Job DescriptionCommissions AnalystMission Statement
Responsible for all aspects of agency commissions and licensing that support our consulting team, carriers, and brokers. This is a fully remote position.
Skills & Technical Knowledge
Strong ability to support sales teams and collaborate with multiple Market Directors & Consultants
Thrives in a fast-paced, dynamic environment with shifting priorities
Highly organized with exceptional attention to detail
Adaptable to high volumes during quarterly billing peaks and month end process
Self-starter who enjoys autonomy, continuous learning, and adapting to evolving business needs
Excels without heavy management oversight, demonstrating accountability and initiative
Proficient in Nelligan systems, marketing analysis, and Microsoft Office Excel
Familiarity with CRM platforms and commission management systems (experience with automation tools a plus)
Core Responsibilities
Commission Management
Enter, validate, and update commission data in company systems
Review reports to ensure accuracy of policy status and commission payouts
Maintain compliance with commission policies and licensing requirements
Data & Carrier Feeds
Process commission data feeds from carriers into statements for import
Reformat raw data in Excel using advanced formulas, pivot tables, and macros to streamline workflows
Missing Commissions Resolution
Investigate and resolve missing commission payments by cross-referencing internal and carrier records
Communicate with carriers to request missing payments and clarify discrepancies
Track and follow up on outstanding commission issues until resolution
Generate reports to monitor commission trends, discrepancies, and resolution status
Maintain detailed documentation of commission processes and findings
Recommend process improvements to enhance efficiency and accuracy
Policy & Licensing Support
Communicate with internal and external contacts to research and confirm the status of existing insurance policies
Manage monthly email notifications to brokers for updated licenses and E&O documentation
Support compliance initiatives by ensuring licensing records are accurate and up to date
Data & Reporting
Complete database update projects with keen attention to detail
Assist in ad hoc data clean-up and mapping projects
Utilize Microsoft Excel and other tools to prepare and analyze reports of delinquent commission payments for submission to carriers
Provide actionable insights to leadership through reporting and analysis
Continuous Improvement & Collaboration
Identify opportunities to automate manual processes and improve workflows
Partner with Finance, Sales, and Operations teams to align commission processes with business goals
Contribute to special projects and other assignments as needed
Qualifications
Bachelor's degree in Finance, Accounting, Business Administration, or related field preferred
1-3 years of experience in commissions, or accounting (insurance or consulting industry experience a plus)
Strong analytical and problem-solving skills with high attention to detail
Advanced Excel skills (pivot tables, VLOOKUP, formulas; macros preferred)
Ability to manage multiple priorities and meet deadlines in a high-volume environment
$64k-92k yearly est. 12d ago
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Account Executive / Underwriter, National Property
Travelers Insurance Company 4.4
Columbus, OH job
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$99,100.00 - $163,400.00
**Target Openings**
1
**What Is the Opportunity?**
National Property provides tailored property protection solutions for high value, complex risks across a wide array of industries. The Account Executive (AE), National Property will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business.
+ Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability. Additionally, occasionally negotiate and procure reinsurance to underwrite complex accounts.
+ May facilitate the placement of foreign admitted policies, serve as a resource to field Account Executives on global underwriting capabilities, as well as assist in the business development activities for such global underwriting services.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute agency sales plans. Execute region/group sales plans.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Three to five years of relevant underwriting experience with experience in National Property.
+ Knowledge of property-related products, the regulatory environment, and the local insurance market.
+ Deep financial acumen.
+ Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
+ Communication skills with the ability to successfully negotiate with agents and brokers.
+ CPCU designation.
**What is a Must Have?**
+ Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$99.1k-163.4k yearly 60d+ ago
VP Operations - Small Commercial and Middle Market Business Center
The Travelers Companies 4.4
Cincinnati, OH job
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Operations
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$206,000.00 - $332,200.00
Target Openings
1
What Is the Opportunity?
The Vice President, Market Facing Operations is responsible for ensuring overall operational excellence and superior service in support of the Small Commercial/Middle Market Business Center (SC/MMBC) business and Travelers Operations strategy. This role provides strategic oversight while ensuring a deep understanding and responsiveness to customer and stakeholder needs, with a primary focus on delivering measurable results that drive business growth.
As a member of the Operations senior leadership team, the incumbent contributes strategic thought leadership and maintains execution accountability across Business Insurance and Travelers Operations. The role includes shared accountability for defining and contributing to the strategic Business Insurance Operations agenda, ensuring all initiatives deliver tangible results aligned with organizational objectives.
Leading an organization of over 600 employees across an expansive geographic footprint, this position oversees the SC/MMBC segment-a dynamic organization comprised of several distinct business units with P&L and business plan contribution responsibilities, customer and agent interaction, and complex field organizational oversight. Success requires navigating diverse stakeholder relationships while consistently delivering results through operational excellence.
Key leadership competencies include inclusive leadership, talent metabolism, future-focused workforce management practices, and strong coaching and development skills. The role demands a results-driven approach that balances strategic vision with tactical execution to achieve business objectives and exceed performance expectations.
As of the date of this posting, Travelers anticipates that this posting will remain open until 2/6/26.
What Will You Do?
* Contribute to the overall Business Insurance strategic business agenda.
* In partnership with market facing business leadership, participate in development of business strategy. Ensure an Operational perspective is represented and demonstrate exemplary leadership to support profit, growth and expense management goals.
* Maintain thorough understanding of the business and business strategy to translate needs into internal operational capabilities.
* Develop and ensure the implementation of operational and policy service strategies, policies, workflow processes and standards, and performance measurements and metrics to support business and operational strategies; ensure effective and efficient execution of these strategies.
* Responsible for strategic and tactical business planning, people and resource management, customer service, operations and budget management.
* Provides strategic oversight for Operations supporting the BI businesses, ensuring a deep understanding and responsiveness to customer and stakeholder needs.
* Demonstrates sound fiscal management by allocating resources to meet business, operational and customer objectives, including forecasting, resource planning, prioritization and budgetary ownership.
* Provides leadership toward the achievement and attainment of consistent higher efficiency and quality results; assess and implement organizational improvements that will enhance success; coach and motivate leadership and teams to produce outstanding results and achievements.
* Provide leadership and stewardship to shape the customer experience to drive results; provides executive oversight of agent and customer satisfaction and ensures delivery of superior agent and customer experience.
* Provides executive oversight of agent and customer satisfaction and ensures delivery of superior agent and customer experience.
* Creates a high performing culture driven by individuals with diverse experiences, thoughts, and backgrounds.
* Purposefully foster a work environment where all employees are included and appreciated. Attract, retain, engage and develop employees from all cultures and backgrounds.
* Drives and owns change management across the organizations synchronous to business and operational strategies, integrating and streamlining operational delivery.
* Ensures commitment to and outcomes of a robust talent acquisition, development and management focus and process in alignment with business and Operations related strategies.
* Ensures compliance with regulatory requirements.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* 10 years work experience in a leadership role within an Field-Production, Operations or Service environment.
* Large scale organizational leadership experience.
* Strategic Planning and foresight - sets and drives cross-functional objectives and priorities and forms a vision for the future.
* Influencing, Leadership - able to influence peers and broader teams through an inclusive style and recognition of their abilities and knowledge.
* Understanding & Navigating the Organization.
* Building Relationships - leads and seeks effective partnerships across the organization.
* Talent and Culture Development.
* Change Leadership.
* Risk Taking, Innovation.
* Conceptual and practical understanding of related technology applications.
* Bachelor's Degree preferred.
What is a Must Have?
* Minimum seven years experience in a leadership role within a Field-Production, Operations or Service environment.
* Familiarity with Operations: metrics/productivity measurement, modeling and forecasting.
* Experience in flow business including operational aspects and sales and service capabilities.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$206k-332.2k yearly 1d ago
Strategic Alliance Intern
Penn Mutual 4.8
Remote job
Join IFN's Strategic Alliances team as an intern supporting the Smart Office “Know Your Customer” database initiative. This internship offers hands-on experience in data organization, profile development, and project support for a dynamic sales environment. You will work closely with the Strategic Alliance team to enhance our understanding of financial professionals and contribute to strategic projects that drive business growth.
Responsibilities
Organize and maintain the “Know Your Customer” database, ensuring accuracy and completeness of financial professional profiles.
Build out detailed profiles for financial professionals to support the sales team's outreach and engagement strategies.
Assist with ad hoc project work, including data analysis, reporting, and process improvement initiatives.
Compile and categorize data for internal use, preparing summaries and dashboards for leadership.
Collaborate with team members to achieve shared goals and contribute innovative ideas.
Skills
Strong written and verbal communication skills.
Detail-oriented with the ability to organize and prioritize tasks effectively.
Proficient in Microsoft Excel and comfortable learning new data tools.
Ability to work collaboratively in a team environment.
Positive attitude and willingness to learn and contribute to process improvements.
Experience
Working toward a degree in Business, Finance, Data Analytics, or a related discipline.
Coursework or interest in sales operations, CRM systems, or data management is a plus.
Pay Rate - $20 an hour
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
$20 hourly Auto-Apply 15d ago
Assistant General Counsel
Penn Mutual 4.8
Remote job
We are looking for an Assistant General Counsel who will report to the Associate General Counsel. In this role you will support all aspects of Penn Mutual's legal and investigative functions. This role handles litigation matters on behalf of Penn Mutual and its affiliates, including its Registered Investment Adviser and Broker-Dealer Hornor Townsend & Kent (HTK). The role also coordinates and conducts reviews and investigations, manages regulatory exams and inquiries, supports Penn Mutual's privacy functions, and delivers training to employees.
As a key member of the Law Department, this position handles and enhances internal processes for customer complaint investigations and provides strategic legal advice across litigation and regulatory domains. Penn Mutual embraces a flexible, remote work approach, empowering employees to choose where they work best.
Responsibilities
Handle lawsuits, arbitrations, and pre-litigation matters on behalf of Penn Mutual and HTK
Collaborate with outside counsel on litigation strategy and tactics
Manage outside counsel in securities regulatory enforcement matters
Manage discovery processes, including subpoenas and document management
Prepare for trial or arbitration, including witness preparation
Advise internal stakeholders on litigation, risk management, and claims
Identify and mitigate legal risks
Participate in settlement negotiations
Coordinate, direct, and conduct reviews and investigations for Penn Mutual and HTK
Respond to, manage, and investigate some customer complaints
Develop and enhance internal procedures for complaint investigations
Communicate investigation outcomes to leaders
Perform root cause analysis and recommend policy/procedure changes
Advise business leaders on compliance/regulatory changes and trends
Maintain the Anti-Fraud Plan for Penn Mutual and affiliates
Manage state insurance department examinations and regulatory inquiries
Oversee SEC, FINRA, and state securities/insurance department examinations
Investigate and resolve employment-related disputes in conjunction with HR
Develop and deliver training programs on legal topics
Partner with HR, business leaders, and Law Department lawyers on employment issues
Skills and Abilities
Knowledge of litigation processes, including discovery and evidentiary rules
Knowledge of state insurance, securities, FINRA & SEC rules and regulations
Knowledge of federal, state, and local employment laws
Strong business acumen in life insurance & broker dealer industries
Excellent verbal and written communication skills
Relationship-building and influencing skills
Tactical and strategic thinking
Proactive, values-driven, and relationship-based approach
Strong leadership, ethics, integrity, and discretion
Sound judgment
Complies with all company and site policies and procedures
Remains current in profession and industry trends
Successfully completes regulatory and job training requirements
Performs other duties as assigned
Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation
Education & Experience
Juris Doctorate from an accredited law school (required)
Admission to the bar of at least one state and eligibility for PA bar's Limited In-House Corporate General License (required)
Former litigation, prosecutorial, or regulatory experience (required)
8-10 years in compliance/legal background within insurance, securities, financial services or criminal law (required)
Experience managing corporate investigations (required)
Experience interacting with law enforcement or regulatory bodies (SEC, state insurance/securities departments) (required)
Litigation experience, including federal, state insurance litigation, FINRA arbitration, and managing outside counsel (required)
Experience in employment law matters (required)
Base Salary Range: $160,000 - $170,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
$160k-170k yearly Auto-Apply 37d ago
Workday Financial Systems Analyst
Penn Mutual 4.8
Remote job
We are seeking a detail-oriented and proactive Workday Financial Systems Analyst to join our Financial Systems team. This role will support the ongoing configuration, maintenance, and optimization of Workday Financials modules, ensuring seamless system performance and alignment with business needs.
We're looking for someone who can make an immediate impact by leveraging their hands-on experience with Workday Financials modules. As a key member of the team, you'll collaborate with cross-functional stakeholders to troubleshoot issues, implement enhancements, and support existing functionality. Your contributions will help drive operational efficiency and enable strategic decision-making through accurate system functionality and reporting.
Essential Functions
Build and maintain functional configuration and features of the Workday Financials application including Core Financials (FDM), Accounting Center, Banking and Settlement, Suppliers, Prism Analytics
Monitor, diagnose and resolve issues with the finance integrations
Collaborate with stakeholders to understand requirements, configure, prototype and test Workday solutions for varying business problems
Optimize use of Workday and associated business processes by proactively identifying areas of opportunity for increased automation and efficiency
Evaluate the latest available features released by Workday to determine benefits to stakeholders
Assist in regression testing for Workday bi-annual update cross functionally across all stakeholders
Provide support and training of Workday Financials as required
Collaborate with stakeholders and Financial Systems team to prioritize and approve Workday change requests to align with finance strategic goals
Complies with all company and site policies and procedures
Remains current in profession and industry trends
Successfully completes regulatory and job training requirements
Performs other duties as assigned
Skills & Abilities
3+ years Workday Financials administration experience (Core Financials, Accounting Center, etc)
Ability to communicate effectively with all levels of employees, departments and outside contacts
Excellent problem-solving and analytical skills
Analytical mindset with attention to detail
Experience in the Insurance industry is a nice to have
Education & Experience
Bachelor's degree in IT, Business, or related field is preferred
3-5+ Years Workday Financial administration, configuration, support, and maintenance for modules required
Experience with Prism Analytics, Workday Studio, Adaptive & Security required
AI & Digital Enablement
Lead the responsible integration of AI-powered tools to enhance decision-making, automate processes, and improve user experience.
Champion digital fluency by coaching staff and advisors on effective use of collaboration platforms (e.g., Zoom AI, Copilot, SharePoint).
Partner with enterprise technology teams to align on digital strategies, monitor tool effectiveness, and drive continuous improvement.
Base Salary Range: $95,000 - $115,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
$95k-115k yearly Auto-Apply 48d ago
Sr Claims Examiner II
Penn Mutual 4.8
Remote job
The Sr Claims Examiner II is a subject matter expert responsible for handling highly complex and sensitive claims within Life, Annuity, RPS, or a combination of all three, including escalated cases, requiring advanced judgment and interpretation. This role provides leadership in process improvements, mentors junior examiners, and serves as a key resource for technical guidance. The position requires deep expertise, strong analytical skills, and the ability to manage risk effectively.
Responsibilities
Independently adjudicate highly complex life, annuity, and/or RPS death claims, ensuring compliance with all regulatory and contractual requirements.
Exercise sound judgement and utilize appropriate medical and risk resources, adhering to referral policies, and transferring claims to appropriate risk level in timely manner.
Demonstrate strong relationship building, customer service and communication when interacting with customers and business partners.
Serve as an escalation point for unusual or disputed cases, providing expert analysis and resolution.
Lead investigations into complex claims and collaborate with legal, compliance, and other departments as needed.
Mentor and provide technical guidance to Sr Claims Examiner I and other team members.
Identify and implement process improvements to enhance efficiency and accuracy.
Represent the claims function in cross-functional projects and initiatives.
Adheres to Service Level Agreements (SLAs) and individual/team metrics.
Ability to work core business hours between 8:30 AM to 6:00 PM EST.
Knowledge, Skills, and Abilities
Expert knowledge of life insurance products, claims processes, and regulatory requirements.
Advanced analytical and decision-making skills with ability to interpret complex contracts.
Ability to multitask and adapt to a changing environment.
Detail oriented, organized and accurate.
Strong leadership and mentoring capabilities.
Excellent communication and relationship building skills with a customer service mindset.
Proficiency in claims systems and advanced digital tools.
Ability to manage risk and drive continuous improvement initiatives.
Proven experience implementing AI tools to automate or improve work processes.
Education
Bachelor's degree required
Master's degree preferred
Experience
Minimum 5-7 years of experience in life, annuity, and/or RPS (combined) claims required
10+ years preferred for complex case handling
Certifications
Industry certifications (e.g., ALHC, FLMI, Series 6 or 26, HIAA, etc.) strongly preferred.
Base Salary Range - $65,000 - $75,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
$65k-75k yearly Auto-Apply 8d ago
Manager, Product Management (Alternative Distribution) - Small Commercial
Travelers Insurance Company 4.4
Columbus, OH job
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Product
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$101,300.00 - $167,000.00
**Target Openings**
1
**What Is the Opportunity?**
Within the Product team at Travelers, you will have the opportunity to regularly engage in unique and intellectually stimulating business problems. As a Manager, Product Management, you will manage the growth and profitability for a state(s), product, or line of business. You will analyze complex business problems and propose fact-based solutions with consideration of internal and external trends to achieve business objectives. By collaborating and influencing key stakeholders across the organization you will also ensure strategic direction and alignment for successful execution. You will coach and lead cross functional team(s) on growth strategies, products, and objectives.
**What Will You Do?**
+ Lead and guide the data analysis of business results including product refreshes, performance expectations and identifying root cause.
+ Develop and influence recommendations to drive desired growth & profitability impacts that demonstrate a holistic view of short- and long-term strategy with consideration for local regulatory nuances and broader marketplace dynamics.
+ Present, inform and influence recommendations to key leadership stakeholders including proposed product/pricing changes or new product builds.
+ Act as a senior resource in key strategic initiatives to support the goals and objectives of the broader organization.
+ Manage, coach, and/or guide analysts.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree in Business Management/Administration, Mathematics, Finance, Actuarial Science, Economics, or other analytics related field.
+ Five years' experience working in a mathematical, analytical, or data related role preferably in the financial services industry.
+ Experience developing techniques and procedures used to forecast insurance financials.
+ Has deep understanding of Travelers' business strategy and plan objectives to align with enterprise goals.
+ Excellent communication skills with the ability to interact and influence management.
+ Excellent analytical skills with the ability to evaluate and understand current data and systems, find deficiencies/opportunities, recommend changes, and translate into business impacts.
+ Demonstrated knowledge of pricing and actuarial techniques and understanding of actuarial concepts such as loss development and trending.
+ Understand the workflow and terminology of insurance products and processes and their impact on profit and loss.
**What is a Must Have?**
+ Bachelor's Degree or equivalent combination of education and experience.
+ Three years of experience in data analytics or similar work experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$101.3k-167k yearly 35d ago
Stealth Sales Associate
Amwins 4.8
Amwins job in Oregon, OH
Join Our Team as part of our Group School at Stealth Partner Group, an Amwins Group Company! At Stealth Partner Group, we believe in winning together - and having fun while we're at it. Part of the Amwins Group, we put culture first because we know that people don't leave companies, they leave cultures. That's why we prioritize collaboration over competition and put the success of our clients at the heart of everything we do. This is an in-office position in the Portland (or surrounding areas) that offers the flexibility to work from home up to 2 days a week after completing training.
Why Choose Amwins?
At Amwins, we value our team members and offer a range of benefits to enhance your work experience:
* Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
* Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
* Continual Learning: Thrive in a collaborative, education-focused work environment.
* Annual Bonus Program: Earn incentives through our performance-based bonus program, designed to reward you for achieving key goals and contributing to the company's success.
Learn more about us at stealthpartnergroup.com and amwins.com.
About the Group School and Responsibilities:
Our 2-year Group School is designed to launch ambitious individuals into successful sales careers within the insurance industry. Throughout the program, you'll dive deep into the world of self-funded medical stop-loss insurance, with training that includes everything from technical skills and product knowledge to advanced sales strategies. You'll learn through hands-on experience, job shadowing, mentorship, and networking with some of the best minds in the industry.
By the end of the program, you'll have all the tools you need to:
* Build and manage your own profitable book of business in the employee benefits industry
* Develop relationships and prospect for new business with confidence and creativity
* Mentor future team members, becoming a leader and resource within the company
What You'll Gain:
* Direct mentorship from Stealth Partner Group and Amwins leaders
* Professional development through industry conferences, seminars, and carrier meetings
* Hands-on learning through real-world projects, tailored training, and peer networking
* Specialized expertise in the high-demand field of medical stop-loss insurance
Who Should Apply?
We're looking for people who have an entrepreneurial spirit and a passion for sales. Ideal candidates have:
* 2-5 years of professional work experience (Bachelor's degree strongly preferred)
* Experience in insurance or sales, or a proven aptitude for sales and strategic thinking
* Those proficient in Microsoft Office Programs (Word, Excel, Outlook, etc.)
* Motivation to learn and excel, a collaborative attitude, and a desire to build their career in an environment that rewards initiative and performance
* Those with strong written and verbal communication skills with the ability to work independently and as part of a team are encouraged to apply
If you are ready to lead and contribute to the success of our organization, apply now! Be part of a team that values your leadership skills and offers opportunities for professional growth.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$35k-45k yearly est. 9d ago
Claims Assistant
Great American Insurance 4.7
Cincinnati, OH job
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.
At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.
Great American Financial Institution Services (FIS) specializes in providing risk management and product enhancement programs to vehicle lenders and lessors, commercial equipment lenders, auto dealers and mortgage lenders throughout the U.S. and Canada. Target clients include commercial banks, credit unions, finance companies, buy-here pay-here dealers and leasing and rental concerns.
FIS insures all forms of collateral securing mortgages, retail installment contracts and loans. This includes but is not limited to residential and commercial real property, commercial vehicles, commercial contents and equipment, motorcycles, recreational vehicles, watercraft and aircraft.
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The FIS Division is currently searching for a Claims Assistant. This individual will work a hybrid schedule out of the downtown Cincinnati office. The initial training period will be fully in-office.
Essential Job Functions and Responsibilities
Reviews and sets up new claims for a claims team.
Completes initial contacts with interested claim parties (i.e. insureds, agents, field adjuster, borrowers, etc.)
Completes initial coverage review and inputs appropriate claim notes. Secures and analyzes necessary information (i.e., reports, policies, appraisals, releases, statements, records or other documents) to assist in the investigation of claims.
Ensures that claims handling is conducted in compliance with applicable statutes, regulations and other legal requirements, and that all applicable company procedures and policies are followed.
Continued professional development and certification in area of chosen expertise required; appropriate certifications could include Associate in General Insurance (AINS), Associate in Claims (AIC), etc.
Performs other duties as assigned.
Must be able to pass adjuster licensing exam with-in 6 months of being hired.
Job Requirements
Education: Bachelor's Degree or equivalent experience preferred.
Experience: Generally, 0-1 years of claims/insurance experience.
Must be able to pass Property and Casualty Insurance license exam within 6 months of being hired.
Business Unit:
Financial Institution Services
Benefits:
We offer competitive benefits packages for full-time and part-time employees*. Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits.
Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process. Learn more at ****************************
*Excludes seasonal employees and interns.
$32k-38k yearly est. Auto-Apply 13d ago
SIU Investigator - Underwriting & Premium Fraud
CNA Financial Corp 4.6
Westerville, OH job
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.
Under minimal direction, initiates and manages suspected fraudulent underwriting and insurance premium investigations involving the highest complexity matters. Provides advice, direction, and support to underwriters, auditors, business unit leadership, corporate investigations and other stakeholders across the organization on the detection, investigation, and litigation of suspected underwriting matters.
JOB DESCRIPTION:
Essential Duties & Responsibilities
Performs a combination of duties in accordance with departmental guidelines:
* Leads the detailed analysis and completion of thorough and timely investigations of suspected underwriting fraud by following Best Practice Guidelines and collaborating with business stakeholders.
* Develops and executes investigation strategy either independently or in collaboration with underwriting professionals, counsel, experts, insureds, and other stakeholders.
* Manages investigation activities independently and/or coordinates/oversees vendor service partner activities in the field.
* Maintains detailed, accurate and timely case records by following established Best Practices for file documentation and by creating comprehensive reports of investigative findings, and conclusions.
* Makes recommendations for resolution by presenting evidence-based findings and proposing solutions of moderate to complex scope.
* Identifies opportunities and participates in the design and implementation of process or procedural improvements.
* Leads or directs efforts to build and enhance and oversees organizational capabilities by developing and delivering fraud awareness or regulatory compliance training and mentoring SIU staff.
* Leads or directs the preparation of cases for appropriate reporting to outside agencies; leads or directs pursuit of criminal or civil actions through gathering and documenting relevant data, organizing and summarizing facts and testifying on behalf of the company in civil or criminal matters.
* Continuously develops knowledge and expertise related to insurance fraud by keeping current on related law, regulations, trends, and emerging issues and participating in insurance fraud or related professional associations.
May perform additional duties as assigned.
Reporting Relationship
Typically Manager or Director
Skills, Knowledge and Abilities
* Solid knowledge of property and casualty claim handling practices
* Strong technical knowledge of practices and techniques related to investigations and fact finding. For roles focused in an area of specialty (medical provider investigations), strong technical knowledge of respective specialty practices is required.
* Strong interpersonal, oral, and written communication skills; ability to clearly communicate complex issues
* Ability to interact and collaborate with internal and external business partners, including outside agencies
* Ability to work independently, exercise good judgment, and make sound business decisions
* Detail oriented with strong organization and time management skills
* Strong ability to analyze complex, ambiguous matters and develop effective solutions
* Proficiency with Microsoft Office applications and similar business software, and understanding of relational databases information querying techniques
* Ability to adapt to change and value diverse opinions and ideas
* Developing ability to implement change
* Ability to travel occasionally (less than 10%)
Education and Experience
* Bachelor's degree or equivalent professional experience.
* Minimum of three to five years of experience conducting investigations in the area of a) insurance fraud, b) law enforcement, c) civil or criminal litigation, or d) similar field.
* Professional certification or designation related to fraud investigations strongly preferred (e.g., CFE, CIFI, FCLS, FCLA, or similar).
#LI-AR1
#LI-Hybrid
In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $54,000 to $103,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com.
CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.
$54k-103k yearly Auto-Apply 34d ago
Associate Technical Product Manager Intern
Great American Insurance 4.7
Cincinnati, OH job
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.
At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.
P&C IT Services provides professional services to help our business units and corporate functions use technology to create, manage, and optimize information and business processes. IT Services can include a wide range of activities such as: software development, data management, Cloud services, IT security, network security, technical support, establishing and overseeing access rights, procuring and maintaining equipment or software, managing the infrastructure, and defining security procedures, The overall goal of IT Services is to provide technology solutions that increase efficiency, reduce costs, and give our company a competitive advantage over our competitors.
Our FIS team within IT is looking for an Associate Technical Product Manager Intern to work a hybrid schedule (3 days a week in the office, 2 days remote) out of the Cincinnati office for the summer.
Responsibilities:
Participate in gathering and prioritizing product requirements.
Assist with translating business needs into technical specifications and user stories.
Assist in create end-user documentation and delivering training to ensure successful adoption of new functionality.
Requirements:
Exhibits analytical skills with the ability to gather and analyze data to drive problem solving and decision-making.
Develops business knowledge and the ability to identify and define business needs.
Exhibits a customer focus by being responsive, consultative, collaborative and accurate in work approach.
Pursuing a degree in Business Information Systems or Business Analytics
2028 graduation year
Business Unit:
Property & Casualty IT Services
Benefits:
Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs.
We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees.
Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.
$35k-52k yearly est. Auto-Apply 60d+ ago
Senior Regional Supervision Principal
Penn Mutual 4.8
Remote job
The Senior Regional Supervising Principal (Senior RSP) plays a critical role in HTK's supervisory hierarchy, overseeing the sales practices of approximately 250 Financial Professionals (FPs) across a designated region. This newly established role addresses regulatory requirements under FINRA Broker-Dealer standards and supports HTK's evolving business model by providing a structured escalation pathway for day-to-day supervisory matters.
The Senior RSP will lead disciplinary issue resolution, conduct policy reinforcement training, and manage complex business-related requests requiring risk assessment and oversight planning. This role also supports enhanced data reporting and documentation processes, especially in preparation for HTK's system upgrades in 2026. The position requires up to 50% travel annually, including in-person visits to one-third of assigned offices to proactively engage in risk mitigation.
Responsibilities
• Serve as the primary supervisory contact for assigned Financial Professionals
• Lead disciplinary issue resolution and policy reinforcement training
• Review and assess outside business activities and private securities transactions
• Conduct annual in-person office visits to support proactive risk mitigation
• Review and approve securities-related correspondence, electronic communications, and social media
• Support documentation and closure of trend reports in real time
• Collaborate on supervisory oversight design for complex business requests
• Assist in meetings and investigations as needed
• Provide training on company policies, trading operations, and regulatory requirements.
• Perform other related duties as assigned
• Ability to travel as needed
Experience
• 5+ years supervisory experience with a Broker/Dealer or RIA
• Excellent oral and written communication skills, with ability to present to senior leaders
• Skilled in relationship building and conflict resolution
• Proficient in Excel, Word, and PowerPoint
• Strong customer service orientation
• Detail-oriented with strong organizational and multitasking abilities
• Ability to influence and collaborate across teams
• Demonstrated ability to contribute to process improvements and learn new skills
Education/Licenses/Professional Designations
• Bachelor's degree preferred
• FINRA Series 7, 24 required
• FINRA Series 53, 66 preferred
• Life Insurance license preferred
Skills and Abilities
• Deep understanding of securities and insurance regulations
• Independent judgment and leadership in supervisory matters
• Ability to manage escalated issues and make informed disciplinary recommendations
• Strategic thinking aligned with HTK's evolving business model
Base Salary Range - $105,000 - $120,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
$105k-120k yearly Auto-Apply 24d ago
Variable Universal Life Insurance Operations Specialist
Penn Mutual 4.8
Remote job
Our Variable Universal Life (VUL) Insurance Specialist is responsible for handling and processing a variety of transactions related to VUL Life Insurance policies with precision and compliance. This role involves managing end-to-end service requests and providing solutions, ensuring a high standard of quality, attention to detail, and adherence to company policies and procedures. The specialist must possess a thorough understanding of VUL products, enabling them to process simple to complex transactions and respond effectively to customer inquiries and escalations, including sensitive situations and complaints.
Responsibilities
Demonstrate an understanding on all facets of the VUL Life Insurance products sold to be able to handle and process simple to more complex transactions with a high caliber of quality and attention to detail
Processes transactions and documents records with consistent quality, attention to detail, and according to department policies and procedures.
Responds effectively and appropriately to sensitive events and/or situations as needed, including customer complaint handling and escalation.
Thoroughly and efficiently handles simple to complex correspondents from financial professionals, policyholders and others, answering questions regarding their VUL product and/or servicing needs, in conjunction with handling end-to-end service requests.
Uses problem-solving skills to address issues and escalates concerns when necessary
Possesses moderate knowledge of all facets of individual life Insurance or annuities and the products sold, with a deeper understanding of variable products.
Interprets each request and navigates multiple administration systems as well as our workflow and imaging tools to gain and document needed information.
Investigates and follows up on questions/issues to resolve concerns in an accurate and timely manner.
Provides solutions, recommendations and product information with a sense of urgency, positivity and empathy.
Seeks out opportunities to leverage best practices to meet requirements
Identify, recommend and implement ongoing process improvements adhering to regulatory requirements and improve the customer experience
Adheres to Service Level of Agreements (SLAs) and individual/team metrics
Complies with all company and site policies and procedures
Successfully completes regulatory and job training requirements
Work with internal departments to ensure company meets clients' expectations
Ability to work core business hours between 10:30 and 7:00 pm EST
Required Skills:
Ability to comprehend and articulate complex information
Ability to learn and adapt in ever changing and upgrading technology
Executes with urgency and professionalism
Excellent analytical and organizational skills with attention to detail
Possesses a great sense of self-awareness
Excellent communication skills, both verbal and written, required
Willingness and proven ability to work on multiple tasks and adapt to a changing work environment
Strong technical skills with the ability to navigate within multiple systems
Excellent problem-solving skills - the ability to see beyond the obvious into what may be intended
Willingness and ability to work under pressure and meet deadlines
Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
Ability to work with others in a collaborative team environment, while maintaining a self-driven mentality
Excellent communication skills, both verbal and written, required
Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation
Educations and Experience
Minimum of 5 - 8 years of customer service experience
Experience with individual life insurance/annuity products required
High school diploma required
Bachelor's degree preferred
FINRA Series 6 license required within 180 days
Base Salary Range - $60,000 -$73,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
$60k-73k yearly Auto-Apply 60d+ ago
Business Development Trainee - 2026 Graduate Development Program
Great American Insurance 4.7
Richfield, OH job
National Interstate is a member of Great American Insurance Group. As one of the leading commercial transportation insurers in the nation, we offer risk financing solutions in all 50 states tailored to meet the needs of a wide variety of transportation classes. Our offerings include traditional insurance and innovative alternative risk transfer (ART) programs, including more than a dozen group captive programs catering to niche wheels markets. We are proud to be a multiple Northcoast 99 winner and Cleveland Plain Dealer Top Workplace in Northeast Ohio. It is because of our talented and dedicated team that we are able to live out our company values of integrity, transparency, fairness, accountability, empowerment and collaboration with each transaction we make. If you are ready to join an engaging and driven team such as ours, we would love to hear from you!
At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.
Since 1989, National Interstate has specialized in serving the insurance needs of the wheels-based transportation industry. Our steadfast focus on developing niche expertise in product design, loss control and claim services has made National Interstate one of the most respected names in commercial transportation insurance today. (******************
National Interstate and Vanliner's Graduate Development Program, Ignition
Ignition, National Interstate's Graduate Development Program, is a month-long cohort that equips recent graduates with a comprehensive understanding of our business through a blend of instructor-led, self-paced, and hands-on training. Participants gain a strong understanding of our business model, value proposition, and how individual roles impact the organization while becoming immersed in our company culture. Through expert-led sessions, this program explores cross-functional areas, develops key professional skills, and strengthens relationships through team-building and social activities.
The program is taking place in June 2026. The role will be expected to work in the Richfield, Ohio office.
Essential Job Functions and Responsibilities
Develops skill and knowledge in conducting market research and networking to identify trends, customer needs, and competitive landscape.
Learns to create and execute marketing campaigns across various channels, including digital, print, and social media.
Participates in engaging with existing and prospective new customers to build relationships to achieve the division's targeted profit goals.
Assists in creating compelling marketing content, including blog posts, social media updates, newsletters, and promotional materials.
Learns to monitor and analyze the performance of marketing activities and campaigns, including tracking statistics on prospect lists, hit ratios, business retention and new business production.
May assist in supporting underwriting in fact gathering, underwriting, and pricing of renewals.
May assist in preparing reports to analyze and develop existing business profile/mix and the quality and quantity of new business.
Develops skills to promote additional coverage/programs to existing accounts and achieve premium development and retention/persistency goals.
May assist with coordinating/transferring books of business and ongoing contract management.
Performs other duties as assigned.
Job Requirements
Education: Bachelor's Degree in Marketing, Business, Communications, or a related field or equivalent experience.
Scope of Job/Qualifications: Typically participates in a formal training program for 6 months to a year. Performs work under close supervision and technical direction. Developing understanding of marketing principles and practices. Works on assignments of low technical complexity. Strong written and verbal communication skills. Gaining proficiency in marketing software and tools, such as CRM systems, email marketing platforms, and social media management tools. Demonstrates foundational analytical skills and attention to detail. Position may require day and overnight travel (10-20%) to visit agents, brokers, or clients. Position may learn to prospect and solicit new agents or clients; typically, has no or limited underwriting authority. Uses communication skills to build excellent customer relationships and to provide opportunities for marketing products and services.
Company:
NIIC National Interstate Insurance Company
Benefits:
Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs.
We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees.
Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.
$50k-68k yearly est. Auto-Apply 60d+ ago
Underwriter, Commercial Insurance Specialty
Chubb 4.3
Cleveland, OH job
Chubb Commercial Insurance is seeking a motivated, results-driven professional to join our team as a Core Commercial Property and Casualty Production Underwriter. This role focuses on underwriting and growing a diverse book of business, including Manufacturing, Wholesale Distribution, Professional Services, Food, Real Estate, Cultural Institutions, and other Middle Market industries. With clients generating revenues up to $1B, we offer both guaranteed cost and loss-sensitive program structures.
This position involves building strong relationships with agency and broker partners, marketing Chubb's full suite of products, and driving profitable growth in the Commercial Insurance portfolio. You will collaborate closely with local branch teams, Territory Underwriting Managers, Industry Practice/Line of Business leaders, and Home Office personnel.
Key Responsibilities
Build and maintain strong relationships with key distribution partners to drive submission activity in target industry segments.
Achieve new business production goals of $1.0M-$1.5M while maintaining profitability and adhering to underwriting strategies.
Develop a robust prospect pipeline (5X production goal) using advanced prospecting tools and maintain strong marketplace visibility with 12+ external visits per month.
Manage the profitability, growth, and retention of an assigned book of business.
Meet or exceed rate, exposure, and retention goals on renewals by retaining key accounts and coordinating value-added services (e.g. Loss Control, Claims).
Analyze submissions, quote ratios, hit ratios, and efficiency metrics to ensure profitable growth.
Leverage client and broker relationships to cross-sell Chubb's full range of products, including Multinational, Environmental, Ocean Cargo, Financial Lines, Product Recall, E&O, A&H and more.
Partner with internal team, including branch staff, Territory Underwriting Managers, and Line of Business/Industry Practice leaders, to deliver tailored solutions.
Bachelor's degree or higher.
1+ years of commercial underwriting experience, preferably in the core middle market property and casualty segment.
Strong understanding of Property, General Liability, Auto, Workers Compensation, Umbrella, and International lines of business.
Proven marketing and negotiation skills with a focus on building and maintaining external relationships.
Technical underwriting expertise, including exposure/control analysis, coverage forms, policy structure, loss picks and profitability analysis.
Ability to thrive in a fast-paced, team-oriented environment.
General understanding of insurance business, regulatory environment, and adherence to underwriting authority.
Proficiency in Microsoft Office Suite.
$95k-133k yearly est. Auto-Apply 60d+ ago
Risk Specialist, Manufacturing
Chubb 4.3
Remote or Troy, MI job
We are currently seeking candidates for a Manufacturing Specialist with experience in the insurance, loss control, and the safety industry. This person will be supporting our Michigan underwriting operations. The Manufacturing Specialist professional operates within the Risk Consulting Department and is considered an integral component of our value-added services for commercial insurance policyholders. The position will report to the Michigan Risk Consulting Branch Manager and directly support our Michigan territory, along with periodic travel outside the state. Occasional travel is sometimes required throughout the region as business needs warrant. The position requires overnight travel, 2-3 nights per month. Outside of local and regional client engagement travel, this is a "work from home" position.
The primary focus of this position is to provide an understanding of a client's operations to our underwriting team; counsel clients on best practices related to their existing operations and programs (property evaluations for large complex locations, new construction projects, sprinkler plan reviews, development of internal guidelines); assist clients with identifying hazards within their facilities and, as appropriate, provide recommendations for improved practices; discuss and provide Chubb's risk consulting services to meet client needs and/or improve the accounts loss ratio. On-site visits with existing and prospective customers will be conducted, and comprehensive reports will be completed that evaluate hazards and controls for adequate risk selection, pricing, and application of underwriting techniques that will lead to profitable growth.
Day-to-day activities will include scheduling client visits, processing client correspondence and inquiries, completing reports and following up on recommendations, and coordinating with claims and underwriting partners to ensure we exceed service expectations and consistently support satisfactory risk selection and client retention.
Bachelor's degree in a field focused on Engineering, Safety & Health, or relevant work experience in the risk control/loss control field.
Possessing relevant professional designations or certifications such as ASP, CSP, PE, or ARM is highly desirable, but not required.
8+ years of experience in property insurance risk management and loss prevention functions.
Exhibit a deep knowledge of the manufacturing industry practice, including underwriting strategies, regulatory paradigms, emerging technologies, unique exposures, litigation, loss history, and risk assessment methodology as applicable.
Demonstrate advanced proficiency in analyzing moderate to severe manufacturing industry practice exposures and controls across all applicable lines of business
Counseling and providing presentations to existing customers on a variety of risk control topics
Evaluation and servicing of larger customers in a variety of industries that include industrial, food processing, life sciences, ethanol, biodiesel, warehousing, and power generation.
Training and mentoring of new consultants in property conservation, writing of internal standards, and consulting with less experienced staff, NAT/CAT reviews for wind, hail, flood, earthquake, and wildfire.
Ability to effectively communicate technical information regarding well-controlled and poorly controlled exposures to various audiences, including clients, underwriters, brokers, or other stakeholders in the industry practice.
Initiative, effective time management, and the ability to function both independently and collaboratively as an integral team member.
Proficiency in Microsoft Word and Adobe Acrobat. A working knowledge of Microsoft Excel and PowerPoint is preferred.
Meet Chubb's Risk Engineer, Katelyn Nassie, sharing her expertise and commitment to excellence in serving every Chubb customer. Craftsmen of Insurance
Katelyn's Story - *******************************************************
Check out our State of the Art Training and Education Center
Chubb Risk Engineering Center - *********************************************************************************
About Us We're not like other insurance companies. From our specialty products to our business model, our culture to our results - we're different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn't just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.
RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar - a testament to our culture and validation of our reputation as an excellent underwriting company.
Principal Duties & Responsibilities
* Proactively handle Personal Umbrella Liability claims (auto, premises and personal liability) with a detailed focus on claim investigation, evaluation, and monitoring of primary carrier activity to achieve optimum results.
* Effectively investigate and analyze complex coverage issues and write coverage letters as appropriate.
* Complete timely and thorough investigations into liability and damages for early exposure recognition.
* Focus on claims resolution with timely and effective liability investigations and damage evaluations and reserve setting.
* Handle claims in accordance with RLI's Best Practices.
Education & Experience
* Typically requires a bachelor's degree and 6+ years of relevant legal or technical claims experience.
* Experience handling large exposure third-party liability claims on a primary/excess basis is preferable.
* Significant experience in effective handling of policy limit demands in states such as Florida, Texas and California.
* Must be able to excel in a fast-paced environment with little supervision.
* Effectively work with primary carriers and defense counsel and understand umbrella/excess handling and management of outside counsel.
* Ideal candidate will have superior working knowledge of Florida, California, New York and Texas case law, statutes and procedures impacting the handling and value of liability claims.
Knowledge, Skills, & Competencies
* Ability to use analytical methods in complex claim processes to find workable solutions.
* Ability to generate innovative solutions within the claims department.
* Ability to communicate findings and recommendations to internal and external contacts on claim matters.
Compensation Overview
The base salary range for the position is listed below. Please note that the base salary is only one component of our robust total rewards package at RLI. The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs. The below range may be modified in the future.
Base Pay Range
$108,348.00 - $157,917.00
Total Rewards
At RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.
Financial Incentives
* Annual bonus plans
* Employee stock ownership plan (ESOP)
* 401(k) - automatic 3% company contribution
* Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Work & Life
* Paid time off (PTO) and holidays
* Paid volunteer time off (VTO) to support our communities
* Parental and family care leave
* Flexible & hybrid work arrangements
* Fitness center discounts and free virtual fitness platform
* Employee assistance program
Health & Wellness
* Comprehensive medical, dental and vision benefits
* Flexible spending and health savings accounts
* 2x base salary for group life and AD&D insurance
* Voluntary life, critical illness, & accident insurance for purchase
* Short-term and long-term disability benefits
Personal & Professional Growth
RLI encourages its employees to pursue professional development work in insurance and job-related areas. We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement. RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs. RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications. Our personal and professional growth benefits include:
* Training & certification opportunities
* Tuition reimbursement
* Education bonuses
Diversity & Inclusion
Our goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry. Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results.
RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
$108.3k-157.9k yearly Auto-Apply 60d+ ago
M&A and Investments Intern (Summer 2026)
Great American Insurance 4.7
Cincinnati, OH job
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.
At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.
Great American's Targeted Acquisitions and Strategic Investments Team focuses on identifying and executing acquisitions, investments, and strategic partnerships to enhance the Company's current capabilities. They identify new business partners to support the existing divisions and subsidiaries while developing investment opportunities for American Money Management, as well as acquisition opportunities for AFG in general.
The Targeted Acquisitions and Strategic Investments Team is currently seeking a summer intern to assist in providing analysis and support for our division. The intern will focus on M&A target sourcing and analysis, valuation of targets and potential investments and internal analysis of existing portfolio of partners. This full-time internship is based out of our downtown, Cincinnati office.
Responsibilities include:
Conducting market research to identify potential M&A targets and investment opportunities
Performing financial analysis and valuation of potential M&A targets and investments
Assisting in the preparation of investment memos and presentations
Supporting due diligence processes by gathering and analyzing relevant data and information
Building and maintaining financial models to evaluate the impact of potential transactions
Collaborating with team members to develop strategic recommendations for M&A and investment activities
Monitoring and reporting on the performance of acquired companies and investments
Updating the CRM system with relevant interactions, notes, and insights from the M&A and investment activities
Other duties as assigned
Requirements:
Currently pursuing a Bachelor's degree in Finance or Business or a related degree
Excellent verbal and written communication skills
Ability to work on multiple projects simultaneously, and in an unstructured environment
Outstanding organizational, analytical, and problem-solving skills
Competency in Microsoft applications including Word, Excel, PowerPoint and Outlook
Business Unit:
Targeted Acquisitions & Strategic Investments
Benefits:
We offer competitive benefits packages for full-time and part-time employees*. Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits.
Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process. Learn more at ****************************
*Excludes seasonal employees and interns.
$39k-64k yearly est. Auto-Apply 6d ago
Associate Technical Product Manager Intern
Great American Insurance Group (DBA 4.7
Cincinnati, OH job
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.
At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.
P&C IT Services provides professional services to help our business units and corporate functions use technology to create, manage, and optimize information and business processes. IT Services can include a wide range of activities such as: software development, data management, Cloud services, IT security, network security, technical support, establishing and overseeing access rights, procuring and maintaining equipment or software, managing the infrastructure, and defining security procedures, The overall goal of IT Services is to provide technology solutions that increase efficiency, reduce costs, and give our company a competitive advantage over our competitors.
Our FIS team within IT is looking for an Associate Technical Product Manager Intern to work a hybrid schedule (3 days a week in the office, 2 days remote) out of the Cincinnati office for the summer.
Responsibilities:
* Participate in gathering and prioritizing product requirements.
* Assist with translating business needs into technical specifications and user stories.
* Assist in create end-user documentation and delivering training to ensure successful adoption of new functionality.
Requirements:
* Exhibits analytical skills with the ability to gather and analyze data to drive problem solving and decision-making.
* Develops business knowledge and the ability to identify and define business needs.
* Exhibits a customer focus by being responsive, consultative, collaborative and accurate in work approach.
* Pursuing a degree in Business Information Systems or Business Analytics
* 2028 graduation year
Business Unit:
Property & Casualty IT Services
Benefits:
Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs.
We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees.
Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.
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AmWINS Group may also be known as or be related to AmWINS, AmWINS Group, AmWINS Group Inc, AmWINS Group Inc. and AmWINS Group, Inc.