Entry-Level Investment Advisor
Roseville, CA job
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development: New York Life offers a comprehensive two-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
Compensation:
$62,500 - $229,000
Responsibilities:
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Qualifications:
Must possess uncompromising integrity and the ability to communicate complex ideas
Must have effective relationship management skills
Required to effectively network to identify potential new clients
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
#WHINS2
Compensation details: 62500-229000 Yearly Salary
PIb4139a129a42-37***********3
Administrative Assistant
Sacramento, CA job
For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
Job Description
Duties and Responsibilities
Welcome and greet clients and office guests
Support office staff and executives with general operational tasks
Plan and schedule meetings, presentations, and other office related events
Perform general accounting and bookkeeping duties
Suggest changes to office task workflow to improve efficiency
Answer phones in a professional manner
Direct calls to appropriate persons or take detailed messages
Answer and send out faxes as needed
Prepare outgoing mail and packages for executives
Reserve conference spaces for meetings
Schedule travel arrangements
Send reminders regarding upcoming appointments
Manage communication of information in and out of the office
Type out correspondence letters, emails, memos, etc. (paper and electronic)
Assist in preparation of presentation materials
Qualifications
Requirements and Qualifications
High school diploma or GED equivalent required
2+ years experience as an administrative assistant
Certified Administrative Professional (CAP) certification preferred
Fast, proficient, and accurate typist
Extensive knowledge of Microsoft Suite and other administrative programs
Outstanding communicator, both orally and written
Excellent customer service skills
Self-starter who works well independently
Ability to prioritize given tasks and work efficiently towards completing them
Familiar with common office equipment (printers, copier, fax, etc.)
Additional Information
All your information will be kept confidential according to EEO guidelines.
Business Systems Analyst 2
Sacramento, CA job
Berkshire Hathaway Homestate Companies, Workers Compensation Division, has a need for an IT Business Systems Analyst 2 to serve as a bridge between IT and business units, analyzing business needs and translating them into actionable technical solutions. This role involves managing and enhancing various business systems to support efficient processes, improve productivity, and align IT solutions with organizational goals.
This resource will become a systems experts, offering the advantage of efficiency gain and optimization through advisement on functional and non-functional testing and support for workflow and requirements with end users.
Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.
ESSENTIAL RESPONSIBILITIESBUSINESS REQUIREMENTS GATHERING
Work closely with technical product owners, IT resources, and stakeholders across departments to understand business needs, processes, and objectives.
Conduct interviews, workshops, and document analysis to gather detailed requirements for new systems or system enhancements.
Work with architects, developers, and DevOps engineers to design solutions, validate feasibility, and ensure scalability.
SYSTEM ANALYSIS & DESIGN
Analyze existing systems and workflows to identify gaps, inefficiencies, or areas for improvement.
Develop and document functional specifications, system design requirements, and workflow diagrams.
Work with IT teams to ensure that system designs meet business requirements and technical standards.
PROJECT IMPLEMENTATION
Support project planning by developing timelines, defining project scope, and estimating resources.
Collaborate with project managers, developers, and other team members during the implementation phase.
Conduct system testing, including functional, regression, and user acceptance testing (UAT), to ensure system changes meet quality standards.
STAKEHOLDER COMMUNICATION & SUPPORT
Act as a liaison between IT teams and business units, ensuring clear communication and understanding of
system requirements and constraints.
Provide training and support to end-users, helping them understand system functionalities and maximize the system's value.
DATA MANAGEMENT & REPORTING
Collaborate with data teams to ensure accurate data integration, reporting, and business intelligence.
Develop and maintain reports and dashboards that support business decision-making.
CONTINUOUS IMPROVEMENT
Stay updated on industry trends, best practices, and emerging technologies.
Proactively identify opportunities for process improvement and lead initiatives to optimize.
QUALITY ASSURANCE & UAT LEADERSHIP
Define and enforce acceptance criteria for features and user stories to ensure high-quality deliverables.
Collaborate with the QA team to develop comprehensive test plans, perform acceptance testing, and ensure product readiness.
Lead user acceptance testing (UAT) sessions, ensuring that product features meet business and technical requirements.
PRODUCT LAUNCH & POST-LAUNCH SUPPORT
Coordinate product releases, working closely with release management, DevOps, and support teams.
Monitor and track the performance of product features post-launch and implement necessary improvements.
Provide post-release support to address technical issues and feedback from users and stakeholders.
RISK & COMPLIANCE
Ensure that all business applications comply with industry regulations and internal security standards, including SOX, PCI-DSS, and other financial sector regulations.
Work with the cybersecurity team to ensure applications are secured against potential threats and vulnerabilities.
Develop and implement procedures for regular audits, risk assessments, and disaster recovery plans for critical applications.
REQUIRED QUALIFICATIONS
Education: Bachelor's degree in Information Technology, Business, or related field.
Experience: Minimum of 3 years of experience as a Business Systems Analyst or similar role. Experience with low code platforms and experience with SQL and data visualization tools highly preferred. Experience with microservices architecture, containerization (e.g., Docker, Kubernetes), and modern cloud-native applications. Hands-on experience with tools like Git, Jenkins, or containerization.
Certifications: Certified Scrum Product Owner (CSPO), Professional Scrum Product Owner (PSPO), or SAFe certifications.
SKILLS NEEDED
Strong knowledge of automation tools, monitoring, and logging platforms.
Proficiency in business analysis tools (e.g., Microsoft Visio, Lucid chart) and familiarity with project management software (e.g., ADO, Jira, Asana).
Analytical Thinking: Strong root cause analysis skills. Ability to understand complex business needs and translate them into technical solutions.
Strong understanding of business processes and ERP/CRM systems.
Communication Skills: Proficient in conveying technical information to non-technical stakeholders and vice versa.
Project Management: Skilled in planning, organizing, and managing resources to bring about successful project completion.
Adaptability: Open to learning and adapting to new systems, technologies, and business
Ability to work independently but in a collaborative manner.
Work with cross-function teams.
WHAT WE OFFER
Work Life Balance
Work From Home Program (up to 2 days per week upon eligibility)
Modernized Historical Setting in East Sacramento
Free Lot Parking
Paid Time Off
Paid Holidays
Retirements Savings Match
Group Health Insurance (Medical, Dental, and Vision)
Life and AD&D Insurance
Long Term Disability Insurance
Accident and Critical Illness Insurance
Flexible Savings Accounts
Paid Community Volunteer Day
Employee Assistance Program
Tuition Reimbursement Program
Employee Referral Program
Diversity, Equity and Inclusion Program
ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
Auto-ApplyInsurance Advisor - Client Solutions
Sacramento, CA job
If you're already licensed in Life & Health and have a year or two of experience helping clients protect their families, you're ahead of the game. MassMutual Northern California is growing our team of insurance advisors who want more opportunity, more tools, and more ways to serve their clients.
What You'll Be Doing:
Expanding your insurance practice with access to a robust portfolio of products.
Partnering with our wealth and planning teams to offer holistic strategies.
Growing your client base with marketing support and business development tools.
Continuing your professional education and development with our mentorship program.
What Makes Someone a Great Fit:
1-2 years of insurance sales experience.
Current CA Life & Health license.
Strong communication skills and a genuine interest in helping people.
Entrepreneurial mindset and drive to grow.
Why MassMutual Northern California:
Top-tier carrier with a respected reputation and financial strength.
Access to advanced planning tools and marketing resources.
A team culture that supports growth and celebrates success.
College Financial Representative, Internship Program
Sacramento, CA job
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyUtilization Review Nurse
Rancho Cordova, CA job
About us:
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
The Utilization Review Nurse's duties will include, but are not limited to:
Support internal claims adjusting staff in the review of workers' compensation claims
Review records and requests for UR, which may arrive via mail, e-mail, fax, or phone
Meet required decision-making timeframes
Clearly document all communication and decision-making within our insurance software system
Establish collaborative relationships and work as an intermediary between clients, patients, employers, providers, and attorneys
Utilize good clinical judgment, careful listening, and critical thinking and assessment skills
Track ongoing status of all UR activity so that appropriate turn-around times are met
Maintain organized files containing clinical documentation of interactions with all parties of every claim
Send appropriate letters on each completed UR
Salary Range
$65,000.00 - $100,000.00 USD
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Qualifications
Active Licensed Practical Nurse and/or Registered Nurse License
1+ years of utilization review experience at a managed care plan or provider organization
2 + years' clinical experience preferably in case management, rehabilitation, orthopedics, or utilization review
Excellent oral and written communication skills, including outstanding phone presence
Strong interpersonal and conflict resolution skills
Experience in a fast-paced, multi-faceted environment
The ability to set priorities and work both autonomously and as a team member
Well-developed time-management and organization skills
Excellent analytical skills
Working knowledge of: Microsoft Word, Excel, and Outlook
Auto-ApplyClaims Assistant 1
Sacramento, CA job
Berkshire Hathaway Homestate Companies is looking for a workers' compensation Claims Assistant to work in tangent with our Claims Professionals to ensure administration of benefits due injured workers is timely and accurate. This individual will engage in on-the-job training, demonstrating the ability to apply regulations governing the administration process and adherence to Company guidelines, and escalating issues, approval needs, and questions timely to management. ESSENTIAL RESPONSIBILITIES
Coordinates service of required documentation to appropriate parties on litigated claims: prepares index of documentation; assists with cover letter as necessary; ensures appropriate documentation is included in package and any necessary redaction is completed; and, verifies service completion.
Reviews and prioritizes daily diary instructions (e.g., payments, regulatory notices, etc.).
Generates new claim set-up notifications/correspondence for incoming claims. Secures wage information as needed.
Assists with scheduling medical evaluations as needed and obtains updates on disability status post-appointment.
Schedules vendors when necessary for transportation, translation, and subpoena services.
Submits internal service requests with required documentation as necessary (e.g., check pull/voids, stop payment requests, etc.).
Completes other ancillary services as needed, including coverage of reception desk.
REQUIRED QUALIFICATIONS
EDUCATION: High School Diploma or HS Equivalency credential (GED or HiSET) required.
COMPUTER SKILLS: Proficient in Microsoft Office Suite of applications (WORD, Excel in particular) and ability to be proficient on applicable databases, systems, and vendor software programs.
High level attention to detail.
Able to manage multiple priorities while fulfilling commitments. Effectively manages time to accomplish work.
Dedicated to meeting needs of others in the organization. Responds timely to requests for service and assistance.
WHAT WE OFFER
Modernized Historical Setting in East Sacramento
Free Lot Parking
Paid Time Off
Paid Holidays
Retirements Savings Match
Group Health Insurance (Medical, Dental, and Vision)
Life and AD&D Insurance
Long Term Disability Insurance
Accident and Critical Illness Insurance
Flexible Savings Accounts
Paid Community Volunteer Day
Employee Assistance Program
Tuition Reimbursement Program
Employee Referral Program
Diversity, Equity and Inclusion Program
ABOUT US With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
-----------------------------------------------------------------------------------------------------------------------------
In accordance with the California Equal Pay Act, the starting hourly wage for this job is $
22.5962
. This hourly wage is what the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The pay scale applies only to this position and only if it is filled in Sacramento, California. The pay scale may be different for other positions or in other locations.
Auto-ApplyNational Broker Manager, Colonial Life
Sacramento, CA job
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
General Summary
This National Broker Manager is responsible for leading a team of Regional Broker Managers to drive the growth of broker influenced sales in assigned regions. The individual and their team will partner closely with the regional and territory sales leadership and Colonial Life's agency distribution teams to increase overall broker influenced sales in the region through engagement with targeted broker relationships, increasing effectiveness of independent sales agents, and development of sales marketing strategies. They will also develop strategic plans and cultivate engagement with select national brokerage organizations to deepen partnerships and drive additional sales growth. This role will also aid the Colonial Life leadership team in the ongoing development of Colonial Life's broker distribution growth strategy.
**Principal Duties and Responsibilities**
+ Increase profitable broker influenced sales growth in partnership with the Colonial Life sales organization and home office business partners in both the commercial and public sector markets. Increase the number of new broker influenced accounts in the region.
+ Lead Regional Broker Managers (RBMs) for the assigned region. Train and develop RBMs in to highly effective sales professionals. Accountability for frequent, consistent communication to VPS and TSM business partners regarding the effectiveness of RBM in territory activity and alignment to local market needs.
+ Increase the depth and breadth of broker relationships within the region including driving production from new brokers and increased sales activity with existing broker relationships
+ Personally engage with regional and national practice leaders of select national broker partner organizations. Ensure appropriate distribution alignment between Colonial Life's field organization and national broker partner offices.
+ Create and execute business plans that align with goals of the Regional Vice Presidents of Sales, Territory Sales Managers and the company. Adhere to company's expectation regarding budget and expense management
+ Utilize Colonial Life's overall Value proposition to educate brokers on our expertise in the public sector, commercial, brokerage, and large case markets. Act as a strategic business partner in presentations for potential and existing customers
+ Train and develop the Colonial Life sales hierarchy in the areas of Brokerage, Public Sector and the Colonial Life value proposition.
+ Cultivate strong working relationships with internal and external partners
+ Evaluate potential MAP, Worksite Specialist, Finance Rep, and HO visit requests within assigned region. Work with VPS, Territory Sales Manager and AVP of Broker Market Development to approve or decline requests.
+ Manage and participate in broker meetings, forums, and lunch & learns within assigned region. Create visibility in the market by participating in events, conferences and tradeshows focused on the insurance industry with specific emphasis on the brokerage, national broker and public sector market segments.
+ Engage with the Colonial Life senior leadership team to support the development of Colonial Life's broker market growth strategy.
+ May perform other duties as assigned
**Job Specifications**
+ Bachelor's degree or equivalent experience
+ 8 + years of broker sales/marketing experience
+ Strong ability to effectively communicate, influence, and persuade.
+ Strong problem solving, planning, and strategic thinking.
+ Broad room presence including professionalism and strong presentation skills
+ Strong organizational leadership skills and a proven track record of effectively leading others.
+ Excellent interpersonal and collaboration skills
+ Ability to travel 65% to 75% of the time
\#LI-PO1
~IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above . If salary information is not listed in the job description above, compensation is based solely on commissions.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Colonial Life
Trucking Claims Specialist
Rancho Cordova, CA job
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
Berkshire Hathaway GUARD Insurance Companies is seeking a Trucking Claims Specialist to join our P&C Claims Casualty team. This role will report to the AVP of Claims and is responsible for investigating and resolving commercial auto liability and physical damage claims, with a focus on trucking exposures. The ideal candidate will bring strong analytical skills, sound judgment, and a commitment to delivering high-quality claims service.
Key Responsibilities
Investigate and resolve commercial auto liability and physical damage claims involving trucking exposures.
Review and interpret policy language to determine coverage and consult with coverage counsel when needed.
Manage a caseload of moderate to high complexity and exposure, applying effective resolution strategies.
Communicate with insureds, claimants, attorneys, body shops, and law enforcement to gather relevant information.
Collaborate with defense counsel and vendors to support litigation strategy and recovery efforts.
Ensure claims are handled accurately, efficiently, and in alignment with service and regulatory standards.
Participate in file reviews, team meetings, and ongoing training to support continuous learning.
Salary Range
$95,000.00-$145,000.00 USD
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Qualifications
Minimum of 3 years of trucking industry experience.
Experience with bodily injury and/or cargo exposures.
Familiarity with trucking operations, FMCSA/DOT regulations, and multi-jurisdictional claims practices.
Strong analytical and negotiation skills, with the ability to manage multiple priorities.
Proven ability to manage sensitive and high-stakes situations with accuracy and professionalism.
Possession of applicable state adjuster licenses.
Juris Doctor (JD) preferred; alternatively, a bachelor's degree or equivalent experience in insurance, risk management, or a related field.
Auto-ApplyIT Infrastructure Engineer
Rancho Cordova, CA job
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
As an IT Infrastructure Engineer on our Technology Services Team, you will play a key role in the design, planning, and execution of projects related to GUARD's server, storage, backup, and virtualization environments in the cloud. An ideal candidate should be able to understand and implement public cloud IaaS, PaaS, and SaaS solutions, as well as analyze and resolve complex issues related to these areas. Monitor system performance and capacity and provide proactive remediation. Provide cloud services estimates and identify trends and opportunities for process and technology advancements to critical Infrastructure. Act as a technical escalation point for team members. We are seeking an Infrastructure Engineer to work out of one of these locations: Corporate Office in Wilkes-Barre, PA, Philadelphia, PA, Parsippany, NJ, Chicago, IL, Alpharetta, GA, or Dallas-Fort Worth, TX.
Responsibilities:
Lead and participate in Azure cloud infrastructure projects.
Design and implement infrastructure technical solutions that exhibit high levels of performance, security and scalability, while keeping any risks/impacts to the business in mind.
Develop and implement complex cloud environments, focusing on infrastructure as code (IaC) using tools like Terraform, Pulumi, ARM templates, BluePrint.
Experience with Azure DevOps or Github Actions.
Create, manage, and understand Azure resources such as app gateways, load balancers, storage accounts, Azure Files, app services, NSGs, virtual desktops/pools, backup/polices, Site Recovery, Azure Backup, etc.
Deliver technical leadership in the engineering and architecture of GUARD's server, storage, and cloud infrastructure.
Guide IT Administrators to ensure proper execution of project designs and ongoing conformity to policy.
Ensures infrastructure meets compliance and security standards through audits and tools like Azure Policy.
Ensures disaster recovery / backup solutions are operational, maintained and meeting the business needs.
Ability to diagnose and resolve cloud infrastructure related problems.
Document systems, processes, and/or procedures.
Ability to respond to and investigate security alerts.
Track industry trends and maintain knowledge of new technologies to better serve the enterprises architecture needs.
Demonstrated experience in balancing multiple priorities and managing a variety of projects with strong attention to detail.
Ability to mentor and knowledge share as needed to team members and peers.
Availability after hours for critical systems maintenance\issues.
Participation in On-Call rotation.
Salary Range
$65,900.70-$152,611.80 USD
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Qualifications
5+ years of public cloud (Azure) engineering experience.
Solid understanding and experience with Infrastructure as Code.
Primary focus on security across all areas of responsibility.
Deep understanding of Active Directory, DNS, DHCP, and Windows Server 2016-2022.
Experience with Entra ID, Defender for Cloud, and compliance.
Hands on administrative experience with SIEM technologies
Knowledge of networking and an understanding of traffic flow, subnets, TCP/UDP, and IP communication.
Familiarity with cloud backup and disaster recovery methodologies.
IT service delivery mindset with a friendly and positive attitude.
Excellent communication skills with an ability to articulate complex information in an easy to understand manner.
Applicants must be authorized to work in the U.S. without current or future sponsorship.
Auto-ApplyFast-Track To Management Career In Financial Services
Sacramento, CA job
Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you'll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you'll be able to transition into management as an Associate Partner.
In this role, you'll be responsible for recruiting and developing your own team of financial professionals. You'll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager.
Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities.
About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA)2. For over 65 years, we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry.
*Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies.
1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18
2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
3- Based on Fortune Magazine's ‘World's Most Admired Companies' 2019 ranking: ************************************************** To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company's score must rank in the top half of its industry survey to be listed
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ******************************
Our extensive resources include:
Our NYLIC University training program, designed to provide career-long support and growth, including a tuition reimbursement program for certain advanced, professional designation courses.
Three highly-skilled teams that provide advanced market support:
Our Advanced Planning Group
Eagle Strategies*** for qualifying agents who are also Registered Representatives
The Nautilus Group for qualifying agents who pay a monthly subscription fee
A team of highly-trained, experienced product consultants to support your agents' client acquisition needs.
Compensation:
$65,000 - $150,000
Responsibilities:
Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more
Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
Become an associate partner on the management team after successfully completing all program requirements
Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position
Hire and lead your own group of financial professionals while serving as an associate partner
Qualifications:
Goal-oriented, highly motivated, and seeking a rewarding and challenging career
Spanish, Portuguese, or other language fluency is beneficial
Sales experience necessary
Working knowledge of cultural markets is helpful
Required knowledge and experience working in the insurance or financial services field
Must have 3 years of experience in Management roles or high-level Sales roles
OR have experience in owning & operating a business
OR have acquired an MBA or equivalent degree
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
Client Service Specialist
Roseville, CA job
Client Engagement Specialist - Prospect Outreach, Client Experience & Operational Growth
Location: Roseville, CA (On-site, Full-Time / Part-Time)
Join a purpose-driven financial planning team that values people, precision, and progress. At IndigoFlow Wealth Advisory, we serve business owners and retirees with thoughtful, comprehensive planning-and we take pride in every detail of the client experience.
We're hiring a Client Engagement Specialist to serve as the relational and operational backbone of our growing firm. This is not a stepping-stone role-it's a long-term opportunity for someone who wants to grow in responsibility and impact over time. You'll help us nurture client relationships, execute marketing and service processes, and ensure everything runs smoothly behind the scenes.
The right fit for this role is someone who finds deep satisfaction in doing things well. You're dependable, empathetic, highly organized, and motivated by a sense of purpose. You're known for your follow-through and professionalism. You care about the people you serve, the quality of your work, and being part of a team where excellence is the standard.
Key Responsibilities
- Manage outreach to prospects and clients (calls, emails, texts) with warmth and clarity
- Create a professional, welcoming client experience in person and online
- Own scheduling, inbound calls, and CRM data accuracy
- Coordinate logistics and communication for events and campaigns
- Responsible for executing the marketing calendar, including digital marketing (social media, website, blog).
- Keep the office environment organized, stocked, and running smoothly
- Follow through on key processes to support a consistent, referable client journey
What Sets You Apart
- You're an excellent communicator-whether on the phone, in person, or in virtual meetings. You enjoy nurturing relationships and taking care of people, ensuring they feel seen and supported.
- You're warm, emotionally aware, and naturally put people at ease
- You follow through consistently and take ownership of details
- You enjoy structured tasks, checklists, and helping others succeed
- You're thoughtful, clear in your communication, and take pride in your work
- You're looking for a stable, long-term career path in a values-driven firm
Qualifications
- 4-year college degree required
- 2+ years in client service, hospitality, marketing, or admin coordination roles
- Strong comfort with technology: CRM, email platforms, scheduling systems, and social media tools
- Experience in financial services, boutique consulting, or professional services preferred
Compensation & Benefits
- $26-$30/hour depending on experience
- Performance-based bonuses
- Medical, dental, and vision insurance
- Retirement plan
- Paid time off
- In-person only (Roseville office)
How to Apply
If you're motivated by purpose, people, and getting things done right-we'd love to hear from you.
Please send your resume and a short note sharing:
1. Why this role resonates with you
2. A time you helped create a great client or team experience
We personally review every application. Let's build something meaningful together.
Auto-ApplyWorkday Solutions Consultant
Sacramento, CA job
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Performance Based Incentive Plans
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
This role is responsible for working directly with clients to help them configure their HRIS systems. This role will act as a consultant to customers and be a SME for their respective HRIS system (e.g., Workday). The incumbent will work with internal and external partners and on multiple customers at the same time. The consultant will be an expert in Unum's HR Connect solutions and will bring new platform solutions to the team for future consideration.
**Principal Duties and Responsibilities**
+ Proactively recommend and drive process improvements and innovative solutions to add value to the business and drive more customers to our HRIS Consulting business.
+ Define and configure customer system changes in support of business strategy and process in accordance with a customer's Statement of Work.
+ Partner with functional areas, business partners, business leaders, and cross-functional teams to understand business strategy and process and how technology delivery can change, support, or automate those processes.
+ Manage customer projects that require multiple resources, dependencies, and ensuring objectives are delivered on time and on budget.
+ Lead and drives technology initiatives that span multiple HR Connect platforms
+ Consult with HR Connect Product owners on capabilities of Workday, ServiceNow, or other technologies. Research product roadmaps and how Unum can best leverage functionality to support business goals and objectives.
+ Configure HR information systems across multiple HR disciplines including, absence management, time entry, benefits, service delivery, etc. in support of business strategy and process.
+ Proactively identify process and/or configuration gaps. Recommend, influence, drive and implement opportunities to improve the employee, manager, and HR experience. Drive end user adoption of existing and newly implemented technologies.
+ Influence product direction of key technologies such as Workday, ServiceNow, etc., through active membership and contribution to vendor communities. Develop and build relationships with other customers, product managers and other influencers at Workday, ServiceNow, etc. Represent Unum at events, conferences, and user groups for Workday, ServiceNow, etc.
+ Train customer HR professionals on critical technology functionality, as needed.
+ Manage technical vendor relationships related to implementation projects and/or ongoing support. Negotiate with, influence and drive vendors to support Unum and project delivery.
+ Document business process, job aids, training materials and test plans.
+ Support ongoing upgrades/functionality releases for Workday, ServiceNow, etc. to ensure planning and managing of the continuous delivery of system updates, including updates to supporting material SOPs, job aids and other relevant documentation.
+ Establish and develop relationships with partners throughout the enterprise, including Information Technology, Sales and Client Management, Client Success, Legal, etc. to ensure optimal cross functional system optimization and process design.
+ Provide technical guidance, coaching, and mentorship to new members of the HR Connect onboarding team.
**Job Specifications**
+ Bachelor's degree (Computer Science, Human Resources, or a related field) or equivalent experience.
+ Minimum of 5-6 years of HRIS and business analysis experience.
+ Experience configuring a large global HRIS platform required. Extensive configuration and user support experience in Workday/ServiceNow/ADP/UKG application strongly preferred.
+ Strong knowledge of Workday/ServiceNow/ADP/UKG module integration and downstream, cross-functional impacts.
+ Demonstrated project management skills for medium-large sized projects and the ability to manage multiple assignments simultaneously while meeting deadlines and quality standards.
+ Functional knowledge in key HR competencies including benefits, absence management, payroll, etc.
+ Strong communication skills, both verbal and written, are essential.
+ Strong customer service orientation and skills; ability to thrive in a team environment as a change agent and the ability to work independently is required.
+ Must be comfortable working with a variety of employees ranging from employee to senior executive level.
+ Must have proven track record of successfully proposing, documenting, and implementing improvements to systems and processes in a global environment.
+ Computer skills: Workday/ADP/UKG, ServiceNow, strong experience with Microsoft Office Suite including Word, PowerPoint, Excel, Outlook.
\#LI-JQ1
~IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
$89,400.00-$183,500.00
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Colonial Life
Associate Development Manager
Roseville, CA job
The Associate Development Manager (ADM) plays a critical role in supporting agent success across our General Offices while preparing for future leadership as a Development Manager. This position is designed for high-potential professionals seeking a structured, hands-on opportunity to build expertise in agent development, performance enablement, and field operations.
Working in close partnership with Senior Development Leaders, the ADM contributes to onboarding, coaching, and training efforts focused on new and early-career agents. The role emphasizes strategic support, operational coordination, and the cultivation of leadership capabilities in preparation for broader management responsibilities.
What You'll Do:
Deliver targeted support to early-stage agents, with a focus on onboarding, activation, and early performance milestones
Implement development activities, including skill-building sessions, planning conversations, and agent engagement initiatives
Partner with Development Managers on curriculum planning and agent communication
Manage NYLIC University scheduling, communications, and learning progress
Engage in performance insights, reporting, and agent development to make sure we are implementing the best practices to drive results
Build working knowledge of key systems and platforms (GuideMe, Sales Central, Marketing Central, Dialogue, etc.)
Contribute to office-wide initiatives such as national campaigns, Extra Days, and planning forum.
Participate in development planning meetings and strategic sessions with GO leaders
What You'll Bring:
A proven field leader (Executive Council or higher preferred) with strong potential for leadership
Licensed with SIE, Series 6 & 63, and state Life and Health licenses
A strong communicator and collaborator who thrives in a structured learning environment
Adaptable, resourceful, and eager to contribute to the development of others
Bachelor's degree preferred
Pay Transparency
Salary Range: $65,000-$75,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of
Fortune's
World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 92830
Senior Software Engineer (Ruby on Rails & React)
Sacramento, CA job
Our Fortune 500 company is driving a digital transformation and looking for forward-thinking innovators to disrupt how our industry thinks about and uses technology. As one of the world's leading employee benefits providers, we help millions of people gain affordable access to benefits that help them protect their families, their finances and their futures.
Are you an asker of questions, a solver of problems, and a challenger of the status quo? Our mission is to provide a differentiated customer experience and exceed the expectations people have of technology at any company - not just insurers.
We are seeking individuals to join our team of talented IT professionals who share never-ending passion and an unwavering focus on our customer experience. Team members comfortable working in an agile, fast-paced, and delivery-focused environment thrive in our environment where we value an entrepreneurial spirit and those who challenge the status-quo.
Unum is changing, and we're excited about what's next. Join us.
**General Summary:**
Unum is hiring a Senior Full Stack Software Engineer!
As a key member of our Agile team, you'll drive the design, development, and delivery of innovative, cloud-based solutions that align with enterprise architecture standards. You'll collaborate with Technical Product Owners, Principal Engineers, and business architects to create scalable, high-quality applications.
In this role, you'll work on our Leave Logic product using Ruby on Rails, React, JavaScript, and AWS services, with expertise in PostgreSQL, RDS, EC2, and ElasticSearch. Beyond building exceptional solutions, you'll mentor engineers and help shape the future of our technology and talent.
**Job Specifications**
**Bachelors of Computer Science is preferred, or equivalent relevant business experience**
**Passionate about delivering solutions that excite and delight our customers; holds self to high standards of delivery**
**6+ years' experience in software development and delivery track record in a range or roles in a scrum environment**
+ **Experience with Ruby On Rails, React, (Java Script, AWS, PostgreSQL, RDS, EC2, Elastic Search) is required.**
**Clearly demonstrates analytical ability and critical thinking skills**
**Takes a logical, analytical approach to problem solving and pays close attention to detail**
**Skilled in Agile development/methodologies**
**Self motivated and results oriented; able to motivate others**
**Takes an innovative approach to problem solving**
**Demonstrates excellent oral and written communication skills; experience leading groups of people through discussions, technical or otherwise**
**Strong team player; able to work effectively within a team and more broadly with people from a variety of backgrounds and areas across the organization.**
**Strong experience of test driven development (TDD) and unit testing, leveraging automation toolsets**
**Strong experience in continuous integration**
**Principal Duties and Responsibilities**
+ Leads the design, development, implementation, and maintenance of new and existing features for applications within a business area.
+ Provides technical leadership and direction for EPIC feature delivery.
+ Ensures application solutions meet agreed quality attributes (e.g., performance, fault tolerance, security, scalability).
+ Designs, codes, configures, tests, maintains, and documents software deliverables using established standards and tools.
+ Collaborates with Principal Software Engineers and architects on coding standards, processes, tooling, and frameworks.
+ Completes design of application components aligned with reference architecture.
+ Actively seeks cloud-based, buy-over-build solutions.
+ Ensures product backlog includes appropriate technical stories and participates in prioritization.
+ Mentors Software Engineers and Associate Software Engineers.
+ Owns application solution quality from design through deployment and operations; contributes to software standards.
+ Communicates and collaborates with key stakeholders to ensure successful feature delivery.
+ Maintains technical understanding of third-party/cloud solutions and their implementation.
+ Evaluates technical impacts and coordinates implementation of new product releases.
+ Participates in sizing, estimation, code reviews, and sprint retrospectives; promotes continuous improvement.
+ Focuses on delivering business value and priorities.
+ Ensures quality of features through manual and automated testing and continuous integration.
+ Designs solutions aligned with company architecture and standards; participates in proof-of-concept and prototyping.
+ Collaborates with Business Analysts to clarify requirements and ensure technical feasibility.
+ Works with UX designers to translate designs into efficient solutions.
+ Partners with Test Engineers to meet definition of done and ensure smooth transition through production stages.
+ Contributes to team innovation by suggesting improvements and evaluating new processes/technologies.
+ Supports transition of features to production, ensuring performance, stability, and compliance with release standards.
+ May serve as Scrum Master for an agile team.
+ Automates testing to industry standards for high-quality delivery and efficient regression.
+ Keeps ALM tools updated; participates in daily standups to report progress and impediments.
+ Maintains customer-centric mindset, ensuring solutions enhance user experience.
\#LI-TO1
~IN1
\#LI-MULTI
Our company is built on helping individuals and families, and this starts with our employees. We want employees to maintain a positive balance, which is why we provide access to the benefits and resources they need to invest in themselves. From our onsite fitness facilities and generous paid time off to employee professional development programs, we are committed to helping employees live and work their best - both inside and outside the office.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
$89,400.00-$183,500.00
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
Part-Time Teller (20 Hours), Greenhaven Branch
Sacramento, CA job
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
Responsibilities:
Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
Identify referral opportunities for new products and services based on client's financial goals
Educate clients on digital and self-service opportunities offered by Citi
Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
Maintain working knowledge of client accounts as well as new and existing products and services offered.
Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
Previous relevant experience preferred
Demonstrated sales and customer service experience
Money handling experience
Effective problem solving and communication skills
Ability to work well in a team oriented environment
Education:
High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
The salary range provided in this posting is based on a 40 hour work week.
------------------------------------------------------
Job Family Group:
Customer Service
------------------------------------------------------
Job Family:
Branch Service
------------------------------------------------------
Time Type:
Part time
------------------------------------------------------
Primary Location:
Sacramento California United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$41,600.00 - $49,360.00
Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.
The hourly rate corresponding to the annual range is:
$20.00 - $23.73
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Nov 10, 2025
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Auto-ApplyCollege Financial Representative, Internship Program
Roseville, CA job
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyPractice Finance COI Business Development Officer
Sacramento, CA job
Healthcare Practice Finance Group COI BDO Huntington Bank is expanding its Business Banking segment! We are looking for Business Development Officers to grow our Practice Finance Group Portfolio. Healthcare BDO positions have a base salary plus uncapped incentive. This COI BDO will cover and must be located in the Southern California market.
+ Drives business development activity across a specific geography working with external referral sources (COI's)
+ Develops, qualifies, educates and maintains key COI's
+ Takes an assertive approach to lead development by building trust with COI's, attending trade shows and networking with affinity groups
+ Meet with potential Practice loan clients in the market
+ Underwriting decision review and debate
+ Manages a pipeline of loans
+ Responsible for driving a minimum of $25mm in annual lending
+ Achieves Primary Banking Relationship metrics
+ May take leadership roles on team initiatives and/or mentoring roles
+ Works within a team environment and collaborates closely with internal partners
Basic Qualifications:
+ Bachelor's Degree
+ 5 years of sales experience with at least 3 years of Business Banking business development, credit and lending experience.
Preferred Qualifications:
+ Understanding of Financial documentation from IRS documentation to personal client financial detail
+ Ability to translate a Cash flow analysis and communicate assessment to clients
+ Excellent communication, customer service, and interpersonal skills
+ Strong organizational skills with attention to detail
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$70,000.00 -$140,000.00 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Life Insurance Agent
Roseville, CA job
Job Description
We are looking for people who want to make a meaningful impact on the financial well-being of individuals, families, and small businesses. This is more than a sales job - it is a career with purpose, growth, and the opportunity to make a lasting difference.
As an agent with New York Life, you will help clients gain clarity and confidence around some of life's biggest decisions, from preparing for retirement to saving for college. You will guide them through challenges that often feel complex and overwhelming, providing peace of mind along the way.
Most importantly, you will see the positive results of your work for years to come while growing personally and professionally alongside the clients.
Compensation:
$62,500 - $224,000
Responsibilities:
Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
Qualifications:
Current Life & Health insurance license is greatly valued
Excellent verbal and written communication skills required
Background in the health insurance or life insurance industries preferred
Candidates must have a high school diploma or GED; a Bachelor's degree is a plus
Previous customer service or experience as a sales representative preferred
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
Bilingual Customer Benefit Advisor I
Sacramento, CA job
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Performance Based Incentive Plans
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
Minimum starting hourly rate is $22.00
The Customer Benefit Advisor (CBA) I is the entry level in a three-level career path. A CBA I is a critical first point of contact for our customers.
To be successful in this role, the incumbent is responsible for demonstrating exceptional customer service for business serviced by Unum/Colonial Life. It is critical to provide accurate information on benefits, claims, and or policy administration with minimal operational oversight. Incumbents in this role will be tasked with compiling information for multiple product types, from multiple systems, and providing responses to customers that are thorough, clear, and concise. All work is carefully performed according to established protocols/procedures.
In this role, incumbents must demonstrate a willingness to provide strong customer service - providing accurate information to customers, expressing appropriate empathy, and resolving customer issues where appropriate. This position requires the use of multiple system applications and administrative processes. While service is focused on our external customers, this position is responsible for creating detailed/appropriate documentation for our internal cross-functional business partners.
In addition to providing excellent customer service in accordance with established standards, incumbents will need to demonstrate proficiency in individual metrics (i.e. accuracy, post-interaction surveys, average handle time, after call work, schedule adherence, etc.) that are in line with pre-set expectations and drive results for the Customer Contact Center.
**Principal Duties and Responsibilities**
+ Be the customers' first line of sight (advisor) by being available to assist via multiple avenues of communication with timely and accurate information regarding policy and coverage-related questions.
+ Meet or exceed company goals and metrics to guarantee the best experience for customers.
+ Be open and motivated by feedback and guidance to be at your best for customers.
+ Protect customers' privacy (both internal and external) and reassure them with empathy and professionalism.
+ Be available to work a regularly assigned shift between the hours of 8:00 am and 8:00 pm Eastern time Monday-Friday.
+ Reliable attendance in accordance with contact center attendance guidelines.
+ Successfully complete all required training and associated support periods.
+ Ability to obtain information from multiple systems and relay to customers in a seamless manner.
+ Follow all documented processes/workflow to enhance customer service and reduce customer effort/operating efficiency.
+ Utilize resources and tools to accurately respond to customer inquiries.
+ Demonstrate a passion for the values outlined in value statements.
+ May perform other duties as assigned.
**Job Specifications**
+ 1 year customer service experience preferred, with a strong preference that the experience be in the insurance/healthcare/medical/financial field or equivalent area.
+ Highschool diploma or GED required.
+ Successful completion of Contact Center training program, including demonstrating phone proficiency and passing required knowledge checks.
+ A passion for helping customers and exceeding their expectations with high integrity.
+ Answering customer inquiries, translating documents and acting as an interpreter for English and Spanish languages.
+ Excellent verbal and written communication skills with the ability to flex your communication style to best meet the needs of customers, both in English and Spanish.
+ Enthusiasm for working in a fast-paced, structured environment, answering numerous inquiries for customers at their greatest time of need.
+ Strong computer and multi-tasking skills as well as the ability to confidently work in multiple systems with dual monitors.
+ Familiarity with Microsoft applications such as Outlook, Word, and Excel.
+ Intellectual curiosity and a desire to continually learn and grow.
+ An excellent work ethic and ability to adapt and work successfully in a continually changing environment.
+ Dependability - being available when needed by teammates and customers.
+ Comfortable with video communications via MS Teams throughout the day to communicate with teammates and leadership face to (virtual) face.
+ Must meet attendance requirements and in office expectations when applicable.
~IN3
\#LI-LM2022
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
$36,000.00-$62,400.00
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum