Join our newly established reinsurance function and make a difference in Actuarial, Finance, and Operations-Drive Innovation, Shape Strategies, and Contribute to Our Success in a Dynamic and Collaborative Environment! Explore opportunities at all levels across Actuarial, Finance, and Project Management. You will report to the Vice President of Reinsurance.
What you do:
* Provide thought leadership, technical expertise and value-added support and guidance related to ALM initiative, include but not limit to SAA optimization, asset modeling, economic and required capital, scenario analysis, and financial planning
* Liaison with Risk, Investment and Investment Accounting team, lead discussion in cross-functional WG on Asset/ALM issues and topics, influence via thought leadership, drive alignment and implement best practices/processes
* Support peer review reinsurance pricing models, including actuarial assumptions, ALM strategies and modeling techniques. Support structuring reinsurance transactions and negotiations.
* Critically and logically build financial model on the fly to support decision making
* Communicate effectively with the leaders across finance, risk, and investment, and actuarial, including the translation of technical topics to different audiences and providing clarity of the business impact and insights to inform decision
* Contribute to special projects as requested.
* Utilization of artificial intelligence tools and resources (e.g. generative AI)
What you bring:
* FSA required, 4-year undergraduate degree required in Actuarial science, math, physics, economics, engineering, or related field
* 10+ year experience required in US life and annuity sector, strong with annuity
* Subject matter expertise in ALM, with strong foundation in AAT, PBR and Economic Balance Sheet
* Experience in annuity product development, financial modeling, Reinsurance is a plus
* Strong technical expertise and broad business acumen, with ability to manage multiple diverse projects simultaneously
* High adaptability and agility in a dynamic environment, willingness to be available outside standard work hours when necessary
* You must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future. This includes holders of H-1B, H4, L-1, L-2, TN, OPT, CPT, and other nonimmigrant visas
Job posting range $196,001 - $234,000
Note the job posting range is exclusive of company benefits or other compensation. This role is also eligible for an annual incentive program. If you are hired, your final base salary will be determined based on factors such as geographic location, experience, skills, competencies, and/or education. In addition to those factors, we will also consider internal equity of our current employees. Please keep in mind that the range provided is the full base salary range for the role. Hiring at or near the maximum of the range would not be typical to allow for future and continued salary growth.
What we offer:
At Allianz Life, we're proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: a choice of comprehensive medical, dental and vision plan options, flexible spending and health savings accounts, tuition reimbursement, student loan retirement program, generous annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that is fair, caring, and inclusive. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we're routinely recognized as a top workplace employer. For additional information regarding What It's Like To Work Here | Allianz Life.
Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.
Join us. Let's care for tomorrow. #LI-NL1
Award winning personal injury law firm located in Dallas, Texas is seeking a highly motivated Personal Injury Attorney. The ideal candidate will have a minimum of five years of plaintiff-side personal injury experience, trial experience, excellent writing skills, and experience drafting motions for summary judgment, motion to compel, pleadings, and answer discovery. The candidate should also have trial experience and great client communication.
Responsibilities:
* Manage a litigation case load of up to 40 - 50 cases at a time.
Requirements:
Minimum of five years of Plaintiff-side personal injury experience.
* Ability to draft pleadings, motions, and discovery responses.
* Trial experience
* Great client communication skills.
* Strong investigative skills.
* Full time in office
Yearly salary plus a guaranteed bonus structure.
If you meet the requirements and are interested in joining our team, please submit your resume and cover letter for consideration.
Job Type: Full-time
Pay: $80,000.00 - $125,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Health insurance
* Paid time off
* Retirement plan
* Vision insurance
Experience:
* Plaintiff Litigation Personal Injury : 5 years (Required)
Work Location: In person
$80k-125k yearly 2h ago
Case Design Consultant-Advanced Planning
Ameritas 4.7
Omaha, NE job
The Case Design Consultant-Advanced Planning will increase the sales of individual products and the effectiveness of the sales and marketing effort by providing extensive marketing, training, sales support and technical support to all individual distribution systems and home office associates in business insurance, estate planning, financial planning, retirement planning, tax, and other situations.
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
Position Location:
This position could be hybrid (Lincoln, NE or Cincinnati, OH) or remote based on proximity to an office location.
What you do:
Provides case design sales and technical support to all field and home office associates in all individual distribution systems with matters relating to the sale of life and annuity products in business insurance, estate planning, financial planning, retirement, and other technical cases
Analyzes requests from the field force and department personnel on advanced and complex case problems or advanced markets and presents solutions that can result in increased life or annuity sales.
Prepare illustrations and presentation solutions for advanced sales thru the use of life insurance and annuity illustration software and other supporting software systems (Insmark, etc)
Track activity thru SalesForce to monitor the progress and trends of cases thru the sales process
Consults directly with both the field and internal home office personnel in the preparation of advanced sales presentations and related field support activities, such as providing technical expertise on advanced life insurance & annuity product questions
Provides advanced sales and technical guidance to various home office departments when questions arise on existing insurance plans as well as home office procedures.
What you bring:
Bachelor's Degree or equivalent experience required
4-7 years of Individual Marketing or Sales experience required
Preferred experience in advanced markets or advanced sales
CLU and ChFC required or working toward completion
Life Insurance license required or willing to obtain within 6 months
Series 6 or 7 required or willing to obtain within six months
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect and things you don't:
Ameritas Benefits
For your money:
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time:
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being:
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)
For your professional growth :
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community:
Matching donations program
Paid volunteer time- 8 hours per month
For your family:
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Pay:
$71,000.00
-
$178,000.00
$71k-178k yearly 1d ago
Sr. Rep, Agent Services
Ameritas 4.7
Lincoln, NE job
The Senior Field CompensationRepresentative is responsible for providing quality customer service to field office, producers/representatives, and other partners on complex customer service inquiries/requests. This position is accountable to ensure internal and external records are completed accurately and timely within regulatory guidelines.
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
Position Location:
This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home.
What you do:
Collaborate with customers on complex situations through written and verbal correspondence to discuss various contract provisions.
Perform accounting functions as required for the business area.
Maintain and balance suspense accounts as needed.
Verify and approve commissions for new business and renewal runs.
Create debt report from compensation system.
Hold compensation from commission runs by doing a debt compare for each cycle.
Understand the different contracts and how the agents are paid.
Analyze, process, and service the producer/representative. onboarding and lifecycle including but not limited to transactions throughout the course of the contract.
Provide authorization for agent of record changes by deciding if the request is in compliance with policies or procedures while implementing complex process changes.
Ensure compliance with all regulatory rules.
Train and mentor other associates within business area.
May participate as a subject matter expert for projects.
Other duties as assigned.
Perform calculations and percentages for commission adjustment and advances.
Audit policies as required for accuracy and assure compensation paid correctly at all levels and compensation type.
What you bring:
H.S. Diploma or GED required.
2-4 years related experience required, including Accounting and/or Customer Service experience.
Previous Compensation experience is a plus.
Microsoft Excel experience is preferred. (complexed calculations and percentages)
Analytical thinking and keen eye for detail is a plus.
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect and things you don't:
Ameritas Benefits
For your money:
• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
For your health and well-being:
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
For your professional growth:
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
For your community:
• Matching donations program.
• Paid volunteer time- 8 hours per month.
For your family:
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline
This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.
Pay:
$18.32
-
$29.31
$18.3 hourly 1d ago
State P&C Portfolio Manager
Horace Mann 4.5
Springfield, IL job
Horace Mann is a purpose-driven company that is passionate about educators. The State Product Manager is r esponsible for developing, executing, and monitoring personal lines product strategy which comprises industry best practices in terms of product design, competitiveness, and risk management. Works closely with State Management, Underwriting, Regulatory, Research, Claims, IT, Finance and others to drive profitable household growth. Leads the execution of key initiatives to improve the financial performance of the auto and property product lines in assigned states. Performs regular analysis of statewide results vs objectives.
Key Job Responsibilities
Accountable for generating profitable growth in personal auto and residential property policies.
Contribute to the development of the P&C rate plan and product enhancement schedule.
Perform financial, market, and industry analysis.
Responsible for influencing IT, Research, Pricing, Claims and Regulatory to implement product and pricing enhancements.
Partner with Marketing and Field Sales teams to develop strategies to drive profitable growth.
Where necessary, develop marketing strategies and P & C strategies to respond to opportunities to drive growth or address profitability issues.
Maintain relationships with state regulatory departments and negotiate approval for rate and product changes.
Define underwriting appetite and work with P&C Underwriting to establish and enforce underwriting guidelines.
Provide business leadership for addressing regulatory changes, business errors or other unforeseen problems.
Communicate as needed with agents, field leaders, vendors, and other constituencies on state strategies, system initiatives, and P & C initiatives to achieve key strategic goals.
Leverage AI and other tools to help build statewide strategies.
Qualifications & Skills
Bachelor's degree required, MBA a plus.
CPCU or other insurance designation a plus
Minimum of 7 years in P&C product management, product development, underwriting, and/or risk management, preferably with a national or super-regional carrier.
Direct or indirect leadership experience. Experience operating in a matrix environment is also required given the multifunctional nature of execution of initiatives.
Additional Information
Normal office environment / or remote access / may work irregular hours.
Requires some travel (up to 25%).
Pay Range:
$117,500.00 - $173,300.00
Salary is commensurate to experience, location, etc.
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy
$117.5k-173.3k yearly 1d ago
Sr Coordinator, Sales Support & Operations
Ameritas 4.7
Lincoln, NE job
The Sr Coordinator, Sales Support & Operations supports delivery of support services to the organization's sales force to achieve sales objectives and drive revenue under limited supervision. The incumbent maintains positive relationships with internal and external contacts to achieve customer retention by processing support service-related tasks and making product recommendations.
• This is a hybrid role working partially in-office and partially from home. This role can be located at either our Lincoln, NE or Chicago office.
What you do:
Delivers service functions to support sales teams including timely and accurate preparation of materials, proposals, client data, and other sales information.
Communicates by phone or written correspondence with potential/current customers or field partners to answer questions, process transactions, and deliver service solutions.
Coordinates processes to maintain data, respond to inquiries, and deliver solutions to support the sales teams.
Monitors progress during the entire lifecycle of a case.
Provides recommendations to resolve procedural or system related problems.
Maintains a general understanding of various insurance products and their features and limitations.
Supports new or entry level associates by providing guidance and training and conducting analysis of problems that may arise.
What you bring:
H.S. Diploma or GED is required.
2-4 years of related experience is required.
Experience with Microsoft Excel and Salesforce is a plus.
Experience in insurance preferred.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect and things you don't:
Ameritas Benefits
For your money:
• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
For your health and well-being:
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
For your professional growth:
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
For your community:
• Matching donations program.
• Paid volunteer time- 8 hours per month.
For your family:
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline
This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.
Pay:
$21.07
-
$33.70
$21.1 hourly 1d ago
Lead Plan Compliance Administration Analyst - Retirement Plans
Ameritas 4.7
Des Moines, IA job
The position serves as a subject matter expert for a plan compliance administration team and is responsible for delivery of technical administrative services to qualified retirement plans. This position is accountable for ensuring the day-to-day business needs are being met for their own workload. This position will provide associate training, meeting facilitation, and development/implementation of workflow process improvement. This position also supports the daily activity of the team through team standards, answering processing or escalation questions, and acting as subject matter expert as needed to meet team and Retirement Plan division goals.
Position Location:
This position is remote (within the U.S.A.) and does not require regular in-office presence.
What you do
Produce weekly and monthly reporting to ensure that goals are being met.
Manage difficult and complex plans while working outside of the pooled environment.
Provide guidance to resolve escalated issues or concerns.
Serve as leader and subject matter expert to team ensuring accuracy, providing service on escalated issues, onboarding, and training of the team.
Ensure adherence to regulations, policies, and procedures.
Recommend innovative programs or processes to achieve results.
Monitor daily operational activity and provide directions to meet service goals.
Lead and oversee high profile RP & team projects.
Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance related matters.
Administer large and complex plans according to plan documents.
Calculate employer contributions, including cross-tested plans.
Prepare earned income calculations.
Perform annual plan compliance testing, including ADP/ACP, Top Heavy, 410(b), 401(a)(4) and 402(g) and work with clients on corrective measures for failed tests.
Prepare and file Forms 5500 and 5330.
Provide support for plan audits.
Utilize multiple systems to administer plans efficiently and by regulatory deadlines.
Guide clients through correction programs such as EPCRS and DFVC.
Research plan related compliance matters using available resources.
What you bring
Bachelor's Degree or equivalent experience required
3-5 years Retirement Plans Administration experience
Ability to manage data and process financial transactions with a high degree of accuracy
Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact's attention for further review
Excellent mathematical and Excel skills
Excellent communication skills
Ability to work under tight deadlines
Attention to detail
Problem solving abilities
QKA or equivalent designation preferred
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect and things you don't:
Ameritas Benefits
For your money:
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time:
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being:
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)
For your professional growth:
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community:
Matching donations program
Paid volunteer time- 8 hours per month
For your family:
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Pay:
$65,382.00
-
$107,880.00
$65.4k-107.9k yearly 1d ago
Vice President - National Liability Practice Leader
Tristar Insurance Group 4.0
Long Beach, CA job
Job Details
Position Type: Full Time
Education Level: Bachelor's Degree
Salary Range: $175,000.00 - $245,000.00 Salary/year
Vice President, National Liability Practice Leader. This individual will be responsible for providing proactive strategic leadership for the development and growth. A strong background in leadership, developing sustainable business strategies, critical issue resolution, and creating new policies and procedures to drive quality, accuracy, and efficiency is required. Participate in the senior leadership group that will develop long term strategies for growth and profitability.
Key Competencies:
Self-Starter: Motivated and ambitious personality; desire to compete and succeed
Intellectual Creativity: Ability to brainstorm outside of norm for creative solutions to success
Exceptional relationship management skills
Demonstrated consultative sales success
Proven project management success
Tenacity: Persistence and follow through
Triple Threat: Intelligence, Personality and Drive!
DUTIES AND RESPONSIBILITIES:
Demonstrate a detailed understanding of TRISTAR businesses, objectives, products and services. Help ensure that our messaging resonates with our clients and brokers and speaks to our casualty solutions
Strong technical understanding of all TRISTAR products and services and how they are best deployed for specific clients and/or carriers.
Leverage cross-functional departments to maximize process efficiencies.
Thorough knowledge of the client's industry and business drivers
Work independently, collaboratively and in a leadership role with clients, brokers, carriers and TRISTAR team members
Responsible for profit and loss, quality, human resources, product development and strategic relationships and policies and procedures.
Lead a team of Property & Liability leaders, as well as their direct reports
Identify opportunities for client program efficiencies, respond to questions or concerns, resolve problems in a timely and effective manner
Develop strategic recommendations based on client's business needs and goals
Lead projects and business planning meetings, working closely with C‑Suite level engagement to develop and influence long‑term strategy
When appropriate prepare for and attend client and prospect meetings, industry events, broker & carrier partners
Review and expand on vendor contracts to maximize profit share and delivery of quality standards
Working with Carrier partners to expand service offerings Attend and present at Board of Directors meetings
Assess market competition to evaluate new opportunities that can be developed to stay ahead of the industry.
*Essential job function.
EQUIPMENT OPERATED/USED: Computer, fax machine, copier, printer and other office equipment.
SPECIAL EQUIPMENT OR CLOTHING: Appropriate office attire
Qualifications Education / Experience
Bachelor's Degree, or equivalent experience required; Masters degree or higher preferred. Minimum of ten years of successful TPA or other industry experience required. Knowledge of all auto and general liability and property programs. Proficient in use of Microsoft Office suite (MS Word, MS Excel, MS Outlook) Travel, as required. Excellent organizational and time management skills
Knowledge, Skills and Abilities
Prompt and regular attendance at assigned job locations
Ability to work shifts exceeding 8 hours, 5 days per week
Ability to interact with employees of all levels and clients in an appropriate manner
Ability to concentrate and think strategically
Availability onsite to confer with staff members with whom the incumbent must interact on a daily basis
Ability to proficiently use a personal computer for tasks such as email and preparing reports using software
Ability to review and analyze data and information.
Ability to complete, or oversee the completion of, assigned tasks/projects in a timely manner.
#J-18808-Ljbffr
A fraternal benefit society is seeking a managing partner to lead a dynamic team of financial representatives. Responsibilities include recruiting, mentoring, and inspiring individuals to achieve their potential. You'll engage with members through various programs while providing financial guidance. The role offers unlimited income potential along with training programs to ensure your success. Ideal candidates have a background in financial services and are committed to building relationships within the community.
#J-18808-Ljbffr
$36k-58k yearly est. 1d ago
Insurance Agent - Madison, WI
Horace Mann 4.5
Madison, WI job
Join Horace Mann and Unlock Your Financial Potential
Ready to take control of your financial future? At Horace Mann, we are here to support you in achieving your goals and making a meaningful difference in the lives of the educators who trust you. Join us and take the first step toward building a brighter, more prosperous future.
If you're ready to take the next step toward realizing your financial goals, we invite you to join our team as an Exclusive Agent. With Horace Mann's expertise and your ambition, together, we can help you unlock your full potential.
What We Offer:
Competitive, performance-based 1099 compensation with an industry-leading 48-month incentive package
Earning incentives tied to your activity and success during the first 48 months
Quarterly production incentives for the first 48 months, rewarding consistent performance
Dedicated Premier Service Representative to handle client service work, allowing you to focus on building your business
Exclusive niche market designed to increase your opportunities for success
Cutting-edge technology and ongoing training to support and grow your operations
A comprehensive multiline product portfolio to meet a variety of client needs
Market and relationship-building programs to help you establish and grow your network
Your Path to Success:
Several factors will contribute to your success in this role, including:
A commitment to identifying and implementing solutions that help educators achieve affordable insurance solutions and financial security
A focus on achieving market access and building strong relationships
The ability to confidently present products to both groups and individuals
Active engagement in networking, community, and industry events
A dedication to investing time and resources to ensure the long-term success of your business
What We're Looking For:
Strong interpersonal and business management skills to build and manage your agency
2-5 years of experience in the insurance and financial services industry (preferred)
Resident State General Lines Insurance Licenses:
Life and Health Insurance License
Property and Casualty Insurance License
Ability to obtain FINRA Series 6 & 63 licenses (if applicable in your region)
Horace Mann Educators Corporation - Founded by Educators for Educators
Educators founded the Horace Mann Educator Corporation in 1945. We are the most comprehensive national multi-line insurance and financial services company dedicated to serving America's educators and families. We are an equal opportunity employer.
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$44k-68k yearly est. 4d ago
Data Analytics Intern - Business Intelligence
Ameritas 4.7
Cincinnati, OH job
Back Data Analytics Intern - Business Intelligence #5406 Remote, Ohio, United States Apply X Facebook LinkedIn Email Copy Position Locations Remote, Ohio, United States Area of Interests Intern Full-Time/Part Time Part-time Job Description
Ameritas Life Insurance Corp is looking for a Data Analytics - Business Intelligence Intern to drive the business by providing internal business stakeholders with valuable data analytics and dashboards to better enable them to meet business needs.
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
This internship will start in January 2026. This is a hybrid role offered in either Lincoln, NE or Cincinnati, OH.
What you do:
Process and analyze datasets to support business stakeholders.
Develop and maintain reports and dashboards using Business intelligence tools like Power BI and Cognos
Collaborate with cross-functional teams to understand data needs, use cases and propose solutions.
Troubleshoot and resolve data issues as they arise.
Collaborate with Data Engineering and IT admin teams as needed to ensure data and reporting tasks are completed on time.
Contribute to the documentation of processes and procedures.
What you bring:
Must be enrolled in a college program at least half-time as defined by your institution for the entire duration of the internship studying computer science, data science, data analytics or related field.
Able to commit to a long-term internship working full-time in the summer and part-time during the school year.
Full-time hours: 30-40 hours per week
Part-time hours: 15-20 hours per week
Consistently demonstrates initiative and a professional, self-directed approach to responsibilities and an ability to meet deadlines.
Has taken coursework related to data management, databases, AI/Machine Learning, and similar subject matter.
Approaches situations with a natural curiosity and has a willingness to learn new tools and technologies.
Excellent verbal and written communication and presentation skills.
Keen analytical skills and problem-solving skills.
Extremely strong PC and Excel skills. Intermediate to advanced experience with SQL is a plus, but not a requirement.
What we offer:
Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
An Equal Opportnity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
About this Position's Pay The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, work location, skill set, and candidate level of experience to ensure pay equity within the organization. Job Details Pay Range Pay RangeThe estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.
The actual pay rate will depend on the person's qualifications and experience. $13.33 - $26.67 / hour Pay Transparency Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.
$13.3-26.7 hourly 6d ago
Senior Director, Product & Regulatory Management
Pacificsource 3.9
Portland, OR job
Senior Director, Product & Regulatory Management page is loaded## Senior Director, Product & Regulatory Managementlocations: Portland, ORtime type: Full timeposted on: Posted Todayjob requisition id: 2025-1770*Join PacificSource and help our members access quality, affordable care!***PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, sex, sexual orientation, gender identity, national origin, genetic information or age.** PacificSource values the diversity of our community, including those we hire and serve. We are committed to creating and fostering a work environment in which individual differences and diversity are appreciated, respected and responded to in ways that fully develop and utilize each person's talents and strengths.The Senior Director, Product and Regulatory Management is responsible for leading teams in three key domains: 1) the development, implementation, and management of the end-to-end product lifecycle for Medicare and commercial lines of business; 2) efficient and effective commercial business administration; and 3) compliant and effective regulatory communications. Working with company leadership, the Senior Director is responsible for developing and implementing products that achieve membership and profitability targets. In support of strategic business plans developed by the leaders responsible for profit and loss of the lines of business, this position ensures the product lifecycles, annual roadmaps, filings, and communications meet business needs. The Senior Director ensures the organization complies with product, filing, and communication-related processes and timelines, as well as manages major milestones, risk and mitigation planning, tracking and reporting, and communication across the organization. The Senior Director leads product strategy, development, the annual bid process, and corresponding initiatives. The product portfolio includes Medicare Advantage, Dual Special Needs Plan (DSNP), fully insured group business, and Individual offerings, on and off exchange, as well as corresponding regulated filings and materials. The communications portfolio supports regulated communications, predominantly for Medicare Advantage, DSNP, and Medicaid plans. The Senior Director manages a leadership team to deliver on this critical work.**Essential Responsibilities:*** Lead the product portfolio development and execution strategy across segments and multiple plan years. Direct the Medicare and Commercial product strategy and portfolio management to ensure profitable growth consistent with business plans. Oversee each step of the work from development to assessment and implementation. Lead, coordinate, and communicate product and lifecycle activities with others in the organization. Oversee successful and timely annual bids, filings, related regulatory submissions, and go-to-market activities.* Oversee development and deployment of regulatory communication materials and processes, including Annual Notice of Change, directories, Evidence of Coverage, handbooks, formulary materials, forms, letters, and other regulated materials.* Oversee the preparation of all filings and compliant regulatory documents across the product portfolio, including health contracts, self-funded materials, and related documents.* Oversee implementation of state and federal benefit mandates, including benefit changes and member communication requirements.* Provide strategic advice for PacificSource teams to ensure plan information is accurate and available timely within required timeframes. Ensure proactive communication of new and revised plan designs and benefits to internal stakeholders.* Develop and improve processes, driving administrative efficiencies and cost savings, including leading in a matrixed environment and emphasizing execution, market positioning, and operational tactics. Drive operational excellence, sustainability, and profitable growth.* Generate local competitive market insights to drive innovation and decision making. Conduct market research, competitive analysis, and financial assessments to evaluate improvement opportunities and business strategies in concert with PacificSource's enterprise strategy. Implement strategies across segments and markets.* Develop structures and processes to ensure compliance, including leading cross-functional teams. Collaborate with Marketing, Sales, Operations, Health Services, and Compliance. Develop strategic business partnerships with internal departments and leaders to ensure strong operating performance, high member satisfaction and quality performance, access, compliance and audit readiness, and sound financial performance.* Work closely with Compliance and others to ensure policies, procedures, workflows, lifecycle strategies, product offerings, and success initiatives comply with state and federal regulations. Participate in compliance audits, activities, and planning.* Negotiate business relationships with vendors and oversee the execution, implementation, and oversight of the contracts.* Develop and monitor departmental budgets and take corrective action as necessary.* Provide leadership and mentoring to the enterprise product team, the business administration team, and the regulatory communications team. Foster leadership development and advancement. Develop succession plans. Manage, coach, motivate, and guide employees.* Support the organization's commitment to diversity, equity, inclusion, and belonging by fostering a culture of dignity, cultural awareness, compassion, and respect.**Supporting Responsibilities:*** Meet department and company performance and attendance expectations.* Follow the PacificSource privacy policy HIPAA laws, and regulations concerning confidentiality and security of protected health information.* Perform other duties as assigned.**SUCCESS PROFILE****Work Experience:** Minimum of eight years of experience in product, portfolio, lifecycle management, and regulated communications, or substantially equivalent work in highly regulated functions. Exemplary work history with a proven record of success in positions of progressively greater responsibility managing people and achieving business goals and objectives. A solid grasp of the managed care field and insurance regulations is crucial for this role. Experience with strategic planning, communications, sales, product development, regulatory filings, and managing teams required. Leadership experience in a managed care organization requiring advanced knowledge of products, regulatory filings, and regulated communications. Experience with end-to-end product development and lifecycle management of Medicare Advantage, Individual, and group segments, on and off exchange. Experience providing oversight to ensure the successful regulatory filing of all required product materials. Demonstrated success working in a matrixed environment with the ability to set a path and inspire others to follow. Proven record of accomplishment as a driver of process improvement and identifier of efficiency opportunities and ability to lead change. Experience with federal and state regulatory compliance for health insurance plans. Proven ability to quickly assimilate information and make informed decisions; logical, analytical thinker with great influencing abilities; and ability to handle multiple priorities and deal with ambiguity.**Education, Certificates, Licenses:** Bachelor's degree required with a focus in health care administration, business, public policy, public health, or a related field. Master's degree or other advanced degree preferred.**Knowledge:** Advanced knowledge of Medicare Advantage, DSNP, fully insured group business, and Individual, on and off exchange, along
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$149k-190k yearly est. 4d ago
Systems Database Administrator
Santa Clara Family Health Plan 4.2
San Jose, CA job
Salary Range: $111,168 - $172,310 The expected pay range is based on many factors, such as experience, education, and the market. The range is subject to change.
FLSA Status: Exempt Department: Information Technology Reports To: Director, Infrastructure and Systems Support
Employee Unit:Employees in this classification are represented by Service Employees International Union (SEIU) Local No. 521
GENERAL DESCRIPTION OF POSITION
The Systems Database Administrator is responsible for database security, integrity, performance, availability, and recoverability of databases, database servers, and related systems. In addition, the Systems Database Administrator is responsible for installing, configuring, and maintaining database servers, databases, related objects, and related software and for database security in support of SCFHP objectives and regulatory compliance.
ESSENTIAL DUTIES AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty listed below satisfactorily.
Provide technical management and support for the organization's database environments to ensure database security, integrity, performance, availability and recoverability of databases, database servers, and related systems.
Develop, implement, and periodically test backup and recovery plan for the production of critical databases to ensure the business continuity plan is accurate and effective.
Ensure database security by controlling access to databases through authentication and authorization and performing auditing of database usage and active users.
Audit database security and user access to ensure HIPPA regulatory law reporting requirements are met.
Monitor database server resources to ensure production environments meet performance and availability requirements.
Install, test, secure and maintain new versions of database software, patches and other associated software application changes or upgrades.
Provide storage and capacity planning, long and short term, to ensure adequate space is available for all database environments.
Document database architecture, including developing and maintaining database installation and configuration procedures, data governance program, change control deployment procedures, and SQL coding guidelines.
Work with the application development team to ensure that appropriate and efficient SQL is coded and tested prior to production deployment.
Perform other related duties as required or assigned.
REQUIREMENTS - Required (R) Desired (D)
The requirements listed below are representative of the knowledge, skill, and/or ability required or desired.
Bachelor's Degree in Computer Science, or related field, or equivalent experience, training or coursework. (R)
Minimum three years of experience serving as a systems database administrator in a Microsoft SQL Server environment with versions currently supported by Microsoft. (R)
Microsoft Certified Solutions Expert (MCSE). (D)
Minimum three years of experience maintaining multiple database environments and regions to support production, development and test areas of business systems; including managing database security, database tuning, query optimization, and application code deployment. (R)
Minimum three years of experience SQL Scripting and Command Shell scripting. (R)
Minimum three years of experience with any of the following applicable languages/platforms: .NET, PERL, Java, SAS, VB, C++, or other modern programming language or related software. (R)
Minimum three years of experience with MS SQL Business Intelligence tools (SSRS, SSIS, SSAS) or other enterprise business intelligence software. (R)
Experience maintaining a data warehouse database environment, including managing and enforcing data governance and coding best practice. (R)
Ability to create and maintain documentation of source code, application installation processes, technical specifications, and data governance program. (R)
Working knowledge of and the ability to efficiently operate all applicable computer software including computer applications such as Outlook, Word and Excel. (R)
Ability to use a keyboard with moderate speed and a high level of accuracy. (R)
Excellent communication skills including the ability to express oneself clearly and concisely when providing service to SCFHP internal departments, providers and outside entities over the telephone, in person or in writing. (R)
Ability to think and work effectively under pressure and accurately prioritize and complete tasks within established timeframes. (R)
Ability to assume responsibility and exercise good judgment when making decisions within the scope of the position. (R)
Ability to maintain confidentiality. (R)
Ability to comply with SCFHP's policies and procedures. (R)
Ability to perform the job safely with respect to others, to property, and to individual safety. (R)
WORKING CONDITIONS
Generally, duties are primarily performed in an office environment while sitting or standing at a desk. Incumbents are subject to frequent contact with and interruptions by co-workers, supervisors, and plan members or providers in person, by telephone, and by work-related electronic communications.
PHYSICAL REQUIREMENTS
Incumbents must be able to perform the essential functions of this job, with or without reasonable accommodation:
Mobility Requirements: regular bending at the waist, and reaching overhead, above the shoulders and horizontally, to retrieve and store files and supplies and sit or stand for extended periods of time; (R)
Lifting Requirements: regularly lift and carry files, notebooks, and office supplies that may weigh up to 5 pounds; (R)
Visual Requirements: ability to read information in printed materials and on a computer screen; perform close-up work; clarity of vision is required at 20 inches or less; (R)
Dexterity Requirements: regular use of hands, wrists, and finger movements; ability to perform repetitive motion (keyboard); writing (note-taking); ability to operate a computer keyboard and other office equipment (R)
Hearing/Talking Requirements: ability to hear normal speech, hear and talk to exchange information in person and on telephone; (R)
Reasoning Requirements: ability to think and work effectively under pressure; ability to effectively serve customers; decision making, maintain a concentrated level of attention to information communicated in person and by telephone throughout a typical workday; attention to detail. (R)
ENVIRONMENTAL CONDITIONS
General office conditions. May be exposed to moderate noise levels.
EOE
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$111.2k-172.3k yearly 6d ago
Benefits Counsel - Health & Welfare ERISA Expert
USI Insurance Services 4.8
Chicago, IL job
A leading insurance brokerage firm located in Chicago seeks a Compliance Specialist to monitor and communicate changing laws related to health and welfare plans. The successful candidate will conduct legal research, develop presentations, and work closely with internal teams and clients. Ideal applicants will have strong leadership, communication, and research skills, along with a J.D. and 4-8 years in compliance issues. Salary is competitive, ranging from $180,000 to $190,000, reflecting skills and experience.
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$58k-85k yearly est. 3d ago
IT Intern - Architecture - Lincoln, NE
Ameritas 4.7
Lincoln, NE job
Back IT Intern - Architecture #5465 Lincoln, Nebraska, United States Apply X Facebook LinkedIn Email Copy Position Locations Lincoln, Nebraska, United States Area of Interests Intern Full-Time/Part Time Part-time Job Description
This position is an opportunity to gain exposure to the Ameritas IT environment and architecture analysis process. It provides insight into how architecture analysis evolves into technological initiatives.
The intern will be responsible for directly supporting the architecture function in assisting the process as well as analyzing and presenting the data to make informed decisions on IT investments. Additionally, the intern will collaborate with the architecture team to analyze emerging technologies, develop integrated solutions, and help translate architectural vision into actionable technology initiatives that drive business value and innovation.
Position Start Date:
This internship will begin either as soon as possible or May 2026 depending on availability.
Position Location:
This is a hybrid role in Lincoln, NE working partially in-office and partially from home.
What you do:
Assist in project initiatives with the following accountabilities:
Gathering requirements through interviews and/or research
Document findings and present results to the stakeholders
Plan and execute proof of concepts to prove out technology use cases
Work with managers and architects to provide insight into project-related designs
Support in creation of architecture or transition artifacts and visualizations for use internally or with sponsors
Design and develop code solutions that bridge multiple technology domains including data integration pipelines and security frameworks
Support in creation of Ameritas technology framework taxonomy which will aid the company to organize their IT assets, analyze their value, and align technology investments with business goals.
Maintenance and expansion of Architecture knowledge bases through collaboration with stakeholders.
Write script for automation purposes and perform data query analysis.
Special projects may include elements of web development, robotic process automation (RPA), AI, data and/or low code.
What you bring:
Must be enrolled in a college degree program at least half-time as defined by your institution studying Information Systems, Computer Science or relaed field
Must be able to commit to a 12-month internship working part-time during the academic school year and full-time during the summer
Part-time hours: 20 hours per week
Full-time hours: 30-40 hours a week
Strong analytical, problem solving, and troubleshooting skills
Ability to work independently and within a team to build relationships and interact effectively
Positive, self-motivated individual with high level of enthusiasm and willingness to take on new challenges, responsibilities and assignments
Self-starter with a real drive for impact and a naturally curious demeanor
Excellent verbal and written communications skills
What we offer:
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
About this Position's Pay The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, work location, skill set, and candidate level of experience to ensure pay equity within the organization. Job Details Pay Range Pay RangeThe estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.
The actual pay rate will depend on the person's qualifications and experience. $13.33 - $26.67 / hour Pay Transparency Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.
$13.3-26.7 hourly 3d ago
Underwriting Assistant, Fine Art
Tokio Marine Highland 4.5
Chicago, IL job
The Underwriting Assistant is tasked with the support of the Underwriting Department of the Fine Art Division. While providing administrative support, they will develop underwriting skills themselves, through working closely with senior underwriters and using the same guidelines, processes and systems.
This position will require the ability to handle a relatively high volume of transactions during the peak business cycles; therefore, it is essential that the candidate can multitask and work efficiently with a high degree of organizational skill.
Duties/Responsibilities:
Perform administrative duties regarding new and renewal accounts
New submission data entry and risk detail consolidation such as OFAC clearance, Risk Meter Reports, etc.
Manage status of existing new business and renewal accounts
Assist underwriters with risk assessment as directed, e.g. using CARTO and Ark platforms for accumulation control
Assist in managing aggregate reports for re-insurers
Follow up on outstanding quotes
Support processing team with outstanding balances
Support conversion of policies into the underwriting platform
Support monthly/quarterly operational report development to help manage division more efficiently
Required Skills/Abilities:
Excellent verbal and written communication skills
Tech-savvy with hands-on experience in leveraging digital tools to streamline workflows
Strong MS Office skills, particularly Excel
Strong analytical skills
Demonstrates adaptability in working independently with minimal supervision, while also building strong partnerships in a team environment
Ability to maintain a high level of confidentiality and professionalism
Ability successfully manage a high workload
Combines innovative thinking with strong organizational skills and a commitment to delivering high-impact results
Willingness and ability to travel occasionally
Education and Experience:
Bachelor's degree preferred
1-2 years of property insurance industry experience required
Art market background a plus
Must obtain P&C Producer license within a designated time-period if not currently licensed
About Tokio Marine Highland:
Tokio Marine Highland Insurance Services (TMH) is a leading property and casualty underwriting agency. We offer a broad suite of tailored specialty risk management solutions, including private flood, fine art and lender-placed products. At TMH, it's all about our clients. Nationwide, our customers rely on our trusted, industry-leading coverages, supported by compliance expertise, superior claims management and the highest caliber of service.
Founded in 1962, TMH is a wholly owned company of Tokio Marine Kiln, one of the largest carriers in the Lloyd's of London insurance market and a member of the Tokio Marine Group. TMH has operating centers in Chicago, Il, Frisco, Texas, Miami, Fla., and South Pasadena, Calif.
If you're looking to advance your career, TMH is the perfect professional home. At TMH, you'll have a chance to innovate with the world's leading businesses, put your expertise into action on major projects, and work on game-changing initiatives. You'll also make long-lasting professional connections through sharing different perspectives, and you'll be inspired by the best.
Tokio Marine Highland, LLC (TMH) is an Equal Opportunity Employer. TMH's success depends heavily on the effective utilization of qualified people, regardless of their race, ancestry, religion, color, sex, national origin, sexual orientation, gender identity and/or expression, disability, veteran status, or any characteristic protected by law. As a company, we adhere to and promote equal employment opportunities for all.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is TMH's policy to provide reasonable accommodation when requested by qualified individuals with disabilities during the recruitment process, unless such accommodation
would cause an undue hardship. To make an accommodation request, please contact *****************************.
$30k-36k yearly est. 3d ago
Investment Analyst - Lincoln, NE
Ameritas 4.7
Lincoln, NE job
A unique opportunity combining both fundamental financial analysis and field sales force facing communication and presentation skills. This position will perform fundamental analysis on a full spectrum of asset classes on both existing and potential investments. Make investment recommendations to align portfolios to parameters identified by registered representatives.
This position develops and maintains relationships with both internal and external parties. Help to present, market, and positively position Ameritas Investment Partners managed programs to registered representatives and their clients.
This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.
What you do:
Analyze existing and potential portfolios including mutual funds, stocks, bonds, ETF's, etc.
Engage in portfolio management and model management with both a retail and institutional mindset
Perform securities analysis across the spectrum of asset classes
Maintain effective dialogue with portfolio managers, internal partners, and external field registered representatives
Assist in performing special investment or reporting projects as needed
Assist in client reporting as needed
Meet with representatives and clients face to face and present investment concepts in a professional manner
What you bring:
Bachelor's Degree in a related field of study (such as Finance) required.
2 years of relevant securities analysis and/or portfolio management experience preferred.
Progress toward or active pursuit of CFA or CFP designation required.
FINRA series 7 and the series 63/65 or 66 preferred. Must be fully licensed with the same within 12 months of joining in role.
Previous experience with Tamarac, Salesforce, and Wealthscape desired.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
* 401(k) Retirement Plan with company match and quarterly contribution.
* Tuition Reimbursement and Assistance.
* Incentive Program Bonuses.
* Competitive Pay.
For your time:
* Flexible Hybrid work.
* Thrive Days - Personal time off.
* Paid time off (PTO).
For your health and well-being:
* Health Benefits: Medical, Dental, Vision.
* Health Savings Account (HSA) with employer contribution.
* Well-being programs with financial rewards.
* Employee assistance program (EAP).
For your professional growth:
* Professional development programs.
* Leadership development programs.
* Employee resource groups.
* StrengthsFinder Program.
For your community:
* Matching donations program.
* Paid volunteer time- 8 hours per month.
For your family:
* Generous paid maternity leave and paternity leave.
* Fertility, surrogacy, and adoption assistance.
* Backup child, elder and pet care support.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline
This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.
About this Position's Pay The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan. Job Details Pay Range Pay RangeThe estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.
The actual pay rate will depend on the person's qualifications and experience. $57,947.00 - $92,716.00 / year Pay Transparency Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.
$57.9k-92.7k yearly 2d ago
Consultant III HPR Loss Control
Tokio Marine America 4.5
Fort Wayne, IN job
About Tokio Marine:
Tokio Marine has been conducting business in the U.S. market for over a century and we are licensed in all states, Puerto Rico and the District of Columbia, and write all major lines of Commercial Property and Casualty Insurance. We provide unique insurance and risk management tools from our experienced staff of account executives, underwriters and loss prevention engineers and fair and timely claim settlement from a skilled team of claim professionals. We work with major brokers and leading independent insurance agents throughout the United States to serve the world's largest and most distinguished organizations.
We are committed to creating value for our customers by providing ANSHIN (safety, security and peace of mind). We strive to be creative and passionate as we work towards our long-term success.
Tokio Marine Holdings is Japan's oldest, and one of the largest property and casualty insurers. Founded in 1879, TMNF operates worldwide in 47 countries. With annual revenues of approximately $50 billion and an A.M. Best rating of A++, one of the highest in the industry, we are one of the top 20 insurance providers worldwide.
Job Summary
Provide professional Highly Protected Risk (HPR) loss control services to Tokio Marine America clients and Tokio Marine Management, Inc. Coordinates and conducts loss control management evaluations, physical surveys, loss analysis and training to assist Tokio Marine clients to improve and maintain loss control activities. Coordinates and conducts loss control management evaluations, physical surveys and loss analysis to assist Tokio Marine Management Underwriting in their evaluation of risk. Provide loss control technical support to Tokio Marine departments such as underwriting, claims and coordination. Coordinate loss control activities on select accounts ensuring service plans are maintained and completed, responding to customer requests and needs and supporting underwriting and claims at renewal and during the policy period.
Essential Job Functions
Performs loss control surveys of prospects and clients on request for information underwriting and evaluation from a loss control viewpoint for desirability.
Coordinates loss control service to select clients requiring defined service standards.
Prepares reports for clients, Underwriting and Branch concerning the loss control in effect, including loss analysis, conditions noted, recommendations for improvement and future needs.
Assists in the development and presentation of programs and training seminars for clients and other departments in the Company.
Responds to special requests from Underwriting Department and clients with prior approval from Loss Control Department Management.
Develops and maintains Loss Control instructions for multi-location clients being coordinated by Loss Control.
Completes all work scheduled in regular service assignments or requests in a timely manner.
Maintains membership and actively participates in professional organizations approved by Departmental standards guidelines.
Utilizes PC programs (Taurus, Presentation Software, etc.) in preparing presentations for prospects and clients.
Plans and performs work scheduling in a timely and cost-effective manner.
Responsible for complying with proper internal controls as necessary to conduct job functions and/or carry out responsibilities and/or administrative activities at the Company.
Qualifications
Bachelor's degree in engineering / science or equivalent job experience preferred.
Five years' experience servicing major accounts preferred.
Possesses a specialty in HPR loss control or comparable property insurance background.
Good communication skills, both written and oral and capable of making presentations to a group.
Good computer skills to include the use of Microsoft software, and other software.
Valid driver's license free of any major violations.
Physically capable of performing the job requirements - walking, carrying and climbing.
Capable of significant amounts of travel.
Salary range $150,000 to $170,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base.
TMA believes the perfect candidate is more than just a resume. If you don't meet every single requirement, but are still interested in the job, we encourage you to apply.
Benefits:
We offer a comprehensive benefit package, which includes a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities.
EEO Statement
Tokio Marine Management is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, or sexual orientation.
$150k-170k yearly 1d ago
Attorney (Title and Underwriting)
Security Title 4.3
Abilene, TX job
Attorney (Title & Underwriting) - Abilene, TX *Position type:* Full-time, exempt *Experience level:* Mid to senior (title/underwriting emphasis) About the role We're seeking a Texas-licensed attorney to be a go-to resource for complex title and underwriting matters in Abilene and the surrounding markets. You'll partner closely with underwriting counsel, escrow teams, examiners, lenders, realtors, and outside attorneys-resolving issues quickly, drafting high-quality documents, and keeping transactions on track.
What you'll do
* *Title support & underwriting liaison*
* Review title work for other examiners; field questions on difficult chains of title.
* Communicate underwriting questions to the appropriate underwriters and escalate issues as needed.
* *Underwriting approvals & document review*
* Approve surveys; review and advise on powers of attorney, trust agreements, probate materials, LLC/corporate documents, and related entity records.
* Coordinate with multiple underwriters to ensure compliance and risk mitigation.
* *Document drafting*
* Prepare a wide range of instruments: complex deeds, rights of first refusal, real estate contracts, seller-finance packets, Mechanic's Lien packets for lenders, and other lender/STC-related documents.
* *Counsel liaison & claims prevention*
* Serve as a liaison with underwriting counsel; assist/advise offices on compliance, claims, and claims prevention.
* Respond to objection letters; draft curative and other legal documents; handle customer/realtor/attorney questions.
* *Operational support*
* Assist with occasional closings and signings as needed.
* Support escrow officers with questions on escrow, underwriting, and emerging issues.
* Examine title when time permits; lead the majority of title curative work (documents and legwork).
Qualifications
* *Required*
* J.D. from an accredited law school and active *Texas Bar* license in good standing.
* 3+ years' experience in *Texas real estate, title insurance, or underwriting*.
* Demonstrated proficiency drafting Texas real estate instruments (deeds, ROFRs, liens, seller-finance packages).
* Working knowledge of *Texas title standards, TDI rules*, and common underwriting practices.
* Strong communication skills with the ability to interface confidently with underwriters, escrow officers, realtors, lenders, and outside counsel.
* *Preferred*
* Prior experience as title counsel, claims counsel, or senior examiner.
* Familiarity with *TLTA* guidelines and local county practices in West Texas.
* Experience responding to objection letters and managing title curative from end to end.
* Closing/signing support experience.
What we offer
* Competitive compensation (salary *DOE*; range available upon request) and bonus potential.
* Comprehensive benefits (medical/dental/vision), 401(k), paid time off, CLE/TLTA professional development support.
* The chance to make a direct impact on transaction quality, cycle time, and customer experience across the region.
Pay: $70,000.00 - $120,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee assistance program
* Health insurance
* Paid time off
* Parental leave
* Retirement plan
* Vision insurance
Work Location: In person
$70k-120k yearly 2h ago
Internal Sales Consultant I/II/III ETF | Flex
Allianz 4.9
Allianz job in Minneapolis, MN
What you do: Internal Sales Consultant I/II/III is to increase sales of Allianz products through direct contact with financial professionals and lead generation. You will report to the ETF Sales Desk Manager. Activity and Results: Meet and exceed revenue and activity performance benchmarks: dials, conversations, leads, new adviser activations, retention, and sales. Utilize each contact as an opportunity to build a relationship and understand how to provide value to the adviser's business. Utilize database and other tracking methods to track advisor production levels on current and proposed sales activity.
Time Management:
Effective use of the day supporting primarily inbound phone coverage. Be responsive and proactive in contacting current and prospective advisers in order to retain and help grow their utilization of Allianz's offerings.
Territory Management:
1) Manage workload and external partner(s) relationships expectations to reach goals.
2) Establish profile information and qualify advisors business focus.
3) Leverage external wholesaling partnership and value by effectively communicating and coordination.
Sales Effectiveness:
Ability to be a professional inside salesperson that advances the sales process. Promote/sell Allianz products and solutions by way of a consultative sales approach. Work with advisers through various roadblocks that occur when recommending Allianz solutions.
Utilization of artificial intelligence tools and resources (e.g. generative AI).
What you bring:
* < 1 years of experience required including prior sales experience
* Four year degree or equivalent work experience required
* FINRA SIE, Series 7, 63 or ability to obtain within 90 business days of hire
* Ability to work during the hours of 7:00 am - 6:00 pm CST
* Comfortable with talking on the phone as their primary activity
* Ability to attend evening business functions
* Potential to travel on a limited basis
* You must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future. This includes holders of H-1B, H4, L-1, L-2, TN, OPT, CPT, and other nonimmigrant visas.
Internal Sales Consultant I ETF job posting Range: $45,000 - $50,000
Internal Sales Consultant II ETF job posting Range: $54,000 - $60,000
Internal Sales Consultant III ETF job posting Range: $58,500 - $65,000
Note the job posting range is exclusive of company benefits or other compensation. If you are hired, your final base salary will be determined based on factors such as geographic location, experience, skills, competencies, and/or education. In addition to those factors, we will also consider internal equity of our current employees. Please keep in mind that the range provided is the full base salary range for the role. Hiring at or near the maximum of the range would not be typical to allow for future and continued salary growth. This role is also eligible for a variable compensation program. The actual variable compensation earned is driven by assigned territory and individual sales performance.
86460 | Sales & Distribution | Professional | Non-Executive | Allianz US Life | Full-Time | Permanent
What we offer:
At Allianz Life, we're proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: a choice of comprehensive medical, dental and vision plan options, flexible spending and health savings accounts, tuition reimbursement, student loan retirement program, generous annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that is fair, caring, and inclusive. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we're routinely recognized as a top workplace employer. For additional information regarding What It's Like To Work Here | Allianz Life.
Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.
Join us. Let's care for tomorrow. #LI-BLS#LI-