Automotive Dealership Controller
Scottsdale, AZ job
Controller opportunities are in a variety of dynamic and profitable dealerships including import, luxury and domestic brands in the Greater Phoenix, AZ area. These stores offer aggressive compensation packages based on experience. Also, there are highly competitive benefits with an outstanding 401(k) that includes an employer match.
Ideal candidates will have successful automotive controller experience with references available. The position requires leadership qualities with strength in controlling expenses and quality balance sheet skills.
Benefits:
* Paid training and development
* Company-wide Controller Meetings and Training opportunities
* Employee discounts
* Career growth opportunities
* Medical, dental, and vision coverage
* Paid vacation
* 401(k) with employer match
Responsibilities:
This position is accountable for the accounting operations of the company, to include the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles and standards.
* Maintain a documented system of accounting policies and procedures
* Oversight of the accounting office personnel along with all aspects of the general ledger and financial statements
* Partner with the General Manager to manage the financial results of the dealership
* Recommend benchmarks against which to measure the performance of company operations
* Responsible for adherence to dealership policies and internal control structure
* Proactively manage and safeguard company assets
* Actively manage expense structure and vendors
* Prepare the daily, weekly, and monthly reports required by the management team
* Work with the management staff of the dealership to review the data and prepare reports/analysis as necessary
Qualifications:
The controller candidate should have a Bachelor's degree in accounting or business administration, or equivalent Dealership Controller experience (3+ years preferred).
* Must have strong CDK DMS experience
* Self-motivated, goal-oriented and enthusiastic presence in a team environment with the ability to lead and influence others
* Ability to be analytical, problem solve and multi-task
* Experience building strong teams
* Consistent and stable work history
* Valid driver's license and clean driving record
* Professional appearance and work ethic
* All potential employees must pass pre-employment testing including a background check and drug screen
Company Overview: Berkshire Hathaway Automotive is one of the largest dealership groups in America, with over 100 franchises in 10 states. The company sets the industry standard for operational excellence, financial performance and an unmatched customer experience within franchised auto dealerships. Using extensive experience, innovative strategies and technological expertise, Berkshire Hathaway Automotive works to assure their dealerships obtain and maintain position as leaders and trendsetters in the automotive field. The company focuses on building resilient and adaptive business models that cultivate engaged, strong and proactive leadership.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Controller opportunities are in a variety of dynamic and profitable dealerships including import, luxury and domestic brands in the Greater Phoenix, AZ area. Th...Berkshire Hathaway Automotive, Berkshire Hathaway Automotive jobs, careers at Berkshire Hathaway Automotive, Auto jobs, careers in Auto, Irving jobs, Texas jobs, Accounting & Finance jobs, Automotive Dealership Controller
P&C Pricing Actuary
Scottsdale, AZ 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 and profit sharing
Generous paid vacation and sick time
Hybrid work schedule (three days in the office, two days from home)
Work/life balance schedule - no nights or weekends/closed for all major holidays
Longevity awards (every 5 years of employment receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after six months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
We are seeking a P&C Pricing Actuary (Associate to Director-level) who is interested in making significant contributions to our efforts to transform GUARD into a top tier commercial insurer. In our agile and fast-paced environment, your work will have a direct impact on results. This position is a vocal leader within the department and in working with business partners as we profitably develop and grow our suite of commercial insurance products, including business owners, general liability, and commercial property insurance. The successful candidate will be responsible for completing pricing analyses, making significant contributions to various projects aimed at developing new products, and monitoring and maintaining profitability, and leading, training, and mentoring junior actuarial staff.
**Please note the position will be filled at a level appropriate to the candidate's experience and qualifications.
Responsibilities:
Provide strategic input and collaborate with business partners, such as Claims and Product, to profitably grow our commercial business portfolio
Organize and lead the completion of actuarial analyses for commercial business products, including business owners and GL
Manage multiple assignments independently and simultaneously with a focus on timeliness and accuracy
Ensure appropriate documentation is maintained that allows other actuarial staff members to understand and recreate the work product
Prioritize and drive industry research, studies, and analyses to support actuarial projects
Communicate results, including insights and recommendations within the department, to other departments, and to senior leadership
Train and mentor team members as appropriate and advocate for their continued development
Qualifications
Qualifications:
FCAS, ACAS or near-ACAS with five or more years of actuarial experience and at least two years of actuarial pricing experience required
Exposure to General Liability or Commercial Property Pricing
Exceptional attention to detail to ensure accuracy and reliability of results
Ability to communicate results and assumptions
Experience collecting, analyzing, and interpreting data and model results
Results-oriented with the ability to adjust priorities when necessary
Knowledge of VBA, SQL, Python is preferred
*Applicants must be authorized to work in the U.S. without current or future sponsorship*
Salary Range:
$120,000.00-$190,000.00.
The position can be located in New York City, Philadelphia, PA, Conshohocken, PA or Scottsdale, AZ. 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.
Auto-ApplyComplex Liability Adjuster
Scottsdale, AZ 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
Are you an experienced professional with a sharp eye for detail and a strong background in litigation? Join our team as a Liability Adjuster, where you'll play a crucial role in managing Complex commercial general liability claims with precision and expertise.
Key Responsibilities:
Conduct thorough investigations of losses, identifying coverage issues and ensuring accurate assessments.
Review and analyze evidence, reports, and medical records to establish damages and reserves.
Process payments efficiently, ensuring timely resolution of claims.
Interview insureds, claimants, and witnesses to gather essential information and build strong cases.
Collaborate with legal teams to navigate complex litigation processes and defend our insureds effectively.
Qualifications
Juris Doctor (JD) degree preferred or Bachelor's degree with prior experience adjusting liability claims and a proven track record in litigation.
Licensing: Active TX All Lines License, or willingness to obtain one at company's expense.
Exceptional written and verbal communication skills.
Strong organizational and computer skills.
Excellent time management skills with the ability to prioritize tasks effectively.
Auto-ApplyRegistered Client Service Associate
Phoenix, AZ job
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities:
* Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
* Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
* Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
* Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
* Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Required Qualifications:
* Bachelors degree or equivalent.
* 3 - 5 years relevant experience required.
* Series 7 or ability to obtain within 150 days.
* State securities agent registration (S63 or S66) or ability to obtain within 150 days.
* Experience working in a client service environment.
* Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
* Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
* Able to communicate with all levels within the organization. Process oriented and can work with a team.
* Strong computer and software skills.
Preferred Qualifications:
* State IAR registration (S65 or S66) or ability to obtain within 150 days.
* Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AAG Ameriprise Advisor Group
Auto-ApplyUtilization Review Nurse
Scottsdale, AZ 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
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-ApplyData Product Architect - P&C Insurance Experience
Scottsdale, AZ 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
The Data Product Architect plays a critical role in our Data and Analytics (DnA) Operating Model,
contributing to the development of a Data Marketplace that provides valuable, reusable data
products for various business domains within the federated guild.
In collaboration with Data Product Managers, this role defines and implements solution
architectures for data products that align with business objectives, value hypotheses, and
analytical use cases. The Data Product Architect is the custodian of technical assets, including:
Detailed design diagrams
Data contracts
Domain resources (e.g., infrastructure, compute capacity, storage)
Additionally, this role administers the CI/CD DevOps process, ensuring seamless deployment and
compliance with both domain-specific and platform-wide guardrails.
Primary Objectives:
Build data products that support descriptive, diagnostic, predictive, and prescriptive analytics.
Utilize the DnA Platform's services while allowing custom development within prescribed guardrails.
Drive business transformation by helping domains predict and optimize outcomes at scale.
Key Responsibilities:
Serve as a technical consultant for business owners and SMEs during the pre-data product development phase.
Lead the design and implementation of scalable data product architectures.
Ensure consistency between functional, service quality, and system management requirements.
Represent the data product solution design within the Federated Governance Guild.
Follow the DnA target architecture, leveraging and reusing existing patterns to align with core principles.
Create, iterate, and maintain technical documentation and data product architecture.
Optimize performance, cost-efficiency, and future scalability of data systems.
Act as a Microsoft Fabric expert, ensuring scalability, security, and governance of data solutions.
Technical Responsibilities:
Data Product Canvas Phase
Conduct data value chain analysis and assumption management.
Define solution requirements and establish high-level designs.
Data Product Delivery Phase
Develop detailed architectural designs.
Manage infrastructure, compute capacity, and storage.
Oversee CI/CD pipelines for data ingestion, transformation, and visualization.
Serve as an equal stakeholder alongside the Data Product Manager during user acceptance testing.
Leadership & Collaboration:
Mentor domain data engineers in best practices.
Drive data product development and delivery to achieve business goals.
Continuously assess data product usage and recommend enhancements.
Collaborate with the DnA Platform team to integrate new innovations.
Qualifications
Minimum Qualifications:
Bachelor's or master's degree in computer science, Information Science, or related field.
6 to 8 years of hands-on experience in Data Product Architecture, with expertise in Data Mesh, Marketplace, and Product methodologies.
Key Technologies & Tools:
Microsoft Azure
Microsoft Fabric
OneLake/Delta Lake - Optimized storage for structured and unstructured data.
Apache Spark - Scalable framework for large-scale data processing.
SQL & T-SQL - Essential for data querying and transformations.
PySpark & Scala - Critical for big data processing and machine learning workflows.
Fabric Notebooks - Python, SQL, and Spark development environment.
Data Factory - ETL/ELT tool for data pipeline orchestration.
GraphQL API - Efficient querying and data integration across domains.
CI/CD Pipelines - Automating data workflows and deployments.
Livy API - Used for managing Apache Spark jobs.
Monitoring & Logging - Tools to track pipeline performance and health.
Fabric Advisor - Optimization tool for performance tuning.
Power BI - Advanced analytics and visualization.
VS Code Integration - Enables development and debugging of Fabric notebooks.
Soft Skills & Leadership:
Expertise in Agile software development methodologies.
Strong understanding of Data Product Management principles.
Ability to identify dependencies and solve complex challenges creatively.
Excellent communication and stakeholder management skills.
Preferred Qualifications & Required Industry Expertise:
Experience in P&C Insurance industry required
Microsoft Certified: Fabric Data Engineer Associate certification strong preferred
*Applicants must be authorized to work in the U.S. without current or future sponsorship*
Salary Range
$100,000.00 - $190,000.00 USD per year
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.
Auto-ApplyCollege Financial Representative, Internship Program
Phoenix, AZ 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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyUnderwriting Assistant
Scottsdale, AZ job
About the role:
The UW Assistant is an individual contributor within the Underwriting Support Unit of Middle Market Casualty. The individual is expected to actively develop their knowledge and understanding of the fundamental skills and functions of the underwriting support process, underwriting process, risk analysis, and operational drivers. This role works with the underwriters to ensure that underwriting is conducted within the standards and timeframes, including analyzing the policy submissions in detail to ensure policy issuance information is accurate and complete and conducting quality control checks to ensure adherence to division-specific guidelines and procedures.
Key responsibilities:
Partner with regional underwriters and/or more senior UW Support employees in the end-to-end processing of new and renewal business.
Evaluate new and renewal submissions against prescribed criteria to determine completeness; documents outstanding items and include them in communication to an underwriter for review.
Assist in the follow-up and securing of outstanding items from the broker.
Work closely with underwriters and CoE partners to develop and deliver tailored solutions.
Identify and resolve account alerts and blocks during the submission process to avoid account conflicts.
Upon underwriting instructions, forward individual lines of business to Shared Services for rating.
Train on and demonstrates proficiency in utilizing underwriting systems.
Perform data analytics, remodeling, when necessary, referral documentation preparation and completion, as well as form checklist and working approval. This may include (depending on LOB):
Review location data and CAT modeling results that are reported accurately, as appropriate.
Analyze loss information and financial statements to facilitate quote development. Pre-populate loss rating models.
Assist with the issuance of quotes, binders, policies, endorsements, and cancellations within prescribed timelines.
Request individual policy filings as needed.
Prepare policy writing instructions for Shared Services and premium billings.
Manage bureau crits on assigned accounts and follows up with brokers on outstanding information.
Prepare documents for reinsurance quotes for underwriting.
Complete post-issuance policy review and document all discrepancies for review with Sr. UA, Team Lead or account underwriter. As agreed, forward discrepancies to Shared Services for correction.
Assist underwriters with broker follow ups on outstanding subjectivities, including Legal Agreements, Collateral, Premium, UM/UIM-PIP forms. Update systems as required.
Track premium booking and policy issuance to ensure LOB metrics are met. Escalate to Sr. UA, Team Lead or account underwriter as needed.
Perform and apply knowledge of LOB underwriting rules and/or guidelines for pre-analysis support of submission in preparation for further analysis for quoting stage.
Communicate account status to manager or underwriter to ensure completion of outstanding items needed to execute policy issuance and premium collection.
Exhibit a customer service mindset by proactively engaging with internal and external clients; promptly responding to all phone calls and/or email correspondence.
Maintain accurate and updated files for all accounts in accordance with internal service standards and procedures.
Attend broker or client meetings as requested by underwriting.
Consistently meet service levels agreements and metrics in terms of volume, accuracy, and quality.
Job Requirements:
2+ years of related insurance experience and/or training; or equivalent, a relevant combination of education and experience.
Insurance experienced preferred.
Prioritizing - able to navigate and switch between multiple proprietary, vendor, web-based, and standard computer systems.
Microsoft Office - proficiency in Excel, Word and Power point
Learning Agility - willingness to learn from experiences and new situations.
Client Servicing - ability to anticipate client (internal and external) needs and act proactively.
Problem Solving - identify problems and solutions matched to the appropriate solutions.
Attention to Detail - demonstrate attention to detail to ensure accurate documentation is maintained.
#LI-CY1
At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike.
Enjoy benefits that take care of what matters
At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family.
Reimagining insurance to make a bigger difference to the world
American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become.
Welcome to a culture of inclusion
We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations.
AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.
AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************.
Functional Area:
UW - UnderwritingAIG PC Global Services, Inc.
Auto-ApplyIT Infrastructure Engineer
Scottsdale, AZ 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-ApplySales Consultant Associate - Talent Community
Phoenix, AZ 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:**
Join our Sales Consultant Associate Talent Community! Select locations may not have openings currently; however, we are always looking for talented individuals for future opportunities.
The Sales Consultant Associate is in active development to be a marketing and technical expert who represents Unum - educating and motivating other professionals to sell Unum products to their clients in the small case market. The SCA is responsible for building relationships with insurance brokers, agents, and consultants to advise, educate, price, and negotiate the best employee benefit offering for their employer clients. Sales Consultant Associates participate in an extensive development program that includes, among many other components, the assignment of a mentor, participation with an associate group class cohort, and technical/product training.
This position is hired at our small business hub locations: Atlanta, GA - Portland, ME - Washington, DC - Dallas, TX - Phoenix, AZ - Chicago, IL
**Principal Duties and Responsibilities**
+ Effectively learn and understand the Unum business environment to support the acquisition and retention of new customers
+ Acquire a broad knowledge of Unum's group and voluntary product portfolio and service offerings and how to position sales solutions to brokers and clients
+ Develop and build relationships with brokers in an assigned territory and/or for an assigned product
+ Assist in the enrollment process for new and existing customers
+ Build a pipeline of opportunities to sell and support the acquisition and retention of new customers in the small case market
+ Work with Quote Unum and Underwriting to effectively understand negotiation and business pricing in the small case market
+ Build strong broker/distribution partnerships
+ Build strong sales team partnerships
+ Gain necessary knowledge to educate brokers and clients on key product, statutory and compliance topics pertaining to applicable insurance offerings
+ Assist in preparation and presentation of block reviews for top brokers
+ During development period, ability to obtain insurance license in states within assigned territory
+ May perform other duties as assigned
**Job Specifications**
+ Bachelors degree required
+ Excellent interpersonal, collaboration and presentation skills
+ Ability to handle multiple, often competing priorities
+ Highly energized, motivated self-starter who thrives on a challenge and in a fast-paced environment
+ High level of organization, implementation/execution and project management abilities
+ Demonstrate a "can-do" spirit, a sense of optimism and excitement, ownership and commitment/loyalty
+ Goal and results oriented
+ Strong ability to think and implement strategically and tactically
+ Strong ability to influence and persuade
+ Strong oral and written communication skills as well as problem solving skills
+ Ability to work with a team to achieve optimal sales results
+ Ability to travel on a limited basis
\#LI-LR1
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:
Unum
National Broker Manager, Colonial Life
Phoenix, AZ 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
Digital Marketing and Client Growth Assistant
Scottsdale, AZ job
Job Description
Digital Marketing and Client Growth Assistant (In-Office - Reverse Mortgage Division)\ Position Type: Part-Time, 24-30 hours per week Compensation: $18-$24 per hour + potential for bonus incentives
Mutual of Omaha Mortgage is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.
Mutual of Omaha Mortgage is a full service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs please review and apply for our opening below!
Job Purpose:
The Digital Marketing and Client Growth Assistant plays an essential role in supporting the Loan Officer by ensuring loan files are complete, accurate, and ready for submission-while also helping to maintain a positive and professional client experience.
This position blends traditional mortgage support with light digital marketing and communication tasks to enhance client engagement and office efficiency.
Duties and Responsibilities:
Loan Pipeline Support
Monitor key dates and proactively track all milestones in the loan process.
Manage and maintain accurate borrower and partner information in CRM databases.
Prepare, send, and manage loan disclosures, applications, and required documentation for electronic signature.
Communicate professionally with borrowers, title companies, and third parties to request and collect conditions.
Prepare files for submission to processing and underwriting.
Maintain organized electronic and paper files in compliance with company policy.
Client & Partner Communication
Serve as the first point of contact for inbound calls - demonstrate exceptional phone manners, professionalism, and warmth at all times.
Provide courteous, accurate updates to clients, partners, and internal departments.
Maintain a welcoming and enthusiastic tone that reflects the professionalism of our brand.
Coordinate with the Loan Officer to schedule appointments, meetings, and follow-ups.
Marketing, Social Media, and AI Support
Assist with creating and posting compliant social media content to help educate and engage clients and referral partners.
Support basic video editing (short clips, captions, or educational snippets) using tools such as Canva.
Use AI tools (like ChatGPT) to help draft marketing captions, emails, or summaries for review.
Maintain a content calendar for events, newsletters, and educational materials.
Track engagement and help brainstorm creative ways to improve client outreach.
Administrative & Office Support
Provide general administrative support such as scanning, filing, and organizing documents.
Assist with internal event planning, mailings, and referral partner coordination.
Support the Loan Officer with daily workflow, scheduling, and follow-up tasks.
Maintain office organization, supplies, and readiness for client meetings.
Qualifications:
High school diploma or equivalent required; college coursework preferred.
Minimum 1-2 years of experience in mortgage lending, banking, or customer service.
Experience with loan origination systems preferred.
Proficiency with Microsoft Word, Excel, Outlook, and PDF editing tools.
Basic understanding of social media platforms and video editing tools (Canva).
Familiarity with AI writing and productivity tools (ChatGPT) a plus.
Outstanding phone etiquette - confident, polished, and personable on every call.
Strong written and verbal communication skills with a professional, positive tone.
Highly organized, dependable, and detail-oriented.
Ability to multitask, prioritize, and work efficiently under pressure.
Positive attitude, enthusiastic energy, and collaborative team spirit are a must.
Ethical, professional, and committed to delivering excellent customer service.
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
Company Paid Life Insurance
401K with a generous employer match
Pet Insurance
Free Legal Services
Employee Loan Program
Powered by JazzHR
iOaH6up9vJ
Service Leader, Onsite Relationship Management 92897
Phoenix, AZ job
Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and consequential impact on our success in fostering customer trust and loyalty.
Role Overview:
Join our dynamic management team at our Arizona General Office (GO) as a Service Leader, where you'll play a critical role in strengthening connections across our organization and supporting the success of your local office. In this role, you'll serve as a relationship manager and the primary liaison between the Service team and our local Managing Partner, recruiters and their agents, ensuring seamless communication, collaboration, and alignment of service support with the needs of the General Office.
As a trusted advisor and problem-solver, you'll help match local Agency needs with solutions offered by the Service team, and identify and implement service improvements to make it easier to meet their needs. Through education and advocacy, you'll ensure that our local Agency partners understand the easiest way (whether through technology or personalized support) to accomplish their desired tasks. Your work will be critical to driving a culture of partnership, engagement, and high performance. If you're passionate about creating meaningful relationships and delivering tailored solutions in a collaborative, dynamic environment, this is a great opportunity for you to put your skills to work.
What You'll Do:
Champion Service Relationships: Serve as the trusted point of contact for GO Agency Managers, recruiters, and agents, understanding their unique needs and ensuring that they receive the service support they need to succeed.
Resolve Service Escalations: Address concerns with empathy, urgency, and accountability to maintain agent satisfaction and build long-term loyalty; follow through on complex service challenges to ensure resolution.
Support Strategic Sales Engagements: Collaborate with our Agency sales team to align service initiatives with business development goals, including incentive programs and agent enablement.
Provide AI & Digital Support: Deliver training, support, and guidance on the use of AI-driven tools and digital platforms, helping agents and staff leverage innovative solutions for enhanced productivity and service excellence.
Coordinate Local Engagement Events: Plan and execute local events that reinforce partnership, drive engagement, and create opportunities for connection between Service and our sales partners.
Enable Change and Adoption: Lead training and onboarding for new service tools and capabilities, fostering adoption and continuous improvement.
Oversee Office Operations: Manage local facilities and technology support; in partnership our Service team, ensure an environment that supports relationship-building and productivity.
Support Financial Accuracy: Oversee local financial processes with precision, ensuring transparency and accountability in service-related expenditures.
What You'll Bring:
Required Skills
Must pass the FINRA Securities Industry Essentials (SIE) and Series 99 exams within the first six months of hire
Bachelor's degree
Strong interpersonal and communication skills, with a proven ability to build trusted relationships at all levels
Ability to effectively advocate for the utilization of new service capabilities among our local Agency partners, and influence strong adoption of digital solutions
Customer-centric mindset with a passion for understanding and exceeding expectations
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint
Ability to learn quickly while managing in-office responsibilities
Proactive mindset in identifying and resolving service challenges
Preferred Skills
Experience in a client relationship, account management, or internal business partner-facing role
Ability to influence across functions and levels without direct authority
Strong problem-solving and analytical skills
Background in training or coaching preferred
Pay Transparency
Salary Range: $70,000-$90,000
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: 92897
Underwriting Consultant
Phoenix, AZ 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:**
The Underwriting Consultant will demonstrate expert risk evaluation, selection and retention of profitable business within assigned authority limits. This also requires a strong ability to partner with Company sales teams, brokers and all internal partners. This role may also assist with the training, technical development and mentoring of other underwriters. Additionally, the incumbent will lead and influence others in the organization to support change and drive profitable results.
**Principal Duties and Responsibilities**
+ Consult with sales and service partners to provide the products and plan options that best meet the needs of our customers.
+ Evaluate and select risk to ensure the profitable acquisition of new cases and the continued profitable retention of in force cases.
+ Conduct high quality risk assessments on all cases to assure business guidelines, target profit and metrics are met. Identify and analyze risk trends, making recommendations for addressing these
+ Contribute to the development of policies and procedures in support of product development initiatives.
+ Demonstrate a mastery of the Company's product portfolio, the sales, implementation, and enrollment processes, and market place influences
+ Deliver dependable, accurate, and timely service while maintaining relationships with internal and external partners
+ Act as a technical resource for junior underwriters and provide developmental feedback on case level decisions within the context of a mentoring relationship
+ Act as a mentor and coach, providing input to management regarding mentee performance
**Job Specifications**
+ Bachelors degree or equivalent, relevant business experience
+ Demonstrated, consistent proficiency at Senior Underwriter level
+ Mastery of product provisions, plan designs, pricing and contractual benefits
+ Excellent technical expertise in risk selection
+ Demonstrated strong understanding of top-line and bottom-line objectives
+ Exhibit complete understanding of sales/distribution process and market trends
+ Strong mentoring and coaching skills
+ Strong creative problem solving skills
+ Strong critical thinking/analytical reasoning skills
+ Excellent communication skills, both verbal and written
+ Strong organizational skills and ability to handle multiple priorities
+ Highly skilled in persuasiveness and negotiation
+ Demonstrated ability to work both independently and in a team environment
+ Exhibit a strong commitment to quality and personal ownership of results
\#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.
$63,500.00-$120,000.00
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
Group Benefit Solutions - Underwriting LAUNCH Program June 2026
Phoenix, AZ job
Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.
About This Job
LAUNCH your career with New York Life Group Benefit Solutions as a Full-Time Underwriting Analyst!
LAUNCH, which stands for Leadership and Underwriting for New Career Hires, is designed to help you accelerate your underwriting career and establish early professional success. LAUNCH focuses on comprehensive technical training, hands-on learning, mentor support, and professional development opportunities.
As part of our Group Benefit Solutions Underwriting team, you will have a direct impact on the financial results of our business while helping us deliver on a longstanding commitment of providing financial protection and peace of mind to the millions we serve. As an Underwriting Analyst, you will develop skills across several business competencies including:
Risk Management & Assessment
* Assess the risk and underwrite prospective and inforce clients within Group Benefit Solutions product portfolio: Life, Accident, Disability, Absence Administration, and Voluntary Benefits
* Communicate pricing, profitability, and risk profile of clients with internal matrix partners
* Contribute directly to company financial goals through risk decisions while balancing and maintaining favorable financial outcomes at a broader book of business level
Collaboration & Consultation
* Partner with other underwriting team members to effectively solve problems both internal and external to Group Benefit Solutions Underwriting
* Negotiate with matrix partners to find creative and collaborative solutions that create long-term value for both our clients and our organization
Professional Development & Leadership
* Active engagement and involvement in the LAUNCH Program over the course of your first year
* Continuous learning and development through both structured and non-structured training opportunities beyond your first year
* Develop a growth mindset that embraces challenges, learns from and applies feedback, and finds inspiration from the success of team members
Time & Priority Management
* Act with a sense of urgency to meet assigned deadlines for specified tasks
* Ability to use sound judgement when prioritizing several tasks at once
What You'll Do
As a Full-Time Underwriting Analyst in the LAUNCH Program, you can expect a structured start to your career that includes foundational training during your first year. Below is a sample timeline of what you can expect in year one and beyond:
Your First Year
* Participate in structured training sessions in the LAUNCH Program focusing on technical training and professional development opportunities. These sessions will consist of both classroom and hands-on learning opportunities that establish a solid foundational knowledge of underwriting concepts and principles.
* Following each session, you will apply the concepts and principles learned in the program by working on active business opportunities that will eventually become larger and more complex. You will work alongside your mentor as you gain independence in your daily work and decision-making skills.
After Your First Year
* You will have completed the LAUNCH Program and will continue directly contributing to our business goals and results as an underwriter.
* You will be assigned to support a sales region, manage an inforce book of business, and own more of the daily decision-making process.
* You will continue to participate in training opportunities to enhance your underwriting knowledge through organizational Group Benefit Solution training sessions, coaching, and feedback from mentors and managers.
* In addition to your core Underwriting responsibilities, there also exist many project opportunities that will allow you to engage with and build a network of peers both within Underwriting and across other New York Life departments.
Where You'll Work
The Underwriting Analyst position is in the Phoenix Underwriting hub. The Phoenix hub is located at the High Street Plaza near Desert Ridge Marketplace. The Phoenix hub is one of our fastest growing Group Benefit Solutions Underwriting hubs. Our team includes a diverse group of talented individuals with various backgrounds and experience levels. Over the last five years, we have continually grown our Phoenix team through on campus recruiting efforts at several local universities.
Qualifications
To join our dynamic team as a Full-Time Underwriting Analyst, you should have:
* Bachelor's degree in the following majors and/or minors are preferred: Risk Management, Economics, Finance, Accounting, Mathematics, Data Analytics, Business Management, or a related field
* Strong analytical and problem-solving skills
* Preferred 3.0 GPA or higher
* High comfort level with math/numbers
* Excellent verbal and written communication skills
* A passion and dedication to becoming a leader within the financial services industry
* Strong business acumen along with leadership and innovative thinking skills with a focus on customer-centricity
* Some travel may be required (
Pay Transparency
Salary range: $60,000
Overtime eligible: Nonexempt
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.
Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.
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 ********************
Job Requisition ID: 92485
#GBS
Experienced Loan Officer - Consumer Direct
Scottsdale, AZ job
Job Description
Join the winning team, with the brand recognition of a Fortune 300 company that has been in business over 100 Years!
Mutual of Omaha Mortgage is a full service lending division offering a complete line of residential mortgage, refinancing, and specialty loans. We employ a knowledgeable staff of experienced Mortgage Loan Originators with an operations team that is second to none. By constantly updating our loan programs and pricing based on market patterns, Mutual of Omaha Mortgage ensures that we deliver extremely competitive interest rates combined with optimal mortgage structuring.
Website: *******************************
The Work:
At Mutual of Omaha Mortgage, Loan Officers are trained to listen, build rapport, understand and analyze the full financial situations of our customers. Our goal is to provide the most appropriate financial solutions to meet each client's specific needs.
The Person:
Is energetic and outgoing, with excellent communication skills and who's able to be persuasive, has good character and integrity.
Connects quickly with consumers and builds rapport with potential clients
Exceptional written and verbal communication skills, including excellent follow up capabilities.
Strong ability and passion for closing deals and negotiating
Possess the ability to quickly identify customer's goals and objectives
Is an ambitious professional who is motivated by the opportunity for advancement
Flexible and adaptable, learns and reacts quickly in a fast paced environment; able to multi-task
Strong sense of urgency and initiative to get things done
Ability to handle high volume of phone calls
Basic computer skills and data entry
Sales experience preferred.
College degree preferred, but not mandatory
The Perks:
One of the best consumer direct compensation plans in the market
Unstoppable marketing machine with LEADS, LEADS, LEADS
Ongoing sales training, teaching the most innovative sale methods and daily sales coaching
Incentive plans, competitions, company paid trips and contests
Continuous on-going training and internal growth
Extensive product line - products other lenders don't have.
Average Income of a Senior Loan Officer is typically between $150,000 and $200,000 a year, with elite LO's making well over $500,000!
Being a part of a dynamic and collaborative corporate culture that drives you to succeed!
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
Multiple PPO Medical Plans, as well as HDHP eligible plan.
Dental Coverage
Vision Coverage
Company Paid Life Insurance
Additional Benefits including - Optional Life, FSA, Pet Insurance etc.
401K with a generous employer match
Free Legal Services
Employee Loan Program
Powered by JazzHR
W9jQlItxNV
Sales & Client Management Intern
Phoenix, AZ 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:Unum is looking for rising seniors ready to explore a career in sales and client management to join our 10-week paid internship program!
Your Summer at Unum:
Our internship program could be the first step on a career path that offers tremendous growth potential! You will be immersed in our company's culture on a team where your manager and mentor will assign you rewarding project work that culminates in an end-of-summer presentation to key business leaders. This work will give you the opportunity to learn the full lifecycle of a Unum case and provide you with a realistic look at what it means to be a Unum Producer. You will be asked to work independently, as well as collaboratively within teams. Our 10-week internship program has many focus areas including, but not limited to: Prospecting and Quoting, Selling, Enrollment, Onboarding, and Relationship Management.
Principal Duties and Responsibilities
Work for Unum which is the leader in the disability-based employee benefits marketplace and in a professional office setting
Weekly focus areas covering the lifecycle of a Unum case that will allow you to experience and analyze the problem from start to finish
Assigned mentors and sponsors to help guide and support you throughout your internship experience and beyond
Dedicated support for resume writing and interview prep
Skill development workshops designed to sharpen your professional skills
Targeted and guided job shadows with your mentor and sales and client management colleagues
Capstone Presentation: Analyzing an assigned business case
Learn about our Field and Home Office departmental and corporate functions
Attend weekly information sessions and networking opportunities with your intern cohort
Earn college credits for your internship
(Faculty/Hiring Manager pre-approvals are required)
Job Specifications
Candidates must be enrolled in an accredited college degree program
Preference given to rising seniors and first year graduate students
Competitive GPA
Demonstrates leadership skills and involvement in extra-curricular activities
Demonstrates a genuine interest in sales and client management as well as a desire to learn more about the insurance industry
Skilled at analytical and critical thinking
Proficiency in MS Word and Excel software applications
Ability to work independently and be self-directed on project work
Excellent communication and organizational skills
Intern must be available to work approximately 40 hours per week during regular business hours
#LI-KC1
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.
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
Auto-ApplySenior Software Engineer (Ruby on Rails & React)
Phoenix, AZ 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
Bilingual Customer Benefit Advisor I
Phoenix, AZ 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
Insurance Service Professional 92635
Glendale, AZ job
Insurance Service Professional - New Business Processing
**Hybrid work schedule: work in office 4 days, work from home 1 day**
Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.
Role Overview:
Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will support the agents practice by managing insurance policy applications as they move through the new business process. CSRs use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to expedite applications, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so.
What You'll Do:
Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication
Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process
Answer incoming calls, greeting customers and potential agent candidates may be required
What You'll Bring:
Required Skills
The ideal candidate should have 2 or more years of customer service and administrative experience
Strong computer skills with proficiency in the Microsoft Office Suite
Demonstrated ability to multitask effectively
Strong written and verbal communication skills required
Preferred Skills
Associates, or Bachelor's degree preferred, or equivalent years of related experience
Training & Development
Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.
Shift Information
This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM during the work week.
Salary
Competitive full-time base salary, overtime eligibility plus target bonus
Benefits
Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program
Career Opportunities
New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.
Pay Transparency
Salary Range: $45,000-$50,000
Overtime eligible: Nonexempt
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: 92635