Post job

Assurance jobs in Schaumburg, IL - 38 jobs

  • Chief Risk Strategy Leader

    Transamerica Corporation 4.1company rating

    Chicago, IL job

    A leading global asset management firm in Chicago is seeking a Head of Risk Management. The ideal candidate will have at least 10 years of experience in investment risk management, overseeing both financial and non-financial risks. Responsibilities include ensuring compliance with investment mandates, conducting risk reviews, and managing risk reporting. Candidates should possess strong analytical and communication skills, alongside a degree in a relevant field. This role offers a competitive salary ranging from $190,000 to $250,000 annually, with additional benefits and bonuses. #J-18808-Ljbffr
    $190k-250k yearly 4d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Employee Benefits Counsel/ ERISA Attorney (Chicago area required)

    USI Insurance Services 4.8company rating

    Chicago, IL job

    General Description Responsible for monitoring and communicating ongoing and changing laws affecting health and welfare plans, including ACA, ERISA, the Code, HIPAA, and COBRA. The individual in this role will be responsible for the development and presentation of materials on various health and welfare compliance related issues to internal sales teams, as well as external clients. We are looking for someone to be located in the Chicago area. Responsibilities Establish effective working relationships with internal partners, clients and carriers Will function as part of a national team of Employee Benefit Attorneys to meet the overall objectives for the health and welfare compliance team Research, read, evaluate and edit articles, alerts and other materials for publication or distribution to internal and external clients Gathers material, performs research, and assists client service team in the formulation of strategy to solve client problems related to ERISA, ACA, the Code, HIPAA and state issues affecting health and welfare plans Develop and maintain compliance education tools for health and welfare compliance Create and deliver presentations to internal staff and to external clients and prospects. Monitor and identify legal developments such as relevant statutes, regulations, case law and legal articles affecting employee benefit plans Maintain and update compliance library resources, including cross checking and validating that information is up-to date Knowledge, Skills and Abilities Must be a self-starter, and demonstrate cooperation and collaboration in team settings. Ability to work with a diverse set of individuals and personalities. Keeps informed regarding industry information, new product information and technology to continuously improve knowledge and performance. Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy. Sets priorities and manages workflow to ensure efficient, timely and accurate production of tools and materials. Able to quickly assess and learn organizational roles, responsibilities and process flows. Maintain a cordial and effective relationship with internal clients, team members and vendors Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company. College degree and J.D. required. 4 - 8 years experience in working on compliance issues of employer-sponsored welfare benefits plans. Prior experience in employee benefits law or experience in compliance consulting on these issues is required. Must be proficient with computers and quickly competent with new technology tools. Specifically, must have full competence with MS Office Suite products and Adobe products Must have background and thorough understanding of the various laws that impact health and welfare plans including ACA, ERISA, COBRA, HIPAA, FMLA, Internal Revenue Code and insurance laws that affect these programs. Must portray strong leadership skills. Must be comfortable in a public speaking environment and demonstrate ability to convey complex information in a simple and organized format to a wide variety of audiences. Ability to communicate orally and in writing with others to explain complex issues and interpret complex information, and responds appropriately. Strong research and writing skills and experience with interpreting statutes and regulations. Remains informed regarding industry information and new product information. Must have strong interpersonal and verbal skills. Must have strong organizational and time management skills. Some travel required 10-20%. Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. Industry-Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future. Committed to a Diverse and Inclusive Workplace Our award‑winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. Nationally Recognized as a Top Insurance Employer Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025). Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025). Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). Certified as a Great Place To Work two years in a row (2024-2025). USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time . Actual salary is dependent on skill set and experience, with an opportunity for a monthly incentive bonus, commissions, and equity program. USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare, and financial benefits, including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs. USI also offers paid family leave benefits as well as paid holiday time. $180,000- 190,000. #J-18808-Ljbffr
    $58k-85k yearly est. 5d ago
  • Head of Risk Management - Aegon AM

    Transamerica Corporation 4.1company rating

    Chicago, IL job

    ## ** Summary**Aegon Asset Management (Aegon AM) is a leading global investor. Our 350 investment professionals manage and advise on assets of US $384 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas. We are an international business: Our 1,125 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment. Position Overview: The Head of Risk Management is responsible for ensuring robust risk management practices across both financial and non-financial risk. The position manages portfolio risk, portfolio risk control (mandate compliance) and operational risk. These teams are further supported with subject matter expertise from the global risk functions of information technology risk, model validation and risk control testing. The position oversees the frameworks, policies, and practices that identify, assess, monitor, and mitigate risks across all US business lines, ensuring that risk considerations are fully understood and addressed. This includes identifying and mitigating high-risk areas that could impact business operations or the achievement of organizational objectives. This position reports directly to the AAM Global Chief Risk Officer and is a member of the Global Risk Management Senior Leadership Team, with an additional reporting line to the AAM US Board.## **Job Description****Key Responsibilities:*** Ensure an effective risk management system is in place for identifying and assessing both financial and non-financial risks. Facilitate appropriate risk responses based on thorough analysis.* Oversee compliance with investment mandates and the effectiveness of the control environment. Supervise breach investigations, ensuring root causes are understood and appropriate remediation actions are completed.* Manage risk reporting for business leaders and statutory boards, ensuring alignment with centrally maintained standards and templates. Reporting should include both qualitative and quantitative aspects, such as key risk indicators and analytics (e.g., VaR, TE, volatility, liquidity, market stress testing, and scenario analysis).* Conduct risk reviews of business developments, including product development, annual product reviews, key projects, and business process re-engineering.* Provide input for and review of prospect pitches and due diligence requests and present to internal and external stakeholders as needed.* Offer strategic leadership to the US risk function, aligning risk management with business objectives and regulatory requirements.* Foster a strong risk culture with effective first-line risk ownership. Encourage open communication about risks and support diverse perspectives across the business.* Monitor external trends and regulatory developments to evolve risk capabilities and ensure compliance. Serve as a liaison with regulators, auditors and assurance providers on key risk topics.* Oversee the identification and management of emerging risks. Support the interpretation and implementation of evolving risk management best practices and regulatory expectations.**What We are Looking For:*** At least 10 years of experience in investment risk management or a related field, with a strong understanding of risk management approaches and concepts.* Degree-level qualification required; professional certifications (such as CFA or FRM) are advantageous.* Experience in asset management across both public and private investment strategies is preferred.* Experience in building and maintaining investment risk management platforms.* Demonstrated ability to engage and influence senior business and functional stakeholders.* Experience in leading and motivating teams, with a proven ability to attract, develop, and retain diverse talent.* Strong problem-solving and analytical skills, as well as strong communications skills.* Effective stakeholder management and the ability to challenge constructively.**The Ideal Candidate Will Also Have:*** Intellectual curiosity and a drive to innovate and improve risk mitigation.* Commitment to fostering a strong risk culture and continuous improvement.* Commitment to ethical behavior and integrity, fostering a culture of trust and accountability.*\*\*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.\*\**The salary for this position generally ranges between $190,000 - $250,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.Additionally, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.**Compensation Benefits:*** Competitive Pay* Bonus for Eligible Employees**Benefits Package:*** Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development Opportunities**Health and Work/Life Balance Benefits:*** Paid Time Off starting at 160 hours annually for employees in their first year of service.* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars* Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.* Adoption Assistance* Employee Assistance Program* College Coach Program* Back-Up Care Program* PTO for Volunteer Hours* Employee Matching Gifts Program* Employee Resource Groups* Inclusion and Diversity Programs* Employee Recognition Program* Referral Bonus ProgramsJob and compensation levels depend upon an applicant's qualifications including the extent of candidate's relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.*At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm - we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.*#LI-Hybrid## **Why Work for Us**At Aegon Asset Management, we invest in You.Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered. Come be a part of driving our success!## **Equal Opportunity Employer:**AEGON USA Realty Advisors, #J-18808-Ljbffr
    $86k-114k yearly est. 4d ago
  • Distribution Sales Team Intern - Summer 2026

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. COMPANY SUMMARY: Come join one of America's fastest growing insurance companies with a stable history of over 175 years. At National Life Group ("NLG"), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good. Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard. We invite you to explore what we have to offer and to join our cause. POSITION SUMMARY: We are seeking a motivated and enthusiastic Sales Intern to support our sales teams in driving business growth. This internship offers hands-on experience in sales operations, customer engagement, lead generation, and market research. The ideal candidate is eager to learn, has strong communication skills, and is interested in learning about financial services. RESPONSIBILITIES: * Assist the sales team with their day-to-day activities * Maintain and update customer information in CRM systems (Salesforce) * Prepare sales reports, presentations, and proposals * Conduct market and competitor research * Help coordinate sales meetings and demos * Collaborate with marketing and other teams to support campaigns * Attend trainings to learn about the financial services industry QUALIFICATIONS: * Currently pursuing a degree in Business, Marketing, Sales, or a related field * Strong verbal and written communication skills * Proficiency in MS Office * Ability to work independently and in a team environment HOW YOU SHOW UP: * Highly reliable, engaged and possess a customer service attitude * Demonstrate effective communication to various areas of the organization (technical and non-technical) * Bring your creativity, thought leadership and curiosity to the table - be an active participant in all forums to contribute and learn * Strong analytical and critical thinking skills, i.e. a problem solver's mindset * Eager to learn and ask relevant questions to seek out new knowledge; make connections * Enjoy taking on challenges and working towards solutions both collaboratively and independently PROGRAM HIGHLIGHTS: * 10-week paid internship (June 2 - August 7) with formal orientation and onboarding * Networking opportunities with peers and leaders throughout the summer * Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event * Presentation skills coaching sessions * Learning opportunities throughout program * Access to mentors (former program participants) Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Hourly Pay Range $19-$28 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $19-28 hourly 21d ago
  • Associate Actuary, Life Valuation

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Role Summary The Associate Actuary will be responsible for calculating, analyzing, reporting, and explaining reserves and other actuarial financial statement items for the Indexed Universal Life. The individual will monitor policyholder behavior and profitability of the business and will also provide actuarial support to recurring and special projects. The Associate Actuary is expected to have a detailed knowledge of statutory valuation requirements and advanced GAAP accounting issues for life insurance products. This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. Essential Duties and Responsibilities * Perform valuation on Life blocks with the focus on Principle-Based Reserves (PBR) * Perform experience studies, recommend assumption updates, and quantify impacts for PBR business * Conduct analysis of business trends and reserve movements * Update annual PBR report and communicate with external auditors and regulators regarding the PBR model * Support the production and oversight of reporting for reserves and other actuarial items - Statutory, GAAP, and Tax * Familiar with GAAP accounting such as FAS97 and FAS133 and clearly communicate analysis to financial reporting stakeholders * Proactively share analysis and provide insight into our business with Pricing, FP&A, Inforce Management, Modeling Center of Excellence, and Tax areas Minimum Qualifications * FSA designation from the Society of Actuaries with a minimum 7 years of actuarial experience within the Life Insurance sector, or Career ASA with a minimum 10 years of experience within the Life Insurance sector * Bachelor's Degree in Actuarial Science, Mathematics, Statistics, Economics or related field * At least 5 years of actuarial experience within actuarial modeling or actuarial valuation & financial reporting * Proficiency in actuarial modeling software (such as PolySystems, MG-ALFA, GGY-AXIS) * Skilled in database tools like SQL, DataBricks, Microsoft Access, etc. * Comprehensive understanding of actuarial valuation requirements and techniques * Proven analytical prowess and problem-solving capabilities * A proactive attitude towards continuous improvement and challenging established norms Preferred Qualifications * Comprehensive understanding of actuarial governance and control frameworks * Demonstrated collaborative spirit and organizational synergy * Excellent written and verbal communication skills Benefits * Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $121,875-$178,750 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $121.9k-178.8k yearly 60d+ ago
  • Executive Director Derivatives & Hedging

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. About Us NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple - to allow NLG to keep its promises. How we do this - an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering. Please note that we do not offer visa sponsorship for this position. Role Summary * The Hedging Leader at NLG Capital is responsible for designing, implementing, and overseeing the hedging framework and activity for the company's insurance and reinsurance operations. This is a critical leadership role that sits at the intersection of investments, risk management, and actuarial strategy. The position requires deep expertise in hedging and derivative strategies, specifically index and product related design, combined with the ability to lead a team and collaborate across functions to ensure effective risk management, capital efficiency, and alignment with the firm's long-term objectives. Essential Duties and Responsibilities * Develop and implement a scalable hedging program to manage market, interest rate, and option risks across NLG's insurance companies. * Oversee day-to-day hedging operations, starting with static hedging programs and evolving toward dynamic overlays as business and asset volumes increase. * Monitor and report on hedge effectiveness, including metrics such as value-at-risk, hedge P&L attribution, and capital impacts. * Partner with investment, actuarial, and finance teams to design and execute hedging strategies for new products, M&A, and reinsurance deals-including FX hedging and in force risk management. * Optimize collateral and capital efficiency associated with hedging activities. * Build and lead a high-performing team of 2-3 professionals responsible for hedge execution, reporting, and analytics. * Collaborate with actuaries, distribution partners, and banking counterparties on the development and launch of new FIA and RILA products, including custom and indexed-linked strategies. * Work with corporate finance and actuarial valuation teams to support projections, capital planning, and stress testing. Minimum Qualifications * Proven track record of successfully designing and implementing hedging programs in insurance or reinsurance contexts. * Broad understanding of life and annuity products, including IUL, FIA, MYGA and RILA. * Strong ability to communicate complex hedging strategies simply and effectively to diverse stakeholders. * Experience balancing risk management and capital efficiency objectives. * Strong technical proficiency, including Microsoft Office (Excel, Word, PowerPoint); experience with quantitative tools preferred. * Self-motivated with demonstrated excellent leadership, collaboration, and communication skills. * Actuarial, quantitative finance, or CFA background preferred but not required. * This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office four days per week during onsite core days. The work schedule type and core days are subject to change with advance notification and manager discretion. Preferred Qualifications * Experience with U.S. statutory accounting, GAAP, insurance regulatory and actuarial guidelines. * Experience managing collateral and counterparty relationships. * Prior leadership of derivatives or hedging teams in an insurance or asset management setting. Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $166,875-$244,750 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $166.9k-244.8k yearly 57d ago
  • Associate, Producer Contracting

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary This position is accountable for ensuring accurate and timely processing of contracts, amendments and appointments in compliance with state and federal licensing rules and regulations. The incumbent must provide customer service oriented contracting services to the distributors and fellow employees of National Life Group, while supporting the company's growth and expense management initiatives. This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. Essential Duties and Responsibilities * Evaluates prospective agents qualifications to represent the company through thorough criminal and credit background review, as well as reviewing any state licensing regulatory issues; judgment is used to determine what requirements may be needed to process negative information * Works with Recruiters, Marketing, GA's, MGA's, Office Managers and management to obtain appropriate support or release letters; notifies Legal and Marketing of issues or transfers * Governs the issuance of new business and payments of commissions until agents are legally licensed and contracted * Evaluates and interprets state insurance regulatory requirements to ensure that all agents are in compliance * Evaluates agent's prior history with any of the company's entities to determine eligibility for rehire or transfer * Reviews vendor generated reports to determine if corporation is at risk by any regulatory actions against current agents * Continually make adjustments for changes in workflow and demand for services; find efficiencies and recommend improvements as appropriate * Participates in cross-training within the unit * Notifies field force of changes in state regulations concerning licensing for life, annuity, long term care, indexed annuities and variable products * Ensures ALC, AMS and payroll systems are correctly coded to reflect agent's licensing status, commissions to be paid and companies representing to protect company and agent from state regulatory actions and penalties * Ensure quality and time service standards are met * Participate in new distribution initiatives * Participate in process and efficiency improvement initiatives * Ensures MAR compliance * Directs web security access for agents * Researches errors and questions from producers; ensures timely response. Minimum Qualifications * Qualified candidates will have 1-2 years experience in a home office or field office setting, preferably in the insurance or other regulated financial services industry; familiarity in dealing with state regulations, contracts, etc. * High School Diploma, college degree preferred * Must have an intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook); mainframe processing, and the ability to utilize dual monitors * LOMA courses or related life insurance experience/training preferred * Ability to meet established deadlines; must be able to work independently as well as being a team player * Ability to work in a fast-paced environment; strong interpersonal skills a must * Establish and maintain effective working relationships with those contacted in the course of work * Must be able to pass a background check that may include fingerprinting Benefits * Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Hourly Pay Range $18-$26 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $18-26 hourly 13d ago
  • Claims Learning and Development Consultant

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Claims Learning and Development Consultant Please note that we do not offer visa sponsorship for this position. Summary The Claims Learning and Development Consultant plays a critical role in designing, developing, and delivering impactful learning programs that build the knowledge, skills, and effectiveness of the Claims organization. This role combines instructional design expertise with facilitation skills to create engaging, learner-centered experiences for both new and tenured Claims associates. Partnering closely with Claims leadership, subject matter experts, and cross-functional partners, the consultant ensures that all learning initiatives align with operational goals, regulatory requirements, and industry standards. The ideal candidate is a strategic thinker, a creative problem solver, and a passionate advocate for continuous learning and professional growth. Essential Duties and Responsibilities * Design, develop, and deliver high-impact learning programs that support Claims onboarding, skill development, and continuous professional growth. * Apply adult learning principles to create engaging instructional content across classroom, virtual, and eLearning formats. * Collaborate with Claims leadership, subject matter experts, and cross-functional partners to identify learning needs and translate complex processes into actionable, accessible training materials. * Manage the full curriculum lifecycle: planning, design, delivery, and evaluation, ensuring alignment with business priorities and compliance standards. * Facilitate interactive learning sessions using varied instructional methods such as simulations, role-playing, and case studies to reinforce real-world application. * Evaluate learning effectiveness through performance data, assessments, and feedback, using insights to improve content and outcomes. * Utilize learning management systems (LMS), authoring tools, and modern learning technologies to develop, deploy, and track content and learner progress. * Partner with Claims leaders to support job related employee development, coaching, and performance improvement. * Maintain awareness of industry trends, best practices, and emerging technologies to ensure programs remain innovative and relevant. * Foster a collaborative, inclusive, and supportive learning environment that reflects NLG's values and commitment to professional growth. Minimum Qualifications * Bachelor's degree in Organizational Development, Human Resources, Education, or a related field; or equivalent work experience. * 5+ years of experience in Learning and Development, Instructional Design, or Organizational Training, preferably within insurance, financial services, or operations. * Knowledge of life insurance and/or annuity products is required. * Demonstrated experience designing and facilitating training for diverse audiences. * Proven ability to translate complex information into clear, learner-focused content. * Proficiency with modern learning technologies, LMS platforms, and eLearning authoring tools. * Strong project management and organizational skills with the ability to balance multiple priorities. * Adaptable, curious, and committed to continuous learning and improvement in a fast-paced environment. * Must pass a background check. Preferred Qualifications * 5+ years of life, disability, long-term care, or annuity claims handling experience. * Experience facilitating and designing training in an Operations or Claims environment. * Professional certification in Learning & Development (e.g., CPTD, APTD) or equivalent designation. Benefits * Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $93,750-$137,500 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $93.8k-137.5k yearly 41d ago
  • Sr. Data Modeler

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. We are seeking highly skilled individuals to join our Enterprise Data Architecture practice. In this role, you will design high-quality domain (canonical) data models, consumption-layer dimensional models, and drive data architecture and governance standards across our enterprise data platform. You will collaborate with business and technical stakeholders to define, document, and govern how data flows across the organization - supporting analytics, reporting, operational use cases, and advanced data science initiatives. This role is ideal for professionals who enjoy hands-on solution designing, driving best practices, and shaping the long-term data architectural foundation for a modern and fast-growing life insurance and annuities organization. This role will be key to create models for several layers of our enterprise data platform, define end to end data lineage, participate in data engineering design reviews, collaborate with all stakeholders, and take complete ownership in establishing a highly performant data platform for the organization. Essential Duties and Responsibilities * Design and maintain conceptual, logical, and physical data models aligned with business capabilities. * Build consumption-layer models for analytics, BI, and machine learning. * Define and enforce modeling standards, naming conventions, and data governance practices. * Document data lineage, transformation logic, and metadata using enterprise tools. * Collaborate with Data Engineers, Analytics, and Data Science teams to implement models and optimize performance. * Analyze source data quality, recommend cleansing solutions, and support data quality frameworks. * Stay current with industry standards and emerging practices (ACORD, DAMA-DMBOK, Data Vault, Kimball, Data Mesh). * Contribute to agile delivery and produce architecture deliverables within sprint timelines Minimum Qualifications * Bachelor's degree in STEM preferred; advanced degree is a plus. * 5-10+ years in data architecture, data modeling, or enterprise analytics. * Strong experience with canonical/domain modeling, dimensional modeling, and semantic modeling. * Proficiency in SQL and familiarity with Azure Databricks (Delta Lake, Unity Catalog). * Experience with data modeling tools (Erwin, ER/Studio) and metadata management platforms (Purview, Collibra, Alation). * Knowledge of data governance, master/reference data concepts, and privacy/security controls. * Domain experience in life insurance, annuities, or related financial services preferred. * Excellent communication skills and ability to work in agile environments. Benefits * Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $120,000-$176,000 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $120k-176k yearly 41d ago
  • Retirement Business RFP Report Writer

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary The Retirement RFP Writer plays a strategic role in fueling the growth of National Life Group's Retirement Business. By producing high-quality, compliant, and compelling proposals, this position directly contributes to new plan acquisition, client retention, and the company's competitive positioning in the 403(b), 457(b), and institutional retirement markets. As part of the Retirement Solutions Team, this position would be responsible for responding to requests for Request for Proposal ("RFP") responses, Request for Information ("RFI"), and due diligence questionnaires while maintaining a company information database for use in responding to RFPs, sourcing requests, project management associated with the proposal process, and ensuring that all proposals meet the company's high standards of quality. The Proposal Writer will become an informed Subject Matter Expert (SME) in National Life Group's firmwide information and marketing materials as well and the autonomous SME on NLG's full line of product offerings and retirement platforms. The RFP writer will contribute to the Company's Retirement Business initiatives through the creative writing and preparation of information request responses and the preparation of proposals while serving on the Retirement Solutions Team. This position currently offers an onsite work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. Essential Duties and Responsibilities * He/she will work directly with the Head of Retirement Solutions, Relationship Managers, Retirement Consultants, VP of Retirement Business, Legal, and Distribution Leaders to respond to requests with defined goals to acquire and retain retirement business at the institutional level * Source and write request for proposals (RFPs), Standard Proposals, Ad hoc requests for plan maintenance and business development opportunities * Work with all internal subject matter experts (SMEs) to prepare answers, consolidate, proof, print and ship * Update RFP database with all latest answers * Navigate and update AI tool with latest responses to assist with enhancing future answers * Provide reporting on RFPs with weekly progress reports and monthly updates * Source key resources like BidPrime and other industry database to find relevant RFPs and pre-qualify National Life Group responses * Support Retirement Services with all other marketing content, materials, and efforts * Maintain current and accurate proposal answer and standard proposal templates by offering * Improve NLG's win rate and competitiveness through high-quality, on-time RFP submissions. * Maintain 100% SLA compliance on proposal delivery deadlines. * Partner with Field and RM teams to ensure accurate plan implementation and onboarding readiness. Minimum Qualifications * B.A. Marketing, Communication, Journalism, Writing or equivalent work experience. * Five years of investment or annuity industry experience with a minimum of three years in RFP or investment marketing project engineering/ project management or process engineering. * Organizational skills and time management. * Effective communications skills both written and verbal for interface with Client partners, and co-worker SMEs. * Familiarity with Proposal Software and investment products in the retirement space. Preferred Qualifications * Possess ability to effectively work on multiple investment projects at the same time autonomously * Become the Subject Matter Expert on National Life Group and its full menu of retirement products * Ability to work in a fast-paced work environment with tight deadlines * Possess extremely high level of attention to detail. * Possess exceptional organizational skills. * Possess excellent communication skills. * Possess the ability to stay calm under pressure in a deadline oriented position. * Possess the ability to quickly create concise, well written responses to RFP information requirements. * Ability to navigate and farm multiple databases for reporting and tracking purposes * Possess the ability to edit and format Word documents quickly and to also possess strong business and investment writing and editing skills, with the ability to clearly and accurately communicate our business and products to current relationships and prospective clients; and * Possess a clear desire to expand industry knowledge * Travel up to 15% Benefits * Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $76,875-$112,750 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $76.9k-112.8k yearly 60d+ ago
  • Operations Intern - Summer 2026

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary The Life Insurance Application Operations Internship is designed to provide students and recent graduates with hands-on experience in every phase of the life insurance application process. Interns will rotate through various operational functions, gaining a deep understanding of how applications are processed, policies are issued, and customer needs are met efficiently. This program offers a unique opportunity to learn how life insurance operations support the overall success of the business. Interns will engage in activities that encompass the full process of a life insurance application, from submission and underwriting to policy issuance. By the end of the internship, participants will have a holistic view of how operations drive successful outcomes for both the company and its clients. This position currently offers an onsite work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. Essential Duties and Responsibilities * Application Intake: Assist with receiving and reviewing incoming life insurance applications, ensuring all required documentation is accurate and complete. * Data Entry & Verification: Input application data into company systems and verify accuracy of information against submitted documents. * Underwriting Support: Collaborate with underwriting teams to facilitate the review of applications, providing operational support by organizing documents, communicating requirements, and tracking case statuses. * Risk Assessment Coordination: Learn about the underwriting process, including medical reviews, financial evaluations, and risk assessment procedures, supporting the team in gathering necessary client information. * Policy Administration: Support policy setup once an application is approved, including final documentation, policy creation, and the issuance of certificates to clients. * Client Communication: Communicate with applicants, agents, and internal teams to provide status updates, request additional information, and address inquiries related to the application process. * Process Improvement Initiatives: Participate in projects aimed at enhancing operational efficiency, streamlining processes, and improving client experience across the entire application lifecycle. * Data Analysis and Reporting: Assist in tracking key performance indicators (KPIs) related to application processing times, accuracy, and customer satisfaction, contributing to data-driven decision-making. Minimum Qualifications * Currently pursuing or recently completed a degree in Business Administration, Insurance, Finance, Operations, or a related field. * Strong attention to detail and accuracy in data handling. * Excellent communication skills, with a client-focused approach. * Ability to work collaboratively in a fast-paced environment. * Analytical thinking and problem-solving abilities. * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with insurance or CRM software is a plus. * Interest in learning about life insurance and the operational processes that support it. HOW YOU SHOW UP: * Empathy: Displaying compassion, active listening, and a supportive attitude when interacting with clients or colleagues in complex situations. * Organizational Skills: Keeping track of multiple applications, deadlines, and communications without letting details slip through the cracks, prioritizing tasks effectively * Curiosity and a Desire to Learn: Asking questions, seeking to understand the "why" behind tasks, and being genuinely interested in how the life insurance business functions. * Attention to Detail: Being thorough and precise in completing tasks, double-checking work, and ensuring accuracy in client and policy information. * Integrity: Maintaining confidentiality, adhering to company protocols, and acting ethically in all interactions. * Adaptability: Being open to shifting priorities, quickly learning new systems or tasks, and remaining composed in unfamiliar or dynamic situations. * Resilience: Showing perseverance when faced with difficulties, maintaining a positive attitude during busy times, and recovering quickly from mistakes or obstacles. * Strong Work Ethic: Interns with a strong work ethic will contribute positively to the team and help ensure operational efficiency. * Strong Communication Skills: Communicating clearly and professionally with both internal teams and clients, ensuring information is conveyed accurately and in a timely manner. * Self-Motivation and Initiative: Taking initiative, being reliable in completing tasks on time, and going above and beyond in delivering quality work. * Problem-Solving Ability: Analyzing situations, proposing practical solutions, and contributing ideas for process improvements or service enhancements. * Collaboration and Teamwork: Being cooperative, respectful, supportive, and open to the ideas of others while working on group projects or when assisting colleagues. * Patience: Remaining calm and composed when faced with challenging tasks or interactions, taking the time to ensure things are done correctly. * Self-Motivation: Proactively seeking tasks, managing time effectively, and completing projects without needing continual reminders or oversight. Program Highlights * 10-week paid internship with formal orientation and onboarding * Networking opportunities with peers and leaders throughout the summer * Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event * Presentation skills coaching sessions * Learning opportunities throughout program * Access to mentors (former program participants) Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Hourly Pay Range $19-$28 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $19-28 hourly 60d+ ago
  • VP, Corporate Development

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. VP, Corporate Development Please note that we do not offer visa sponsorship for this position. Role Summary The Corporate Development area goals are to source capital efficiently and support the effective management of capital. The incumbent will be a thought partner to the Head of Capital Management in identifying, evaluating, and selecting reinsurance/M&A opportunities and actions. The incumbent is expected to have or to develop knowledge of NLG's current and past life and annuity products. This position requires strong organizational skills, attention to detail, and the ability to build strong relationships across the organization. This position reports to Head of Capital Management. Essential Duties and Responsibilities * Deal Sourcing and Evaluation: Build and maintain a pipeline of potential targets, strategic partnerships, and reinsurance opportunities through proactive efforts and inbound interest. * Transaction Execution: Manage the entire reinsurance/M&A lifecycle, from sourcing and due diligence to valuation, negotiation, and final integration. * Financial and Market Analysis: Develop sophisticated financial models and perform market analyses to support investment decisions and validate business cases. * Cross-Functional Leadership: Lead and coordinate teams from finance, legal, operations, and other departments throughout the deal process. * Stakeholder Management: Act as a key liaison and build relationships with external partners, investment bankers, advisors, and investors. * Reporting and Presentation: Prepare and present detailed business cases, investment memos, and board-level reports to senior leadership. * Strategic Planning: Identify industry trends, competitive landscapes, and new growth opportunities to support long-term strategy. Qualifications and skills * Bachelor's degree in finance, business, economics, or a related field is required. * Experience: 16+ years of relevant experience in the insurance industry, with 5+ years of relevant experience in corporate development, reinsurance, investment banking, private equity, consulting, or a related transactional role within the insurance industry. * Insurance Knowledge: Significant knowledge of life insurance, annuities, retirement products, or other relevant insurance lines. * Technical Skills: Proficiency in financial modeling, valuation, and due diligence are essential. Actuarial experience is a plus. Working knowledge of insurance company's U.S. Statutory, U.S. GAAP, U.S. Tax and other solvency financial statements. * Leadership and Communication: Proven ability to lead teams, build relationships, and communicate complex information clearly to senior executives. Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $225,000-$330,000 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $225k-330k yearly 60d+ ago
  • Contract Change Technician

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary The primary responsibility for this position is to provide quality after-issue servicing of life insurance products. This includes processing changes to life policies and annuities based on the contractual rights indicated within the policy and product specifications, in a timely and accurate manner; to communicate with field associates and home office associates in order to process changes in compliance with both company and state regulations. The incumbent will work with a wide variety of individuals, including producers, policy owners and field associates, as well as coordinate work with several home office business units including, but not limited to, New Business, Underwriting, Replacements, Inbound and Outbound Payment Centers , Contract & Licensing , Title and Claims. This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. Essential Duties and Responsibilities * Analyze requests from policy owners or field associates for availability; involves reviewing product specifications, contractual language, old rates books and agent guides, etc. * Review for completeness of requirements received and communicate any missing requirements to agent or policy owner * Coordinate with After Issue Underwriter for requirements needed for changes that add a risk to the company and order underwriting requirements such as but not limited to medical exams, RX reports, MIB, Motor vehicle reports and any other requirements the underwriter requests, includes preparing each case for the Underwriting review and acting as liaison between Underwriting and Agent/Policyholder for additional information * Responsible for managing the case (change) from beginning to end , communicating in a timely manner with the agent or policyholder and other business areas as needed * Prompt and efficient processing of submitted transactions within designated time frame * Perform final review of policy change, calculate changes to premiums and commissions, preparation of documentation of all reviews * Process changes to policies by inputting updated information into our administrative systems, including the traditional life, disability and vantage systems; issues new policies on the new business system and makes appropriate changes to many supporting systems to complete the actual changes to the policy * Maintain quality work and perform quality checks of new or changed policy and mails out appropriate forms and documentation directly to agent and/or policy owner * Complete updates of systems and files all documentation in permanent, imaged application; performs follow-up as needed and appropriate * Reviews the legacy system controls each morning and if the system reports show any out of balance situations, will work with the Team Manager and/or Team Lead to determine if we alert IT or a business area * Reviews error reports and reports from the legacy systems that require business areas to take action and responsible for alerting each business area of the action required or errors ; will work closely with Team Manager and/or Team Lead as needed * Actively involved with the SEC, FINRA and state audits; also involved with transactional audits that occur annually * Perform other duties related to servicing and maintaining Inforce Policies Minimum Qualifications * High School diploma * Strong math skills preferred * Thorough and observant, with an eye for detail * Strong communication skills both verbal and written * Maintain confidentiality * Organized and Driven * Proficient in Microsoft Office Suite (Word, Excel, Outlook) * Ability to meet established deadlines; must be able to work independently and as a team player * Ability to work in a fast-paced environment; strong interpersonal skills a must * Establish and maintain effective working relationships * Must be able to pass a background check * Strong problem solving skills * Conscientious and responsible * LOMA course completion required within first year on the job (FLMI Level 1 - Course 280 & 290); strongly encouraged to obtain LOMA designations ACA and ALMI * Ability to pass a background check * A strong work ethic and a demonstrated ability to work independently in a fast-paced environment with a high degree of accuracy Benefits * Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Hourly Pay Range $17-$26 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $17-26 hourly 60d+ ago
  • Continuous Improvement Analyst

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary We are looking for a meticulous, analytical, and team-oriented Continuous Improvement Analyst to join our Business Architecture team, reporting to the Director - Product Development Operational Readiness. You will be responsible for evaluating new product development, automation and process improvement opportunities within operations. By collaborating with subject matter experts (SME's) and stakeholders across the business, you will partner to perform detailed discovery work needed to derive actionable plans for effective execution. In this role, you will evaluate current state business processes across the value chain from pre-sale to policy disposition. Your goal will be to determine and document the impact of the proposed change and to collaborate with business SMEs on process design that minimizes value erosion and maximizes value creation while maintaining the integrity of the operating model and without degradation of processing efficiency. The outcome of this effort will inform business requirements that ultimately drive the time and cost axis for implementation. The development, testing and implementation of technical and business solutions will be supported by other members of Business Architecture. This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. Essential Duties and Responsibilities * Collaborate with business SMEs to assist the product development team with process analysis and design activities. This aims to facilitate faster time to market while maintaining the integrity of the operating model and ensuring processing efficiency. * Assess the operational impacts of regulatory changes on affected processes across the value chain. Develop proposals to modify processes that minimize the negative effects of regulatory changes on customer experience and processing efficiency. * Assist the business in identifying and analyzing opportunities for process improvement and/or automation by focusing on unnecessary complexity and finding better way of working to deliver greater value and efficiency. * Lead workshops with key stakeholders to generate ideas, demonstrate an understanding of upstream and downstream impacts, and identify innovative solutions. * Use process visualization and quantitative analysis to effectively communicate gaps and opportunities in current processes. * Identify key success measures for any changes implemented. Create workflows, dashboards, or Excel reports to track these measures and provide greater visibility for the business as needed. * Monitor the results of implemented changes to ensure that business outcomes are achieved and report on the effectiveness of these changes. Minimum Qualifications * Bachelor's degree in business process management, business administration, industrial engineering management or related field. * 3-5 years business process engineering or process improvement experience * Life & Annuity insurance experience required * Excellent understanding of business process mapping and modeling techniques with a focus on driving business outcomes * Lead working sessions with a wide group of stakeholders leveraging to grasp the situation and facilitate complex problem solving * Excellent verbal and written communication skills and the ability to interact professionally with a diverse group of supplier partners, senior managers and subject matter experts * Exercise sound judgment and independent thinking in decision making while balancing need for collaboration within a team * Strong analytical including a thorough understanding of how to interpret business needs and translate them into operational requirements * Demonstrate a healthy curiosity and passion to continually learn and improve business acumen * Proficient user of Microsoft Office (Excel, Word, Outlook and PowerPoint) Preferred Qualifications * CBPP certification * Lean Six Sigma certification * LOMA ALMI or FLMI certification Benefits * Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $82,500-$121,000 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $82.5k-121k yearly 60d+ ago
  • Associate Director, Tax Accounting

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Sponsorship is not available for this role. Role Summary The Associate Director has a key role in the tax function of the organization. This position is primarily responsible for managing all the tax return and provision related activities, ensuring compliance with federal, state, and local tax regulations. This role involves leading and coaching the tax team, supporting strategic tax planning, managing audits, and assisting special projects. This is a hands-on role that offers an opportunity to advance leadership skills and broaden tax experience in a dynamic environment. The Associate Director of Corporate Tax reports directly to the Director of Corporate Tax. This position currently offers an onsite work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. Essential Duties and Responsibilities * Lead end-to-end tax compliance for federal, state, local, and insurance-specific filings. * Lead tax provision and reporting under ASC 740 and SSAP 101, including related tax entries and reconciliations. * Review tax deliverables and strengthen internal controls to ensure accuracy and compliance. * Manage external tax advisors to drive efficiency in tax compliance and provision engagements. * Support tax planning initiatives by identifying opportunities to optimize the company's tax position and mitigate risk. * Conduct technical tax research to guide compliance, reporting, and business decisions. * Respond to audits and regulatory inquiries, ensuring adherence to evolving tax laws and industry-specific requirements. * Collaborate with internal stakeholders to provide tax insights on business operations and initiatives. * Mentor tax team members, fostering technical development and supporting departmental goals. Minimum Qualifications * Bachelor's degree in Accounting, Finance, or related field. * CPA or IRS Enrolled Agent required. * Proven leadership in managing and developing tax teams. * Expertise in corporate tax compliance, including federal, state and local tax filings. * Strong knowledge of ASC 740 and SSAP 101 for tax provision and disclosures. * Excellent analytical, communication, and project management skills. Preferred Qualifications * 5-10 years of tax experience in life and annuity insurance; public accounting background strongly preferred. * Proficient in advanced Excel; experience with OneSource preferred. * Familiarity with GoSystem, Premium Pro, and Lawson is a plus. Benefits * Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $110,625-$162,250 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $110.6k-162.3k yearly 60d+ ago
  • Email Security Engineer

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Email is the number one attack vector and here, you'll be the trusted expert who takes our defenses to the next level. In this hands-on role, you'll architect and refine cutting-edge security controls using the latest in Proofpoint, Microsoft Office 365, Exchange Online Protection, and Microsoft Purview DLP to stay ahead of phishing, business email compromise, and data loss threats. You'll have the freedom to innovate, experiment with new solutions, and champion fresh ideas that drive real results. Grow your skills and make a difference. Our team thrives on collaboration and knowledge-sharing, and we believe in leading by example. You'll automate successful strategies, quickly adapt from lessons learned, and help shape our security roadmap. Leaders here empower you to test new approaches and encourage ongoing personal and professional development, so your contributions will have a direct and meaningful impact. Join a culture built on purpose and progress. We keep things simple: Do good. Be good. Make good. You'll be supported by a team that values thoughtful experimentation and growth, ensuring your work matters for our organization and for your career. Essential Duties and Responsibilities * Engineer and operate advanced email protections in Proofpoint and Microsoft Defender for Office 365 (including Exchange Online Protection, Safe Links/Safe Attachments, impersonation safeguards) with continuous tuning to cut false positives and boost catch rates. * Engineer and operate Microsoft Purview DLP for Exchange Online. Design classification labels and enforcement rules with defined exceptions to stop data exfiltration. Use split tests and drift monitoring to sustain policy effectiveness. * Harden trust and identity for mail: SPF/DKIM/DMARC strategy, DMARC enforcement and reporting, display name/VIP impersonation controls, external tag strategy, QR code phishing and Business Email Compromise patterns. * Investigate and respond: lead deep-dive investigations on phishing campaigns; provide actionable post-incident improvements. * Cross-team force multiplier: improve detections and execute response with Security Monitoring & Response, lock down access with IAM, ensure compliance fit with GRC, and make the fix stick with Security Architecture and Infrastructure. * Automate and integrate: build playbooks and API/SOAR hooks for triage, enrichment, and response (e.g., auto-pull/recall, bulk purge, VIP watchlists, threat intel lookups). * Measure what matters: define metrics (catch rate, FP rate, MTTD/MTTR for mail events, DLP signal quality) and share insights that drive roadmap priorities. * Document and mentor: publish standards, playbooks, and quick-wins; coach peers, and champion secure-by-default patterns for email workflows. Minimum Qualifications * 5+ years in Information Security with 2+ years focused on email security engineering/operations. * Hands-on experience with Proofpoint email security, including Targeted Attack Protection (TAP) and Threat Response Auto-Pull (TRAP); policy tuning; Data Loss Prevention integration; and quarantine workflows. Proficiency with Microsoft Defender for Office 365 and Exchange Online Protection (EOP); configuring Safe Links and Safe Attachments; conducting advanced hunting; and performing header and mail flow troubleshooting. * Email DLP platform expertise (Microsoft Purview preferred). Define and maintain the label taxonomy; tune rules and detectors including Exact Data Match (EDM) and regex; establish exception governance; and run testing at scale. * Mail flow and identity depth across Exchange Online, connectors, transport rules, header analysis, and DNS; SPF/DKIM/DMARC design and enforcement; and vanity domain lifecycle for email: subdomain design and naming, DNS ownership and hygiene, third-party sender onboarding and alignment, and ongoing deliverability and blocklist monitoring. * Strong scripting (PowerShell or Python), API/automation comfort, and a metrics-first mindset. * Clear communication, able to turn complex findings into crisp recommendations for engineers, business stakeholders and leadership. Nice to have: * Certifications: CISSP, Proofpoint certifications, Microsoft SC-200 or SC-400. * Experience: Brand Indicators for Message Identification (BIMI) and brand protection. Experience with Security Orchestration, Automation, and Response (SOAR). Exposure to email threat intelligence enrichment. Benefits * Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $93,750-$137,500 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $93.8k-137.5k yearly 55d ago
  • Underwriter

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary Join our quickly growing, fast-paced Underwriting team! We are hiring several full-time experienced Underwriters. The primary purpose of all levels of Underwriting is to provide accurate and timely risk assessment and evaluation of life applications utilizing National Life underwriting policies, guidelines and insurance laws and regulations. Essential Duties and Responsibilities * Review Cases and Underwrites: Conducts risk assessments, following NLG Underwriting guidelines and philosophies, by analyzing data, using tools (e.g. medical history, prescription databases, borrowing history, credit rating etc.), and third-party information. Reviews files to assess risk and regulatory compliance (e.g. IGO, NIGO, etc.) on potential clients by analyzing health-related data, assessing financial status of clients, and makes final risk decisions on policies to protect NLG bottom line and maintain profitability by avoiding fines and putting good risk on the books. * Grows and Maintains Underwriting knowledge base: Proactively seeks information (e.g. processes, philosophies, etc.) as well as formal and informal educational opportunities (e.g. medical and mentoring discussions, etc.) to build the foundations of a solid Underwriting career and continuously expand knowledge, skills, and abilities. Participation in industry education, taking exams (e.g. ALU, LOMA, etc.) and earning designations to help build business acumen. * Collaborates: Communicates (verbal and written) with internal and external constituents to gather information around new cases, gain insights, and explain decisioning while building relationships with customers / agents and demonstrating seamless service excellence. Effectively communicates in a way that helps customers understand NLG policies and processes for decision making that instills confidence in our practices. Builds relationships with others in the organization (e.g. Agency leaders, agents, distribution leaders, client partners, key accounts, etc.). * Provides Technical Expertise: Guides and educates team members on to improving quality, capabilities, efficiencies, and output. Identifies and facilitates implementation of cross-functional process improvement opportunities. Participates in interdepartmental presentations, helps with new hire training in various subjects. * Resolves Escalations: Identifies, communicates, and resolves escalations while keeping key stakeholders informed; seeks assistance from manager/mentor for resolution. Reviews escalation requests with urgency and may consult on these with a mentor or leader. Minimum Qualifications * Bachelor's degree preferred, and minimum 2 years Life Underwriting experience in production-oriented environment required * Must be able to pass a background check Benefits * Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $67,500-$99,000 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $67.5k-99k yearly 60d+ ago
  • Tech Lead, Product & Inforce App Development

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary The Product Domain Technical Lead plays a pivotal role within the Product & Inforce organization, driving major Product Launch initiatives and shaping technical solutions across the product ecosystem. This is a hands-on technical leadership role that requires deep expertise in life and annuity products, application architecture, and integration frameworks. As a key member of cross-functional SCRUM teams, you will collaborate with Product Managers, Scrum Masters, Developers, and Quality Engineers across global locations. You will ensure the delivery of end-to-end technical solutions for complex business needs within a dynamic environment. This position provides an opportunity to contribute directly to product modernization and innovation initiatives. This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. Essential Duties and Responsibilities Technical Leadership & Delivery * Provide hands-on technical leadership for Product Domain initiatives, including design, development, integration, and implementation. * Translate business and product requirements into detailed technical designs and specifications aligned with enterprise architecture standards. * Evaluate technology options and trade-offs to ensure feasibility, scalability, and performance of solutions. * Drive the adoption of AI-assisted coding, refactoring, and documentation practices to enhance productivity and reduce legacy maintenance overhead. * Drive end-to-end solution delivery, from architecture through deployment and support. Collaboration & Stakeholder Management * Partner with Product Owners and Business Stakeholders to align technology strategy with product vision and business goals. * Build strong trust-based relationships across departments to drive alignment and innovation. * Work closely with Architects and IT teams to define, implement, and maintain standards, processes, and roadmaps for the Product domain. * Coordinate with cross-functional teams to ensure efficient resource utilization and timely delivery of initiatives. Process Improvement & Innovation * Identify opportunities for application modernization, rationalization, and transformation toward a simplified, modern system platform. * Lead process re-engineering and technology implementation initiatives to optimize operational efficiency. * Identify opportunities to apply Generative AI for knowledge extraction, documentation creation, and code migration from legacy systems. * Support strategic financial developments for new product launches, ensuring technology enablement aligns with financial and regulatory objectives. Governance & Quality * Ensure that technical solutions meet business requirements and comply with architecture, security, and quality standards. * Manage estimation, cost, and scheduling for all domain-related solutions and projects. * Oversee the release management and testing processes to ensure high-quality delivery. * Establish best practices for AI governance, model validation, and responsible AI usage within Mainframe Product development. * Communicate effectively across organizational levels, providing clear updates and guidance on project progress and risks. Minimum Qualifications * Bachelor's Degree in Computer Science, Engineering, or a related field (or equivalent experience). * 15+ years of experience in Full System Development Life Cycle (SDLC). * Expertise in IBM Mainframe technologies: COBOL, JCL, SQL, CICS, DB2, VSAM, ISPF/PDF, FILE-AID, MVS, Endevor. * Proven experience in Life and Annuity Product systems, particularly on Vantage Policy Administration Platform: * 15+ years of Product domain experience preferred. * 7+ years leading teams on Vantage systems preferred. * Strong conceptual and analytical skills with the ability to design and build complex algorithms. * Demonstrated success leading in matrixed, outsourced environments, leveraging influence and collaboration. * Experience in managing third-party IT suppliers cost-effectively. * Familiarity with Agile methodologies and iterative delivery processes highly desired. * Strong organizational, leadership, and communication skills with a proactive, adaptive mindset. Key Competencies * Strategic Thinking and Technical Vision * Leadership in Cross-Functional Teams * Architecture and Integration Design * Agile and DevOps Practices * Change and Risk Management * Continuous Improvement and Innovation Career Path This role offers a clear progression toward an Applications Domain Head position within the Product & Inforce organization, providing opportunities for strategic leadership and enterprise impact. Benefits * Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $106,875-$156,750 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $106.9k-156.8k yearly 60d+ ago
  • IT Financial Analysis Intern - Summer 2026

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary We are seeking a motivated and detail-oriented College Intern Financial Analyst to join our Technology finance team. This internship offers an excellent opportunity to gain hands-on experience in financial analysis within a dynamic business environment. The successful candidate will work closely with senior financial analysts and managers to support various financial activities and gain exposure to real-world financial operations. They will interact with many of the groups comprising our IT and accounting teams, including architecture, data, infrastructure, applications, PMO and corporate accounting and financial planning. This is a great opportunity to learn about many parts of the technology and financial organizations. The intern will learn some of the basic accounting, financial analysis and budgeting concepts as well as technology accounting and apply them in meaningful projects. This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. Essential Duties and Responsibilities This opportunity provides exposure to the day-to-day functions of an entry level financial analyst position, with a unique insight into accounting and financial analysis for a technology organization. This will include assisting in the development of automation for financial reporting and budgeting using tools such as Alteryx, Tableau and excel macros. Also financial data collection, analysis, and interpretation to support decision-making processes. The intern will be accountable for creating timely and accurate financial analyses and reports using tools such as PowerPoint and Excel and other relevant software, and insuring the continual delivery of the highest quality services to National Life Group's internal customers while maintaining top level confidentiality. Minimum Qualifications * Working towards a degree in Accounting or Finance * Prefer rising Senior majoring in Accounting or Finance * Strong interpersonal skills * Highly motivated and self-directed * Able to work independently within established timeframes * Ability to think strategically and respond tactically in a dynamic environment * Well organized and able to handle multiple priorities at one time Preferred Qualifications * Some experience in or interest in data analytics and reporting tools (such as Alteryx or Tableau) would be helpful Program Highlights * 10-week paid internship with formal orientation and onboarding * Networking opportunities with peers and leaders throughout the summer * Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event * Presentation skills coaching sessions * Learning opportunities throughout program * Access to mentors (former program participants) Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Hourly Pay Range $19-$28 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $19-28 hourly 60d+ ago
  • Chief Compliance Officer - NLG Capital

    National Life Group 4.7company rating

    Addison, IL job

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. About Us NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple - to allow NLG to keep its promises. How we do this - an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering. Please note that we do not offer visa sponsorship for this position. Role Summary The Chief Operating Officer (COO) will be pivotal in the firm's evolution to an innovative insurance asset manager. This executive will play a critical role in driving operational excellence and enabling the firm's ambitious growth trajectory. The ideal candidate possesses deep legal and operational expertise, with a proven track record of success in building high-performing teams and navigating complex regulatory environments. This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. Essential Duties and Responsibilities * Operational Excellence: * Develop and implement robust operational frameworks across all departments, including investment operations, portfolio management, trading, risk management, and client services. * Drive continuous improvement initiatives to enhance efficiency, streamline processes, and reduce operational risk. * Oversee the firm's technology infrastructure, ensuring it supports cutting-edge investment strategies and provides a competitive advantage. * Strategic Partnerships & Innovation: * Cultivate strategic partnerships with leading technology providers, data scientists, and industry experts to drive innovation across the firm. * Identify and evaluate new technologies and investment opportunities, including artificial intelligence, machine learning, and alternative data sources. * Play a key role in developing and launching innovative investment products and services that meet the evolving needs of our insurance clients. * Regulatory & Compliance: * Ensure strict adherence to all applicable laws, regulations, and industry standards, including those governing insurance company operations, investment activities, and data privacy. * Proactively anticipate and address regulatory changes, leveraging legal and compliance expertise to navigate a complex and evolving regulatory landscape. * Talent Acquisition & Development: * Build and lead a high-performing team of professionals, attracting and retaining top talent across all departments. * Foster a culture of collaboration, innovation, and professional development. * Financial Oversight: * Oversee all financial aspects of the firm, including budgeting, financial reporting, and treasury management. * Ensure accurate and timely financial reporting to investors, regulators, and senior management. Minimum Qualifications * Juris Doctor (J.D.) degree from an accredited law school. * 15+ years of progressive experience in the financial services industry, with a strong preference for experience within a dynamic and innovative asset management firm. * Deep expertise in the legal and regulatory frameworks governing insurance company operations, with a focus on innovative investment strategies such as private equity, real estate, infrastructure, and alternative credit. * Proven experience in structuring complex investment vehicles for insurance companies, including customized solutions that optimize capital allocation and enhance risk-adjusted returns. * Exceptional leadership, communication, and interpersonal skills with the ability to effectively influence and collaborate with senior executives, investment professionals, and external stakeholders. * Strong analytical and problem-solving skills with a demonstrated ability to navigate ambiguity and drive results in a fast-paced environment. Preferred Qualifications * Experience working within an insurance company or asset management firm with a focus on alternative investments. * Series 7 and 63 licenses (or equivalent). * Chartered Financial Analyst (CFA) designation. Benefits * Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $166,875-$244,750 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $67k-88k yearly est. 60d+ ago

Learn more about Assurance jobs

Most common locations at Assurance