Job Description
Mutual of Omaha Mortgage is a Fortune 300 Company with an iconic brand and outstanding customer loyalty. 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!
Base Hourly rate of $23-$25 and bonus per file of $50-$60.
Experienced Closing Production Analysts can earn between $70,000-$80,000.
This position is an in-office position, in Seven Hills, OH.
Responsibilities:
Obtain required underwriting conditions from loan officer and/or loan applicant(s) once Conditionally Approved
Accurately Update All Loan Figures & Prepare Mortgage Loan Final Closing Disclosure for Borrower Review
Schedule & Coordinate Loan Closings with Borrower, Closer, & Title Company
Responsible for All Closing QC & Post Closing Audit Review Conditions
Effectively manage and process a full pipeline of mortgage loan files (20-30+)
Evaluate loan files for regulatory compliance and completeness
Communicate pipeline and file status to retail sales channels and management
Work closely with all operational departments to establish productive and efficient workflows
Complete required checklists and worksheets
Prioritization/Daily Structure:
Pull pipeline report prior to opening email and create priority list for the day.
Review emails
Follow up with outstanding stipulations/necessities to get loans sent back to UW for CTC
Review all new loans within 24 hours.
Submit loans to underwriting prioritized in the following manner:
Purchases
Locked and appraisal in or locked and no appraisal needed
Locked and appraisal due
Appraisal in and not locked
Appraisal not in and not locked
Qualifications:
3+ years mortgage loan processing; including VA/FHA loan processing
Current and up to date with today's lending guidelines
Highly knowledgeable in FNMA, FHLMC, VA, and FHA loan products
Ability to manage pipeline of 30+ loans
Experience using Encompass
Must Be Detailed Oriented, Focused, Can Create Urgency, & Has Critical Problem-Solving Skills
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:
Vacation - Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
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
401K with a generous employer match
Additional Benefits including - Optional Life, FSA, Pet Insurance etc.
Free Legal Services
Employee Loan Program
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$70k-80k yearly 13d ago
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Head of Pricing, Middle Market
AXA Group 4.9
Exton, PA jobs
This role is part of the Pricing & Analytics team supporting AXA XL's Insurance Division. You will be responsible for driving market-leading pricing capabilities and support for all America's Middle Market products including US and Canada. As the Head of Pricing you will work closely with the Head of Middle Market, Americas to monitor profitability and help drive profitable underwriting decision making.
What you'll be doing
What will your essential responsibilities include?
Ensure all Middle Market Americas lines of business have market-leading technical pricing and portfolio management capabilities through robust engagement with underwriting and collaboration with product pricing teams.
Act as a key member and influencer on the Americas Middle Market leadership team.
Lead, develop and motivate a high performing team.
Ensure technical pricing is compliant with regulatory filings whilst incorporating proprietary pricing insights to drive underwriting decisions.
Develop robust portfolio management capabilities to support business intelligence and management information, including core pricing metrics.
Drive appropriate consistency in pricing and portfolio analysis across Americas Middle Market whilst ensuring consistency across the broader AXA XL Insurance products.
Support state rate filings specific to the middle market portfolio.
Ensure the team stays abreast of regulatory, market trends and technological changes that affect pricing.
Collaborate with the broader Pricing & Analytics teams, UW leadership, reserving, finance, regulatory and capital modelling
Ensure efficiency of pricing processes within Americas Middle Market.
Ensure compliance of pricing guidelines.
Support and encourage the usage of pricing models and metrics, delivering training of underwriters as necessary.
You will report to Head of Pricing, Americas.
What you'll bring
We're looking for someone who has these abilities and skills:
Extensive non-life actuarial pricing experience, including experience in the commercial middle market space and experience working with admitted products
ACAS required, FCAS preferred
Robust business acumen, demonstrating knowledge of market challenges and opportunities and implications of decisions
Leadership skills to work collaboratively with colleagues to build consensus.
Experience in delivering US rate filings.
Robust written and verbal communications skills to gain buy-in to communicate clearly and concisely with internal and external clients.
Resourceful and innovative - meeting challenges with new ideas and alternative solutions and leveraging the capabilities of AXA XL
Who we are
AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it.
By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business - property, casualty, professional, financial lines and specialty.
With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.
Learn more at axaxl.com
What we offer
Inclusion
AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It's about helping one another - and our business - to move forward and succeed.
Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe.
Robust support for Flexible Working Arrangements
Enhanced family-friendly leave benefits
Named to the Diversity Best Practices Index
Signatory to the UK Women in Finance Charter
Learn more at Inclusion & Diversity at AXA XL | AXA XL. AXA XL is an Equal Opportunity Employer.
Total Rewards
AXA XL's Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do.
We're committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence.
Sustainability
At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future.
Our Pillars:
Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our future. We're committed to protecting and restoring nature - from mangrove forests to the bees in our backyard - by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans.
Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions.
Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting.
AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's “Hearts in Action” programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day - the Global Day of Giving.
For more information, please see Sustainability at AXA XL.
The U.S. base salary range for this position is USD 186,000 - 260,000.
Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay.
At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL's benefits offerings, please visit US Benefits at a Glance 2025.
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$60k-74k yearly est. 2d ago
Head of Pricing & Analytics - Middle Market
AXA Group 4.9
Exton, PA jobs
An insurance and risk management firm is seeking a Head of Pricing in Hartford, Connecticut. This role involves driving pricing capabilities across Middle Market Americas and leading a high-performing team. The ideal candidate has extensive actuarial pricing experience, demonstrates strong business acumen, and possesses leadership skills. Responsibilities include ensuring pricing compliance, collaborating with various teams, and influencing leadership decisions. Join a firm committed to inclusion, sustainability, and innovative risk solutions.
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$60k-74k yearly est. 2d ago
Head of Pricing, Middle Market
AXA Group 4.9
Hartford, CT jobs
This role is part of the Pricing & Analytics team supporting AXA XL's Insurance Division. You will be responsible for driving market-leading pricing capabilities and support for all America's Middle Market products including US and Canada. As the Head of Pricing you will work closely with the Head of Middle Market, Americas to monitor profitability and help drive profitable underwriting decision making.
What you'll be doing
What will your essential responsibilities include?
Ensure all Middle Market Americas lines of business have market-leading technical pricing and portfolio management capabilities through robust engagement with underwriting and collaboration with product pricing teams.
Act as a key member and influencer on the Americas Middle Market leadership team.
Lead, develop and motivate a high performing team.
Ensure technical pricing is compliant with regulatory filings whilst incorporating proprietary pricing insights to drive underwriting decisions.
Develop robust portfolio management capabilities to support business intelligence and management information, including core pricing metrics.
Drive appropriate consistency in pricing and portfolio analysis across Americas Middle Market whilst ensuring consistency across the broader AXA XL Insurance products.
Support state rate filings specific to the middle market portfolio.
Ensure the team stays abreast of regulatory, market trends and technological changes that affect pricing.
Collaborate with the broader Pricing & Analytics teams, UW leadership, reserving, finance, regulatory and capital modelling
Ensure efficiency of pricing processes within Americas Middle Market.
Ensure compliance of pricing guidelines.
Support and encourage the usage of pricing models and metrics, delivering training of underwriters as necessary.
You will report to Head of Pricing, Americas.
What you'll bring
We're looking for someone who has these abilities and skills:
Extensive non-life actuarial pricing experience, including experience in the commercial middle market space and experience working with admitted products
ACAS required, FCAS preferred
Robust business acumen, demonstrating knowledge of market challenges and opportunities and implications of decisions
Leadership skills to work collaboratively with colleagues to build consensus.
Experience in delivering US rate filings.
Robust written and verbal communications skills to gain buy-in to communicate clearly and concisely with internal and external clients.
Resourceful and innovative - meeting challenges with new ideas and alternative solutions and leveraging the capabilities of AXA XL
Who we are
AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it.
By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business - property, casualty, professional, financial lines and specialty.
With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.
Learn more at axaxl.com
What we offer
Inclusion
AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It's about helping one another - and our business - to move forward and succeed.
Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe.
Robust support for Flexible Working Arrangements
Enhanced family-friendly leave benefits
Named to the Diversity Best Practices Index
Signatory to the UK Women in Finance Charter
Learn more at Inclusion & Diversity at AXA XL | AXA XL. AXA XL is an Equal Opportunity Employer.
Total Rewards
AXA XL's Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do.
We're committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence.
Sustainability
At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future.
Our Pillars:
Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our future. We're committed to protecting and restoring nature - from mangrove forests to the bees in our backyard - by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans.
Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions.
Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting.
AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's “Hearts in Action” programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day - the Global Day of Giving.
For more information, please see Sustainability at AXA XL.
The U.S. base salary range for this position is USD 186,000 - 260,000.
Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay.
At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL's benefits offerings, please visit US Benefits at a Glance 2025.
#J-18808-Ljbffr
$58k-72k yearly est. 2d ago
Head of Pricing & Analytics - Middle Market
AXA Group 4.9
Hartford, CT jobs
An insurance and risk management firm is seeking a Head of Pricing in Hartford, Connecticut. This role involves driving pricing capabilities across Middle Market Americas and leading a high-performing team. The ideal candidate has extensive actuarial pricing experience, demonstrates strong business acumen, and possesses leadership skills. Responsibilities include ensuring pricing compliance, collaborating with various teams, and influencing leadership decisions. Join a firm committed to inclusion, sustainability, and innovative risk solutions.
#J-18808-Ljbffr
$58k-72k yearly est. 2d ago
Head of Pricing & Analytics - Middle Market
AXA Group 4.9
Boston, MA jobs
An insurance and risk management firm is seeking a Head of Pricing in Hartford, Connecticut. This role involves driving pricing capabilities across Middle Market Americas and leading a high-performing team. The ideal candidate has extensive actuarial pricing experience, demonstrates strong business acumen, and possesses leadership skills. Responsibilities include ensuring pricing compliance, collaborating with various teams, and influencing leadership decisions. Join a firm committed to inclusion, sustainability, and innovative risk solutions.
#J-18808-Ljbffr
$54k-67k yearly est. 2d ago
Head of Pricing, Middle Market
AXA Group 4.9
Boston, MA jobs
This role is part of the Pricing & Analytics team supporting AXA XL's Insurance Division. You will be responsible for driving market-leading pricing capabilities and support for all America's Middle Market products including US and Canada. As the Head of Pricing you will work closely with the Head of Middle Market, Americas to monitor profitability and help drive profitable underwriting decision making.
What you'll be doing
What will your essential responsibilities include?
Ensure all Middle Market Americas lines of business have market-leading technical pricing and portfolio management capabilities through robust engagement with underwriting and collaboration with product pricing teams.
Act as a key member and influencer on the Americas Middle Market leadership team.
Lead, develop and motivate a high performing team.
Ensure technical pricing is compliant with regulatory filings whilst incorporating proprietary pricing insights to drive underwriting decisions.
Develop robust portfolio management capabilities to support business intelligence and management information, including core pricing metrics.
Drive appropriate consistency in pricing and portfolio analysis across Americas Middle Market whilst ensuring consistency across the broader AXA XL Insurance products.
Support state rate filings specific to the middle market portfolio.
Ensure the team stays abreast of regulatory, market trends and technological changes that affect pricing.
Collaborate with the broader Pricing & Analytics teams, UW leadership, reserving, finance, regulatory and capital modelling
Ensure efficiency of pricing processes within Americas Middle Market.
Ensure compliance of pricing guidelines.
Support and encourage the usage of pricing models and metrics, delivering training of underwriters as necessary.
You will report to Head of Pricing, Americas.
What you'll bring
We're looking for someone who has these abilities and skills:
Extensive non-life actuarial pricing experience, including experience in the commercial middle market space and experience working with admitted products
ACAS required, FCAS preferred
Robust business acumen, demonstrating knowledge of market challenges and opportunities and implications of decisions
Leadership skills to work collaboratively with colleagues to build consensus.
Experience in delivering US rate filings.
Robust written and verbal communications skills to gain buy-in to communicate clearly and concisely with internal and external clients.
Resourceful and innovative - meeting challenges with new ideas and alternative solutions and leveraging the capabilities of AXA XL
Who we are
AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it.
By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business - property, casualty, professional, financial lines and specialty.
With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.
Learn more at axaxl.com
What we offer
Inclusion
AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It's about helping one another - and our business - to move forward and succeed.
Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe.
Robust support for Flexible Working Arrangements
Enhanced family-friendly leave benefits
Named to the Diversity Best Practices Index
Signatory to the UK Women in Finance Charter
Learn more at Inclusion & Diversity at AXA XL | AXA XL. AXA XL is an Equal Opportunity Employer.
Total Rewards
AXA XL's Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do.
We're committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence.
Sustainability
At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future.
Our Pillars:
Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our future. We're committed to protecting and restoring nature - from mangrove forests to the bees in our backyard - by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans.
Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions.
Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting.
AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's “Hearts in Action” programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day - the Global Day of Giving.
For more information, please see Sustainability at AXA XL.
The U.S. base salary range for this position is USD 186,000 - 260,000.
Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay.
At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL's benefits offerings, please visit US Benefits at a Glance 2025.
#J-18808-Ljbffr
$54k-67k yearly est. 2d ago
Sr. Director, Municipal Research Analyst
Teachers Insurance and Annuity Association of America 4.6
Chicago, IL jobs
The Sr. Director-Municipal Research Analyst job is considered a subject matter expert in credit research on municipal bond credit. The Analyst is fluent at analyzing credit quality of muni issuers such as state and local governments, not-for-profit organizations, and other types of muni issuers. Working independently, this job analyzes financial documents, conducts industry and competitive analysis, and prepares reports related to municipal bond credit. This job contributes to the overall success of Municipal Research team and stays current on industry trends to provide detailed credit analysis and sector views. The job also advises and mentors more junior analysts on municipal credit analysis.
Key Responsibilities and Duties
Conducts and reviews fundamental credit research and relative value analysis on complex municipal issuers and develops written and oral reports articulating and supporting credit opinions. Research may include quantitative analysis, as well as cash flow and average life modeling.
Conducts and guides sector research and is up to date on sector trends impacting muni credit.
Conveys credit opinions to the portfolio management teams through written reports and presentations.
Leads and participates in team-wide projects and initiatives, including but not limited to data and technology focused projects.
Attends and may speak at industry conferences.
Conducts site visits as necessary.
Uses and incorporates new technology, data management, and analytical tools to complete municipal research initiatives.
Collaborates with management on improvements to research and development procedures and techniques, as well as best practices.
Educational Requirements
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
8IC
Required Qualifications
Minimum of 5+ years of municipal credit research experience.
Preferred Qualifications
7+ years of municipal credit research experience.
Master's degree or CFA.
Advanced skills with Microsoft Excel, computer coding skills and knowledge of Python.
Knowledge of Creditscope and Bloomberg is a plus.
Strong analytical skills and exceptional problem recognition and resolution skills.
Advanced mathematical, financial statement analysis, and accounting skills.
Excellent communication skills (oral and written).
Ability to work within a team, as well as complete projects independently.
Related Skills
Accountability, Capital Markets, Collaboration, Communication, Consultative Communication, Continuous Improvement Mindset, Credit Analysis, Data Analysis, Detail-Oriented, Due Diligence, Financial Acumen, Financial Modeling, Financial Statements, Muni Acumen, Public Policy, Quantitative Analysis, Research Synthesization, Technical Writing
Anticipated Posting End Date
2026-01-31
Base Pay Range
$136,000/yr - $190,000/yr
Company Overview
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (**********************************************************
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Nondiscrimination & Equal Opportunity Employment
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-***********88.pdf)
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$136k-190k yearly 5d ago
Lead Plan Compliance Administration Analyst - Retirement Plans - Remote USAPosition-Ameritas HQ is Lincoln, NE
Ameritas 4.7
Lincoln, NE jobs
Back Lead Plan Compliance Administration Analyst - Retirement Plans #5624 Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States Apply X Facebook LinkedIn Email Copy Position Locations Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States Area of Interests Retirement Plans Full-Time/Part Time Full-time Job Description
Position Description:
The position serves as a subject matter expert for a plan compliance administration team and is responsible for delivery of technical administrative services to qualified retirement plans. This position is accountable for ensuring the day-to-day business needs are being met for their own workload. This position will provide associate training, meeting facilitation, and development/implementation of workflow process improvement. This position also supports the daily activity of the team through team standards, answering processing or escalation questions, and acting as subject matter expert as needed to meet team and Retirement Plan division goals.
Position Location:
This position is remote (within the U.S.A.) and does not require regular in-office presence.
What you do
Produce weekly and monthly reporting to ensure that goals are being met.
Manage difficult and complex plans while working outside of the pooled environment.
Provide guidance to resolve escalated issues or concerns.
Serve as leader and subject matter expert to team ensuring accuracy, providing service on escalated issues, onboarding, and training of the team.
Ensure adherence to regulations, policies, and procedures.
Recommend innovative programs or processes to achieve results.
Monitor daily operational activity and provide directions to meet service goals.
Lead and oversee high profile RP & team projects.
Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance related matters.
Administer large and complex plans according to plan documents.
Calculate employer contributions, including cross-tested plans.
Prepare earned income calculations.
Perform annual plan compliance testing, including ADP/ACP, Top Heavy, 410(b), 401(a)(4) and 402(g) and work with clients on corrective measures for failed tests.
Prepare and file Forms 5500 and 5330.
Provide support for plan audits.
Utilize multiple systems to administer plans efficiently and by regulatory deadlines.
Guide clients through correction programs such as EPCRS and DFVC.
Research plan related compliance matters using available resources.
What you bring
Bachelor's Degree or equivalent experience required
3-5 years Retirement Plans Administration experience
Ability to manage data and process financial transactions with a high degree of accuracy
Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact's attention for further review
Excellent mathematical and Excel skills
Excellent communication skills
Ability to work under tight deadlines
Attention to detail
Problem solving abilities
QKA or equivalent designation preferred
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time:
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being:
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)
For your professional growth:
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community:
Matching donations program
Paid volunteer time- 8 hours per month
For your family:
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
About this Position's Pay The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan. Job Details Pay Range Pay RangeThe estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.
The actual pay rate will depend on the person's qualifications and experience. $65,382.00 - $107,880.00 / year Pay Transparency Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.
$65.4k-107.9k yearly 2d ago
Data Analyst
Old Republic Specialty Insurance Underwriters 4.5
Yardley, PA jobs
Title: Data Analyst - Actuarial Support
Reports To: VP, Actuary
Department: Actuary
Classification: Full-Time/Exempt
Who We Are:
Old Republic is a leading specialty insurer that operates diverse property & casualty and title insurance companies. Founded in 1923 and a member of the Fortune 500, we are a leader in underwriting and risk management services for business partners across the United States and Canada. Our specialized operating companies are experts in their fields, enabling us to provide tailored solutions that set us apart.
Old Republic Specialty Insurance Underwriters (ORSIU) is part of Old Republic International Corporation. We offer insurance and reinsurance spanning most lines of business, and partner with specialists who are committed to providing the highest levels of service with the products necessary to meet the unique needs of the Alternative Risks, Specialty Programs and Excess Casualty marketplace.
Position Overview:
The Data Analyst will assist the actuarial department by gathering, analyzing, and interpreting relevant data sources in support of pricing, reserving, filing, reporting, and other business needs. Note that this role is not a part of the actuarial exam program.
Essential Job Functions:
Collaborate with cross functional teams to improve data and automate reports where appropriate.
Use analytics to spot trends, dependencies, and patterns.
Acquiring and compiling structured and unstructured data while verifying its quality, accuracy, and reasonableness.
Support actuarial department in responding to corporate/regulatory requests (state data calls, etc.), from determining requirements to data preparation to final exhibit creation.
Align with operations team as part of ongoing system development/enhancements while enhancing data availability within the organization.
Qualifications:
Degree in Business, Computer Science or another related field.
A minimum 2 years of P/C insurance experience is preferred.
Strong analytical and problem-solving skills as well as solid oral and written communication skills
Technical expertise in Microsoft Excel required; experience with Access, SQL, VBA, or other programming languages.
ORI is an Equal Opportunity Employer. ORI provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
$67k-81k yearly est. 3d ago
Data Analyst/Systems & Business Analyst
Medica 4.7
Madison, WI jobs
Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared for.
We're a team that owns our work with accountability, makes data-driven decisions, embraces continuous learning, and celebrates collaboration - because success is a team sport. It's our mission to be there in the moments that matter most for our members and employees. Join us in creating a community of connected care, where coordinated, quality service is the norm and every member feels valued.
Utilize comprehensive knowledge of the Healthcare Industry, business processes, and IT systems to resolve issues, automate and improve business processes, and assist with the implementation of IT solutions.
Key Accountabilities
Requirements Analysis
Produce artifacts that may include feature definitions, User Stories, flow-charts, swim-lanes, SIPOCS, source to target documents and feasibility studies.
Work with business stakeholders and partners to help identify and understand their requirements within the scope of a project
Gain alignment by asking effective questions, gathering the right individuals for elicitation, conducting productive facilitation, negotiating compromises and establishing relationships
Generate user stories and/or deep functional and technical requirements that are sufficient to capture the essence of what is being asked, why it is important and who benefits from the effort
Ensure that requirements clarify the business value and are accessible and understandable to any team member or stake holders
Engage with the product team towards defining a solution that addresses the requirements in a way that will be satisfying to our stakeholders
Assist with data analysis in support of issue resolution or solution options on highly complex projects
Feature Delivery
Working with the Scrum Master to provide updates for keeping the team and business stakeholders on track for meeting commitments.
Drive decision making, compromise and agreement by identifying deliverables that provide value.
Clarify the approach for gathering requirements and managing issues and risks.
Work with technical teams to identify solution options that best meet business need.
Communication
A primary skill-set of a BA (any level) is appropriate, timely and polished communication
The Sr. BA is responsible for escalation when required, resolving conflict if needed, gaining formal approval of business requirements, and working with business segment leads, operations team members and IT team members for successful implementation
Consultation and BA Practice Support
The BA will explore ideas, assess current business processes to identify improvement opportunities (technical and operational), conduct gap analysis, and help to develop business cases
Partner with the technical team to outline solutions and provide estimates and identify risks
Support creation of test plans / scenarios, post-implementation support requirements, and lessons-learned
Use industry defined techniques and best practices to aid in all BA accountabilities including elicitation and definition of requirements
Assist peers to continue to define and develop practice improvements and apply them to the delivery process
Provide guidance and support to junior BA's
Required Qualifications
Bachelor's degree or equivalent experience in related field
7 years of work experience beyond degree
Preferred Qualifications
5-8 years minimum experience in Data Management, Data Integration, ETL development with considerable experience with Informatica ETL
Master's Degree
This position is an Office role, which requires an employee to work onsite at our Minnetonka, MN office, on average, 3 days per week.
The full salary grade for this position is $88,800 - $152,300. While the full salary grade is provided, the typical hiring salary range for this role is expected to be between $88,800 - $133,245. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to compensation, Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees.
The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law.
Eligibility to work in the US: Medica does not offer work visa sponsorship for this role. All candidates must be legally authorized to work in the United States at the time of application. Employment is contingent on verification of identity and eligibility to work in the United States.
We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$88.8k-152.3k yearly 3d ago
Data Analyst/Systems & Business Analyst
Medica 4.7
Minnetonka, MN jobs
Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared for.
We're a team that owns our work with accountability, makes data-driven decisions, embraces continuous learning, and celebrates collaboration - because success is a team sport. It's our mission to be there in the moments that matter most for our members and employees. Join us in creating a community of connected care, where coordinated, quality service is the norm and every member feels valued.
Utilize comprehensive knowledge of the Healthcare Industry, business processes, and IT systems to resolve issues, automate and improve business processes, and assist with the implementation of IT solutions.
Key Accountabilities
Requirements Analysis
Produce artifacts that may include feature definitions, User Stories, flow-charts, swim-lanes, SIPOCS, source to target documents and feasibility studies.
Work with business stakeholders and partners to help identify and understand their requirements within the scope of a project
Gain alignment by asking effective questions, gathering the right individuals for elicitation, conducting productive facilitation, negotiating compromises and establishing relationships
Generate user stories and/or deep functional and technical requirements that are sufficient to capture the essence of what is being asked, why it is important and who benefits from the effort
Ensure that requirements clarify the business value and are accessible and understandable to any team member or stake holders
Engage with the product team towards defining a solution that addresses the requirements in a way that will be satisfying to our stakeholders
Assist with data analysis in support of issue resolution or solution options on highly complex projects
Feature Delivery
Working with the Scrum Master to provide updates for keeping the team and business stakeholders on track for meeting commitments.
Drive decision making, compromise and agreement by identifying deliverables that provide value.
Clarify the approach for gathering requirements and managing issues and risks.
Work with technical teams to identify solution options that best meet business need.
Communication
A primary skill-set of a BA (any level) is appropriate, timely and polished communication
The Sr. BA is responsible for escalation when required, resolving conflict if needed, gaining formal approval of business requirements, and working with business segment leads, operations team members and IT team members for successful implementation
Consultation and BA Practice Support
The BA will explore ideas, assess current business processes to identify improvement opportunities (technical and operational), conduct gap analysis, and help to develop business cases
Partner with the technical team to outline solutions and provide estimates and identify risks
Support creation of test plans / scenarios, post-implementation support requirements, and lessons-learned
Use industry defined techniques and best practices to aid in all BA accountabilities including elicitation and definition of requirements
Assist peers to continue to define and develop practice improvements and apply them to the delivery process
Provide guidance and support to junior BA's
Required Qualifications
Bachelor's degree or equivalent experience in related field
7 years of work experience beyond degree
Preferred Qualifications
5-8 years minimum experience in Data Management, Data Integration, ETL development with considerable experience with Informatica ETL
Master's Degree
This position is an Office role, which requires an employee to work onsite at our Minnetonka, MN office, on average, 3 days per week.
The full salary grade for this position is $88,800 - $152,300. While the full salary grade is provided, the typical hiring salary range for this role is expected to be between $88,800 - $133,245. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to compensation, Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees.
The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law.
Eligibility to work in the US: Medica does not offer work visa sponsorship for this role. All candidates must be legally authorized to work in the United States at the time of application. Employment is contingent on verification of identity and eligibility to work in the United States.
We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$88.8k-152.3k yearly 3d ago
Senior Product Analyst
American Integrity Insurance Company 4.4
Tampa, FL jobs
Our Company
American Integrity Insurance Group (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 2,500 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years.
A Day in the Life:
Who knew insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance Group doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity.
Click Here to learn more about American Integrity Insurance and our job opportunities.
Research, analyze, collect data, develop reports, present findings and recommendations on product issues and assist Product leaders with coordinating necessary product, system or workflow updates
Research forms, coverage, workflow or rating questions and make recommendations for product changes based on analysis
Participate in system updates as needed to include working with IT partners to develop requirements, complete pre and post implementation user testing, and work with IT to resolve defects
Develop and present product rules, policyholder notices, and coverage forms to Product leaders, and publish necessary updates to company insurance documentation sites. Assist in maintenance of Forms Matrix
Prepare, review, and deliver appropriate communications and training documentation for product users
Create and maintain rate and rule manuals as part of state product strategies or state compliance and to support filings with state insurance departments
Research and track competitor, industry and market data for assigned states/product lines. Make suggestions for appropriate policy, coverage, rating or rule changes based on analysis
Complete assigned product filings to facilitate timely approval of product changes and develop/submit responses to filing objections
Prepare and submit state regulatory reports as assigned
Research statutory changes and present findings to Product leaders as needed
Maintain product folders and information so that information is current and well-organized
Track competitor filings by state and produce weekly report as scheduled
Review and recommend procedure and/or workflow changes by developing updates and documenting recommendations. Implement changes as requested
Independently manage an assigned product line to include developing strategic plans, and handling ongoing product maintenance, as well as leading associated system projects and required filings
Participate in training and/or mentoring Product Analysts and new team members
Additional duties as needed.
Education: Bachelor's Degree (B.A. or B.S.); or related experience and/or training; or combination of education and experience.
Experience: Three (3) to five (5) years of Property & Casualty insurance product experience, personal lines highly preferred. Experience with data analytics and data mining preferred.
Knowledge & Skills:
Understanding of personal lines insurance concepts, policy forms, coverage interpretation & policy layout, and rating methodology
Strong ability to read, analyze and interpret insurance regulations, filing documentation, rate and rule manuals, and policy forms
Working knowledge of policy admin systems, project management, requirements documentation and user acceptance testing
Experience with filings tools such as SERFF & OIR, and state filings procedures and practices
Strong communication, organizational & time management skills
Strong ability to mine and analyze data and develop strategic recommendations
Strong computer spreadsheet and database skills. Excellent Excel skills required and experience with COGNOS, Access, Tableau, and SQL is preferred
Ability to handle multiple projects at once
Ability to define, analyze and solve problems
Ability to present ideas and information in a clear, concise, organized and diplomatic manner; gather information from multiple parties to ensure all perspectives are heard and considered; listen to others to respond effectively to ideas, thoughts and questions; express information and ideas effectively in settings including aligned or un-aligned feedback to obtain desired results
Experience with group presentations, public speaking, development of presentations
$54k-69k yearly est. 5d ago
Underwriting Analyst #11375
Munich Re 4.9
Princeton, NJ jobs
Underwriting Analyst
We're adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. We will consider a range of experience for this role and the offer will be commensurate with that.
The Company
As a member of Munich Re's US operations, we offer the financial strength and stability that comes with being part of the world's preeminent insurance and reinsurance brand. Our risk experts work together to assemble the right mix of products and services to help our clients stay competitive - from traditional reinsurance coverages, to niche and specialty reinsurance and insurance products.
The Opportunity
Future focused and always one step ahead.
The Underwriting Analyst is responsible for providing support to MR F&C Corporate Engineering underwriters. Duties will include reviewing and handling submission requests, process new business, renewals through the company's financial system in a timely and accurate manner, researching property locations for prior coverage and losses using Munich Re Americas and Munich systems, assigning occupancies to locations, calculating total insured values and setting up quote/binder templates. Communicates with brokers/agencies, customers and internal departments and special projects as needed.
Responsibilities
Organize submission information:
Review and organize the submission or specification for new and renewal business and endorsements within the time standard and business hours set out by the department.
Provide internal processing and research support on complex submissions. Provide Underwriters with required reports and analysis.
Review the limits, deductibles and input terms and conditions into global and local systems.
Clear submissions for single risk and facultative certificate in the appropriate Munich global system.
Request information and follow up for any missing information using emails.
Prepare submissions for entry into the underwriting systems for rating purposes.
Set up folders electronically for submissions, new and renewal business, and endorsements. Clear any incoming mail/emails in the underwriting system, match up with appropriate file (s).
Perform quality control of system entries to ensure accurate financials and mitigate any resulting financial impacts; maximize the integrity, quality and usability of information which will minimize discrepancies encountered by local and global data consumers.
Collaborate with Underwriters, internal departments and clients to ensure all assumptions are properly included.
Run basic rating and pricing models.
Independently handle:
Preparation of quotes and binders
Policy Review, Policy Processing for both insurance single risk policies, endorsements and reinsurance certificates
Research loss information
Clear accounting discrepancies and assist claims with any information they may require
Recommend process improvements tool and enhancements, testing of systems and process changes
Participate on global or local projects as assigned
Qualifications
* Bachelor's degree or college level insurance coursework.
* Company experience 4+ years with emphasis on analytic functions in underwriting, accounting, or statistical disciplines. 2+ years' experience as an underwriting analyst.Experience with manuscript policy form preferred.
* Working knowledge of pricing models, insurance policies and reinsurance contracts for property engineering lines of business.
* Basic knowledge of primary and/or reinsurance underwriting process and coverage
* Excellent customer service skills with successful ability to take ownership of and resolve issues
* Intermediate to expert level computer skills - Microsoft Excel, Word, PowerPoint, SharePoint, and Outlook.
* Detail oriented and results driven
* Ability to Travel between Princeton and New York
The Company is open to considering candidates in numerous locations, including Princeton. The salary range posted below applies to the Company's Princeton location.
The base salary range anticipated for this position is $72,000 - $105,000 plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).
The salary estimate displayed represents the typical salary range for candidates hired in this position in Princeton. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range.
At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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$72k-105k yearly 4d ago
Enrollment Analyst (42972)
Neighborhood Health Plan of Rhode Island 4.4
Smithfield, RI jobs
The Enrollment Analyst is responsible for all eligibility and enrollment functions related to membership enrollment and disenrollment including the processing of Electronic Data Interchange (EDI) files, analyzing error reports and trends ands and identifying solutions to ensure data accuracy and integrity.
This position presents an integrated view of enrollment with all levels of Management and external partners while supporting the mission, vision, and value of the organization.
Duties and Responsibilities:
Responsibilities include, but are not limited to, the following:
Processes enrollment data for membership with accuracy which may include researching membership eligibility through contract review and benefit criteria requirements.
Analyzes data on Electronic Data Interchange (EDI) files by converting files through EDI power reader or Map Force into excel, and running macros to identify which members require updates and ensure eligibility reconciliation.
Completes EDI reviews, identify discrepancies and research processing solutions.
Generates Cognos reports and recommend updates for additional Cognos reporting through Business Analytics team to increase department efficiencies.
Generates enrollment activity reports for both internal and external customers.
Analyzes error reports and trends from 834 files against delegated entity membership.
Provides FDR Eligibility oversight of delegated entities for EDI review through conversion of 834 files into readable format.
Communicates with Executive Office of Health & Human Services (EOHHS); Department of Children, Youth & Family Services (DCYF); Health Source RI (HSR) and HP on a daily basis to resolve enrollment issues.
Handles all functions related to Benefit Coordination, Outreach, Reporting and member disenrollment while identifying process improvement and workflow efficiencies.
Additional responsibilities include:
Perform quality audits for enrollment changes to maintain data integrity. This includes reporting births to EOHHA and COB
Train new staff members and non-enrollment staff as required
Performs other duties as assigned
Corporate Compliance Responsibility - As an essential function, responsible for complying with Neighborhoods Corporate Compliance Program, Standards of Business Conduct, applicable contracts, laws, rules and regulations, policies and procedures as it applies to individual job duties, the department, and the Company. This position must exercise due diligence to prevent, detect and report unlawful and/or unethical conduct by fellow co-workers, professional affiliates and/or agents
Qualifications
Qualifications
Required:
High School or GED
Minimum of 3-5 years Health Plan/HMO experience. Previous position in Enrollment strongly preferred
1 year experience with EDI process and 834 benefit enrollment strongly preferred
Excellent organizational, problem-solving and analytical skills
Strong verbal and written communications skills for interaction with internal and external clients.
Experience working independently, and as a team player while handling multiple responsibilities and meeting timelines
Previous experience analyzing data and developing reports
Proficiency in Microsoft Office Suite
Preferred:
Associates degree in Business or Health related area
Experience working with EDI and/or 834 files
Core Company-Wide Competencies:
Communicate Effectively
Respect Others & Value Diversity
Analyze Issues & Solve Problems
Drive for Customer Success
Manage Performance, Productivity & Results
Develop Flexibility & Achieve Change
Job Specific Competencies:
Collaborate & Foster Teamwork
Influence & Negotiate
Attend to Detail & Improve Quality
Exercise Sound Judgement & Decision Making
FDR Oversight:
Business Lead Level:
In the role of business lead for assigned FDR; incumbent is responsible to complete comprehensive oversight and monitoring of their vendor that incorporates the following elements: efficient and effective operations; compliance with laws, regulations, policies, procedures; and other company performance issues designed to reduce risk and add value to the company
Salary Grade: D
Neighborhood Health Plan of Rhode Island is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
$68k-94k yearly est. 6d ago
Senior BCM Analyst
Tokio Marine North America Services 4.5
Pennsylvania jobs
Develops crisis management, emergency management and contingency plans for Tokio Marine North America Services, and its group companies. Leads and provides incident response support for any type of natural, man-made or technological disaster.
Essential Job Functions:
Develops and implements plans, processes, policies and procedures for emergency management, crisis management and contingency planning program elements.
Leads incident management for any type of natural, man-made or technological disaster.
Provides incident support during emergencies, which may occur outside of standard business hours and require extended shifts depending on the severity and duration of the event.
Participates in post-incident reviews and contributes to continuous improvement efforts.
Communicates effectively with senior executives and leaders during crisis and emergency situations.
Gathers and analyzes information; supports resolutions to address business issues for a specific business group.
Tests multi-dimensional plans with various operational departments throughout group companies.
Evaluates vendors, makes recommendations, and implements vendor requirements.
Develops strategy, training materials, protocol and quick reference guides for emergency management, crisis management and contingency planning areas.
Develops and leads tabletop exercises and training for group companies.
Develops plans and procedures for the BCM Crisis Management Center.
Manages efficient and effective usage of tools and integration with other tools as necessary.
Initiates awareness processes to make necessary improvements for emergency management, crisis management and contingency plans.
Qualifications:
Bachelor's degree is preferred (preferably in Emergency Management or Business).
A Business Continuity certification preferred.
7+ years of relevant experience.
Ability to provide on-call support and incident response as needed during emergencies, including after-hours and weekends. As much advance notice and flexibility as possible will be provided.
Ability to weigh business needs and articulate these needs to management.
Knowledge, insight, and understanding of business concepts and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Experience with mass notification systems, such as Onsolve Send Word Now, and incident monitoring systems, such as Everbridge NC4, preferred.
Working knowledge of Microsoft Office,and strong knowledge in Microsoft Excel preferred.
Performs special projects and other duties as may be assigned.
Strong customer service orientation, responsive, consultative, collaborative and accurate.
Strong leadership ability: able to work with a group to set objectives and agenda, generate allegiance to those objectives, and motivate achievement.
Familiarity with project management skills; planning, organizing, monitoring and controlling projects, ensuring efficient utilization of resources to achieve project objectives and deadlines.
Strong interpersonal relationship building skills; able to work with a variety of people and groups in a constructive and collaborative manner.
Strong analytical ability with the capability to determine the root cause of problems and issues.
$84k-111k yearly est. 1d ago
TreasurySvcs and AcctsPayable Analyst
Munich Re 4.9
Princeton, NJ jobs
Treasury Services and A/P Analyst
We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients.
The Company
Munich Re America Services (MRAS) is a shared service organization that delivers services to all Munich Re US P&C Companies and other group entities.
As a member of Munich Re's US operations, we offer the financial strength and stability that comes with being part of the world's preeminent insurance and reinsurance brand. Our risk experts work together to assemble the right mix of products and services to help our clients stay competitive - from traditional reinsurance coverages, to niche and specialty reinsurance and insurance products.
The Opportunity
Future focused and always one step ahead!
The Treasury Services and Accounts Payable Analyst will process disbursement requests for all outgoing payments. Support the maintenance of vendor information and onboard new vendors while adhering to established controls using the global procure-to-pay system. This role will also process invoices through an Optical Character Recognition (OCR) tool. In addition, the Treasury Services and Accounts payable analyst will record incoming receipts in the financial system (SAP).
Responsibilities
Collect required information for new vendor onboarding and provide bank verification for electronic payments.
Support change management for all vendors within the global procure to pay system.
Validate all incoming invoices through the OCR tool daily.
Process all incoming invoices through various global tools and systems.
Perform daily processing of cash receipts through SAP - Accounts Receivable and SAP systems.
Research and assign the proper tax type and jurisdiction of company expenses submitted for payment.
Reconcile disbursement activity with SAP and execute payment run activity daily. This includes the execution of check printing and verification of print quality. Confirm receipt of positive pay files submitted to various banks.
Performs payment adjustments and reviews the paid exceptions and payment clearance functions.
Responds to employee, vendor and client inquiries regarding payment requests or status.
Performs user acceptance testing of new system applications.
Qualifications
Successful candidates will possess the following skills/capabilities:
Bookkeeping and/or accounting experience
Ability to analyze and report on transactions
Microsoft Word/Excel skills
Time management and organizational skills
Preferred intermediate to advance SAP knowledge - Accounts Payable, Accounts Receivable, General Ledger
The Company is open to considering candidates in Princeton, NJ. The salary range posted below applies to the Company's Princeton location.
The base salary range anticipated for this position is $50,000- $55,000plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).
The salary estimate displayed represents the typical salary range for candidates hired in this position in Princeton, NJ. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range.
At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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$50k-55k yearly 6d ago
Financial Analyst - Reinsurance - Blue Bell, PA
PMA Companies 4.5
Blue Bell, PA jobs
Preparation of various general ledger journal entries.
Prepare monthly reconciliations for accounts receivable.
Prepare monthly or quarterly reconciliations for various other balance sheet accounts.
Completion of cash collection schedules for all business written.
Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts.
Assist in the calculation and reporting of liability treaty reinsurance amounts.
Process Concur payments for various Reinsurers.
Prepare Ad-hoc reports in excel as needed.
Prepare other reconciliations as assigned.
Providing additional support with special projects or Audit requests.
Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
Requirements:
Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required.
Minimum of one year experience in accounting/finance or related field.
Strong verbal and written communication skills.
Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness.
Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously.
Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).
$70k-101k yearly est. 3d ago
API - Digital Distribution Analyst
Berkshire Hathaway Guard Insurance Companies 4.4
Wilkes-Barre, PA jobs
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 wholesale 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 the 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
This position is Remote dependent on your proximity to a GUARD office or 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
The Digital Distribution Analyst will work with the digital distribution team to support our API portfolio to ensure our APIs meet business needs and are effectively integrated into our partners systems. They will work with both internal and external stakeholders to understand requirements, onboard partners, document processes and specifications, and troubleshoot issues related to API functionality and performance.
This role is most focused on understanding business processes, identifying areas for improvement, and recommending solutions that align with business goals. Then working with our API integrated trading partners to implement and optimize integrations.
API Integration and Testing: Work with development teams to integrate APIs into partner systems, ensuring functionality and performance meet requirements. Perform integration testing and troubleshoot issues throughout the project lifecycle, ensuring data integrity and accuracy.
Troubleshooting and Support: Investigate and resolve issues within our API integrations providing support to internal and external users and development teams.
API Management and Improvement/ Continuous Improvement: Identify opportunities to improve APIs, including performance, onboarding, maintenance, usability, and testing. Maintain existing integrations, troubleshooting issues and implementing necessary updates.
Collaboration and Communication: Work with various stakeholders, including business analysts, developers, and QA teams internally and externally. Strong written and verbal communication skills to clearly articulate problems, and work effectively with others to generate solutions, and achieve a shared goal.
API Documentation: Create and maintain business documentation for APIs including process documentation and troubleshooting guides. Collaborate with stakeholders to define integration requirements, including data mapping, workflows, and SOPs.
Performance Analysis: Analyze available data to identify areas of opportunity at integration points, gaps, and in the overarching performance as well as conversion of the partner APIs.
Support and Maintenance: Provide business focused technical support to clients, manage support tickets, and track/record issues.
Qualifications
The ideal candidate must be able to work independently with an entrepreneurial spirit and have excellent technical skills, including knowledge and experience working with a variety of computer programs. Bachelor's degree preferred.
The ideal candidate will have a strong background in API integrations and implementations with experience in the commercial insurance industry a plus.
We offer an exciting challenge to a technical Distribution Management Professional who can make an immediate impact upon production and is looking for opportunities to advance their career. The qualified candidate must show a high degree of attention to detail, demonstrate a genuine interest in understanding complex problems by understanding the underlying causes and potential impacts, the ability to break down problems into manageable components, analyze data, and draw logical conclusions and generate creative solutions.
In exchange for your expertise, we offer exceptional salary and bonus opportunities, comprehensive benefits, as well as the opportunity for professional development with a progressive organization poised for growth.
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
$58k-83k yearly est. Auto-Apply 38d ago
Closing Production Analyst
Mutual of Omaha Mortgage 4.7
Analyst sales job at Mutual of Omaha
Mutual of Omaha Mortgage is a Fortune 300 Company with an iconic brand and outstanding customer loyalty. 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!
Base Hourly rate of $23-$25 and bonus per file of $50-$60.
Experienced Closing Production Analysts can earn between $70,000-$80,000.
This position is an in-office position, in Seven Hills, OH.
Responsibilities:
Obtain required underwriting conditions from loan officer and/or loan applicant(s) once Conditionally Approved
Accurately Update All Loan Figures & Prepare Mortgage Loan Final Closing Disclosure for Borrower Review
Schedule & Coordinate Loan Closings with Borrower, Closer, & Title Company
Responsible for All Closing QC & Post Closing Audit Review Conditions
Effectively manage and process a full pipeline of mortgage loan files (20-30+)
Evaluate loan files for regulatory compliance and completeness
Communicate pipeline and file status to retail sales channels and management
Work closely with all operational departments to establish productive and efficient workflows
Complete required checklists and worksheets
Prioritization/Daily Structure:
Pull pipeline report prior to opening email and create priority list for the day.
Review emails
Follow up with outstanding stipulations/necessities to get loans sent back to UW for CTC
Review all new loans within 24 hours.
Submit loans to underwriting prioritized in the following manner:
Purchases
Locked and appraisal in or locked and no appraisal needed
Locked and appraisal due
Appraisal in and not locked
Appraisal not in and not locked
Qualifications:
3+ years mortgage loan processing; including VA/FHA loan processing
Current and up to date with today's lending guidelines
Highly knowledgeable in FNMA, FHLMC, VA, and FHA loan products
Ability to manage pipeline of 30+ loans
Experience using Encompass
Must Be Detailed Oriented, Focused, Can Create Urgency, & Has Critical Problem-Solving Skills
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:
Vacation - Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
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
401K with a generous employer match
Additional Benefits including - Optional Life, FSA, Pet Insurance etc.
Free Legal Services
Employee Loan Program