Forrest T. Jones & Company jobs in Kansas City, MO - 23 jobs

The Administration Specialist I is responsible for the maintenance of accounts within Administration in accordance to policy provisions and internal guidelines ensuring all requests are fulfilled in a timely and professional manner. Expectations • Processes applications and enrollments ensuring completeness and accuracy • Interprets policy provisions to answer questions regarding benefits and eligibility • Calculates premiums, rates, refunds and other billing information • Collects and process premium payments and reconciles accounts • Corresponds with clients and customers via telephone, email, and mailings • Maintains a courteous and professional manner with internal and external customers • Performs other duties as assigned Competencies • Accurate, detail oriented, and strong organizational skills • Proficient computer skills including Microsoft Office (Word, Excel, and Outlook) Requisites • High School Diploma or equivalent • Experience working with insurance products or within the insurance industry preferred We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company matching, generous paid time off and much more. We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age. ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: The opportunity: This position is a key strategic relationship management and revenue generating resource for policyholders, brokers and the Sun Life organization. This position is focused on internal and external partnerships and strategies that will result in long term growth and persistency. The Senior Client Relationship Executive represents the entire range of employer and employee-paid Sun Life products and services their assigned brokers and policyholders. The SCRE will proactively seek opportunities to increase revenue; both organically and through cross-sell opportunities. The SCRE is a trusted advisor to the broker/policyholder and educates and trains their clients while maintaining the perspective of the client and Sun Life. The SCRE will respond to the client's needs by striving for and achieving internal alignment through collaboration. What you will do: The Senior Client Relationship Executive (SCRE) is responsible for the overall relationship and financial management of our most complex clients including, but not limited to: Large clients or blocks of clients with complex benefit plans and administration requirements Clients who purchase Absence Management services with Sun Life Clients with complex technology needs including Application Program Interface (API), Reverse File Feeds (Payroll and Time and Attendance) May assume team leadership responsibilities Specific Accountabilities Establishes and maintains productive, professional relationships with key personnel for assigned clients and brokers Collaborates with SLF personnel, including support, service, and management resources, in order to meet client's expectations and provide value-added solutions and meet growth and persistency objectives and managing client's expectations Meet annual retention targets, business growth targets (including cross-sell) and client loyalty goals through Benefit Administrator (BA) satisfaction surveys Proactively assesses, clarifies, and validates client needs on an ongoing basis. Creates communication plans and clearly relays the information to clients and brokers. Develops and maintains excellent working relationships with the Client Advocate and/or Sr. Client Advocate and other internal service departments to oversee resolution of issues Participates in Finalist presentations representing the Sun Life account management and service value story. Understands and clearly explains the value of Sun Life, our business partnerships and the strength of our products. Partners and collaborates with territory EBR / NAEBR to ensure a mutual understanding of territory goals and objectives. Develops plans of action (through use of business plan) to act on those goals and objectives. Partners with Implementation Consultant throughout the implementation process Partners with Benefit Education team to strategize on enrollment and re-enrollment needs Conducts consistent, proactive education/outreach communication with brokers/clients in the form of: in person meetings, scheduled call-outs, email, conference calls, webinars, etc. Conduct Installation meeting upon completion of the implementation process to educate BA's on Sun Life administrative policies and procedures (in person or by phone) Remains up to date on market changes that impact their BAs and provides consultation on how Sun Life may assist with their changing needs Conducts regular case reviews with internal departments as well as with the client, reviewing claims experience and administrative processes - identifies areas of concern and collaborates with brokers, clients and internal teams to address problem areas and recommend additional Sun Life products/services Facilitates the renewal process; accountable for renewal preparation and consultation with EBR/NAEBR and Underwriting on overall service experience and client needs to best position the client to renew with Sun Life Acts as the liaison for agency partners and internal team; display active listening skills and bridge relationships between Policyholders and Home Office partners to lead the team to find creative solutions in selling, problem solving and team building Effectively communicates, networks and builds relationships that can lead the team to find creative solutions in selling, problem solving and team building Uses Salesforce to manage business, and ensure all relevant client and broker activities are documented Travel Required: 50% to 60% of time depending on the territory What you will need to succeed: Leadership, Communication & Relationship Management Displays integrity through transparency, honest dealings, predictable reactions and well-controlled emotions. Demonstrate the ability to be fair and consistent in all professional dealings. Regularly acknowledge each team member's contributions and successes to the team. Engages as an interventionist or change agent for growth initiatives. Is a trendsetter for the team to understand, implement, and communicate new ideas and processes. Takes ownership of action and thought. Understands value in partnership and displays a strong knowledge of the culture of Sun Life, of the market, their clients and brokers Possesses superior relationship management skills; demonstrated ability to build and foster productive and healthy relationships with sales and home office partners; Addresses conflict by working with others to resolve differences in a professional and productive manner Maintain and represent the integrity of our organization while balancing the needs of the client Ability to independently organize and prioritize daily/weekly working structure to meet business activity goals and client needs Ability to communicate to clients how to most effectively work with Sun Life to foster more BA self service capabilities. Ability to work with a diverse range of people Business planning; establish a proactive contact strategy Effectively develops and delivers a written and verbal elevator pitch: Company, Product and Self Sales Skills: Positioning statements for cross selling and ensuring future growth opportunities Interviewing skills Effective listening skills; note taking, recording data; active listening skills Written and rehearsed request for business Establishing next contact date and objective Knowledge and Skills Superior presentation skills Strong knowledge of the full suite of Sun Life product and service offerings, including thorough knowledge of our Absence Management solutions Demonstrated success in managing complex client relationships (innovative critical thinker with a strong ability to resolve complex issues) Ability to approach business planning strategically and creatively Demonstrates resilience by reacting positively to changes and maintains poise, focus and flexibility when encountering difficulties or obstacles Results oriented and goal driven with superior collaboration and influencing skills; Develops a high level of credibility with internal and external partners Self-starter; able to work successfully both independently and interdependently within a team environment and within a mobile environment Adept at project management and multi-tasking Strong financial acumen with a focus on achieving profitable growth; Solid understanding of product pricing, profitability and risk/underwriting rules/guidelines Strong knowledge of Market and competitor landscape Required Education and Skills: 5+ years of industry experience; Employee Benefit industry and/or knowledge of Group Benefit design, with specific working experience in a national, key, or strategic account management field Must hold current insurance license or have ability to obtain immediately Certified leave management Specialist (CLMS) designation preferred College degree preferred Strong analytical, mathematical and problem solving skills; Excellent verbal and written communication skills At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Salary Range: $101,700 - $152,600 Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category: Sales - Client Relationship Management Posting End Date: 30/01/2026

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: The opportunity Come join a fantastic team in a fast paced and exciting work environment! Absence Leave Specialists review claims for leaves of absence and decide if the person applying is eligible to have their leave request approved. Handling various levels of claims give you the opportunity to interact and make a difference for our clients on a daily basis. How you will contribute Review claim requests to ensure the person applying for leave meets all the requirements for approval, including their medical condition, the recommendations of their health care providers, and federal or state guidelines. Reach out to employees, employers, health care providers, and attorneys to get the paperwork or information you need to make a decision. Serve our Clients in a caring and empathetic manner, communicating clearly with them the decisions you make. Approve the leave if the person meets all the requirements. Ensure your claim decisions match the insurance contract and follow all state, federal, and corporate laws, regulations, and procedures. Process claims in a timely manner with accuracy. Protect and maintain personal health information with a high level of confidentiality according to Sun Life procedures and federal rules and regulations. What you will bring with you A passion for helping people, especially in times of need due to illness or injury. Your desire and ability to provide superior service and build positive relationships. Independent, innovative thinking and efficient decision-making skills to support leaves of absence request review and approvals. Your energy to thrive in a fast-paced environment. Attention to detail and organized approach to support documentation of request information. A drive to continuously learn, build, and grow professionally. Salary Range: $52,500 - $70,900 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category: Absence / Leave Management Posting End Date: 26/02/2026

Facilities Services Operating Engineer Technician Kansas City Life Insurance Company, a recognized leader in the insurance industry, is seeking an energetic, self-motivated individual to join our Facilities Services department. The ideal candidate would meet the following requirements: QUALIFICATIONS/REQUIREMENTS: * High School Diploma or equivalent * Good communication skills * At least one year building maintenance experience * Mechanically inclined and able to read building prints and control diagrams * Safe working knowledge of boilers, fire systems, and electrical power distribution * Must be able to work other shifts as needed to cover vacations and illness * Ability to lift 60+ pounds, with or without reasonable accommodation * Must possess a valid driver's license * Regular and reliable attendance and punctuality is an essential function of this position. DUTIES/RESPONSIBILITIES: * Perform maintenance assignments, plumbing, electrical, mechanical, and other projects as needed * Operate boilers, air handlers, Liebert cooling systems, chillers, cooling towers, heat exchangers, and fire suppression systems * Operate Metasys and S2 Security System which monitors HVAC and data center security * Perform comprehensive building and systems checks * Perform chemical tests and water treatment for HVAC equipment * Keep assigned work areas clean * Monitor weather conditions and adjust heating and cooling as needed * Operate snow removal equipment. Kansas City Life Insurance Company offers a competitive salary and an excellent benefits package. If you meet the above requirements and wish to join Kansas City Life's Facilities Services department, please send resume and salary requirements in confidence to: Kansas City Life Insurance Company ATTN: Human Resources Department 3520 Broadway P.O. Box 219139 Kansas City, MO 64121-9139 EOE/MFVH e-mail:[email protected] Print this Close this job description

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: Sun Life Financial is seeking a highly skilled and experienced Senior Accountant to join our Advantage Dental plus accounting team. This role offers an exciting opportunity to contribute to the financial success of a leading global financial services organization. The ideal candidate will possess a strong background in accounting principles, financial reporting, and analysis, coupled with excellent attention to detail and the ability to thrive in a fast-paced environment. As a Senior Accounting Specialist, you will play a crucial role in maintaining the integrity of our financial records, and providing valuable insights to support strategic decision-making across the organization. How you will contribute: · Coordinates all aspects of the general ledger accounting process by managing individual responsibilities during monthly closes, preparing of financial statements and variance analysis · Ensures accurate and timely generation of financial information to management by assisting in the development/implementation of improved systems and processes · Ensures that balance sheets are accurately stated, reconciled to the general ledger, and that account details have proper back-up · Support monthly and quarterly close packages by preparing, overseeing, and preparing accruals, reconciliations and schedules for all subsequent balance sheet and profit and loss accounts · Assist in the coordination and preparation for the year-end audit by preparing schedules and reviewing reconciliations to ensure accuracy of financial information · Provide customer service by offering analytical support to managers to help resolve all questions regarding monthly departmental cost centers · Involved in technical accounting matters and provides expertise to the business related to GAAP principles · Supports department by participating in special projects What you will bring with you: · Bachelor's degree in Accounting or Finance · Minimum of 3 years of accounting experience · Excellent communication and interpersonal skills · Proficient with spreadsheets and Excel · Experience in accounting software, Sage experience a plus · Strong analytical skills · Ability to work independently · Required to attend additional training as requested/deemed necessary · CPA or CMA or Master's in Finance or related fields, or MBA Salary Range: $63,100 - $94,700 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category: Finance Posting End Date: 13/02/2026

Legal Legal Assistant - Real Estate Kansas City Life Insurance Company, a recognized leader in the insurance industry, is seeking an energetic, self-motivated individual to join our Legal department. The ideal candidate would meet the following requirements: QUALIFICATIONS/REQUIREMENTS: * Paralegal degree preferred * Mortgage Loan and Real Estate experience, particularly related to documentation and filings * Demonstrated proficiency using the Microsoft Office group of programs, and ability to access databases * High level of personal organizational and administrative ability, with a demonstrated ability for detail-oriented work * Above average communication skills (both oral and written) * General knowledge of legal terms and documents * Demonstrated proficiency performing simple legal research * Regular and reliable attendance and punctuality is an essential function of this position DUTIES/RESPONSIBILITIES: * Review or prepare, with assistance from counsel, loan commitments, title documents, liens, and other real estate documents as needed to support a significant mortgage loan and real estate portfolio. * Prepare and file transaction documentation and work with in-house and outside counsel to verify file completion pre- and post- closing. * Litigation duties: gather information to respond to discovery requests and subpoenas, investigate matters involved in lawsuits, and maintain organized litigation files. * Corporate governance duties for selected subsidiaries: maintain minute books, prepare agenda for corporate meetings, prepare and distribute materials in advance of corporate meetings, draft standard portions of minutes, research corporate records. * Administrative and clerical duties: file, sort mail, transcribe correspondence, schedule meetings, arrange travel, maintain and update law library, pay invoices, and administer Attorneys' memberships in professional associations. Kansas City Life Insurance Company offers a competitive salary and an excellent benefits package. If you meet the above requirements and wish to join Kansas City Life's Legal department, please send resume and salary requirements in confidence to: Kansas City Life Insurance Company ATTN: Human Resources Department 3520 Broadway P.O. Box 219139 Kansas City, MO 64121-9139 EOE/MFVH e-mail:[email protected] Print this Close this job description

Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance-related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets. Position Summary In the role of Underwriter Coordinator, you will work closely with the company who is contracted to analyze risk selection for individually issued life, disability and health coverages on behalf of Fidelity Security Life Insurance Company. In addition, this position will be required to work with various insurance companies that contract with Forrest T. Jones & Company for insurance administrative services. In this position you will be responsible for coordinating submission of applications, assisting with ordering medical information when needed, work with MIB, Datafied and a variety of other vendors to obtain information as needed. Expectations Assists proposed insureds with special problems encountered (such as waiver removals). Answers reinsurance companies' questions regarding proposed insureds, and medical questions referred from Customer Service. Assists Executive and Marketing Departments with special cases. Determines by interpreting Medical Information Bureau (MIB) codes if additional medical requirements are necessary. Audits MIB codes to ensure compliance. Evaluates claims history for risk adverse selection, and determines morbidity and mortality by reviewing claim files. Orders requirements needed to evaluate risk. Assists Underwriting Support by providing staff with answers to questions from proposed insureds. Composes letters to physicians explaining and insureds medical condition and the reason for an underwriting decision. Performs other related duties as assigned and required. Competencies Proficient knowledge of Individual Underwriting procedures/practices. Proficient knowledge of Word and Excel. Proficient knowledge of computer systems. Comprehensive understanding of medical coding and medical terminology. Extremely detailed oriented with proficient organizational skills. Excellent customer skills in handling insureds, outside vendors and Insurance Companies. Requisites Prior Underwriting experience helpful Advanced analytical skills and medical knowledge We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance plus voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more. We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age. ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON THE PASSING OF A DRUG SCREEN AND BACKGROUND CHECK.

Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets. Position Summary As a Senior IT Project Manager, you will be responsible for multiple projects using multiple methodologies such as Waterfall, Agile and/or Kan Ban to manage projects. You will be responsible for working with subject matter experts and IT teams to manage demand, organize and ensure prioritized backlog/s, and effectively communicate delivery plans to multiple groups within and outside of IT. The projects will range from small to large and simple to complex. These projects will compete for the same resources and will have varying levels of requirements and timeline sensitivities. You will establish and implement project management processes and methodologies for the I.T. PPMT group to ensure projects are delivered on time, within budget, adhere to high quality standards and meet customer expectations. Responsibilities Become intimately familiar with applications currently in use for FTJ and FSL. Coordinate with Application Development and Business teams to ensure that proper care is given in development and testing of all products created by or maintained by IT. Document projects using the FTJ Enterprise Work Management toolset. Review business and functional requirements to compile a full understanding of deliverables within a project. Continuously maintain and update project management plans as products evolve both during the initial development phases and post implementation add-on / break fix scenarios. Ensure that schedules are met and proactively address these issues with management. Continuously review project performance, update PPMT tools and brief management on progress. Develop reporting and dashboards as needed to give enterprise view of project status and report to management. Interact with stakeholders to communicate status. Mentor other Project Managers. Qualifications Non-Technical Project Management Expertise: Experience and working knowledge of “best practices” in developing and leading/managing projects to create solutions, plan, budget, and execute projects in support of customer objectives/goals. This includes the ability to work across the organization to plan for the supporting project/activities needed to successfully implement customer programs/projects. Leadership: Willing to “take a position vs. managing a position;” ability to drive change within the organization; ability to build consensus/coalitions amongst divergent interests; acts with integrity; takes the initiative; exercises sound judgment; sets the example. Analytical/Problem Solving: Intellectual capacity and ability to gather, sort and analyze data and then develop logical conclusions; critical thinking skills; familiar with problem solving tools/techniques and able to communicate options, conclusions, and recommendations to both the business and the technology teams. Interpersonal/Communication: articulate and capable of conveying ideas clearly/concisely; sensitive to needs of the audience; ensures the customer, as well as service areas within IT are kept informed of plans, status, and current problems/challenges; manages around internal politics; empathetic, good listener. Technical Experience and working knowledge of industry “best practices” related to insurance brokerage, Third Party Administration (TPA), and underwriting systems. High level of technical acumen High level of business acumen as it relates to the insurance industry. Quickly understands the overall business strategy, analyzes the business processes, and develops technical solutions to support the business strategy. Ability to mentor others through issues and if needed, facilitate resolution. Must be a constant learner. Staying up to date on industry knowledge and striving to learn about new and emerging technologies and trends in the Insurance and Securities space, as well as business practices and trends (including regulatory and compliance requirements). BS in Computer Science, or equivalent experience in substantially similar position. 5+ years of Project Management within a software development organization. Strong analytical skills are a must. Ability to create and execute plans given minimal written instructions. Ability to liaise with Development, business owners and internal stakeholders. Best if experienced with: Insurance Industry experience. EDI processing. Payment Card Industry data security standards (PCI DSS). Personal Health Information security standards (PHI). Insurance industry IT support and security. Laws, policies, procedures, or governance relevant to cybersecurity. We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance; plus voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more. We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age. ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON THE PASSING OF A DRUG SCREEN AND BACKGROUND CHECK.

Claims Claims Associate I Kansas City Life Insurance Company, a recognized leader in the insurance industry, is seeking an energetic, self-motivated individual to join our Claims department. The ideal candidate would meet the following requirements: QUALIFICATIONS/REQUIREMENTS: * Bachelor of Arts or Sciences degree in a business-related field or equivalent work experience. * At least 4 years of practical insurance claim experience. * Ability to use resources effectively, exercise good judgment, make decisions, and apply knowledge and experience to related situations to allow many types of requests to be handled independently. * Ability to professionally interact with business people of all levels and succinctly communicate information to internal and external customers. * General understanding of corporate multiline products, procedures, and practices. * Demonstrated knowledge of company administrative systems and software. Familiarity with PC and Windows applications, including the ability to learn new and complex computer system applications. * Regular and reliable attendance and punctuality is an essential function of this position DUTIES/RESPONSIBILITIES: * Analyze claims and determine their validity based on policy provisions, riders, waivers, operating procedures, and state regulations. Calculate benefits payable and interest due. Ensure claims are paid in a prompt and equitable manner or decline payment for losses that are not covered. * Provide superior customer service to claimants or their representatives. Prepare tax forms, state notice forms, and state consent forms when applicable. * Maintain working knowledge of adjudication and reporting responsibilities within department and provide assistance to other examiners to ensure claims are handled in a timely manner. * Order investigations on suicide, homicide, and accidental death claims. Investigate abandoned property cases. Administer reinsurance reporting and communication and assure proper reconciliation. * Determine from medical records received, approval or denial of contestable claims; request medical information from doctors and hospitals as needed. Upon receipt, review and determine whether benefits are applicable and pay or deny claims. * Approve and request claim expense checks for outside investigations and attorney's fees. * Continually expand knowledge of human anatomy, physiology, disease processes, and medical practices and procedures, and consult with Underwriting or Medical Director as needed. * Continually expand knowledge of legal decisions, opinions, proper practices, and procedures, and consult with Legal department as needed. Alert to spot red flags for potential fraud instances. Kansas City Life Insurance Company offers a competitive salary and an excellent benefits package. If you meet the above requirements and wish to join Kansas City Life's Claims department, please send resume and salary requirements in confidence to: Kansas City Life Insurance Company ATTN: Human Resources Department 3520 Broadway P.O. Box 219139 Kansas City, MO 64121-9139 EOE/MFVH e-mail:[email protected] Print this Close this job description

Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets. Position Summary Responsible for prospecting and selling the complete spectrum of Group Employee Benefit Programs and consulting with existing employer clients to maintain the optimal Employee Benefit Plans and service strategies. Expectations Coordinate seamless customer service with existing FTJ group clients. Selling and implementing new Employee Group Benefit Programs to achieve stated goals. Daily prospecting and maintenance of prospecting database and notes. Coordinating and delivering new group quotes for new business clients. Coordinating new group enrollments. Weekly detailed activity reports entered into database dashboard allowing for qualitative prospect management. Perform other related duties as assigned and required. Competencies Excellent relationship building skills and ability to maintain and cultivate good relationships Effective communication skills and one-on-one presentation skills Marketing and consulting skills related to employee benefits Sales and service team management skills Basic computer skills and CRM prospect management Exceptional record keeping, reporting, and financial evaluation skills Requisites Bachelor's degree in Arts or Science 2 year's successful insurance sales experience or comparable experience in sales or education MO Licensed Agent for Life and Health Insurance Excellent knowledge and practical application of group health insurance, health savings accounts, and other group employee benefits IRS Section 125 Cafeteria Plan, 403b and 457 retirement savings experience Ability to travel for sales appointments/meetings as required We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance; plus voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more. We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age. ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON THE PASSING OF A DRUG SCREEN AND BACKGROUND CHECK.

Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance related services to clients, corporations, employers, and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets. Position Summary Responsible for the following regulatory and compliance issues and support: Legislative Review : Assist with monitoring and analysis of new laws and regulations. Areas of regulatory review may include rate and form filing requirements, health insurance mandated benefits, Guaranty Association notices, fraud, claims practices, escheat, same sex and non-discrimination laws, privacy, life and health insurance replacement, Annuity suitability, Anti-money Laundering, Advertising requirements, underwriting restrictions, and periodic reporting. Compliance Procedures and Communication updates : Assist with identifying and incorporating needed updates to the Company's various Standard Practice Memorandum (SPMs) and Third-Party Administrator Compliance Bulletins. Advertising Review and Compliance : Assist with the review and tracking of all life and health insurance advertising generated internally and by outside marketers. Expectations Assist with the monitoring and analysis of new laws and regulations that impact existing and new life and supplemental health insurance products Areas of regulatory review may include rate and form filing requirements, health insurance mandated benefits, Guaranty Association notices, fraud, claims practices, escheat, same sex and non-discrimination laws, privacy, life and health insurance replacement, Annuity suitability, Anti-money Laundering, Advertising requirements, underwriting restrictions, periodic reporting and other topics as assigned. Assist with ongoing monitoring and updates to the Company's various SPMs and Compliance Bulletins. Assist with the review and tracking of all life and health insurance advertising generated internally and by outside marketers. Assist with the review of privacy matters related to unauthorized disclosures and/or breaches. Provides support to facilitate compliance with Anti-Money Laundering processes and procedures. Performs miscellaneous research of compliance issues. Performs other related duties as required and assigned. Competencies Superior oral and written communication skills to successfully interact with internal and external contacts at all levels Ability to coordinate projects among multiple departments and clients Detail oriented, ability to prioritize, self-starter, and capable of working independently Ability to function at a high level in a fast-paced environment with changing priorities and willing to work beyond normal business hours when needed Requisites Bachelor's Degree preferred 5-10 years' experience with life and supplemental health insurance products Solid understanding of group and individual insurance policy form requirements and state insurance department requirements Previous experience in reviewing life and health insurance product advertising a plus Successful completion of insurance industry courses such as Life Office Management Association (LOMA) a plus We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance; plus voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more. We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age. ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON THE PASSING OF A DRUG SCREEN AND BACKGROUND CHECK.

Responsible for drafting policy forms, product design, and review of sales materials relative to the applicable laws, regulations and administrative procedures. Keeps current on all new requirements or changes regarding product development, policy filings and administration of those products for inclusion in the necessary contractual arrangements. This position entails utilizing compliance and legal skills and product knowledge with respect to insurance, services, and handling more complex legal/compliance projects in the legislative and regulatory framework. Expectations Product Development - Policy formation and drafting relative to the laws and regulations of the applicable jurisdictions for various insurance products Create state specific policy forms adhering to state statutes while working closely with state insurance department personnel Researches and responds to states' objections/questions via the SERFF and I File systems Assists in the implementation of and/or development of administrative procedures and communication of such when changes are required by law Review sales materials for compliance Miscellaneous research of legal and compliance issues Competencies Excellent organizational skills and interpersonal communication skills (oral/written/listening) Proficiency in software applications, such as Word, Excel, Outlook, and Access Must be detail oriented and a self-starter with the ability to work independently Requisites Bachelor's Degree or equivalent industry experience 5+ years' experience with a variety of insurance products In-depth knowledge of Individual and Group, Life, A&H, Disability, Self-Funded and Annuity business, and the relating laws and regulations in all states Knowledge of marketing and administrative functions relative to the insurance laws and regulations We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance; plus voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more. We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age. ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.

Premium Collections Accounting Technician III Kansas City Life Insurance Company, a recognized leader in the insurance industry, is seeking an energetic, self-motivated individual to join our Premium Collections department. The ideal candidate would meet the following requirements: QUALIFICATIONS/REQUIREMENTS: * Business associates degree or 5 or more years of work experience in an accounting department, preferably in insurance or a related financial services industry. Candidates actively pursuing a related degree and who have strong analytical skills and industry experience will also be considered. * Hands-on PC experience * Strong analytical and communication skills * Ability to manage multiple tasks with staggering deadlines * LOMA or other industry courses preferred * Regular and reliable attendance and punctuality is an essential function of this position. DUTIES/RESPONSIBILITIES: * Play a key role in maintaining operations relating to premium collections, including, workflow, monitoring, proofing and analyzing output, and troubleshooting. * Play a key role in the initiation, research, development, and implementation of PC and mainframe automation projects, software conversions and upgrades, and enhancements that effect the Premium Collections Department. * Play a key role in the coordination, control, and tracking of Premium Collections workflow and projects. Assists in various departmental projects when needed. * Coordinate timely and accurate preparation, proofing, and distribution of certain intermediate level premium collections and compliance reports and/or schedules. * Review and critically examine premium collections transactions, reconciliations, schedules, and provide assistance to correct any errors or omissions. * Play a key role in the research, design, and implementation of projects and programs to improve customer service and the operating efficiency of the Premium Collections Department. * Communicate effectively with peers, senior management, vendors, auditor/examiners, and other internal and eternal customer. Provide clear, concise, accurate, and thorough responses to questions, inquiries, and research/analysis requests, some of which may be non-routine in nature. Kansas City Life Insurance Company offers a competitive salary and an excellent benefits package. If you meet the above requirements and wish to join Kansas City Life's Premium Collections department, please send resume and salary requirements in confidence to: Kansas City Life Insurance Company ATTN: Human Resources Department 3520 Broadway P.O. Box 219139 Kansas City, MO 64121-9139 EOE/MFVH e-mail:[email protected] Print this Close this job description

The Account Manager (AM) will encounter diverse situations, dynamically apply knowledge and is responsible for managing business-to-business (B2B) clients' daily needs. The AM will be the acting liaison between the clients and internal teams. Our clients include marketing agencies, Third Party Administrators (TPAs) and Managing General Agents (MGAs). Responsibilities also include providing direction to cross functional internal teams representing Accounting, Administration, Actuarial, Product Development, Compliance, Legal, Audit, and Reinsurance. Expectations Ability to coordinate and manage numerous projects with clients and among internal departments. Proficient in project management; manage and oversee all aspects of implementing new clients, including obtaining necessary client data, ensuring all internal processes are set up correctly, and tracking overall implementation and communicating progress to key stakeholders. Build long-term relationships and maintain regular contact with clients, taking ownership of any client requests and issues that arise. Assist Directors in development/analysis of client marketing documents. In charge of coordinating preparation of contracts and amendments, review policy and certificate equipment, advertising materials and proposals for new business opportunities. Coordinate with Program Director to review audit reports and follow-up to assure compliance on audit findings with external clients. Summarize and prepare escalation points/client issues to Program Directors. Competencies Excellent communication skills (written, verbal and listening), detail oriented, demonstrate leadership capabilities A customer-oriented attitude Function at a high level in a very fast-paced environment Excellent computer skills, including word processing and spreadsheets. Critical thinking and document proofing skills Highly organized Requisites 1-3 years of working experience in the insurance industry Account Management experience preferred An enthusiastic administrative professional preferred Basic understanding of insurance agreements and policy forms 1+ years of project management experience a plus Occasional travel to onsite meetings with clients throughout the United States We offer comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company-matching, generous paid time off and much more. We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age. ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.

Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets. Position Summary The primary function of this position is the preparation of financial statements and state filings for multiple insurance and insurance related companies. Expectations Prepare financial statements for multiple companies. Prepare general ledger entries. File premium taxes and state filings with assigned states. Report and pay other taxes as assigned. Reconcile general ledger accounts. Reconcile bank accounts as needed. Prepare annual audit report drafts for an insurance company. Prepare the NAIC Annual Statement and related schedules for an insurance company. Make quarterly and annual NAIC and state filings for an insurance company. Provide information to auditors as needed. Assist with various financial reporting projects as needed. Perform other related duties as required and assigned. Competencies Superior written/verbal communication skills Able to manage multiple competing priorities Results oriented, but still insist on accuracy Team player Proficient in PC applications in Windows based products; Microsoft Office including Excel Requisites Bachelor's degree in Accounting or Finance 2+ years' experience in Accounting is required. Knowledge of insurance accounting is a plus. We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance; plus voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more. We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age. ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.

Financial Analyst Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets. Position Summary This position reports to the Manager of Plans, Budgets and Analysis and is responsible for compiling, reconciling and analyzing financial data. This position is responsible for transforming financial data into information of value for management. Expectations Provide monthly/quarterly financial performance analysis to management. Assist in the monthly accounting close, reviewing activity and assisting accounting as needed. Assist in the monthly/annual budget and proforma process. Provide financial data and reports to senior management and other departments as requested. Analyzes information and works with finance teams to verify or update information Develop working relationships with internal business partners to support organizational goals. Identifies opportunities and work with cross-functional project teams to improve operational and financial performance across all areas of the company. Work with internal and external auditors in providing supporting details and answering questions when necessary. Performs other related duties as required and assigned Competencies Able to research complex reconciliation issues and discrepancies. Take responsibility for accuracy while handling high volumes of data. Responds timely and professionally to management team. Able to work in an individual or team setting. Precise and detail oriented. Can actively participate in cross-functional projects as well as partner with cross-functional teams to improve processes and conduct analyses. Strong multi-tasking skills - organized and attentive to details. Communicate effectively across all levels of the Company and across departments. Requisites A bachelor's degree in accounting or a related field is required. 3-6 years of experience in accounting/finance/business analyst or audit role. Expert system skills including Microsoft Excel. Skills in Microsoft SQL Server Management Studio and Access Experience with FIS Enterprise Accounting System(EAS) preferred, but not required. Experience with Prophix, Hyperion or similar system preferred but not required. We offer comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company-matching, generous paid time off and much more. We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age. ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.

Forrest T. Jones & Company, Inc. , and its affiliates (“FTJ”), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets.

Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets. Position Summary The Claims Examiner II is responsible for the accurate and timely processing of disability claims. The Claims Examiner II is expected to provide courteous and prompt response to customer inquiries. Expectations Verifies the accuracy and receipt of all required documentation for each claim submitted. Evaluates claims for benefit payment according to policy provisions and assures that the system processes each claim correctly. Communicates with insureds, agents, providers, attorneys, and employers. Documents the claim and image systems in an accurate manner. Contributes to the daily workflow with regular and punctual attendance. Adheres to the Claims Department's established time-in-process, production, and quality standards. Performs related or other assigned duties as required. Maintains a professional demeanor with internal and external clients, insureds, and all FTJ associates and affiliates. Competencies Excellent oral and written communication skills. PC skills, including Microsoft Word. Typing ability of 45 wpm. Ability to learn all functions of claims processing software as is necessary for claims processing and adjudication. Must be able to adapt to software changes as they occur. Basic knowledge of disability claims practices. Basic mathematical skills. Strong interpersonal skills to work effectively with others, able to work in a team environment. Strong organizational skills. Strong analytical and interpretive skills. Ability to meet productivity standards with 99% financial accuracy. Ability to be flexible, work under pressure, and meet deadlines. Ability to occasionally work overtime as required. Requisites High School Diploma or equivalent. Five years of claims processing experience required, preferably disability. We offer comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company-matching, generous paid time off and much more. We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age. ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK

Responsible for drafting policy forms, product design, and review of sales materials relative to the applicable laws, regulations and administrative procedures. Keeps current on all new requirements or changes regarding product development, policy filings and administration of those products for inclusion in the necessary contractual arrangements. This position entails utilizing compliance and legal skills and product knowledge with respect to insurance, services, and handling more complex legal/compliance projects in the legislative and regulatory framework. Expectations Product Development - Policy formation and drafting relative to the laws and regulations of the applicable jurisdictions for various insurance products Create state specific policy forms adhering to state statutes while working closely with state insurance department personnel Researches and responds to states' objections/questions via the SERFF and I File systems Assists in the implementation of and/or development of administrative procedures and communication of such when changes are required by law Review sales materials for compliance Miscellaneous research of legal and compliance issues Competencies Excellent organizational skills and interpersonal communication skills (oral/written/listening) Proficiency in software applications, such as Word, Excel, Outlook, and Access Must be detail oriented and a self-starter with the ability to work independently Requisites Bachelor's Degree or equivalent industry experience 5+ years' experience with a variety of insurance products In-depth knowledge of Individual and Group, Life, A&H, Disability, Self-Funded and Annuity business, and the relating laws and regulations in all states Knowledge of marketing and administrative functions relative to the insurance laws and regulations We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance; plus voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more. We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age. ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.