Post job

Vice President jobs at Marsh & McLennan Companies

- 1944 jobs
  • Vice President, Primary Casualty

    Golden Bear Insurance Company 3.6company rating

    San Jose, CA jobs

    Vice President - General Liability, Territory Lead Golden Bear Insurance Company (Hybrid) About the Company Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence. About the Role We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams. Responsibilities Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives. Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory. Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities. Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines. Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture. Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks. Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards. Qualifications Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role. Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks. Broker Relationships: Established network of wholesale brokers. Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams. Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills. Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals. Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus. Pay range and compensation package Competitive compensation package with performance-based incentives. Comprehensive benefits, including health, dental, and vision insurance. 401(k) with company match. Professional development opportunities. Collaborative and entrepreneurial company culture. Equal Opportunity Statement Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
    $163k-236k yearly est. 3d ago
  • Vice President, Primary Casualty

    Golden Bear Insurance Company 3.6company rating

    Santa Rosa, CA jobs

    Vice President - General Liability, Territory Lead Golden Bear Insurance Company (Hybrid) About the Company Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence. About the Role We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams. Responsibilities Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives. Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory. Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities. Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines. Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture. Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks. Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards. Qualifications Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role. Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks. Broker Relationships: Established network of wholesale brokers. Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams. Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills. Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals. Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus. Pay range and compensation package Competitive compensation package with performance-based incentives. Comprehensive benefits, including health, dental, and vision insurance. 401(k) with company match. Professional development opportunities. Collaborative and entrepreneurial company culture. Equal Opportunity Statement Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
    $164k-237k yearly est. 3d ago
  • Vice President, Primary Casualty

    Golden Bear Insurance Company 3.6company rating

    San Francisco, CA jobs

    Vice President - General Liability, Territory Lead Golden Bear Insurance Company (Hybrid) About the Company Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence. About the Role We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams. Responsibilities Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives. Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory. Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities. Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines. Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture. Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks. Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards. Qualifications Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role. Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks. Broker Relationships: Established network of wholesale brokers. Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams. Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills. Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals. Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus. Pay range and compensation package Competitive compensation package with performance-based incentives. Comprehensive benefits, including health, dental, and vision insurance. 401(k) with company match. Professional development opportunities. Collaborative and entrepreneurial company culture. Equal Opportunity Statement Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
    $163k-237k yearly est. 3d ago
  • Vice President, Primary Casualty

    Golden Bear Insurance Company 3.6company rating

    Fremont, CA jobs

    Vice President - General Liability, Territory Lead Golden Bear Insurance Company (Hybrid) About the Company Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence. About the Role We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams. Responsibilities Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives. Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory. Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities. Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines. Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture. Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks. Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards. Qualifications Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role. Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks. Broker Relationships: Established network of wholesale brokers. Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams. Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills. Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals. Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus. Pay range and compensation package Competitive compensation package with performance-based incentives. Comprehensive benefits, including health, dental, and vision insurance. 401(k) with company match. Professional development opportunities. Collaborative and entrepreneurial company culture. Equal Opportunity Statement Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
    $163k-237k yearly est. 3d ago
  • Director - Head of Construction Project Management

    Hays 4.8company rating

    San Jose, CA jobs

    Head of Projects Director required by Global Real Estate firm in San Jose, CA Your new company Our client, a leading global provider of workplace and Real Estate solutions, is seeking a strategic and people-focused Director, Head of Projects, to lead a high-performing construction project management division. This is a rare opportunity to step into a business-critical leadership role overseeing a diverse portfolio of fast-paced, short-duration commercial construction projects across multiple clients and sectors, including Healthcare, Biotech, Education & Tech. Your new role This is not a hands-on project manager position. Instead, the Head of Projects will: Lead and mentor a team of project managers, ensuring consistent delivery excellence Oversee the business unit's project revenue plan, forecasting, and backlog execution Serve as the internal authority on pricing, risk, and proposal strategy Build and grow long-term client relationships that drive repeat business and new opportunities Collaborate cross-functionally with account leaders and sales teams to align delivery with growth targets Step in to support complex or at-risk projects only when necessary What you'll need to succeed 8-12+ years of experience in construction project management, with at least 5 years in a leadership role Proven success managing high-volume, short-duration projects across sectors like healthcare, life sciences or education Deep knowledge of contracts, pricing, risk, and team structure Strong leadership, mentorship, and organizational skills Exceptional relationship-building abilities and a track record of generating work through trust and performance Degree in engineering, architecture, or construction management preferred; certifications (PMP, CCM) a plus MEP commissioning & HVAC knowledge is highly attractive What you'll get in return Up to $225,000 base salary DOE experience plus unmatched bonus program and comprehensive benefits Autonomy and influence in shaping a high-performing division Visibility and impact across a diverse client base and project portfolio A collaborative, forward-thinking culture backed by a global industry leader Ambition matched with an unlimited fast-growth career path What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
    $225k yearly 4d ago
  • Chief Financial Officer - The Portland Clinic

    Health e Practices, LLC 4.1company rating

    Portland, OR jobs

    Health e Practices LLC, is excited to partner with The Portland Clinic to identify their next Chief Financial Officer. The following information is designed to outline the essential functions and position requirements of this job. It does not identify all tasks that may be expected, nor address the performance standards that must be maintained. Primary Function Responsible for partnering with staff and board leadership to ensure the financial success of The Portland Clinic. CFO oversees team of professionals who are responsible for the daily financial functions of the clinic. CFO analyzes current trends, proposes new tactics, measures results and recommends improvements. CFO works closely with CEO, CMO, COO, and other executives on execution of the clinic's strategic plan and is a key ex-officio member of the Executive Board of five Partner owners. Duties and Responsibilities: ( * Essential Functions) Analyze financial trends in all aspects of the clinic operation and present findings and recommendations to the executive leadership team for discernment and action.* Serve as an engaged participant on the Executive Chiefs Team, which guides the execution of The Portland Clinic Strategic Plan.* Prepare and offer timely, accurate and engaging presentations to all the Partners and Associates who attend the Quarterly Clinic Partnership meetings. Address physician questions, comments, and concerns in a timely manner.* Supervise team members as outlined in the TPC organizational chart. Ensure deadlines are met related to reporting, work queues, billing, and accuracy.* Maintain a positive team environment in these departments and conduct annual performance evaluations for all direct reports.* Serve as the clinic's chief liaison with critical contractors, including the clinic's primary bank, its outside accountant, cost reduction analysis personnel, etc.* Offer accurate, timely and insightful reports about the clinic finances to Executive Board. Also address all other issues related to finance that are on the agenda.* Supervise the preparation of the annual clinic budget. Collaborate with the controller and clinic supervisors on their portions of the budget.* Calculate and ensure the accuracy of provider compensation. Effectively communicate changes in compensation. Use the Partner/owner compensation formula to calculate pay and bonuses for all participants. Calculate quarterly the estimated retirement plan contributions for Partners.* Partner with team leaders on applications such as coverage for property, crime, D&O, Cyber, general liability, auto, and ASC.* Meet with associates interested in joining the partnership and calculate the impact of the partner formula and a comparison of their current status.* Invest monies regularly based on cash flow following the clinic's investment policy.* Collaborate closely with our outside auditors on the Clinic Annual Audit. Prepare necessary schedules and research all questions that they have based on their findings. Coordinate all tax filings with outside tax accountants.* Regularly evaluate financing options. Attend conferences and seminars that continually provide excellent information on the latest financial practices and where we can generate more revenue or save additional costs.* Regularly audit reports from health insurance plans related to risk pool settlements, to ensure their accuracy. Oversee Capital Budget requests and the process for approval, in working closely with Purchasing and the Value Analysis Team.* Oversee Portland Coordinated Care Association (PCCA). Assume projects given by the CEO or the Executive Board. Work in a cooperative manner with management/supervision, coworkers, customers, and vendors.* Abide by company policies.* Maintain regular, in person, work attendance and punctuality, as scheduled.* Other duties as assigned. Requirements: Minimum of 10 years of progressive financial management experience, ideally within a large physician-owned practice required. Minimum 2 years' experience in public accounting preferred. Bachelor's degree in healthcare administration, accounting, finance, or related field required. CPA or MBA strongly preferred. Experience/Qualifications/Skills Preferred: Experience managing finances in multi-specialty or equivalent health care business. Proven track record of producing accurate, timely, and insightful financial reporting. Strong leadership skills with experience managing and developing teams. Demonstrated ability to communicate complex financial concepts to non-financial stakeholders, particularly physician leaders or professional owners. Collaborative and strategic mindset with a commitment to teamwork and organizational success. Experience in using products such as: Microsoft Office(Excel, Work, PowerPoint, Access), Epicor Accounting Software with FRx report writer, EPIC (Electronic Health Record). Compassionate, patient, tactful, diplomatic, sociable, well organized, thorough, and independent. Planning, organizing, and delegation skills. Excellent communication skills, especially in presenting information to physicians and Executive Board. Skill in establishing and maintaining effective working relationships with Business Office, Executive Board, physicians, and other staff.
    $105k-168k yearly est. 5d ago
  • Chief Financial Officer

    Reagan Madison Solutions Inc. 3.0company rating

    Columbia, SC jobs

    Seeking a motivated CFO to join the Company's management team and contribute to the achievement of the owner's goals and objectives. Qualifications: Bachelor's Degree required; MBA preferrerd CPA preferred 5-7 years of Accounting experience, including supervisory experience Strong leadership skills Language Skills: Ability to ready, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from owners, groups of manager, clients, customers, and the general public. Mathematical Skills: Ability to work with mathematical concepts such as probability and statistical inference; to apply concepts such as fractions, percentages, ratios, and proportions to practical situations; to develop and monitor model plans, proposals, and projections; and to make return on equity, return on asset, and net present value discount analyses. Computer Skills: Microsoft Office Reasoning Ability: Ability to solve practical problems; interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Duties and Responsibilities: This person will report to the President of the company and provide accounting support to District Managers, Property Managers, and Owners. They will also prepare financial statement, prospectus for property values, long-term financial planning, yields, highest and best uses of various properties and/or anticipated purchases, budgeting, tax preparation, presentations to owners, forecasting, and communicate with appraisers, tax assessors. Meetings: Establish and conduct meetings with all appropriate personnel within the organization to ensure that all applicable personnel are aware of the status of each division and financial performance. Travel: This position requires minimum travel, which includes but is not limited to, occasional visits to properties or potential properties. Attend meetings/seminars/conferences.
    $81k-138k yearly est. 5d ago
  • Recent Graduate - Financial Services

    Farmers Insurance 4.4company rating

    Washington, DC jobs

    Recent Graduate - Financial Services Location: Litchfield, IL, 62015 Salary: $24000.0 - $100000.0/year Experience: 2 Year(s) We are seeking a passionate, self-driven, natural-born salesperson with a desire to make a difference in people's lives. You will be part of a team helping to grow the office's revenue by offering products that people need for their security and peace of mind. Our newest Insurance Sales Representative will pursue and respond to the requests and needs of prospects and clients who need insurance. You will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs. Responsibilities: Meet new business production goals and objectives as established. Treat each customer contact as a cross and up-sell opportunity, including financial products. Maintain knowledge of new products. Prospecting and generating new business through leads & referral sources. Maintain client relationships through follow-up phone calls. Requirements: Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Proficiency to multi-task, follow-thru and follow-up. Problem-Solving Capabilities. Successful sales background. Driven and goal-oriented individual. Property and Casualty insurance license (must be willing to obtain) Benefits: Base with Commissions Bonus Opportunities Hands-On Training Performance Bonuses Professional Work Environment PIea07ef***********2-39196359
    $24k-100k yearly 2d ago
  • Vice President of Technology

    Oscar 4.6company rating

    Detroit, MI jobs

    As the Vice President of Technology, you will serve as the driving force behind our organization's digital evolution. In this role, you'll shape the systems, strategy, and future-ready technology vision that support our operations and elevate the experience of every customer we serve. This is an influential leadership position where you'll have the opportunity to assess challenges quickly, introduce forward-thinking solutions, and guide a team with clarity and confidence. You'll be joining a collaborative, high-energy environment where innovation moves fast and every team member's contribution matters. The ideal leader brings momentum, ownership, and a hands-on approach that motivates others to excel. Key Responsibilities Develop and oversee the long-term strategy, architecture, and performance of all core technology systems-including business applications, ERP platforms, data environments, and IT infrastructure-to ensure reliability, scalability, and operational excellence. Evaluate emerging technologies and integrate solutions such as AI, automation, and connected-device concepts to drive meaningful advancements across product lines and internal processes. Create and maintain standards for data architecture, systems integrations, and business intelligence tools to ensure accurate, accessible information that supports decision-making at every level of the organization. Strengthen cybersecurity, risk management practices, and continuity planning through structured assessments, proactive monitoring, and consistent improvement of company-wide protections. Direct priority-setting, timeline management, and budgeting for major technology initiatives, acting as the central point of communication and alignment for internal teams and external partners. Build and guide an effective IT organization, establishing the right structure, skill sets, and development pathways to support current operations and future growth. Manage vendor relationships and negotiate technology contracts to secure high-quality solutions while optimizing cost and service efficiency. Champion a culture focused on service excellence, ensuring that technology enhances both the employee and customer experience throughout the business. Acumatica experience is essential for this role. Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.
    $149k-202k yearly est. 5d ago
  • Vice President Information Technology

    The Phoenix Group 4.8company rating

    Waltham, MA jobs

    The Vice President of Information Technology will lead technology strategy, governance, and execution across the firm and its portfolio companies. This role is ideal for a Private Equity technology leader with deep hands-on knowledge of hardware environments, data integrity practices, software ecosystem evaluation, and the application of AI to streamline operations and enhance value creation. The VP of IT will partner closely with investment, operations, and portfolio leadership to ensure technology investments support growth, scalability, and firm-wide strategic goals. Key Responsibilities Lead the firm's overall IT strategy, ensuring alignment with organizational objectives and portfolio company needs. Oversee hardware infrastructure, including design, configuration, deployment, and performance optimization across corporate and portfolio environments. Manage and maintain data integrity processes, including the use of SSE (Self-Service Encryption) files and other secure data-handling frameworks. Evaluate, recommend, and implement software systems, providing expert guidance on platform selection, integration readiness, scalability, and cost-effectiveness. Drive AI adoption across the firm and portfolio companies, identifying opportunities for automation, analytics, operational efficiency, and decision-making enhancement. Partner with portfolio company leadership to assess IT maturity, develop technology roadmaps, and support integration or transformation initiatives. Ensure strong cybersecurity posture, risk management practices, and compliance across all environments. Lead and mentor internal IT teams and external partners, prioritizing collaboration, innovation, and operational excellence. Oversee vendor relationships, contract negotiations, and budget management for enterprise IT initiatives. Serve as an advisor to senior leadership on emerging technologies, infrastructure investments, and digital transformation opportunities. Qualifications 10+ years of progressive IT leadership experience, with a strong background in Private Equity, investment management, or similar environments. Demonstrated expertise in hardware configuration, infrastructure architecture, and systems performance optimization. Hands-on experience with SSE files or similar tools used for secure data transfer and data integrity validation. Broad knowledge of enterprise software systems with the ability to make informed recommendations based on business and technical needs. Proven experience applying AI, automation, or machine learning solutions in a business context. Experience partnering with portfolio companies and supporting due diligence, integration, and technology roadmap development. Strong leadership, communication, and stakeholder management skills. Ability to operate strategically while being comfortable with technical detail when needed.
    $117k-161k yearly est. 2d ago
  • Vice President Information Technology

    The Phoenix Group 4.8company rating

    Boston, MA jobs

    The Vice President of Information Technology will lead technology strategy, governance, and execution across the firm and its portfolio companies. This role is ideal for a Private Equity technology leader with deep hands-on knowledge of hardware environments, data integrity practices, software ecosystem evaluation, and the application of AI to streamline operations and enhance value creation. The VP of IT will partner closely with investment, operations, and portfolio leadership to ensure technology investments support growth, scalability, and firm-wide strategic goals. Key Responsibilities Lead the firm's overall IT strategy, ensuring alignment with organizational objectives and portfolio company needs. Oversee hardware infrastructure, including design, configuration, deployment, and performance optimization across corporate and portfolio environments. Manage and maintain data integrity processes, including the use of SSE (Self-Service Encryption) files and other secure data-handling frameworks. Evaluate, recommend, and implement software systems, providing expert guidance on platform selection, integration readiness, scalability, and cost-effectiveness. Drive AI adoption across the firm and portfolio companies, identifying opportunities for automation, analytics, operational efficiency, and decision-making enhancement. Partner with portfolio company leadership to assess IT maturity, develop technology roadmaps, and support integration or transformation initiatives. Ensure strong cybersecurity posture, risk management practices, and compliance across all environments. Lead and mentor internal IT teams and external partners, prioritizing collaboration, innovation, and operational excellence. Oversee vendor relationships, contract negotiations, and budget management for enterprise IT initiatives. Serve as an advisor to senior leadership on emerging technologies, infrastructure investments, and digital transformation opportunities. Qualifications 10+ years of progressive IT leadership experience, with a strong background in Private Equity, investment management, or similar environments. Demonstrated expertise in hardware configuration, infrastructure architecture, and systems performance optimization. Hands-on experience with SSE files or similar tools used for secure data transfer and data integrity validation. Broad knowledge of enterprise software systems with the ability to make informed recommendations based on business and technical needs. Proven experience applying AI, automation, or machine learning solutions in a business context. Experience partnering with portfolio companies and supporting due diligence, integration, and technology roadmap development. Strong leadership, communication, and stakeholder management skills. Ability to operate strategically while being comfortable with technical detail when needed. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
    $117k-160k yearly est. 4d ago
  • Director Investment Operations

    Horace Mann 4.5company rating

    Springfield, IL jobs

    The Director of Investment Operations is a strategic leadership role responsible for managing and enhancing investment operations, reporting, compliance, and policy governance. This position serves as a key liaison across internal departments, external stakeholders, and regulatory bodies. The role oversees all aspects of investment operations, from daily reporting and audits to strategic initiatives including financial modeling, regulatory monitoring, and process improvement aligned with Sarbanes-Oxley (SOX) and disaster recovery standards. Key Responsibilities: Operational Leadership & Compliance Lead the execution of investment reporting functions related to risk and compliance management of investment holdings. Oversee daily operational reporting including trades, unsettled transactions, pricing, unrealized gains/losses, watchlists, and performance monitoring. Maintain and ensure compliance with investment policies, guidelines, and investment management agreements. Coordinate front and middle office procedures in alignment with SOX and disaster recovery protocols. Oversee Know Your Customer (KYC) operations, state deposit management, and collateral operations including those for FHLB. Supervise subscription agreements, alternative fund documentation, and other administrative support related to CMLs and derivatives. Regulatory and Audit Management Lead internal and external audits (STAT & GAAP), regulatory requests (SEC and State DOIs), state exams, and SOX responsibilities. Monitor pronouncements and regulatory changes issued by the National Association of Insurance Commissioners (NAIC) and ensure compliance. Coordinate private placement documentation, private letter rulings, and investment-related legal transfers. Strategic Analysis & Forecasting Lead financial forecasting, investment modeling, and scenario analysis to support strategic decision-making. Serve as primary contact for all investment data requests, internal and external. Provide insights to support investment policy adherence and performance evaluations. Stakeholder Coordination Serve as the central point of contact for investment operations-related queries and issue resolution. Coordinate and deliver data for Board and Investment & Finance (I&F) presentations, and support departments such as Actuarial, Accounting, Treasury, Financial Planning, and external consultants. Facilitate valuation processes and portfolio pricing with vendors and third-party systems including Bloomberg, BlackRock Solutions (BRS), and custodians. Process Improvement Drive continuous improvement by updating operational procedures and documentation. Maintain the Master Contact List and ensure consistency in communications and system access across all stakeholders. Qualifications: Bachelor's degree in Accounting, Finance, or Business is required; Master's degree preferred. 7-10 years of progressive experience in investment operations, with a strong focus on risk and performance reporting. Experience in managing teams and cross-functional initiatives. Strong understanding of STAT and GAAP accounting principles, SOX compliance, and regulatory frameworks including NAIC, SEC, and State DOI. Proficiency in investment systems and tools such as Bloomberg, BRS, and performance analytics platforms. Exceptional analytical, communication, and organizational skills. Ability to work effectively in a fast-paced, dynamic environment with multiple priorities. Pay Range: $99,100.00 - $140,000.00 Salary is commensurate to experience, location, etc. #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy
    $99.1k-140k yearly 3d ago
  • VP, Asset and Ratings Surveillance

    Global Atlantic Financial Group Limited 4.8company rating

    Boston, MA jobs

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION SUMMARY: Serve as VP overseeing the surveillance of Global Atlantic's structured investments, including monitoring asset ratings, investment performance, deal activity, deal efficiency and market opportunities. The ideal candidate will be able to independently analyze investment data, communicate investment data effectively with key stakeholders and formalize monitoring processes. RESPONSIBILITIES: Lead rating surveillance process on all GA-structured transactions (100% owned or syndicated). Prepare rating agency package (updated deal model inclusive of rating agency stress scenarios, latest investor reports, borrower financial statements, asset performance reports). Coordinate with the various stakeholders any information requests by the agencies. Keep up to date performance/asset level data in GA Structuring folder. Get updated underlying asset information in coordination with PM, KKR and TPA teams. Roll forward transaction model in Intex or other excel template. Manage all rating agency requests and updates. SPV Asset Management Monitor performance of key tests and triggers. Monitor rating action of public issuance across sectors to stay ahead of potential assumption changes. Consider any changes to structure to better optimize capital (NAIC and BMA) or protect against performance issues. Primary point of contact for TPAs (Goal, WTNA, Vistra etc). Finalize deal models on intex platform with handoff from transaction lead. Coordinate any underlying document amendments with transaction lead. Monthly Cashflow reconciliation (and to normalize/analyze inconsistencies). Main point of contact for internal GA teams on portfolio (with oversight from transaction leads). Analytics Risk Finance/Tax/Acct Work with valuations team on pricing and cashflow support where needed given usage of transaction models. Answer transaction model questions and provide any documentation/performance data requested from teams generally. Income reconciliation for Sidecar vehicles and other measures. Manage a small team of at least one other colleague. QUALIFICATIONS: Bachelor's degree 10+ years of relevant experience at an asset manager, insurance company or related field. Masters degree a plus. Understanding of Structured Asset Based Financed Investments. Strong analytical and problem solving skill set. Ability to work with Portfolio Managers and senior management. Excellent communication and interpersonal skills to work in a fast paced, team environment. Proficiency in Microsoft Office (Excel, Power Point, Word, VBA and Visio experience a plus). Self-starter with ability to work independently and build proper processes. “To be considered for this role, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.” #LI-LM2 Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this role is$160,000-$225,000 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $160k-225k yearly Auto-Apply 5d ago
  • VP, Asset and Ratings Surveillance

    Global Atlantic Financial Group 4.8company rating

    Boston, MA jobs

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION SUMMARY: Serve as VP overseeing the surveillance of Global Atlantic's structured investments, including monitoring asset ratings, investment performance, deal activity, deal efficiency and market opportunities. The ideal candidate will be able to independently analyze investment data, communicate investment data effectively with key stakeholders and formalize monitoring processes. RESPONSIBILITIES: * Lead rating surveillance process on all GA-structured transactions (100% owned or syndicated). * Prepare rating agency package (updated deal model inclusive of rating agency stress scenarios, latest investor reports, borrower financial statements, asset performance reports). * Coordinate with the various stakeholders any information requests by the agencies. * Keep up to date performance/asset level data in GA Structuring folder. * Get updated underlying asset information in coordination with PM, KKR and TPA teams. * Roll forward transaction model in Intex or other excel template. * Manage all rating agency requests and updates. * SPV Asset Management * Monitor performance of key tests and triggers. * Monitor rating action of public issuance across sectors to stay ahead of potential assumption changes. * Consider any changes to structure to better optimize capital (NAIC and BMA) or protect against performance issues. * Primary point of contact for TPAs (Goal, WTNA, Vistra etc). * Finalize deal models on intex platform with handoff from transaction lead. * Coordinate any underlying document amendments with transaction lead. * Monthly Cashflow reconciliation (and to normalize/analyze inconsistencies). * Main point of contact for internal GA teams on portfolio (with oversight from transaction leads). * Analytics * Risk * Finance/Tax/Acct * Work with valuations team on pricing and cashflow support where needed given usage of transaction models. * Answer transaction model questions and provide any documentation/performance data requested from teams generally. * Income reconciliation for Sidecar vehicles and other measures. * Manage a small team of at least one other colleague. QUALIFICATIONS: * Bachelor's degree 10+ years of relevant experience at an asset manager, insurance company or related field. Masters degree a plus. * Understanding of Structured Asset Based Financed Investments. * Strong analytical and problem solving skill set. * Ability to work with Portfolio Managers and senior management. * Excellent communication and interpersonal skills to work in a fast paced, team environment. * Proficiency in Microsoft Office (Excel, Power Point, Word, VBA and Visio experience a plus). * Self-starter with ability to work independently and build proper processes. "To be considered for this role, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time." #LI-LM2 This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Global Atlantic EEOC Statement Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. The base salary range for this role $160,000-$225,000 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $160k-225k yearly Easy Apply 5d ago
  • 10288 President

    ISG 4.7company rating

    Sterling Heights, MI jobs

    Position Overview: Our 50 employees company located in the Midwest is seeking an experienced President with a strong background in electronics manufacturing and Government Contracting. The ideal candidate will have a bachelor's degree in electrical engineering (BSEE) and an MBA, with a track record of successful leadership in the industry. This leader will drive the company's strategic vision and operational excellence while fostering a high-performance culture. culture. Key Responsibilities: Develop and execute the company's strategic plan to achieve growth targets and enhance profitability within the government supply sector. Oversee all aspects of operations, including manufacturing, quality assurance, and compliance with government regulations. Build and maintain relationships with government agencies and prime contractors to identify contracting opportunities and secure new business. Lead financial planning, budgeting, and reporting efforts to ensure sustainable growth and operational efficiency. Foster a culture of innovation, teamwork, and accountability throughout the organization. Ensure alignment with industry standards and maintain compliance with all federal regulations related to government contracts. Represent the company at industry events, conferences, and government meetings to enhance visibility and establish strategic partnerships. Requirements: Bachelors Degree in Electrical Engineering (BSEE) Masters Degree in Business Administration (MBA) Experience leading Small Businesses (100 people or less) Experience within the Department of Defense Contracting Must be experienced with Electronics Manufacturing, Sensors preferred. If you have these skills and are looking to accept the role and responsibilities of the President position, I would welcome you to call me at ************ or email me at [email protected]
    $109k-188k yearly est. 60d+ ago
  • Accounting Operations Director

    Country Financial 4.4company rating

    Bloomington, IL jobs

    Experience more with a career at COUNTRY Financial! We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Provides strategic leadership and oversight to teams managing core operational accounting functions including disbursements, agency compensation, internal control performance, account reconciliations, and monthly close activities. Serves as the primary leader for our Accounting System (Workday), ensuring robust support, governance, and optimization. Drive the accounting strategy and execution for enterprise-wide system implementations, partnering cross-functionally to ensure alignment with organizational goals. Direct the development, implementation, and continuous improvement of processes to enhance operational efficiency and financial transparency. Finally, select, develop, and evaluate personnel to ensure the efficient and effective operations of these functions. How does this role make an impact? * Oversees accounting activities ensuring compliance with regulations and adherence to Statutory Accounting Principles (SAP), Generally Accepted Accounting Principles (GAAP) and/or tax guidance. * Establishes and maintains a robust financial control environment to safeguard organizational assets and ensure data integrity. Ensures the delivery of accurate, timely reports to support internal decision-making and maintain regulatory compliance. * Oversees the preparation of financial statements, tax returns, and other regulatory filings. * Drives process improvements and oversees system implementations and enhancements to meet accounting requirements and/or streamline accounting workflows. * Manages the implementation and maintenance of disaster recovery plans and activities in assigned areas. Maintains current contact information for all employees in applicable areas and communicates with non-recovery employees during a disaster. Do you have what we're looking for? * Typically requires 12+ years of relevant experience or a combination of related experience, education and training, including management experience. * CPA designation required. #LI-CORP Base Pay Range: $164,800-$226,600 The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience. Incentive Pay: In addition to base salary, this position is eligible for both a Short-Term Incentive plan and a Long-Term Incentive plan. Why work with us? Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business. You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match. COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.
    $164.8k-226.6k yearly 59d ago
  • Accounting Operations Director

    Country Financial 4.4company rating

    Bloomington, IL jobs

    Experience more with a career at COUNTRY Financial! We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Provides strategic leadership and oversight to teams managing core operational accounting functions including disbursements, agency compensation, internal control performance, account reconciliations, and monthly close activities. Serves as the primary leader for our Accounting System (Workday), ensuring robust support, governance, and optimization. Drive the accounting strategy and execution for enterprise-wide system implementations, partnering cross-functionally to ensure alignment with organizational goals. Direct the development, implementation, and continuous improvement of processes to enhance operational efficiency and financial transparency. Finally, select, develop, and evaluate personnel to ensure the efficient and effective operations of these functions.How does this role make an impact? Oversees accounting activities ensuring compliance with regulations and adherence to Statutory Accounting Principles (SAP), Generally Accepted Accounting Principles (GAAP) and/or tax guidance. Establishes and maintains a robust financial control environment to safeguard organizational assets and ensure data integrity. Ensures the delivery of accurate, timely reports to support internal decision-making and maintain regulatory compliance. Oversees the preparation of financial statements, tax returns, and other regulatory filings. Drives process improvements and oversees system implementations and enhancements to meet accounting requirements and/or streamline accounting workflows. Manages the implementation and maintenance of disaster recovery plans and activities in assigned areas. Maintains current contact information for all employees in applicable areas and communicates with non-recovery employees during a disaster. Do you have what we're looking for? Typically requires 12+ years of relevant experience or a combination of related experience, education and training, including management experience. CPA designation required. #LI-CORP Base Pay Range: $164,800-$226,600 The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience. Incentive Pay: In addition to base salary, this position is eligible for both a Short-Term Incentive plan and a Long-Term Incentive plan. Why work with us? Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business. You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match. COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.
    $164.8k-226.6k yearly Auto-Apply 60d+ ago
  • Director, Infusion Strategy

    Visante Consulting 4.0company rating

    Saint Paul, MN jobs

    ABOUT VISANTE We are a specialized consulting firm focused on helping health systems accelerate strong financial and operational performance through pharmacy. Our team of professionals bring deep, contemporary expertise and innovation to optimizing all aspects of a fully integrated health system pharmacy program, driving significant value quickly. Our mission is to transform healthcare through pharmacy, and our vision is to reimagine pharmacy to improve lives. ABOUT THE POSITION The Director will oversee the day-to-day management of client projects while mentoring and supporting the growth of individual team members. This role involves leading the analysis, design, and implementation of customized solutions for Visante clients, ensuring measurable impact and long-term success. Depending on the project scope, the Director may also serve as an active contributor within specialized workgroups. As a subject matter expert, the Director acts as a key representative of their area of expertise, aligning their knowledge with the client's strategic goals and offering expert guidance to address organizational needs. Principle Duties and Responsibilities Leads and manages client engagements, from initial scoping to final delivery, effectively prioritizing tasks to include anticipating delays to meet deadlines Develops a deep understanding of the client's business objectives and challenges, and develops tailored solutions that meet the client needs Leads project teams in gathering data, analyzing results, and presenting findings Manages multiple projects simultaneously, effectively ensuring timely completion of deliverables within established budgets Establishes and maintains strong working relationships and partnerships with key stakeholders, both internally and externally Consults with clients on current workflows and configurations and identifies opportunities for additional services which may benefit the client Prepares and presents reports, leads key client meetings, and delivers high-quality presentations to clients on progress and outcomes Monitors team performance and provide feedback and coaching as necessary Stays up to date on industry trends and best practices Requirements Education Required: Bachelor's degree Preferred: Relevant advanced degree (e.g. MBA, MPH, MHA) Experience Required: 5 years of experience working with healthcare providers on strategic and operational initiatives, including 3 years in managing others Preferred: Previous experience in consulting and/or client-facing experience Special Skills: Demonstrated experience in making effective presentations to all levels of management Demonstration of good judgement, multi-tasking, and meeting deadlines with a sense of urgency and being able to prioritize competing demands Strong client relationship, interpersonal, and team skills Excellent presentation skills with the ability to make effective presentations to all levels of management Proven ability to diagnose and resolve issues, demonstrating strong analytical and creative skills Ability to demonstrate ease and effectiveness when dealing with clients and colleagues at all levels Clear and concise verbal and written communication skills and the ability to advise clients professional and positively Highly collaborative with a strong team orientation, able to plan and achieve high quality and productive goals through teams Ability to make sound, timely decisions based on analysis, experience, and judgement Excellent knowledge and proficiency of MS Word, Outlook, PowerPoint, and Excel Ability to travel to domestic locations Compensation and Benefits: We offer competitive salary and benefits for this full-time salaried role. Equal Opportunity Statement: Visante is an equal opportunity employer. Visante's people are its greatest asset and provide the resources that have made the company what it is today. Visante is, therefore, committed to maintaining an environment free of discrimination, harassment, and violence. This means there can be no deference because of age, religion or creed, gender, gender identity or expression, race, color, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable laws and regulations.
    $110k-146k yearly est. 60d+ ago
  • Vice President, Marketing & Communications

    ICW Group 4.8company rating

    San Diego, CA jobs

    Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our journey as we strive to transform the insurance carrier space. We're proud to be in business for over 50 years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible. Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It's our team members who make us an employer of choice and the vibrant company we are today. We strive to make both our internal and external communities better everyday! Learn more about why you want to be here! PURPOSE OF THE JOB The purpose of the VP, Marketing & Communications role is to design and drive brand narrative and build awareness and clarity of ICW Group's value proposition in the marketplace. The position will interface with internal stakeholders including senior leadership, product/service departments, and underwriting teams to position ICW Group as a leader in the insurance industry while aligning brand values with business objectives. This includes, but is not limited to, strategic development and tactical implementation for the company's marketing plans and programs, external digital and social media storytelling, and leveraging data analytics to optimize investments. The totality of work seeks to increase ICW Group's brand awareness, preference, and market share. ESSENTIAL DUTIES AND RESPONSIBILITIES Leads development of the overall Brand strategy and Marketing execution. Leads the creation of the entire brand strategy, who ICW is, what we do, how we are different, and the ICW “why.” Integrates the overarching brand strategy into all facets of external and internal communications, thought leadership and go to market strategy. Develops and implements both short-term marketing plans and long-term strategic alignment with ICW Group's long-range plan. Instills a performance- and outcome-driven orientation into the marketing practice. Manages the end-to-end customer journey, leveraging multiple media channels to influence customer buying behaviors, generate qualified leads, and ultimately enable profitable sales growth. Executes comprehensive marketing plans that help achieve customer, agent, and policyholder acquisition and retention goals. Uses business intelligence and analytics to create and evaluate the vitality of the marketing plans. Facilitates and drives relationships with key stakeholders to plan, communicate, and drive the development and deployment of marketing campaigns. Collaborates with multiple departments to gain high degree insights to execute marketing strategies that drive both campaigns and long-term brand growth. Forges and expands relationships with key customers to understand how ICW Group can best meet/exceed their needs. Works with business unit and branch leadership to help achieve acquisition, retention, and revenue goals. Develops communication and messaging that aligns with organization objectives. Leverages key customer data and insights to elevate ICW Group's value proposition and helps develop key selling points that drive ICW Group brand differentiation. Works closely with business units to identify and leverage respective product/service value props to drive increased brand advocacy among our policyholders and our agents/brokers. Develops engaging and compelling marketing communications, creating emotional connections to target consumers; drives critical new thinking behind vehicle utilization to help further broaden our media mix in reaching customers in ways they consume content/media (including digital, social, events, PR, DM, etc.) Develops lead-nurturing, lifecycle communication and segmentation campaigns. Develops powerful creative briefs that distill business goals into actionable insights for the creative team that also resonate with the target audience. Leads the Enterprise Marketing team to develop tactical communications support to a variety of departments, including but not limited to collateral, email, customer talking points, presentations, fact sheets, Web site content and design, and more. Determines/measures overall cadence of communication for maximum impact and customer satisfaction across different geographic and demographic audience segments. Acts as a champion of the message and storytelling that will drive overall differentiation, customer loyalty and interest in our products and solutions. Provides ROMI optimization and oversight to achieve revenue and profitability objectives. Tracks key metrics and success criteria, driving balance of effectiveness and efficiency of spend for all programs, and making critical trade-off investment decisions across portfolio as appropriate. Defines ROMI goals and evaluates success using relevant KPIs. Measures overall impact of marketing program on defined metrics (e.g. increased customer satisfaction, loyalty, book of business growth, etc.). Evaluates, monitors, and measures the impact of the quality and quantity of inbound/outbound lead generation initiatives. Monitors and optimizes campaign effectiveness across prioritized markets, channels, and stakeholders. Develops data analytics and insights that drive strategy. Inspire a data-driven culture with advanced analytics to optimize brand strategies, elevate performance metrics, and drive sustainable business growth. Leverages market research to keep abreast of competitive and future market trends and conducts market research as needed. Deep understanding of current trends, best practices, and technologies in marketing, brand activation, and social media. Develops and manages marketing professionals. Leads and mentors a team of high-performing marketing professionals to produce authentic content that resonates with ICW Group's target audiences and strengthens brand loyalty. Establishes and adheres to hiring criteria, onboarding and training requirements for team members. Oversees the performance management and talent development processes for the team. Creates a coaching and mentoring environment amongst team members. Manages team budget, technology and other resources, workload and other marketing services. Ensures adherence to all Company policies and procedures and Compliance responsibilities. SUPERVISORY RESPONSIBILITIES Leads the marketing team and carries out supervisory responsibilities in accordance with company policies and applicable laws. These responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; conducting performance and salary reviews; rewarding and disciplining employees; addressing complaints and resolving problems; coaching, mentoring, and developing team members to further their skills and knowledge; creating and monitoring development plans; setting performance expectations/goals; forecasting staffing needs and planning for peak times and absences; enforcing department policies and procedures. EDUCATION AND EXPERIENCE Bachelor's degree from four-year accredited college or university required with a major or emphasis in Marketing, Communications, Business Administration, or related field. MBA or advanced degree preferred. Minimum 12+ years of progressive experience in brand strategy or marketing required, with a major preference in the insurance industry. Minimum 7 years of experience in a leadership role required. Proven ability to develop and execute strategic marketing plans that align with business objectives and drive measurable results. Demonstrated success in developing innovative marketing campaigns that capture consumer attention and drive engagement. Experience with Data, measurement, and analytics competency. CERTIFICATES, LICENSES, REGISTRATIONS None required. KNOWLEDGE AND SKILLS Strong marketing background. Ability to lead and be strategic, as well as drive tactics and get work done. Ability to work collaboratively to create a results-driven, team-oriented environment. Demonstrated ability to forge highly effective cross-functional partners. Proven ability to leverage multiple marketing assets to achieve business goals. Exceptional ROI-tracking skills, able to prove what is -or isn't-working and modify accordingly. Working knowledge of email automation & web analytics tools (Pardot, Google Analytics) a plus. Excellent written and verbal communication skills to convey ideas effectively to appropriate audience. Excellent people and management skills to interact with various cross-functional teams and customers. Experience putting forth new methods and ideas and has a high degree of curiosity relating to marketing. Does not accept the “status quo”; is a change agent. Advanced proficiency with Microsoft Office applications including Word, Excel, and PowerPoint. Detail-oriented, and able to juggle multiple tasks and conflicting deadlines at once. PHYSICAL REQUIREMENTS Office environment - no specific or unusual physical or environmental demands and employees are regularly required to sit, walk, stand, talk, and hear. WORK ENVIRONMENT This position operates in an office environment and requires the frequent use of a computer, telephone, copier, and other standard office equipment. The current range for this position is This range is exclusive of fringe benefits and potential bonuses. If hired at ICW Group, your final base salary compensation will be determined by factors unique to each candidate, including experience, education and the location of the role and considers employees performing substantially similar work. WHY JOIN ICW GROUP? • Challenging work and the ability to make a difference • You will have a voice and feel a sense of belonging • We offer a competitive benefits package, with generous medical, dental, and vision plans as well as 401K retirement plans and company match • Bonus potential for all positions • Paid Time Off with an accrual rate of 5.23 hours per pay period (equal to 17 days per year) • 11 paid holidays throughout the calendar year • Want to continue learning? We'll support you 100% ICW Group is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. ICW Group will not discriminate against an applicant or employee on the basis of race, color, religion, national origin, ancestry, sex/gender, age, physical or mental disability, military or veteran status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other characteristic protected by applicable federal, state or local law. ___________________ Job Category Executive
    $152k-208k yearly est. Auto-Apply 60d+ ago
  • Regional Vice President - Retirement

    Symetra 4.6company rating

    Bellevue, WA jobs

    Symetra continually seeks driven annuity wholesalers to join our team as Regional Vice Presidents. We encourage you to apply, and if you're a strong fit, we'll reach out to you directly as opportunities become available in your area. About the role The Regional Vice President (RVP) reports to the Divisional Vice President. The RVP receives an annual Incentive Compensation Plan, which articulates the sales goals for the year. The RVP will work closely with the DVP, their aligned Internal Wholesaler, and the Sales Support Specialist to create a targeted sales plan for the territory. The RVP must fully understand Symetra's retirement products, marketing, and resources that assist in territory development, such as sales effectiveness data, marketing tools (digital & printed), and technology and an in-depth knowledge of Symetra's existing producers within the territory. Proper adoption and execution of the Symetra Sales Process is required to maximize territory sales, including a well-articulated value proposition to ensure sales success. Additionally, the RVP must grow its territory through new producer relationships. The position requires 75% field travel to build the relationships necessary to reach sales targets through new producer acquisition and by growing Symetra's market share in the aligned territory. In addition to one-on-one meetings, the RVPs will lead group meetings, roundtable discussions and public seminars for Financial Professionals, Bankers, and others within the industry. The RVP is expected to maintain high professional conduct, ensuring that all FINRA, SEC, Department of Insurance, Symetra Compliance, and Firm policies are strictly adhered to. What you will do Create a sound business plan to increase sales, increase Symetra's brand awareness and value proposition, and to increase market share through new producer appointments. The business plan should be modified accordingly and based on advice from your DVP, the Sales Effectiveness team and the Retirement Division Leadership Team. Build and maintain strong relationships with your new and existing producers, your Internal Wholesaler, and the Sales Effectiveness Team to achieve sales goals and grow market share. Together, you will keep your Financial Professionals informed of market and product enhancements and the value Symetra offers their customers. Quickly identify and target producer needs and adhere to Symetra's sales process to achieve your sales goals. Conduct product and sales training through opportunities such as individual and group training sessions, seminars, workshops, branch meetings and more. Strategically plan and manage the deployment of resources for the territory through marketing and sales initiatives, in partnership with the division marketing team. Use company resources effectively to drive sales and build our brand, e.g., travel and expense budget to strengthen existing producer relationships and to create new producer relationships. What we offer you We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home. Flexible full-time or hybrid telecommuting arrangements Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6% Paid time away including vacation and sick time, flex days and ten paid holidays Give back to your community and double your impact through our company matching Want more details? Check out our Symetra Benefits Overview Compensation Base salary: $60,000 plus eligibility for incentive compensation Who you are College Graduate; Degree in related field or equivalent experience required 5 years Prior wholesaling experience in the bank and/or wirehouse distribution channels FINRA 6 or 7, 63 and Life and Health license. Proven sales competence and presentation skills Proven ability in growing a region as measured by sales results Excellent knowledge of the advisor community and industry Ability to adapt to constant changing environment Ability to build productive relationships; provide training, sales ideas, and mentoring Strong territory management experience related to zone rotation, opportunity assessment and strategic planning to maximize opportunities History of producer contacts in the territory Demonstrated success within sales with the ability to establish sales objectives and meet goals Excellent communication, negotiation and interpersonal skills Will be expected to have or develop a strong understanding of key retirement products Ability to balance multiple priorities and meet specific marketing objectives and achieve specific production objectives Requires extensive travel (75%) within the territory Reside within the assigned territory Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection: Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband." Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL. Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you'll be asked totest your internet speedand confirm that your internet connection meets or exceeds Symetra's standard as outlined above. We empower inclusion At Symetra, we're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products-and operate our company-to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit: ************************************ Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. #LI-MT1 #LI-Remote RequiredPreferredJob Industries Other
    $60k yearly 60d+ ago

Learn more about Marsh & McLennan Companies jobs