Risk And Insurance Manager jobs at Bankers Life Insurance Company - 76 jobs
Senior Asset Manager
Hays 4.8
Los Angeles, CA jobs
Your new company
A leading real estate investment holding company with a portfolio of luxury hotels, premium rentals, and creative retail spaces is seeking a strategic and results-driven Senior Asset Manager to oversee asset management for a high-profile mixed-use complex in Downtown Los Angeles.
This role offers the chance to shape the future of a marquee development that blends hospitality, residential, and retail components. You'll report directly to ownership and play a pivotal role in maximizing property performance and long-term value.
Your new role
As an Asset Manager, you'll lead all operational functions including property management, leasing and marketing, finance and accounting, capital expenditures, and construction.
You'll be responsible for driving investment returns, optimizing revenue, and mitigating risk across the entire complex. This is a high-impact leadership role requiring deep expertise in life-cycle asset management, stakeholder collaboration, and operational excellence across the hospitality, retail, and multifamily sectors.
What you'll need to succeed
15+ years of senior-level asset management experience in hospitality, retail, and multifamily
Skilled in solving complex operational issues and driving performance
Strong financial, analytical, and budgeting expertise; proficient in Yardi/MRI
Excellent communicator with proven stakeholder management
Highly organized with the ability to juggle multiple priorities
Bachelor's degree required; advanced credentials (MBA, CFA, CPA) preferred
What you'll get in return
Competitive compensation package and benefits
Leadership role in one of LA's most prestigious mixed-use developments
Direct influence on strategic decisions and long-term asset performance
Collaborative environment with high-level stakeholders and ownership
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
$75k-102k yearly est. 2d ago
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Manager, Treasury
Oscar 4.6
Atlanta, GA jobs
Hi, we're Oscar. We're hiring a Treasury Manager to join our Strategic Finance.
Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family.
About the role:
The Treasury Manager is an individual contributor responsible for managing Oscar Health's important treasury operations and daily liquidity. You will provide critical daily execution of cash management activities, optimizes cash usage across subsidiaries, and guides operational efficiencies in banking and treasury systems.
The Manager will be a critical partner to the Treasury organization, driving the execution of cash management strategies in a capital-intensive insurance environment. You have a deep, operational understanding of Treasury practices.
You will report into the Senior Director, Assistant Treasurer.
Work Location:
This is a remote position, open to candidates who reside in: Atlanta, GA. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote
Pay Transparency: The base pay for this role is: $97,200 - $127,575 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.
Responsibilities:
Liquidity Management & Optimization: Recommend and monitor minimum cash balances required at subsidiaries, based on forecasts from the Capital Planning team, to ensure safety and liquidity while optimizing excess cash for investment. Guide the efficient use of cash across the Parent and Subsidiaries.
Cash Flow Reporting & Forecasting: Responsible for updating actual cash flows for each subsidiary and synchronizing with the Capital Planning team to ensure forecasted outflows are current. Updated cash forecasts and variances to the broader finance team.
Reconciliation and Performance Analysis: Reconcile actual cash balances reported from Accounting with Treasury forecasts to true-up balances. Describe actual versus forecast variances, and update Net Investment Income (NII) actuals related to cash and short-term holdings.
Operational Oversight & Execution: Build all critical treasury operations and daily banking activities. This includes ensuring accurate daily funds settlement, bank account maintenance, processing signatory updates, and the administration of bank portal systems (e.g., CashPro, JPM Access, WF Vantage).
Risk & Fee Analysis: Measure banking service fees paid to financial institutions. Analyze counterparty risk exposures related to cash and bank balances.
Operational Efficiency & Projects: Assist with project management, process improvement programs (e.g., RFPs, accounts/services rationalization), and implementing technology to enhance cash management and reporting functions.
Audit and Compliance Support: Provide comprehensive operational support for all internal and external audits, SOX compliance controls, and state regulatory examinations, ensuring all processes are documented.
Banking Relations: Serve as an important operational interface with external banking partners to resolve daily issues, manage service levels, and support routine operational tasks.
Record Management and Governance: Responsible for managing all official records and documentation for Treasury Operations (e.g., debt indentures, banking agreements, fee invoices) within the shared file structure. Manage the Treasury Calendar of Events to track critical due dates for reports, payments, compliance filings, and renewals.
Requirements:
Experience: 5+ years of progressive, hands-on experience in Corporate Treasury, Cash Management, or Treasury Operations within the financial services or insurance industry.
Functional Expertise: 3+ years directly managing corporate liquidity, daily cash positioning, and detailed cash flow reporting/forecasting processes.
Operational Systems: Operational experience using major online bank portals (e.g., CashPro, JPM Access, WF Vantage) and managing daily fund movements and settlements.
Communication & Theory: Strong communication and presentation skills with the ability to articulate financial concepts. Must understand core Treasury Operations and cash management principle
Education: Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
Bonus points:
Prior experience in Treasury Operations within an insurance or healthcare company.
MBA and/or CTP certification is preferred. CFA designation is a plus
Experience with ERP systems (e.g., Workday) and investment accounting/reporting systems (e.g., Clearwater) for data extraction and analysis; proficiency with Google Suite (Sheets, Docs, Drive) for collaboration and record management is a plus.
This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here.
At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives.
Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements.
Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts.
Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known.
California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.
$97.2k-127.6k yearly Auto-Apply 60d+ ago
Manager, Treasury
Oscar Health 4.6
Atlanta, GA jobs
Job Description
Hi, we're Oscar. We're hiring a Treasury Manager to join our Strategic Finance.
Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family.
About the role:
The Treasury Manager is an individual contributor responsible for managing Oscar Health's important treasury operations and daily liquidity. You will provide critical daily execution of cash management activities, optimizes cash usage across subsidiaries, and guides operational efficiencies in banking and treasury systems.
The Manager will be a critical partner to the Treasury organization, driving the execution of cash management strategies in a capital-intensive insurance environment. You have a deep, operational understanding of Treasury practices.
You will report into the Senior Director, Assistant Treasurer.
Work Location:
This is a remote position, open to candidates who reside in: Atlanta, GA. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote
Pay Transparency: The base pay for this role is: $97,200 - $127,575 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.
Responsibilities:
Liquidity Management & Optimization: Recommend and monitor minimum cash balances required at subsidiaries, based on forecasts from the Capital Planning team, to ensure safety and liquidity while optimizing excess cash for investment. Guide the efficient use of cash across the Parent and Subsidiaries.
Cash Flow Reporting & Forecasting: Responsible for updating actual cash flows for each subsidiary and synchronizing with the Capital Planning team to ensure forecasted outflows are current. Updated cash forecasts and variances to the broader finance team.
Reconciliation and Performance Analysis: Reconcile actual cash balances reported from Accounting with Treasury forecasts to true-up balances. Describe actual versus forecast variances, and update Net Investment Income (NII) actuals related to cash and short-term holdings.
Operational Oversight & Execution: Build all critical treasury operations and daily banking activities. This includes ensuring accurate daily funds settlement, bank account maintenance, processing signatory updates, and the administration of bank portal systems (e.g., CashPro, JPM Access, WF Vantage).
Risk & Fee Analysis: Measure banking service fees paid to financial institutions. Analyze counterparty risk exposures related to cash and bank balances.
Operational Efficiency & Projects: Assist with project management, process improvement programs (e.g., RFPs, accounts/services rationalization), and implementing technology to enhance cash management and reporting functions.
Audit and Compliance Support: Provide comprehensive operational support for all internal and external audits, SOX compliance controls, and state regulatory examinations, ensuring all processes are documented.
Banking Relations: Serve as an important operational interface with external banking partners to resolve daily issues, manage service levels, and support routine operational tasks.
Record Management and Governance: Responsible for managing all official records and documentation for Treasury Operations (e.g., debt indentures, banking agreements, fee invoices) within the shared file structure. Manage the Treasury Calendar of Events to track critical due dates for reports, payments, compliance filings, and renewals.
Requirements:
Experience: 5+ years of progressive, hands-on experience in Corporate Treasury, Cash Management, or Treasury Operations within the financial services or insurance industry.
Functional Expertise: 3+ years directly managing corporate liquidity, daily cash positioning, and detailed cash flow reporting/forecasting processes.
Operational Systems: Operational experience using major online bank portals (e.g., CashPro, JPM Access, WF Vantage) and managing daily fund movements and settlements.
Communication & Theory: Strong communication and presentation skills with the ability to articulate financial concepts. Must understand core Treasury Operations and cash management principle
Education: Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
Bonus points:
Prior experience in Treasury Operations within an insurance or healthcare company.
MBA and/or CTP certification is preferred. CFA designation is a plus
Experience with ERP systems (e.g., Workday) and investment accounting/reporting systems (e.g., Clearwater) for data extraction and analysis; proficiency with Google Suite (Sheets, Docs, Drive) for collaboration and record management is a plus.
This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here.
At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives.
Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements.
Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts.
Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known.
California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.
$97.2k-127.6k yearly 13d ago
Risk Manager
CRC Insurance Services, Inc. 4.3
Charlotte, NC jobs
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
The RiskManager will utilize advanced knowledge of insurance and brokerage operations in the administration and coordination of the riskmanagement activities of the CRC Group, which may include any of the production, financial or operational risks monitored through the CRC enterprise framework.
KEY RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
* Support implementation and maintenance of the organization's Enterprise RiskManagement framework and partner with Line of Business leaders to ensure alignment with business objectives and risk appetite.
* Develop and maintain riskmanagement procedures and methodologies in collaboration with the Lines of Business.
* Execute ongoing risk assessments to understand current risk positions and emerging risks. This includes identifying, assessing, and classifying risk and maintaining the organization's risk register.
* Respond to risk escalations and acceptances arising from the Business.
* Drive risk reporting solutions and processes to ensure Business leaders and Group executives receive accurate, timely, and relevant risk insights.
* Perform advanced research on risk topics to develop and communicate results and recommendations.
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor's Degree in insurance or finance-related discipline, or equivalent training and experience is required.
* Ten years of progressive experience in an insurance organization is preferred.
CERTIFICATIONS, LICENSES, REGISTRATIONS
* n/a
FUNCTIONAL SKILLS
* Substantial understanding of insurance concepts, terminology, principles and procedures
* Excellent analytical thinking skills with the ability to identify and define issues, establish facts, analyze complex information and develop substantiated conclusions with minimal supervision
* Creative problem-solving skills with ability to identify and resolve problems in a timely manner seeking input of others as needed
* Must possess strong organizational and managerial skills
* Must possess a strategic, collaborative & solutions-oriented mindset
* Demonstrated proficiency of basic computer applications, such as Microsoft Office products
* Knowledge and experience with GRC tools, such as AuditBoard
* Strong interpersonal skills including communication, both verbal and written
* Ability to work under heavy workloads and meet critical deadlines
General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
$92k-135k yearly est. Auto-Apply 36d ago
Risk Manager
CRC Insurance Services, Inc. 4.3
Charlotte, NC jobs
**The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.** _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@crcgroup.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st Shift (United States of America)
**Please review the following job description:**
The RiskManager will utilize advanced knowledge of insurance and brokerage operations in the administration and coordination of the riskmanagement activities of the CRC Group, which may include any of the production, financial or operational risks monitored through the CRC enterprise framework.
**KEY RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
+ Support implementation and maintenance of the organization's Enterprise RiskManagement framework and partner with Line of Business leaders to ensure alignment with business objectives and risk appetite.
+ Develop and maintain riskmanagement procedures and methodologies in collaboration with the Lines of Business.
+ Execute ongoing risk assessments to understand current risk positions and emerging risks. This includes identifying, assessing, and classifying risk and maintaining the organization's risk register.
+ Respond to risk escalations and acceptances arising from the Business.
+ Drive risk reporting solutions and processes to ensure Business leaders and Group executives receive accurate, timely, and relevant risk insights.
+ Perform advanced research on risk topics to develop and communicate results and recommendations.
**EDUCATION AND EXPERIENCE**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Bachelor's Degree in insurance or finance-related discipline, or equivalent training and experience is required.
+ Ten years of progressive experience in an insurance organization is preferred.
**CERTIFICATIONS, LICENSES, REGISTRATIONS**
+ n/a
**FUNCTIONAL SKILLS**
+ Substantial understanding of insurance concepts, terminology, principles and procedures
+ Excellent analytical thinking skills with the ability to identify and define issues, establish facts, analyze complex information and develop substantiated conclusions with minimal supervision
+ Creative problem-solving skills with ability to identify and resolve problems in a timely manner seeking input of others as needed
+ Must possess strong organizational and managerial skills
+ Must possess a strategic, collaborative & solutions-oriented mindset
+ Demonstrated proficiency of basic computer applications, such as Microsoft Office products
+ Knowledge and experience with GRC tools, such as AuditBoard
+ Strong interpersonal skills including communication, both verbal and written
+ Ability to work under heavy workloads and meet critical deadlines
**General Description of Available Benefits for Eligible Employees of CRC Group:** At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
**_CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace._**
EEO is the Law (************************************************************************************************** Pay Transparency Nondiscrimination Provision E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf)
Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
- Growth: Advance your career with our learning and leadership development programs.
- Innovation: Work in a forward-thinking environment that values new ideas.
- Community: Be part of a supportive team that celebrates success together.
- Benefits: Enjoy competitive compensation, health benefits, and retirement plans.
Who We're Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
$92k-135k yearly est. 35d ago
Risk Manager
Crump Group, Inc. 3.7
Charlotte, NC jobs
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
The RiskManager will utilize advanced knowledge of insurance and brokerage operations in the administration and coordination of the riskmanagement activities of the CRC Group, which may include any of the production, financial or operational risks monitored through the CRC enterprise framework.
KEY RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Support implementation and maintenance of the organization's Enterprise RiskManagement framework and partner with Line of Business leaders to ensure alignment with business objectives and risk appetite.
Develop and maintain riskmanagement procedures and methodologies in collaboration with the Lines of Business.
Execute ongoing risk assessments to understand current risk positions and emerging risks. This includes identifying, assessing, and classifying risk and maintaining the organization's risk register.
Respond to risk escalations and acceptances arising from the Business.
Drive risk reporting solutions and processes to ensure Business leaders and Group executives receive accurate, timely, and relevant risk insights.
Perform advanced research on risk topics to develop and communicate results and recommendations.
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree in insurance or finance-related discipline, or equivalent training and experience is required.
Ten years of progressive experience in an insurance organization is preferred.
CERTIFICATIONS, LICENSES, REGISTRATIONS
n/a
FUNCTIONAL SKILLS
Substantial understanding of insurance concepts, terminology, principles and procedures
Excellent analytical thinking skills with the ability to identify and define issues, establish facts, analyze complex information and develop substantiated conclusions with minimal supervision
Creative problem-solving skills with ability to identify and resolve problems in a timely manner seeking input of others as needed
Must possess strong organizational and managerial skills
Must possess a strategic, collaborative & solutions-oriented mindset
Demonstrated proficiency of basic computer applications, such as Microsoft Office products
Knowledge and experience with GRC tools, such as AuditBoard
Strong interpersonal skills including communication, both verbal and written
Ability to work under heavy workloads and meet critical deadlines
General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
$96k-135k yearly est. Auto-Apply 36d ago
Clinical Risk Manager - DUH
Duke 3.8
North Carolina jobs
At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together.
General Description of the Job Class
Occupational Summary:
Initiate, coordinate, and manage all investigational and evaluation activities associated with professional and general liability occurrences and claim pre-litigation files. Negotiate resolution with the authority from the Director. Provide basic and complex preventive riskmanagement assessment of processes, procedures, and programs, including inservice education, consultation, liaison activities, and on-call emergency assistance to providers.
Duties and Responsibilities of this Level
Investigate and analyze potential and actual professional liability and general liability exposures in the Health System; evaluate the extent and elements of exposure and recommend appropriate actions for risk mitigation.
Investigate, evaluate and document pre-litigation occurrences and claims. Recommend resolution, and complete negotiation of resolution within authority granted by Director. Complete notifications and financial recommendations needed for compliance with tracking and insurer requirements, including insurance carrier notifications, reserve recommendations, and any federal, state, or entity reporting requirements (including SMDA, DataBank, etc.) as necessary.
Review, code and investigate occurrence reports; recommend corrective actions based on individual reports or trends. Provide quality assurance and peer review referrals as appropriate.
Provide in-service education on riskmanagement topics, both standard basic education and complex focused topics as needed and/or requested.
Provide on-call assistance for emergent/urgent riskmanagement issues to all DUHS staff as needed. On-call duties are assigned on a rotation basis when possible.
Prepare reports and analyses setting forth progress, adverse trends and appropriate recommendations or conclusions.
Represent the Department of Clinical RiskManagement on various DUHS and entity committees as required. Perform other related duties incidental to the work described herein.
Required Qualifications at this Level
Education
Work requires a Bachelor's degree in business administration, public policy, hospital administration or a related field to acquire appropriate analytical, communicative and organizational skills. A Bachelor's degree in a clinical field (e.g. nursing, physician's associate) may be substituted if supplemented by additional courses or training in business or a related field (at least one year).
Experience
Work requires a minimum of four years experience in one or more of the following fields: patient care, public policy, health care administration, business administration, legal support or insurance/claims investigation and settlement.
Graduate education beyond the bachelor's degree in hospital administration, business administration, public policy or a related field may be substituted for the required experience on a 1:1 basis.
Degrees, Licensure, and/or Certification
An Associate in RiskManagement or Certified Professional in Healthcare RiskManagement is desirable.
Knowledge, Skills, and Abilities
Customer Service Risk Evaluation
Interviewing Skills Investigation Skills
Medical Terminology
Analyze Data
Analyze Trends
Risk Analysis
Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends onthe robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
$97k-137k yearly est. 60d+ ago
Clinical Risk Manager - Duke Regional Hospital
Duke 3.8
North Carolina jobs
At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together.
General Description of the Job Class
Occupational Summary:
Initiate, coordinate, and manage all investigational and evaluation activities associated with professional and general liability occurrences and claim pre-litigation files. Negotiate resolution with the authority from the Director. Provide basic and complex preventive riskmanagement assessment of processes, procedures, and programs, including inservice education, consultation, liaison activities, and on-call emergency assistance to providers.
Duties and Responsibilities of this Level
Investigate and analyze potential and actual professional liability and general liability exposures in the Health System; evaluate the extent and elements of exposure and recommend appropriate actions for risk mitigation.
Investigate, evaluate and document pre-litigation occurrences and claims. Recommend resolution, and complete negotiation of resolution within authority granted by Director. Complete notifications and financial recommendations needed for compliance with tracking and insurer requirements, including insurance carrier notifications, reserve recommendations, and any federal, state, or entity reporting requirements (including SMDA, DataBank, etc.) as necessary.
Review, code and investigate occurrence reports; recommend corrective actions based on individual reports or trends. Provide quality assurance and peer review referrals as appropriate.
Provide in-service education on riskmanagement topics, both standard basic education and complex focused topics as needed and/or requested.
Provide on-call assistance for emergent/urgent riskmanagement issues to all DUHS staff as needed. On-call duties are assigned on a rotation basis when possible.
Prepare reports and analyses setting forth progress, adverse trends and appropriate recommendations or conclusions.
Represent the Department of Clinical RiskManagement on various DUHS and entity committees as required. Perform other related duties incidental to the work described herein.
Required Qualifications at this Level
Education
Work requires a Bachelor's degree in business administration, public policy, hospital administration or a related field to acquire appropriate analytical, communicative and organizational skills. A Bachelor's degree in a clinical field (e.g. nursing, physician's associate) may be substituted if supplemented by additional courses or training in business or a related field (at least one year).
Experience
Work requires a minimum of four years experience in one or more of the following fields: patient care, public policy, health care administration, business administration, legal support or insurance/claims investigation and settlement.
Graduate education beyond the bachelor's degree in hospital administration, business administration, public policy or a related field may be substituted for the required experience on a 1:1 basis.
Degrees, Licensure, and/or Certification
An Associate in RiskManagement or Certified Professional in Healthcare RiskManagement is desirable.
Knowledge, Skills, and Abilities
Customer Service Risk Evaluation
Interviewing Skills Investigation Skills
Medical Terminology
Analyze Data
Analyze Trends
Risk Analysis
Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions:
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
$97k-137k yearly est. 32d ago
Manager, Insurance Analytics
Hippo Insurance 3.8
San Francisco, CA jobs
Title: Manager, Insurance Analytics Reporting to: Director, Actuarial About Hippo: Hippo exists to protect the joy of homeownership. We believe that insurance should protect the things you treasure through an intuitive, modern experience. We provide tailored insurance coverage and preventative maintenance plans that keep you protected throughout your homeowner journey. We'll also help you find coverage for everything life brings-from auto to flood-reimagining how you care for your home.
About This Role:
We are seeking an insurance analytics manager who will lead a team in building an analytics and reporting framework that enables data-driven decisions and drives the insurance organization forward. You'll be responsible not only for ensuring core reporting that is delivered to business unit leaders is accurate, timely and actionable, but also for pushing the boundaries on how we can go deeper both in depth and breadth of analysis leveraging new data sources as well as our best in class tech stack. This role will work closely with business teams, data engineering and product and we are looking for someone who is equally comfortable diving into technical details as well as communicating insights to non-technical stakeholders. This role is a perfect fit for an individual with an exceptional foundation in insurance fundamentals who is looking to flex their creative muscle to build and innovate.
About You:
You are creative and self-motivated with strong attention to detail and a solid grounding in insurance fundamentals. You are eager to tackle problems in a fast-paced technology environment and are comfortable quickly assessing trade-offs and operating with some ambiguity. You're able to identify and balance solving the long-term vs. short-term goals of the company by leveraging data-driven results and a depth of analysis appropriate for the situation. You are a highly effective communicator with exceptional organizational skills and have the ability to define and document modern, robust processes.
What You'll Do:
* Manage team of insurance analysts and build consistent career track for junior analysts by establishing frameworks, shared tools, and best practices
* Own the core insurance metrics layer: how we define, model, and communicate metrics across the insurance organization
* Collaborate closely with business teams, data engineering and product managers to ensure system design and data capture meet business needs as well as see data use through to completion in reporting and/or analytics
* Design dashboards and develop automated reporting for insurance stakeholders and BU leaders
* Translate business questions into appropriate analytic framework, identifying and rectifying data gaps where necessary
* Communicate findings to business unit leaders including identifying key assumptions and supporting findings with concise summary of underlying analysis
* Serve as thought partner connecting work across the insurance verticals
* Promote a culture of thorough documentation, ensuring reproducibility of results
Must Haves: ·
* Bachelor's degree in statistics, mathematics, or degree in quantitative field
* 7+ years of experience in personal lines insurance data and analytics domains
* Proven experience leading teams, with 3-5 yrs of direct people management responsibility including performance development, coaching and fostering a collaborative team culture
* Ability to design short- and long-range team project plans and track progress against goals
* Familiarity with insurance data across multiple domains - actuarial, UW, claims, etc.
* Skilled in writing, directing, and reviewing code in SQL and Python
* Demonstrated leadership experience selecting narrow team priorities from a range of options
* Exceptional communication skills with proven ability to build trust with stakeholders at all levels
Nice To Haves:
* Experience with version control systems such as Git
* Experience at an Insurtech company
Benefits and Perks:
Hippo treats its team members with the same level of dedication and care as we do our customers, which is why we're fortunate to provide all of our Hippos with:
* Healthy Hippos Benefits - Multiple medical plans to choose from and 100% employer covered dental & vision plans for our team members and their families. We also offer a 401(k)-retirement plan, short & long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP)
* Equity - This position is eligible for equity compensation
* Training and Career Growth - Training and internal career growth opportunities
* Flexible Time Off - You know when and how you should recharge
* Little Hippos Program - We offer 12 weeks of parental leave for primary and secondary caregivers
* Hippo Habitat - Snacks and drinks available and catered lunches for onsite employees
The SF Bay Area base pay range for this role is $142,000-160,000. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, location, business needs and market demands.
Hippo is an equal opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion.
Hippo's applicants are considered solely based on their qualifications, without regard to an applicant's disability or need for accommodation. Any Hippo applicant who requires reasonable accommodations during the application process should contact the Hippo's People Team to make the need for an accommodation known.
$142k-160k yearly Auto-Apply 60d+ ago
Finance Manager
Community Health Plan of Imperial Valley 4.3
Imperial, CA jobs
Job Description
Community Health Plan of Imperial Valley (CHPIV) is Imperial County's Medi-Cal managed care plan. We are a locally managed public health care plan committed to working with members, providers, and the residents of Imperial County.
Our team is growing, and we're looking for a Finance Manager who's passionate about using data, insight, and strategic thinking to support better outcomes for our members and smarter decisions for our business.
Our next team member will do the following:
Develop and maintain financial models to support forecasting, budgeting, and long‑term planning
Analyze Medicare claims, revenue, and cost trends to identify risks and opportunities
Prepare monthly and quarterly financial reports for leadership and regulatory stakeholders
Partner with operational teams to evaluate program performance and recommend improvements
Assist with reporting requirements from regulators to ensure compliance with Medicare and Medicaid financial standards
Present insights and recommendations to leadership in a clear, data‑driven manner
You may be right for this job if you have the following:
3+ years of Finance experience. We are considering candidates with varying levels of experience. The job title will be commensurate with experience.
Strong financial modeling skills
Self-starter
Comfortable working with and analyzing large data sets
Preferred qualifications for this job are:
Experience with calculating reserves
Strong knowledge of Medicare
Medical Cost Trend analysis (capitation and/or FFS utilization)
Good understanding of Risk Adjustment and Medicare Star measures
Our commitment to you:
A competitive salary of $130,000-$160,000/ year. As with the title, compensation will be commensurate with experience.
Health, dental, and vision insurance that is paid for 85% for you and your family
Paid time off
A 401k plan with a generous match
A chance to make a real difference in the Imperial Valley community
Preference will be given to candidates who are local to Imperial, California, but remote candidates living in California will also be considered. Candidates living outside of Imperial must be comfortable with travel to Imperial 2x per month.
We are an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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$130k-160k yearly 14d ago
Finance Manager
Community Health Plan of Imperial Valley 4.3
Imperial, CA jobs
Community Health Plan of Imperial Valley (CHPIV) is Imperial County's Medi-Cal managed care plan. We are a locally managed public health care plan committed to working with members, providers, and the residents of Imperial County.
Our team is growing, and we're looking for a Finance Manager who's passionate about using data, insight, and strategic thinking to support better outcomes for our members and smarter decisions for our business.
Our next team member will do the following:
Develop and maintain financial models to support forecasting, budgeting, and long‑term planning
Analyze Medicare claims, revenue, and cost trends to identify risks and opportunities
Prepare monthly and quarterly financial reports for leadership and regulatory stakeholders
Partner with operational teams to evaluate program performance and recommend improvements
Assist with reporting requirements from regulators to ensure compliance with Medicare and Medicaid financial standards
Present insights and recommendations to leadership in a clear, data‑driven manner
You may be right for this job if you have the following:
3+ years of Finance experience. We are considering candidates with varying levels of experience. The job title will be commensurate with experience.
Strong financial modeling skills
Self-starter
Comfortable working with and analyzing large data sets
Preferred qualifications for this job are:
Experience with calculating reserves
Strong knowledge of Medicare
Medical Cost Trend analysis (capitation and/or FFS utilization)
Good understanding of Risk Adjustment and Medicare Star measures
Our commitment to you:
A competitive salary of $130,000-$160,000/ year. As with the title, compensation will be commensurate with experience.
Health, dental, and vision insurance that is paid for 85% for you and your family
Paid time off
A 401k plan with a generous match
A chance to make a real difference in the Imperial Valley community
Preference will be given to candidates who are local to Imperial, California, but remote candidates living in California will also be considered. Candidates living outside of Imperial must be comfortable with travel to Imperial 2x per month.
We are an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$130k-160k yearly Auto-Apply 13d ago
Insurance Analyst
Amerilife 4.4
Pennsylvania jobs
Why Crump?
We understand that our teammates are more alike than we are different and that we are One Crump. Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company's value proposition - for both its employees and its customers.
At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients' needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention.
Job Summary
Serve in a support role, assisting assigned Insurance Strategists in achieving their defined territorial revenue goals.
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Interface with Private and Financial Advisors and assist them with any questions they may have as it relates to the insurance process.
Assist in the policy review process, including requesting in-force ledgers, requesting appropriate illustrations and producing final presentation documents.
Communicate directly with the clients and assist the Insurance Strategist in the placement of life, disability and long-term care products.
Provide educational material to advisors and clients.
Produce client presentations.
Provide support during the new business and underwriting process.7. Provide illustration support to the Scott & Stringfellow Financial Advisors assigned to the territory.
Coordinate Advanced Market Support required by the S&S Financial Advisors.
Provide weekly and monthly reporting for the designated region.
Have a complete understanding of the insurance process and the commission payout structure for each channel serviced by the Insurance Strategist.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Effective interpersonal and written communication skills
Ability to provide the Perfect Client Experience to both internal and external clients
Effective time management skills
Ability to work independently as well as in a team environment
Experience with PCs in a Windows environment
Four-year college degree in business or equivalent education
Two years of work experience in the life insurance industry
Experience with database management systems
Intermediate level skill in use of Microsoft Word, Excel and PowerPoint
Preferred Qualifications:
NASD Series 6 and 63 and Life and LTC licensing
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement
We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at ****************.
Pay Transparency Statement
We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement
Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.
$63k-92k yearly est. Auto-Apply 8d ago
Title Insurance Office Manager
Investors Title Company 4.2
Hendersonville, NC jobs
Investors Title Insurance Company Hendersonville, NC (in-office) Investors Title Insurance Company is seeking a well-rounded leader to manage and maintain all branch operations and production in our Hendersonville location. As an Office Manager, you'll play a key leadership role in keeping branch operations running smoothly while supporting business development efforts that drive profitable growth. This position blends underwriting, operational oversight, and customer service, making it ideal for someone who enjoys production, ownership, and being a trusted resource within the local real estate community.
Why You'll Love This Role:
* You'll have ownership of day-to-day branch operations with influence on performance and growth
* The role offers a mix of leadership, client interaction, and hands-on production work
* You'll collaborate with regional leadership and marketing to strengthen market presence
* Your experience and judgment will be valued in underwriting, riskmanagement, and office operations
* It's a stable, full-time opportunity within a well-established organization
What You'll Do:
* Underwrite title commitments, policies, and endorsements in line with production and quality goals
* Maintain accurate file documentation and ensure timely processing of title orders
* Oversee general office functions including deposits, mail handling, electronic filing, and supplies
* Monitor income goals, accounts receivable, pending files, and operational reports
* Prepare and deliver daily, monthly, and trend-based reports to management
* Communicate regularly with the Regional Manager on office performance and needs
* Deliver professional, responsive customer service via phone, email, and in person
* Partner with the Marketing Manager to strengthen relationships and grow market share
* Support riskmanagement efforts by identifying potential issues and documenting necessary information
What We're Looking For:
* Prior experience in legal real estate, lending, or title insurance environments
* 1-3 years of supervisory or office management experience in a production setting
* Confidence managing operational reports, deadlines, and compliance requirements
* Proficiency with Microsoft Office and general office technology
* A four-year degree or equivalent combination of education and experience
Recognized as an industry leader, Investors Title Insurance Company provides residential and commercial title insurance and innovative business solutions for our partners. The company's financial strength is consistently recognized by rating agencies such as A.M. Best as being among the highest rated in the industry.
The Company is an equal-opportunity employer. As such, the Company offers equal employment opportunities without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status, and other protected class characteristics.
#801835
#LI-Onsite
$62k-94k yearly est. 27d ago
Manager, Fixed Income Operations
Pacific Life 4.5
Newport Beach, CA jobs
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking a talented Manager, Fixed Income Operations to join our Investment Operations team in Newport Beach, CA.
As a Manager of Fixed Income Operations, you'll play a key role in Pacific Life's growth and long-term success by overseeing a team responsible for the seamless settlement, processing, and reconciliation of trades across a wide range of fixed income securities. You will lead efforts to ensure operational excellence, mitigate risk, and drive strategic initiatives and process improvements across the investment lifecycle.
How You'll Help Move Us Forward
Manage a team of professionals, providing mentorship, coaching, and performance oversight.
Adapt team priorities and plans to address service and operational challenges
Provide operational guidance to employees and stakeholders across business areas.
Oversee trade lifecycle processes: trade matching, confirmation, exception resolution, and settlement.
Coordinate with broker-dealers, custodians, agents, legal counsel, and internal teams to ensure timely and accurate trade settlement.
Lead asset transitions.
Oversee team's Trade and Security Master reconciliations.
Collaborate with front office teams (traders, credit analysts) to resolve trade-related issues.
Partner with Accounting, Compliance, and Audit teams to uphold internal controls and best practices.
The Experience You Bring:
7+ years of experience in fixed income investment operations or middle office roles within asset management, hedge funds, or investment banking.
Minimum of 4 years leading a team.
Bachelor's degree in Finance, Accounting, or equivalent work experience.
In-depth understanding of investment operations, trading workflows, and regulatory requirements. Expertise across asset classes including ABS, Corps, CLOs
Creative problem-solving mindset and ability to think critically.
Excellent verbal and written communication skills.
Self-motivated, organized, and capable of managing multiple priorities with minimal supervision.
Technological fluency to effectively communicate with IT teams regarding system issues and enhancements.
Proficiency in: Bloomberg, Excel, Business Objects, Power BI, ePAM, MS Office Suite
You can be who you are.
People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
#LI-AJ1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$148,230.00 - $181,170.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
$148.2k-181.2k yearly Auto-Apply 60d+ ago
Due Diligence Analyst - Securities / Insurance
Aegon 4.4
Philadelphia, PA jobs
Job Family Product Development / Implementation About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
Perform analysis, due diligence, implementation management, and ongoing monitoring of product offerings through World Financial Group (US and Canada) or Transamerica Financial Advisors. Maintain a robust database of approved products and analyze new product requests for expanded company offerings in alignment with strategic objectives.
Job Description
Responsibilities
* Review products for approval to sell on WFG/TFA company platforms for either life and fixed/variable annuity insurance products, or mutual fund, money management, and retirement products.
* Perform initial intake, data collection, product analysis, and alignment with existing offerings of like products on the shelf. Prepare and present findings to the Product Review Committee and other stakeholders.
* Direct product implementation process to set up approved products on appropriate platforms including but not limited to those used for marketing, compensation, data aggregation, and supervision.
* Maintain detailed competitive intelligence data to proactively ensure company product offerings are compensative and priced appropriately for the marketplace.
* Collaborate with Marketing, IT, Operations, and Supervision to ensure published product information is accurate and kept up to date for use by leadership and field professionals.
* Perform ongoing monitoring and prepare periodic reports of carriers to make sound business decisions and to satisfy governance and regulatory reporting requirements. Coordinate life and annuity offerings from the same enterprise distinguishing between subsidiary life or annuity manufacturing entities they may offer.
* Develop and maintain in-depth knowledge of available products to answer inquiries from staff and external parties. Assist in the training of supervisory staff on the nuance of the products and any complexities. Assist the leader of supervision in configuration of supervision and surveillance business intelligence for oversight.
* Create reports (e.g. product comparison, market share, competitive intelligence, etc.)
Qualifications
* Intermediate level experience in the insurance/financial services industry (typically two to five years)
* Life license for insurance product analysis
* FINRA Series 6 or 7 for securities product analysis
* Thorough understanding of individual term and permanent insurance products and the distribution life cycle (from application to issuance and in-force servicing)
* Practical understanding of variable and traditional annuity products and their various features and benefits.
* For securities products - experience evaluating asset management offerings, advisory programs and investment company products
* Knowledge of working with intermediaries such as MGA's or BGA's that may support WFG independent contractors in sales.
* Knowledge of product implementation processes for insurance and for broker-dealer or RIA
* Experience supporting product due diligence
* Analytical and research skills
* Technical aptitude
* Strong attention to detail
* Excellent communication and customer-focused service skills.
Preferred Qualifications
* Bachelor's degree in a business field
* Experience in product due diligence
* Presentation and/or sales training experience
Working Conditions
* Office Environment
The Salary for this position generally ranges between $73,000-$90,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs.
Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
Disclaimer:
Beware of fake job offers!
We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
* We will never request personal information such as ID or payment for equipment upfront.
* Official offers are sent via DocuSign following a verbal offer-not through text or email.
What We Offer
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
* Back-Up Care Program
* PTO for Volunteer Hours
* Employee Matching Gifts Program
* Employee Resource Groups
* Inclusion and Diversity Programs
* Employee Recognition Program
* Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
$73k-90k yearly Auto-Apply 32d ago
Corporate Insurance Analyst
Aegon 4.4
Philadelphia, PA jobs
Job Family RiskManagement - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
The Corporate Insurance Analyst will assist in managing corporate non-life insurance programs for the Aegon Group of companies, including Transamerica and its related legal entities. This position will work with internal stakeholders, external brokers and insurers in the market to determine and achieve the desired coverage. This position reports to the Global InsuranceManager.
Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.
Responsibilities:
* Oversee and administer an assigned portfolio of corporate insurance programs primarily related to US and non-US casualty programs (General Liability, Auto Liability, Workers Compensation/Employers Liability)
* Support the renewal and administration of the global corporate insurance programs.
* Oversee the claims management process of workers compensation and other casualty lines of coverage including managing third-party administrators and working with in-house and external counsel as needed.
* Manage and administer casualty insurance state reporting requirements for US legal entities.
* Maintain and improve departmental written procedures as assigned.
* Track and manage certificate of insurance requests
* Review third-party contracts/request for proposals based on current insurance policies and research and resolve insurance coverage questions from business unit staff and insurance brokers.
* Support the Global InsuranceManager in analyzing the company's overall cost of risk and general risk analytical support, including the insurance team budget and premium allocation process.
* Support the goals and objectives of the Global Insurance Team through maintaining strong risk governance, focus on continuous process improvement, and managing special projects as assigned.
Qualifications:
* Bachelor's Degree in Finance, Insurance, RiskManagement or related profession or equivalent experience.
* Three years of insurance experience in a similar role within a corporation, insurance carrier, broker or TPA.
* Experience with data analysis, including collecting and analyzing data, establishing facts, identifying trends, and recommending solutions.
* Organizational skills required to manage multiple programs and scheduling of key events throughout the renewal lifecycle and claims management process.
* Strong verbal and interpersonal communication skills needed for daily interaction with internal and external business associates.
* Ability to research topics and clearly communicate in written and presentation formats to co-workers and management at various levels.
* PC proficiency (MS Excel, Word, PowerPoint).
Preferred Qualifications:
* CPCU, ARM, ACII, or other insurance designations/continuing education.
* Riskmanagement experience, with demonstrated knowledge of workers compensation claims and state requirements.
* Working knowledge of captive insurance solutions and reinsurance markets.
* Commutation experience and knowledge with latent claims process and claims management software.
Working Conditions:
* Hybrid office environment
* Occasional travel to meet with insurance carriers, brokers and TPAs, or other business needs
Compensation:
* The Salary for this position generally ranges between $53,000 - $70,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
* Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
#LI-BD1
This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
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
* Back-Up Care Program
* PTO for Volunteer Hours
* Employee Matching Gifts Program
* Employee Resource Groups
* Inclusion and Diversity Programs
* Employee Recognition Program
* Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
$53k-70k yearly Auto-Apply 36d ago
Branch Manager
Malone Workforce Solutions 4.6
Stockbridge, GA jobs
Bring your personality to the Malone team! Go-getter. Straight-talker. People person. If that sounds like you, consider joining us for our mission. At Malone, there is nothing we love more than helping people and companies connect to accomplish amazing things.
About Us:
Malone is a private, award-winning company dedicated to providing staffing and recruitment needs to clients across the nation. Ranked on the SIA 2025 Top 100 List as one of the Largest Staffing Companies in the US, it is our pleasure to serve as the workforce resource and to make a positive impact on people's lives.
Malone is actively recruiting an enthusiastic and results-driven Branch Manager to join our team. If you are passionate about growth, building relationships, and problem-solving, we would love to hear from you.
Position Summary:
The Branch Manager is primarily responsible for supervision of day-to-day operations, developing and leading a team, growing and maintaining client relations, establishing goals, implementing policies/procedures in compliance with federal and state requirements, and overseeing branch P&L. This includes collaborating with sales and marketing teams to generate new business, along with recruitment and placement of talent pipelines.
Location: Stockbridge, GA 30281
Job Type: Full-time
Primary Responsibilities:
* Manage and mentor Branch office staff
* Run day-to-day operations of the branch
* Hire, develop, and train full time employees
* Establish goals, activities, and objectives
* Implement policies/procedures to include compliance with Federal and State requirements
* Develop new customer contacts while maintaining current customer relationships
* Generate sales leads and business development within the market area
* Handle personnel functions within the branch
* Recruitment, screening, and placement of applicants
* Branch P&L responsibility
* Expedite Workers Comp and UI claims
* Other duties as assigned
Requirements:
* Bachelor's degree preferred or relevant work experience
* Previous experience in a supervisory role or a minimum of 2 years of recruiting or staffing
* Experience in Business Development or business to business sales
* Previous experience with light industrial, manufacturing and/or warehouse settings a plus
* Superior customer service, public relations, and interpersonal skills
* Knowledge of Human Resources/Employment Law
* Ability to motivate and lead
* Commitment to multi-tasking
* Strong communications skills, both written and verbal in English
* Willingness to be available beyond normal working hours if needed
* Valid driver's license
* Reliable transportation
* Background check eligibility
Perks:
* Full Benefits Package including health, dental, vision, and life insurance
* Opportunities for internal advancement
* Relaxed office environment with casual dress code
* Fun, results-driven culture
* Career Development Opportunities
* Opportunity to work with a talented and driven team to support you
* Paid Time Off and 11 paid company holidays
* Partnership with Point University, an accredited institution, to provide tuition discounts
* 2 Paid Days of Giving
* Health and Dependent Care FSA options
* 401K with Company Match
Management Registry, Inc. hiring decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
For more information, please contact our corporate office at **************.
$42k-59k yearly est. 31d ago
Finance Manager
Harrington 4.1
Allison Park, PA jobs
Job Responsibilities: Month-end and year-end financial closes from Syteline. Budgeting, forecasting, and management of financial reporting. Capital Expenditure forecasting and tracking. Assist with year-end audit and project compliance. Financial statement variance analysis.
Manage monthly physical inventory cycle, prepare inventory reconciliations and maintain insight into transaction activity, including any potential problem areas such as obsolete or slow-moving inventory, or transaction input errors.
Coordinate the planning, execution, and reconciliation of the annual physical inventory.
Preparation of ad hoc reporting and other analysis for senior management.
Drive ongoing efforts focused on streamlining, improving, and automating processes.
Analyze labor history trends and provide insight for pricing and proposals.
Partner with General Manager and Senior Management to provide business intelligence and facilitate data driven decision making.
Refine and develop key performance indicators that support the company's strategic direction.
Maintain a documented system of Financial and Operational policies and procedures.
Understand and mitigate key elements of the company's risk profile.
Qualifications:
Bachelor or Advanced degree in accounting, finance, or business-related field with a minimum of 2-4 years of experience in financial management.
Working knowledge of Revenue Recognition, GAAP, and accounting standards.
Contractor/Mechanical Service Accounting methodologies, including but not limited to: Inventory Management, Job Costing, Cash, A/R and A/P, Prepaids, Fixed Asset accounting and Payroll.
Strong financial analysis and proven leadership skills.
Experience working in the contractor/mechanical service industry is a plus.
Effective and efficient organization and time management skills.
Effective analytical and problem-solving skills and flexibility in dealing with simultaneous projects, issues, and timelines.
Experience with ERP financial systems, Excel, Word, and PowerPoint.
$82k-120k yearly est. 11d ago
Finance Manager
Harrington 4.1
Philadelphia, PA jobs
Job Responsibilities: Month-end and year-end financial closes from Syteline. Budgeting, forecasting, and management of financial reporting. Capital Expenditure forecasting and tracking. Assist with year-end audit and project compliance. Financial statement variance analysis.
Manage monthly physical inventory cycle, prepare inventory reconciliations and maintain insight into transaction activity, including any potential problem areas such as obsolete or slow-moving inventory, or transaction input errors.
Coordinate the planning, execution, and reconciliation of the annual physical inventory.
Preparation of ad hoc reporting and other analysis for senior management.
Drive ongoing efforts focused on streamlining, improving, and automating processes.
Analyze labor history trends and provide insight for pricing and proposals.
Partner with General Manager and Senior Management to provide business intelligence and facilitate data driven decision making.
Refine and develop key performance indicators that support the company's strategic direction.
Maintain a documented system of Financial and Operational policies and procedures.
Understand and mitigate key elements of the company's risk profile.
Qualifications:
Bachelor or Advanced degree in accounting, finance, or business-related field with a minimum of 2-4 years of experience in financial management.
Working knowledge of Revenue Recognition, GAAP, and accounting standards.
Contractor/Mechanical Service Accounting methodologies, including but not limited to: Inventory Management, Job Costing, Cash, A/R and A/P, Prepaids, Fixed Asset accounting and Payroll.
Strong financial analysis and proven leadership skills.
Experience working in the contractor/mechanical service industry is a plus.
Effective and efficient organization and time management skills.
Effective analytical and problem-solving skills and flexibility in dealing with simultaneous projects, issues, and timelines.
Experience with ERP financial systems, Excel, Word, and PowerPoint.
$86k-128k yearly est. 11d ago
Manager Financial & Operational Audit
Capital Blue Cross 4.4
Harrisburg, PA jobs
Base pay is influenced by several factors including a candidate's qualifications, relevant experience, and anticipated contributions to meet the needs of the business, along with internal pay equity and external market-driven rates. The salary range displayed has not been adjusted for geographical location. This range has been created in good faith based on information known to Capital Blue Cross at the time of posting and may be modified in the future. Capital Blue Cross offers a comprehensive benefits packaging including Medical, Dental & Vision coverage, a Retirement Plan, generous time off including Paid Time Off, Holidays, and Volunteer time off, an Incentive Plan, Tuition Reimbursement, and more.
At Capital Blue Cross, we promise to go the extra mile for our team and our community. This promise is at the heart of our culture, and it's why our employees consistently vote us one of the “Best Places to Work in PA.”
The Manager, Financial and Operational Audit is accountable for delivering leadership to a team of three to five audit professionals as they deliver a variety of concurrent Financial, Operational and Compliance audit and advisory services to stakeholders across the business. Value is added to the Company through providing impartial assessments of the effectiveness of controls and, where appropriate, developing recommendations that strengthen internal control environment, improve business processes, reduce costs, and eliminate inefficiencies. Key accountabilities also include successful execution of Model Audit Rule activities and support of external auditors [independent public accountants, Pennsylvania Insurance Department (PID), et al.] Key stakeholders will include all levels of management and ultimately the Audit Committee of the Board of Directors. The incumbent will report to the Director, Internal Audit.
Responsibilities and Qualifications
Model Audit Rule - Effectively manage and oversee the company's Model Audit Rule (MAR) assessment program, which provides assurance on the design and operating effectiveness of the company's internal controls over statutory reporting. Annual MAR oversight activities include: scoping and risk assessment procedures, coordinating the process walkthrough meetings, allocation of testing to staff, coordination of testing support requests, testing review, tracking of testing status, creation of report than summarizes results, and presentation of report and results to CEO & CFO.
Annual Audit Plan - Effectively plan and manage multiple, concurrent financial and operational audit projects. Specific duties will include: establishing appropriate timeframes with auditees; managing the efforts of multiple audit teams of 2-5 audit professionals; establishing standards of staff performance with respect to quality and quantity of work and the manner in which it is executed; providing appropriate managerial and technical skills to ensure that work is completed effectively, timely, and efficiently; performing quality assurance reviews of audit work to ensure that it is performed with "due professional care" as required by Global Audit Standards; drafting and reviewing audit reports; and maintaining sufficient communication and relations with the auditee and Director, Internal Audit regarding work progress and findings in a manner which continually reaffirms or strengthens the value-adding mission of the Department; among others.
External Compliance Activities - Manage Internal Audit activities relative to work conducted by external auditors (independent public accountants, PID, etc.).
Complete Special Projects - Complete special projects assigned by the Director, Internal Audit. Special projects may include responding to management requests and participating on company-wide task teams, among others. The incumbent provides risk and control expertise on these special projects to ensure appropriate risks and controls are considered.
Leader of People - Serve as direct line manager for multiple professional audit staff with a focus on: interviewing and selecting new talent; providing coaching and encouragement to develop new professional skills and abilities; allocating tasks which further the professional growth and development of team members; providing meaningful feedback on job performance to enhance effectiveness in role and employee engagement; and encouraging development of professional skills through training and growth opportunities, among other people related responsibilities.
Audit Committee Support - Collaborate with the Director, Internal Audit and Vice President, Internal Audit & ERM in providing the necessary support to the Audit Committee as they meet the responsibilities set forth in their Charter. Key duties include assisting with: Developing an Annual Audit Plan which ensures the current and emerging controls risks of the organization are appropriately assessed and that management is establishing the appropriate internal controls to mitigate such risks. Reporting the results and conclusions of work performed in an executive fashion that helps them formulate their own perspectives and opinions on the Corporation's controls. Executing other duties as may directed by the Committee members.
Location:
This position is classified hybrid, which requires onsite work on Tuesdays and Wednesdays.
Skills:
Effective leadership skills to coach, train, evaluate, and manage diverse staff to deliver on assignments, maintaining high morale and promoting continuous improvement of results and personal/professional development
Sense of urgency to meet deadlines and commitments to stakeholders.
Ability to evaluate regulatory, operational, financial, and compliance areas of the Company to facilitate and oversee assurance and advisory engagements.
Demonstrates situational awareness and ability to identify and prioritize tasks in advance of explicit direction.
Well disciplined, free of bias, able to plan and take action independently, and at the same time maintain good rapport and relationships with company management at all levels.
Effective written and oral communication skills.
Must be highly principled and of the highest ethical standards.
Able to earn and maintain the respect of employees, peers, and management while taking a stand or advocating a position that may be unpopular.
Thrives working in a team environment.
Effective problem solver.
Knowledge:
Effective knowledge and understanding of Company Financial and Operational processes, Risk assessment practices, Institute of Internal Audit Professional Standards, Business and Financial processes, Information systems processes, Compliance practices, Audit software applications, (e.g., TeamMate)
Strong understanding and experience with SOX-404 or the NAIC Model Audit Rule
Experience:
Minimum 8 years of experience in public accounting, internal audit, or other relevant experience (Big 4 experience is a plus)
Minimum 2 years staff, team lead or project lead experience.
Education and Certifications:
Bachelor's degree in accounting or finance (or similar field).
Licenses or professional achievements (preferred), such as: Certified Public Accountant, Certified Internal Auditor, Certified Information Systems Auditor, Certified in Healthcare Compliance.
About Us We recognize that work is a part of life, not separate from it, and foster a flexible environment where your health and wellbeing are prioritized. At Capital you will work alongside a caring team of supportive colleagues and be encouraged to volunteer in your community. We value your professional and personal growth by investing heavily in training and continuing education, so you have the tools to do your best as you develop your career. And by doing your best, you'll help us live our mission of improving the health and well-being of our members and the communities in which they live.
$99k-127k yearly est. Auto-Apply 14d ago
Learn more about Bankers Life Insurance Company jobs