Actuary onboarding at a glance

Week one covers orientation, safety and shadowing. Days 1–30 build vocabulary and supervised practice on core procedures; days 31–60 move to independent work with competency sign-offs; days 61–90 focus on full productivity, cross-training and a credential plan.

Before day one

Confirm start date, schedule, pay and supervisor in writing
Verify required credentials: ASA or FSA, ACAS or FCAS (as applicable)
Prepare equipment and access: excel; r or Python; SQL; actuarial software
Assign a buddy or preceptor
Enroll the new hire in Actuary training so foundations are covered before or during week one

Week one: orient and protect

Workplace tour, emergency procedures and incident reporting
Follow actuarial standards of practice
Protect confidential data
Document assumptions
Disclose limitations
Shadow an experienced actuary through a full shift
Training modules 1–3: role foundations, a day on the job and essential vocabulary (15 terms)

Days 1–30: learn

Goal: perform core tasks safely under supervision.

Supervised practice: plan your path through actuarial exams
Supervised practice: estimate claims not yet reported
Supervised practice: explain an actuarial result to executives
Training modules 4–7: duties, step-by-step tasks, tools and safety
30-day check-in: confidence, questions and early wins

Days 31–60: contribute

Goal: handle a regular workload independently.

Analyze risk data: independently
Price insurance products: independently
Set reserves: independently
Value pension plans: independently
Competency sign-offs completed (see checklist below)
Training final knowledge check and certificate of completion
60-day check-in

Days 61–90: own

Goal: full productivity and a growth plan.

Meet productivity and quality targets for the role
Begin cross-training on a secondary task
Agree on a credential goal (for example, ASA or FSA)
Discuss the career path: Actuarial Analyst → Associate (ASA/ACAS) → Fellow (FSA/FCAS)
90-day review

Competency checklist

Skill or task	Trained	Observed	Signed off
Plan Your Path Through Actuarial Exams
Estimate Claims Not Yet Reported
Explain an Actuarial Result to Executives
Probability and statistics
Financial math
Modeling
Programming

How to measure onboarding success

Time to independent work
Error or rework rate
Internal customer satisfaction
90-day retention

How Actuary training maps to this plan

Introduction to the Actuary Role
A Day on the Job
Essential Actuary Vocabulary
Core Duties and Responsibilities
Common Tasks, Step by Step
Tools, Equipment and Technology
Safety, Compliance and Professional Standards
Skills Employers Look For
Launching Your Actuary Career
Final Knowledge Check

Get team pricing

Actuary Onboarding Plan (30-60-90 Days)