpson Newsletter. She attends numerous actuarial
meetings and functions throughout the year and travels to many on site client visits throughout North America.
You can find her every year at the Society of Actuaries Annual Meeting, which she has attended for the past 13
years.
Prior to joining DW Simpson, Rhonda spent ten years in advertising and marketing, working as a
writer/producer of television commercials and as a consultant to small businesses. She earned her bachelor's
degree from the University of Illinois and studied advertising/marketing at the Medill Graduate School of
Journalism at Northwestern University.
ph: 312-967-2326
rhonda.glick@dwsimpson.com