Case Design Specialist

National Life Group
Remote or Montpelier, VT
As an Case Design Specialist you will work directly with agents and internal business partners to process requests for whole life, indexed universal life and universal life illustrations. Additionally, you will provide excellent customer service through written correspondence and personal contact.
What You'll Find at National Life Group

* Competitive pay and outstanding health, wellness and insurance benefits
* Genuine opportunities for growth and career advancement
* Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus
* Paid time off and holidays
* 40 hours of community service hours annually
* Flexible options to work remotely on select days
* A culture committed to inclusion and diversity

Key Responsibilities:

* Be able to use proprietary and third-party life illustration systems to produce case design recommendations

* Use communications skills to pinpoint what kind of needs each client has when illustrating a life insurance quote

* Work with internal and external customers to manage a high volume of illustration requests

* Back-up support for incoming agent calls

Requirements:

* 1-3 years financial services experience

* College degree preferred

* Problem solving skills

* Case design experience

* Demonstrated experience in providing excellent customer service

* Strong interpersonal skills

* Excellent communication skills

* Excellent telephone skills

* Ability to adapt to the interests of the audience

* Knowledge of general life underwriting guidelines

* Previous experience with life and/or annuity illustration software

* Must be able to successfully pass a background check that may include fingerprinting

National Life Group is a trade name of NLIC, Montpelier, VT, Life Insurance Company of the Southwest (LSW), Addison, TX and their affiliates. Each company is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in NY and does not conduct insurance business in NY.

This role is not open to applicants residing or otherwise based in Colorado and cannot be performed in Colorado.

#LI-BL1

Actuarial Systems Analyst I

National Life Group
Addison, TX
The Actuarial Systems Analyst I position reports to the Actuary, Life and Annuity Product Implementation and Management and is responsible for providing support for the setup of Life and Annuity products. Working under supervision, this role will define products, validate values, and load rates on administration systems, illustration systems and ancillary systems by performing tasks as assigned. The Actuarial Systems Analyst I will learn to perform systems analysis and modify product testing tools to ensure all life and annuity product calculations are complete and accurate. This role will interact with other business units and teams, including Agile scrum teams and product development actuaries.
Key Responsibilities

* Create product descriptions for all new products
* Utilize test tools to validate product rates and values on impacted systems
* Maintain and enhance consolidated testing tools used by QA, Agile teams, and other areas in validating policy values
* With oversight, calculate complex benefits, such as ABR, LIBR, or GLIR, in support of Claims, Call Center, and other policy administration teams
* Assist in developing test strategies and planning for values validation
* Execute test plans, analyze results, resolve discrepancies, and report on such execution
* Learn Life and Annuity products, their benefit structures and calculations, and the systems on which they are illustrated and administered
* Provide ad hoc product and policy analysis as required to ensure National Life Group is correctly administering all life and annuity contracts

Job Requirements

* Bachelor's degree - mathematics, finance, computer science or related degree preferred
* Experience - 0-24 months, in support of financial services preferred
* Experience with a wide range of life insurance and annuity products with actuarial product benefit calculations preferred.
* Ability to work independently
* Strong math, analysis and communications skills and the ability to work as part of a team.
* Understanding of MS Office suite of applications including very strong Excel skills.

This role is not open to applicants residing or otherwise based in Colorado and cannot be performed in Colorado

National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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Assistant Actuary- Product Development

National Life Group
Addison, TX
Assistant Actuary

Summary

This individual will support initiatives related to design and pricing of life insurance products. This includes product design, actuarial modeling, pricing, actuarial support of regulatory filings and support of sales ideas. This position will work closely with the broader L&A Solutions team and provide support to other business areas.

Key Responsibilities

* Understands pricing practices, builds pricing engines to develop well balanced products that meet National Life group profitability goals, and creates customer value.
* Communicates efficiently and effectively, orally and in writing
* Understands and is able to reverse engineer key features of competitor products.
* Train and mentor actuarial students/analysts as needed.
* Support product development efforts with Distribution and Field leaders.
* Provide expertise to other business areas. Consult or advise on matters that rely on business unit expertise.
* Provide high level of analysis on unique and complex business problems.
* Partner with the policy forms team to review forms as needed. Prepare or review actuarial materials required to secure state approvals.
* Prepare product specifications and actuarial reports.
* Experience study review and pricing assumption setting.
* Provide and discuss pricing results as well as sensitivity-analysis to senior Actuaries of the Company
* Present product features and/or actuarial results to project teams, management, and other stakeholders.

Requirements

* Associate of the Society of Actuaries with 4 or more years of actuarial experience.
* Good communication skills.
* Ability to work with multiple stakeholders.
* Member of the American Academy of Actuaries.
* Knowledge of life and/or annuity products and benefits.
* Indexed UL Pricing experience a plus
* Financial modeling experience using actuarial software, preferably MG-ALFA.
* Knowledge of applicable Valuation, Nonforfeiture, tax, risk-based-capital and other relevant regulations and standards preferred.
* Self-motivated and result-focused.
* Must be able to successfully complete a background check that may include fingerprinting.

This role is not open to applicants residing or otherwise based in Colorado and cannot be performed in Colorado

National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

Social Media Policy

Site Disclosure and Privacy Policy

#LI-MG1

#LI-Remote

Assistant Actuary- Product Development

National Life Group
Montpelier, VT
Assistant Actuary

Summary

This individual will support initiatives related to design and pricing of life insurance products. This includes product design, actuarial modeling, pricing, actuarial support of regulatory filings and support of sales ideas. This position will work closely with the broader L&A Solutions team and provide support to other business areas.

Key Responsibilities

* Understands pricing practices, builds pricing engines to develop well balanced products that meet National Life group profitability goals, and creates customer value.
* Communicates efficiently and effectively, orally and in writing
* Understands and is able to reverse engineer key features of competitor products.
* Train and mentor actuarial students/analysts as needed.
* Support product development efforts with Distribution and Field leaders.
* Provide expertise to other business areas. Consult or advise on matters that rely on business unit expertise.
* Provide high level of analysis on unique and complex business problems.
* Partner with the policy forms team to review forms as needed. Prepare or review actuarial materials required to secure state approvals.
* Prepare product specifications and actuarial reports.
* Experience study review and pricing assumption setting.
* Provide and discuss pricing results as well as sensitivity-analysis to senior Actuaries of the Company
* Present product features and/or actuarial results to project teams, management, and other stakeholders.

Requirements

* Associate of the Society of Actuaries with 4 or more years of actuarial experience.
* Good communication skills.
* Ability to work with multiple stakeholders.
* Member of the American Academy of Actuaries.
* Knowledge of life and/or annuity products and benefits.
* Indexed UL Pricing experience a plus
* Financial modeling experience using actuarial software, preferably MG-ALFA.
* Knowledge of applicable Valuation, Nonforfeiture, tax, risk-based-capital and other relevant regulations and standards preferred.
* Self-motivated and result-focused.
* Must be able to successfully complete a background check that may include fingerprinting.

This role is not open to applicants residing or otherwise based in Colorado and cannot be performed in Colorado

National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

Social Media Policy

Site Disclosure and Privacy Policy

#LI-MG1

#LI-Remote

Support Clerk - DMS

National Life Group
Montpelier, VT
Outbound Document Services - Fixed Term (3 months)

Summary

This is a part-time position where the applicant will work 20 hours per work. Hours will be determined at time of hire, but will be an afternoon shift.

Key Responsibilities

* Shipping packages using Federal Express software
* Pick up and deliveries within the facility
* Sort and delivery of accountable mail throughout the facility
* Policy finishing and packing
* Operate company mail machinery and postage meters
* Other miscellaneous duties as assigned

Requirements

* Computer experience with Microsoft tools
* Requires moderate lifting throughout the day
* Attention to detail and the ability to work efficiently under pressure is essential
* Maintain confidentiality
* Understand and follow oral and written instructions
* Work independently in the absence of supervision
* Communicate clearly and concisely, both orally and in writing
* Establish and maintain effective working relationships with those contacted in the course of business
* Clear focus on Customer needs
* This position requires a background check and FBI fingerprinting

Actuarial Systems Analyst I

National Life Group
Montpelier, VT
The Actuarial Systems Analyst I position reports to the Actuary, Life and Annuity Product Implementation and Management and is responsible for providing support for the setup of Life and Annuity products. Working under supervision, this role will define products, validate values, and load rates on administration systems, illustration systems and ancillary systems by performing tasks as assigned. The Actuarial Systems Analyst I will learn to perform systems analysis and modify product testing tools to ensure all life and annuity product calculations are complete and accurate. This role will interact with other business units and teams, including Agile scrum teams and product development actuaries.
Key Responsibilities

* Create product descriptions for all new products
* Utilize test tools to validate product rates and values on impacted systems
* Maintain and enhance consolidated testing tools used by QA, Agile teams, and other areas in validating policy values
* With oversight, calculate complex benefits, such as ABR, LIBR, or GLIR, in support of Claims, Call Center, and other policy administration teams
* Assist in developing test strategies and planning for values validation
* Execute test plans, analyze results, resolve discrepancies, and report on such execution
* Learn Life and Annuity products, their benefit structures and calculations, and the systems on which they are illustrated and administered
* Provide ad hoc product and policy analysis as required to ensure National Life Group is correctly administering all life and annuity contracts

Job Requirements

* Bachelor's degree - mathematics, finance, computer science or related degree preferred
* Experience - 0-24 months, in support of financial services preferred
* Experience with a wide range of life insurance and annuity products with actuarial product benefit calculations preferred.
* Ability to work independently
* Strong math, analysis and communications skills and the ability to work as part of a team.
* Understanding of MS Office suite of applications including very strong Excel skills.

This role is not open to applicants residing or otherwise based in Colorado and cannot be performed in Colorado

National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

National Life Group

1 National Life Dr

Montpelier, VT 05604

Social Media Policy

Site Disclosure and Privacy Policy

Licensing Coordinator I

National Life Group
Montpelier, VT
This position is responsible for interpreting and administering licensing/appointment state rules, processing renewal appointment applications, analyzing appointment records as it relates to corporate appointment renewal, and creating agency renewal reports.
Key Responsibilities

* Conducts analysis against multiple appointment data sources to determine if a producer/agency meets the qualifications to remain appointed with the company and confirms that corporate records are updated/in agreement with, and in compliance with all applicable State Department of Insurance records.
* Acts as a liaison between the company and the customer to resolve any issues related to producer appointment/licensing records.
* Participates and contributes to corporate and departmental initiatives and encourages process improvements that enhance efficiency and customer experience.
* Generates producer related reports, queries, and extracts and assists with producer related inquires.
* Composes and prepares correspondence to agencies/producers/partners as it relates to appointment processing.
* Responsible to analyze, maintain, and keep up to date, licensing/appointment data for all states utilizing multiple producer data sources to keep records updated.
* Creates check requests and ensures proper payment to affiliate partners for monthly reports and appointment/termination fees, appointment renewal fees and quarterly invoices.
* Participates and works with the State Department of Insurance on audits of agent information and compliance with State regulatory requirements.
* Researches, documents and communicates resolutions to external and internal business partners for all inquiries regarding the agent appointment and maintenance processes.
* Meets or exceeds all stated performance production quality and throughput metrics.
* Actively participates in establishment and maintenance of policies and procedures related to Agent Desk activities.
* Distributes listing of producer renewal data to agencies for review before processing terminations. Processes terminations with the state Department of Insurance.
* Updates appointment records in the corporate administration and producer/agency tracking system to reflect terminations. Composes and prepares correspondence to agencies/producers/partners as it relates to appointment termination processing. Verifies and validates annual state Department of Insurance appointment renewal list and fees by company. Prepares payment to state Department of Insurance and processes appointment fee repayment (where applicable).

REQUIREMENTS

* Bachelor's Degree preferred in Business or related field.
* 1-2 years of industry related experience
* Proficient in Microsoft office Suite (WORD, EXCEL, AND OUTLOOK)
* Excellent verbal and written communication skills
* Ability to meet established deadlines
* Self-starter who can work independently as well as being a team player
* Strong organizational and time management skills
* Ability to work in a fast-paced environment
* Project a positive and professional image
* Attention to detail
* Must be able to pass a back ground check

This role is not open to applicants residing or otherwise based in Colorado and cannot be performed in Colorado

National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

National Life Group

1 National Life Dr

Montpelier, VT 05604

Social Media Policy

Site Disclosure and Privacy Policy

Producer Contract Specialist

National Life Group
Montpelier, VT
Independent Agency Onboarding Specialist

The Opportunity to Make a Difference

Come be part of a friendly, supportive, and collaborative environment. Join the Distribution Innovation Group, where our mission is to drive sales growth through responsible, sustainable, and profitable relationships. This interesting, fast paced job consists of ensuring our prospective MGAs and IMOs have a positive first experience from the start of their recruiting to their initial onboarding and training with National Life Group.

Successful Candidates We're Seeking

* You are highly organized, have strong attention to detail, and work well under pressure in a fast-paced environment.
* You have excellent customer service skills.
* You are self-motivated and reliable.
* You can successfully pass a background check that may include fingerprinting.
* You can work onsite at our Montpelier Campus, as needed.
* You have excellent communication skills, in-person, and through telecommunications.

The Skills to Succeed

* You will work with closely with our Field Leaders to help get their prospective agencies to complete their application through NLG's contracting platform.
* You will complete an initial training with new independent agencies to train them on our contracting platform, help them understand how to begin recruiting and appointing agents, and how to utilize our Web Portal.
* You are proficient at communicating in an ongoing fashion to answer/triage any questions from the new groups or new agency employees.
* You can help training existing agencies on how to use our contracting platforms.
* You can perform assigned tasks with a high degree of quality with the customer's best interest in mind.
* You have experience with Microsoft Windows 10 and confident working knowledge of Microsoft Excel , Word , Outlook required; experience with Access , Salesforce , ScanSoft/E-copy is a plus.
* You can work independently or as a team player.

What You'll Find at National Life Group

* Competitive pay and outstanding health, wellness and insurance benefits
* Genuine opportunities for growth and career advancement
* Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus
* Paid time off and holidays
* 40 hours of community service hours annually
* Flexible options to work part-time or work remotely on select days
* A culture committed to inclusion and diversity

This role is not open to applicants residing or otherwise based in Colorado and cannot be performed in Colorado

National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

National Life Group

1 National Life Dr

Montpelier, VT 05604

Social Media Policy

Site Disclosure and Privacy Policy

#LI-MG1

Document Retention Specialist

National Life Group
Montpelier, VT
The Opportunity to Make a Difference

Come be part of a friendly, supportive, and collaborative environment. Join the Customer Information Team, where maintaining Customer Data is the main focus. This interesting, fast paced job consists of ensuring our customer data is up to date, accurate, and complete.

Successful Candidates We're Seeking

* You are highly organized, have strong attention to detail, and work well under pressure in a fast-paced environment.
* You have excellent customer service and data entry skills
* You are self-motivated and reliable.
* You can successfully pass a background check that may include fingerprinting.
* You can work onsite at our Montpelier Campus, as needed.

The Skills to Succeed

* You will work with large volumes of documents that must be kept confidential
* You can properly validate information through various sources and perform high degree of data quality entry
* You are proficient at researching, following procedures and processes.
* You can perform assigned tasks with a high degree of quality with the customer's best interest in mind.
* You have experience with Microsoft Windows 10 and confident working knowledge of Microsoft Excel , Word , Outlook required; experience with Access , ScanSoft/E-copy is a plus.
* You can work independently or as a team player.

What You'll Find at National Life Group

* Competitive pay and outstanding health, wellness and insurance benefits
* Genuine opportunities for growth and career advancement
* Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus
* Paid time off and holidays
* 40 hours of community service hours annually
* Flexible options to work part-time or work remotely on select days
* A culture committed to inclusion and diversity

Case Design Specialist

National Life Group
Remote or Addison, TX
As an Case Design Specialist you will work directly with agents and internal business partners to process requests for whole life, indexed universal life and universal life illustrations. Additionally, you will provide excellent customer service through written correspondence and personal contact.
What You'll Find at National Life Group

* Competitive pay and outstanding health, wellness and insurance benefits
* Genuine opportunities for growth and career advancement
* Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus
* Paid time off and holidays
* 40 hours of community service hours annually
* Flexible options to work remotely on select days
* A culture committed to inclusion and diversity

Key Responsibilities:

* Be able to use proprietary and third-party life illustration systems to produce case design recommendations

* Use communications skills to pinpoint what kind of needs each client has when illustrating a life insurance quote

* Work with internal and external customers to manage a high volume of illustration requests

* Back-up support for incoming agent calls

Requirements:

* 1-3 years financial services experience

* College degree preferred

* Problem solving skills

* Case design experience

* Demonstrated experience in providing excellent customer service

* Strong interpersonal skills

* Excellent communication skills

* Excellent telephone skills

* Ability to adapt to the interests of the audience

* Knowledge of general life underwriting guidelines

* Previous experience with life and/or annuity illustration software

* Must be able to successfully pass a background check that may include fingerprinting

National Life Group is a trade name of NLIC, Montpelier, VT, Life Insurance Company of the Southwest (LSW), Addison, TX and their affiliates. Each company is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in NY and does not conduct insurance business in NY.

This role is not open to applicants residing or otherwise based in Colorado and cannot be performed in Colorado.

#LI-BL1

Case Design Specialist

National Life Group
Remote or Montpelier, VT

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