New York Life Insurance jobs in Grand Rapids, MI - 24 jobs
Life Insurance New Business Service Representative 93040
New York Life Insurance 4.5
New York Life Insurance job in Grand Rapids, MI
Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.
Role Overview:
Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Service Representative, you will support the agents practice by managing insurance policy applications as they move through the new business process. Representatives use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to expedite applications, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so.
What You'll Do:
Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication
Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process
Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office
Answer incoming calls, greeting customers and potential agent candidates may be required
What You'll Bring:
Required Skills
The ideal candidate should have 2 or more years of customer service and administrative experience
Strong computer skills with proficiency in the Microsoft Office Suite
Demonstrated ability to multitask effectively
Strong written and verbal communication skills required
Preferred Skills
Associates, or Bachelor's degree preferred, or equivalent years of related experience
Training & Development
Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.
Shift Information
This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM during the work week.
Salary
Competitive full-time base salary, overtime eligibility plus target bonus
Benefits
Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program
Career Opportunities
New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.
Pay Transparency
Salary Range: $43,000-$47,500
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of
Fortune's
World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93040
$43k-47.5k yearly 24d ago
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Marketing & Communications Specialist
Farmers Insurance Group 4.4
Grand Rapids, MI job
We are Farmers! We are… more than just your favorite commercials. At Farmers, we strive to deliver peace of mind to our customers by providing protection and comprehensive advice and delivering in the moments of truth. That means having people who can help us meet changing customer and business needs. Farmers high-performance culture is focused on results and the people who achieve them. We hold ourselves and others accountable for sustainably growing the business and each other. We seek solutions, own our actions, and grow through discomfort. We see setbacks as opportunities while continuously asking ourselves how we impact our customers.
Farmers is an award winning, equal opportunity employer, committed to the strength of an inclusive workforce. We are dedicated to supporting the well-being of our people through our extensive suite of benefits, as well as the well-being of the communities we serve through employee volunteer programs and nonprofit partnerships. Helping others in their time of need isn't just our business - it's our culture! To learn more about our high-performance culture and open opportunities, check out ********************************* and be sure to follow us on Instagram, LinkedIn, and TikTok.
Workplace: Hybrid ( #LI-Hybrid )
Farmers believes in a culture of collaboration, creativity, and innovation, which thrives when we have the ability to work flexibly in a virtual setting as well as the opportunity to be together in person. Our hybrid work environment combines the best of both worlds with at least three (3) days in office and up to two (2) days virtual for employees who live within fifty (50) miles of a Farmers corporate office. Applicants beyond fifty (50) miles may still be considered. We are seeking candidates who can be hybrid to either our Phoenix or Grand Rapids offices.
Job Summary
Day-to-day responsibilities include writing internal and external communications (emails, social media, video scripts, etc.); creating PowerPoint presentations for various meetings, webinars, and events; working with internal clients, leadership teams, and other employees across the organization; and assisting with videos.
Essential Job Functions
* Gathers material through research, interviews and correspondence.
* Selects appropriate stories and features for publication.
* Writes articles, headlines and captions.
* Negotiates with printer and other vendors pricing for printing and other services.
* Directs graphic design of magazine.
* Plans and executes layouts.
* Directs typesetters, outside photographers, art directors and printers.
* Directs distribution of magazine to all offices, retirees, selected businesses and individuals.
* Serves as editor of employee magazine, Farmers Today.
* Responsible for all aspects of production and printing of magazine.
* Directs associate editors in regional offices and business support centers in the gathering of stories and completion of photographic assignments.
* Manages production of annual Corporate Responsibility Report, highlighting Farmers= charitable and volunteer activities.
* Responsible for assembling information for all feature articles, coordinating photo shoots, editing and proofreading publication, and typesetting, layout and printing of publication.
* Assists Corporate Communications Manager and Director of Editorial Services in the production of other company publications including Friendly Exchange magazine and the Farmers Group, Inc. Annual Report and Report for the Year.
* Manages board and executive information, including assembling and updating bios and photos as necessary, and distribution internally and externally.
* Completes special projects as assigned by the Corporate Communications Manager or Director of Editorial Services.
Physical Actions
Required job duties are essentially sedentary work consisting of occasional walking, standing and lifting and/or carrying 10 pounds maximum, seeing and speaking.
Physical Environment
Required job duties are normally performed in a climate- controlled office environment.
Education Requirements
High school diploma or equivalent required. Bachelor's degree preferred, in Journalism or English.
Experience Requirements
Five years as an editor or assistant editor with experience in writing, editing, layout, pricing and budgeting.
Special Skill Requirement
Knowledge of photography, graphic design, printing production and desktop publishing; skilled in interviewing and information gathering.
Benefits
* Farmers offers a competitive salary commensurate with experience, qualifications and location.
* Medical
* Dental
* Vision
* Health Savings and Flexible Spending Accounts
* Life Insurance
* Paid Time Off
* For more information, review "What we offer" on https://*********************************/#offer
Job Location(s): US - MI - Grand Rapids, US - AZ - Phoenix
Anticipated application deadline: At Farmers, the recruitment process is designed to ensure that we find the best talent to join our team. As part of this process, we typically close open positions within 8 to 21 days after posting. If you are interested in any of our open positions, we encourage you to submit your application promptly.
Farmers will consider for employment all qualified applicants, including those with criminal histories, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance or other applicable law. Pursuant to 18 U.S.C. Section 1033, Farmers is prohibited from employing any individual who has been convicted of any criminal felony involving dishonesty or a breach of trust without prior written consent from the state Department of Insurance.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Farmers is an Equal Opportunity Employer and does not discriminate in any employer/employee relations based on race, color, religion, gender, sexual orientation, gender expression, genetic information, national origin, age, disability, marital status, military and veteran's status, or any other basis protected by applicable discrimination laws.
Want to learn more about our culture & opportunities? Check out ********************************* and be sure to follow us on Instagram, LinkedIn, and TikTok.
Spokane, WA only: Residents who prefer not to provide their address click here to submit your resume via email: *******************
$45k-63k yearly est. Easy Apply 15d ago
Specialty Sales Supervisor
Farmers Insurance Group 4.4
Grand Rapids, MI job
We are Farmers! We are… more than just your favorite commercials. At Farmers, we strive to deliver peace of mind to our customers by providing protection and comprehensive advice and delivering in the moments of truth. That means having people who can help us meet changing customer and business needs. Farmers high-performance culture is focused on results and the people who achieve them. We hold ourselves and others accountable for sustainably growing the business and each other. We seek solutions, own our actions, and grow through discomfort. We see setbacks as opportunities while continuously asking ourselves how we impact our customers.
Farmers is an award winning, equal opportunity employer, committed to the strength of an inclusive workforce. We are dedicated to supporting the well-being of our people through our extensive suite of benefits, as well as the well-being of the communities we serve through employee volunteer programs and nonprofit partnerships. Helping others in their time of need isn't just our business - it's our culture! To learn more about our high-performance culture and open opportunities, check out ********************************* and be sure to follow us on Instagram, LinkedIn, and TikTok.
Workplace: Hybrid ( #LI-Hybrid )
Farmers believes in a culture of collaboration, creativity, and innovation, which thrives when we have the ability to work flexibly in a virtual setting as well as the opportunity to be together in person. Our hybrid work environment combines the best of both worlds with at least three (3) days in office and up to two (2) days virtual for employees who live within fifty (50) miles of a Farmers corporate office. Applicants beyond fifty (50) miles may still be considered.
Job Summary
Supervises assigned team members to maximize positive customer experience for both internal and external customers by identifying, understanding, and resolving inquiries. Focuses on risk acceptability guidelines and favorable profitable business results. Leads assigned team members to maximize team performance and company results. Effectively communicate company strategies related to products and philosophies to team members and monitors team's understanding. Maintains risk selection and financial control integrity by reviewing and analyzing individual team member performance. Inspires, develops and mentors assigned team members, and employees in other units as requested.
Essential Job Functions
Monitors all aspects of team performance, including but not limited to, customer experience, work product quality, efficiency, and compliance with established company and regulatory guidelines. Creates and implements plans to constantly improve team performance and develop individual team member skill sets. Accountable for ensuring team members meet individual and team performance goals. Responsible for regularly communicating individual performance to each team member and providing team performance information to assigned Manager or Director. Interacts with and responds to customer inquiries as requested. Partners with other leaders (within and across sites) to develop, pilot and execute improvements (example, process, quality, defect reduction, lead special projects). Maintains thorough, up-to-date, working knowledge of established procedures, methods, contractual provisions, and regulatory requirements. Continues to build personal skill set by participating in in-house or outside in surance / industry-related courses / seminars as deemed necessary to expand product / system/ process knowledge. Understands, supports, and advocates organization's overall strategy. Models, promotes and advocates Farmers core values. Performs other duties as assigned. CORE COMPETENCIES: Business Results - sets the standard for individual performance, metrics and goals while contributing to the overall success of the department. Innovation - identifies, suggests and contributes to innovative process changes to support business practices and organizational strategy. Communication- adapts communication style to audience. Uses communication to clarify, persuade and influence audience. Job Knowledge- advanced understanding of contact center processes and customer needs. Team Work- seeks and accepts feedback to/from others to reach full potential and achieve company goals. Looks for opportunities to improve individual and company performance by identifying and implementing best practices. Leadership- Pursues informal and formal opportunities to inspire, develop and mentor other employees.
Physical Actions
This role, whether performed virtually or in an office setting, will include normal and customary distractions, noise, and interruptions. Sits or stands for extended periods of time, up to a full work shift. Occasionally reaches overhead and below the knees, including bending, twisting, pulling, and stooping. Occasionally moves, lifts, carries, and places objects and supplies weighing 0-10 pounds without assistance. Listens to, interprets, and differentiates auditory information (example others speaking) at normal speaking levels with or without correction. Visually verifies and reads information. Visually locates material, resources and other objects. Ability to continuously operate a computer for extended periods of time, up to a full work shift. Physical dexterity sufficient to use hands, arms, and shoulders repetitively to operate keyboard and other office equipment up to a full work shift.
Education Requirements
High School Diploma or equivalent required. Bachelor's degree preferred.
Experience Requirements
Sales leadership experience along with a proven ability to drive results through coaching and leadership.
Benefits
* Farmers offers a competitive salary commensurate with experience, qualifications and location.
* Bonus Opportunity (based on Company and Individual Performance)
* 401(k)
* Medical
* Dental
* Vision
* Health Savings and Flexible Spending Accounts
* Life Insurance
* Paid Time Off
* Paid Parental Leave
* Tuition Assistance
* For more information, review "What we offer" on https://*********************************/#offer
Job Location(s): US - MI - Grand Rapids, US - MI - Caledonia
Anticipated application deadline: At Farmers, the recruitment process is designed to ensure that we find the best talent to join our team. As part of this process, we typically close open positions within 8 to 21 days after posting. If you are interested in any of our open positions, we encourage you to submit your application promptly.
Farmers will consider for employment all qualified applicants, including those with criminal histories, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance or other applicable law. Pursuant to 18 U.S.C. Section 1033, Farmers is prohibited from employing any individual who has been convicted of any criminal felony involving dishonesty or a breach of trust without prior written consent from the state Department of Insurance.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Farmers is an Equal Opportunity Employer and does not discriminate in any employer/employee relations based on race, color, religion, gender, sexual orientation, gender expression, genetic information, national origin, age, disability, marital status, military and veteran's status, or any other basis protected by applicable discrimination laws.
Want to learn more about our culture & opportunities? Check out ********************************* and be sure to follow us on Instagram, LinkedIn, and TikTok.
Spokane, WA only: Residents who prefer not to provide their address click here to submit your resume via email: *******************
$37k-46k yearly est. Easy Apply 38d ago
Staff Manager
Western & Southern Financial Group 4.8
Grand Rapids, MI job
Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will produce Financial Representative retention, sales growth, client retention, and thorough training and implementation of the W&S Sales Process, networking and recruiting strategies.
Responsibilities
Possess knowledge of the W&S Sales Process, and the competency to demonstrate the skills, for the purpose of ensuring knowledge and skill transfer to Financial Representatives.
Ensure the "Agency System" is executed effectivity within the Agency to produce business results and to meet staff scorecard objectives, by providing guidance and coaching to associates through midweek updates, weekly debriefs, observation and coaching, joint field activity, skill building/training sessions, and other available resources. Drive sales through greater prospecting and, appointment setting along with cross-sell and up-sell to our target middle-market customers and prospects.
Manage and develop Financial Representatives by ensuring a thorough on-boarding program, completion of sales and product training, preparation for client calls and prospecting activity, and ensure minimum performance standards are met and or exceeded (FRI).
Train, coach and develop Financial Representatives by creating and implementing a Business Plan to produce profitable results in sales, by designing and implementing W&S Agency sales programs.
Act as advisor to the staff by delivering strategy and direction to the Agency, and then translating that strategy into production goals for Financial Representatives.
Partner with management team to administer recruitment and selection process to acquire organizational talent (adhering to the desired candidate profile) in an effort to build a highly successful staff. Participating in weekly Recruiting Team Meeting.
Work with Financial Representatives to schedule appointments to network and prospect with current and prospective clients, small businesses, community groups, as well as build relationships with local affinity groups.
Promote local incentive programs along with Leaders Sales meetings and sales campaigns to motivate and deliver production results at or above scorecard objectives.
Model and ensure ethical behavior and maintain organizational and professional standards at all times. Manage and influence the Financial Representative Vital Statistics and ensure all Financial Representatives meet established performance standards.
Provide regular status updates and reports to Agency Manager regarding, sales production, recruitment activity, and Financial Representative retention, and your scheduled activities.
Develop a strong working relationship with key individuals at all levels, including Agency senior management, and other Home Office support (Operations, Marketing, HR, TA, etc.).
Keep current on trends in the industry, and local markets, through continued industry education and participating in the local NAIFA and GAMA organizations.
Performs other duties as assigned.
Qualifications
Possess the necessary experience and track record as a sales and marketing professional within the financial services industry with execution experience and solid business acumen.
Experience will have encompassed some combination of selling, coaching, quantifying or providing creative solutions to sales, prospecting and recruiting scenarios. (7+ years of relevant experience preferred.
Educational Requirements
Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Obtain and hold State Life and Health license prior to hire.
Obtain and hold the FINRA SIE, Series 6, Series 63 & Series 26 or equivalent prior to hire.
Position Demands
Access to an automobile and ability to maintain a valid driver's license
$60k-79k yearly est. Auto-Apply 60d+ ago
Reverse Mortgage Originator Development Program
Mutual of Omaha Mortgage 4.7
Grand Rapids, MI job
This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development program.
Come join the winning team, with over 100 years of success and stability. We give you all the tools and training that you need to succeed in this rewarding career.
We work with retirees to strategically improve the sustainability of their retirement income.
You can expect the following:
Our leading-edge compensation package sees our Loan Officers on average, earning $150,000 annually with the potential for more
Hourly market-based non-recoverable draw of $11.54 - $18.69 plus commission for the first 12 months while we help you grow your business
Industry leading training from the nation's top sales leaders
Brand recognition of a Fortune 300 organization founded in 1909
World-class sales, marketing, and operations support
Revolutionary sales process for working with both consumers and professionals
We encourage successful traditional mortgage loan originators to apply. Grand Rapids, MI.
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
Multiple PPO Medical Plans, as well as HDHP eligible plan.
Dental Coverage
Vision Coverage
Company Paid Life Insurance
Additional Benefits including - Optional Life, FSA, Pet Insurance etc.
401K with a generous employer match
Free Legal Services
Employee Loan Program
$45k-73k yearly est. Auto-Apply 7d ago
Agency Support Specialist I - Onsite
Western & Southern Financial Group 4.8
Fremont, MI job
In a manner consistent with compliance and regulatory requirements, responds to agent's inquiries via multi-media factors including inbound/outbound calls. This position is the liaison between our external agents and our Agency Operations Department and requires system, product and insurance industry knowledge. This role is the face of Gerber Life to our external partners, requiring this role to be the expert on all things Gerber Life Agency to our experts (the external Agents) in the insurance industry.
Responsibilities
What you will do:
Agent Interaction: Handles agent/agency inquiries on inbound/outbound calls in a positive and professional manner consistent with compliance and regulatory requirements. Utilizes knowledge of insurance products and features, including compliance and underwriting requirements and competitive positioning to provide guidance to external agents. This includes but is not limited to processing payments on policies and agent debt, escalations, form submission, policy corrections and licensing updates.
Licensing & Contracting: Answers agent inquiries involving various licensing and contracting concerns. Must have a clear understanding of the contracting process, paperwork, state specific back-dating guidelines and pre appointment states. Reviews various systems to determine status and troubleshoots issues while working collaboratively with Licensing and Contracting Team.
Commissions: Answers agent inquiries involving commission schedules, payment cycles, system issues involving commission payments, and reversals of premium creating chargebacks to agent commission. Must have a clear understanding of commissions, commission guidelines and commission statements and be able to work collaboratively with Commissions Team.
Collaboration: Plays a critical role in the day-to-day functions of Agency Operations by interacting with agents and several areas of the company. Must have the ability to work and communicate with New Business (edits, application processing, etc.), Corporate Records (scanning and processing of documents, etc), Underwriting (UW worksheets, UW edits, UW guidelines and processing times), Accounting/Finance (processing times, billing, accounting guidelines, bill date changes, payment processing) and Policy Administration (cancellations, processing times, policy provisions, policy guidelines, admin charges).
Support: Supports other Agency areas by completing administrative tasks including but not limited to creating vendor codes, updating spreadsheets/reporting, testing and additional related project and program work as assigned.
Application Completion: Initiates applications over the phone with external agents and their customers. As a licensed Agent, completes the Gerber Life Application with the customer, while providing guidance, reassurance and product support throughout.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
High School Diploma - Required
Contact center experience and knowledge considered a plus - Preferred
Insurance industry experience and knowledge considered a strong advantage - Preferred
Excellent knowledge of all required systems: SalesForce, Agent Portal, Licensing Portal, UWWB, Lipgloss, AID and Onbase - Preferred
Must have the ability to multitask and troubleshoot complex situations - Required
Typing - 30 w.p.m - Required
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Associate must be able to travel via car
Occasional after-hours work needed
Routine and/or extended after hours work needed
Travel Requirements:
0% travel
$40k-61k yearly est. Auto-Apply 60d+ ago
3rd Shift Print Supervisor
Farmers Insurance Group 4.4
Caledonia, MI job
We are Farmers! We are… more than just your favorite commercials. At Farmers, we strive to deliver peace of mind to our customers by providing protection and comprehensive advice and delivering in the moments of truth. That means having people who can help us meet changing customer and business needs. Farmers high-performance culture is focused on results and the people who achieve them. We hold ourselves and others accountable for sustainably growing the business and each other. We seek solutions, own our actions, and grow through discomfort. We see setbacks as opportunities while continuously asking ourselves how we impact our customers.
Farmers is an award winning, equal opportunity employer, committed to the strength of an inclusive workforce. We are dedicated to supporting the well-being of our people through our extensive suite of benefits, as well as the well-being of the communities we serve through employee volunteer programs and nonprofit partnerships. Helping others in their time of need isn't just our business - it's our culture! To learn more about our high-performance culture and open opportunities, check out ********************************* and be sure to follow us on Instagram, LinkedIn, and TikTok.
Workplace: On-site ( #LI-Onsite )
Farmers believes in a culture of collaboration, creativity, and innovation, which thrives when we have the ability to work flexibly in a virtual setting as well as the opportunity to be together in person. Our hybrid work environment combines the best of both worlds with at least three (3) days in office and up to two (2) days virtual for employees who live within fifty (50) miles of a Farmers corporate office. Applicants beyond fifty (50) miles may still be considered.
Job Summary
Supervises, plans, directs and controls high speed production and test activities of Document Services & Logistics (DS&L) functions by validating requirements and overseeing workflow. Ensures timely and accurate distribution of quality corporate transactional and marketing documents. Interfaces with local business units, functional departments including technical support and 3rd party vendors such as equipment maintenance technician staff and management in order to meet production requirements. Provides leadership, guidance and mentorship to assigned production staff.
What You'll Do
* Supervises staff of 6-15 operators with a focus on timely and quality production of workflow and meeting Service Level Agreements (SLA). Monitors work process to ensure requirements are handled efficiently within a defined timeline. Maintains coordination of test volume activities of DS & L functions ensuring compliance and actively monitors department resources, including equipment and software, to supply proper tools for operators to perform job responsibilities in a safe manner. Leads daily shift turnover meeting to review workload and print equipment status to operators in order to prepare team for shift expectations.
* Utilizes Excel and Access to analyze and prepare production reports reflecting overall job activity including materials processed and equipment used among operator staff. Presents monthly reporting including SLA results, production volumes and overall initiatives to the staff. Engages in problem management and resolution. Makes sound recommendations for work distribution based on analysis and overall trends in department workflow. Conducts analysis of staff work environment needs and performs research to review and recommend vendor products for staff production use.
* Responsible for performance management of operator and lead staff and effectively addresses concerns. Conducts regular coaching sessions with employees to review job performance and addresses concerns with proper action. Ensures staff adherence to company policies and department mandated processes and procedures, and ensures compliance with all wage and hour activities. Evaluates staffing needs and actively participates in employee selection, onboarding and training of new employees. Upholds compliance to safety standards by performing monthly safety audits and addresses any safety concerns.
* Drives efforts within continuous process improvement and/or Kaizen efforts in order to execute problem resolution. Identifies and oversees implementation of departmental process improvements. Confirms all staff complies to new standards to ensure compliance in safety and internal process standards. Clearly communicates changes to process and/or department initiatives to staff and conducts follow up to ensure accordance to guidelines.
* Builds and maintains strong working relationships with internal and external vendors such as Presort team and USPS; collaborates effectively to ensure a positive customer experience. Escalates feedback and concerns to leadership to address issues affecting production environment. Participates in special projects, as needed, and prepares teams for new implementations related to group output. Performs other duties as assigned.
Shift Hours
* Shift hours will be: 3rd Shift, Sunday - Thursday, 10:30pm - 7am in our Caledonia, MI location. Shift premium does apply: 10%.
* The primary hours for this position are during 3rd shift, the supervisor will be required to attend meetings outside of regular shift hours including bi-weekly and monthly department and divisional leadership meetings, quarterly townhalls, and other meetings that are scheduled throughout the year at a leadership level.
* Additionally, there may be times that flexibility to work outside of shift hours is needed to ensure communication with incoming/outgoing leadership, as well as for some project involvement as needed.
What You'll Bring
* 1-3 years leadership experience within production and/or mailing industry.
* 1-3 years demonstrated experience with mainframe or server based printing in a large multi-task computerized environment preferred.
* Demonstrated experience with large scale printing systems and/or insert mailing technologies preferred.
Education Requirements
* High school diploma or equivalent required.
* Bachelor's degree preferred.
Additional Qualification
* Effective leadership skills.
* Demonstrated analytical skills.
* Possesses flexibility to work in a fast paced, dynamic environment.
* Demonstrated problem solving skills.
* Highly thorough and dependable.
* Ability to work within tight timeframes and meet strict deadlines.
* Instills commitment to organizational goals.
* Effective interpersonal skills.
* Effective conflict management skills.
* Demonstrates a high commitment to quality.
* Demonstrated time management and priority setting skills.
* Demonstrates a high level of accuracy, even under pressure.
Physical Environment
This position operates in a production operation environment that involves normal and customary distractions and interruptions along with moderately high noise levels. Occasional exposure to moving mechanical parts and conditions that could affect respiratory system or skin (fumes, dust, inks, solvents, oils).
Benefits
* Farmers offers a competitive salary commensurate with experience, qualifications and location.
o CA Only: $68,640 - $107,250
o CO Only: $63,200 - $92,730
o HI/IL/MN/VT Only: $63,200 - $99,220
o MA Only: $63,200 - $99,220
* o MD Only: $63,200 - $99,220
o DC/NJ/NY/OH Only: $63,200 - $107,250
o Albany County, NY/Cleveland, OH: $67,440 - $92,730
o WA Only: $77,969 - $112,750
* Bonus Opportunity (based on Company and Individual Performance)
* 401(k)
* Medical
* Dental
* Vision
* Health Savings and Flexible Spending Accounts
* Life Insurance
* Paid Time Off
* Paid Parental Leave
* Tuition Assistance
* For more information, review "What we offer" on https://*********************************/#offer
Job Location(s): US - MI - Caledonia, US - MI - Grand Rapids
Anticipated application deadline: At Farmers, the recruitment process is designed to ensure that we find the best talent to join our team. As part of this process, we typically close open positions within 8 to 21 days after posting. If you are interested in any of our open positions, we encourage you to submit your application promptly.
Farmers will consider for employment all qualified applicants, including those with criminal histories, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance or other applicable law. Pursuant to 18 U.S.C. Section 1033, Farmers is prohibited from employing any individual who has been convicted of any criminal felony involving dishonesty or a breach of trust without prior written consent from the state Department of Insurance.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Farmers is an Equal Opportunity Employer and does not discriminate in any employer/employee relations based on race, color, religion, gender, sexual orientation, gender expression, genetic information, national origin, age, disability, marital status, military and veteran's status, or any other basis protected by applicable discrimination laws.
Want to learn more about our culture & opportunities? Check out ********************************* and be sure to follow us on Instagram, LinkedIn, and TikTok.
Spokane, WA only: Residents who prefer not to provide their address click here to submit your resume via email: *******************
$35k-39k yearly est. Easy Apply 50d ago
Financial Representative
Western & Southern Financial Group 4.8
Grand Rapids, MI job
The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
Identify market(s) and develop appropriate marketing plan.
Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
Adequately prepare for all appointments through established processes.
Conduct all appointments using Western & Southern Life consultative practices and processes.
Effectively sell insurance and investment solutions.
Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
Market for the purposes of developing the Western & Southern Life brand at the local level.
Proactively develop community relationships to cultivate and strengthen presence in target market(s).
Maintain personal contact with clients to ensure their evolving financial needs are being met.
Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
Accurately maintain client and company records, payments, etc., in a timely manner.
Operate an automobile during both day and night hours.
Qualifications
High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Educational Requirements
Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Obtain and hold State Life and Health license prior to hire.
Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Position Demands
Access to an automobile and ability to maintain a valid driver's license.
$42k-73k yearly est. Auto-Apply 16d ago
Workers Compensation RN Field Case Manager Registered Nurse Monroe, MI
Aetna 4.5
Grand Rapids, MI job
Aetna is about more than just doing a job. This is our opportunity to re-shape healthcare for America and across the globe. We are developing solutions to improve the quality and affordability of healthcare. What we do will benefit generations to come. Excellent benefits package, including 401k, tuition, licensure and certification reimbursement. We promote healthy & wellness lifestyles and offer specialty programs here at Aetna.
We care about each other, our customers and our communities. We are inspired to make a difference, and we are committed to integrity and excellence.
Together we will empower people to live healthier lives.
Benefit eligibility may vary by position. Click here to review the benefits associated with this position.
Aetna is an equal opportunity & affirmative action employer. All qualified applicants will receive consideration for employment regardless of personal characteristics or status. We take affirmative action to recruit, select and develop women, people of color, veterans and individuals with disabilities.
We are a company built on excellence. We have a culture that values growth, achievement and diversity and a workplace where your voice can be heard.
Job Description :
JOIN OUR GROWING TEAMAre you tired of bedside nursing?Are you looking to get away from 12-hour hospital shifts while continuing to utilize your RN expertise to impact the lives of patients in your local community?
We are seeking self-motivated, energetic, detail oriented, highly organized, tech-savvy Registered Nurses to join our Workers' Compensation Field Case Management team. This opportunity offers a competitive salary, full benefits, and a performance-based bonus paid out on a monthly or quarterly basis. Our organization promotes autonomy through a Monday-Friday working schedule, paid holidays, and flexibility as you coordinate the care of your members.
POSITION SUMMARY
Responsible for coordinating and facilitating the medical treatment of clients. Clients are primarily from workers comp claims in various stages of recovery. This is a work-from-home position, and the case manager will travel to meet and work with clients, providers and employers, as needed, throughout the rehabilitation process, documenting all activities.
Fundamental Components but not limited to the following:
Requires strong time management skills, ability to multi-task, prioritize tasks and respond to issues in a timely manner. Requires competent use of technology including iPhones, laptops, and Microsoft Office programs including email to complete timely, concise and effective communication the status of the clients.
Manage caseload of clients from a variety of referral sources including verifying the specific reason for each referral, develop and implement a strategy to complete, and document all activities and progress.
Travel to meet clients, providers and employers mostly around the Monroe MI & Toledo Ohio area, up to approximately 75 miles from this area. Must use own car and mileage reimbursement is provided.
Will meet clients to complete assessments, identify medical and vocational barriers, and create strategies towards facilitating the rehab process, including return to work for workers comp clients. Will continually identify barriers and develop strategies to overcome those barriers.
Attend appointments with clients and providers to review medical status and discuss treatment plans options. Compare the recommended treatment plan with clinical protocols and collaborate with the provider to resolve any differences. Will review plan with client and provide educational resources on relevant medical issues.
With workers comp referrals, will meet with employers as needed to determine what is needed for the client to return to work, includes documenting all the physical requirements of the job (Job Analysis) and reviewing the requirements with the providers. Will maintain regular communication with the employer to facilitate return to work.
Detailed information on any significant information is provided to the referral source within 24 hours with summary reports completed on a monthly basis.
Required to complete catastrophic referral training within the first year and manage the occasional catastrophic referrals that are after regular business hours.
Coventry requires Case Managers to be educated in current principles, procedures and knowledge domains of case management based on nationally recognized standards of case management.
Qualifications
BACKGROUND/EXPERIENCE:
3+ years clinical practice experience.
3+ years case management experience with workers compensation, disability, and auto liability preferred.
If no case management experience, 5 years of Home Health Care and/or Hospice care.
Bilingual in Spanish preferred.
Knowledge of laws and regulations governing delivery of rehabilitation services.
Effective communications, organizational, and interpersonal skills.
Ability to work-independently, requires working from home in a safe and secure environment.
Proficiency with standard corporate software applications, including MS Word, Excel, Outlook and PowerPoint, as well as some special proprietary applications.
Effective computer skills including navigating multiple systems and keyboarding
EDUCATION
The minimum level of education desired for candidates in this position is a Bachelor's degree or equivalent experience.
LICENSES AND CERTIFICATIONS
Nursing/Registered Nurse (RN) is required
Prefer any of the following credentials in good standing: CCM, CDMS, COHN, COHN-S, CRRN.
FUNCTIONAL EXPERIENCES
Functional - Nursing/Case Management/1-3 Years
Functional - Nursing/Home Health Care/4-6 Years
Functional - Nursing/Occupational/1-3 Years
Functional - Nursing/Medical-Surgical Care/4-6 Years
TECHNOLOGY EXPERIENCES
Technical - Desktop Tools/Microsoft Outlook/4-6 Years/End User
Technical - Desktop Tools/Microsoft Word/4-6 Years/End User
Technical - Desktop Tools/Microsoft Explorer/4-6 Years/End User
Additional Information
ADDITIONAL JOB INFORMATION
Work Autonomously
No Weekend of Holiday
Meet top doctors of their specialty and learn from them directly
Earn CEU free by attending free seminars and in house training
Aetna is about more than just doing a job. This is our opportunity to re-shape healthcare for America and across the globe. We are developing solutions to improve the quality and affordability of healthcare. What we do will benefit generations to come.
We care about each other, our customers and our communities. We are inspired to make a difference, and we are committed to integrity and excellence.
Together we will empower people to live healthier lives.
Aetna is an equal opportunity & affirmative action employer. All qualified applicants will receive consideration for employment regardless of personal characteristics or status. We take affirmative action to recruit, select and develop women, people of color, veterans and individuals with disabilities.
We are a company built on excellence. We have a culture that values growth, achievement and diversity and a workplace where your voice can be heard.
As a Workers' Compensation Field Case Manager, you will be offered:
Autonomy
Productivity incentives
Monday-Friday schedule
Reimbursement for mileage, tolls, parking, licensure and certification
· Laptop, iPhone & printer/fax/scanner all in one.
Benefit eligibility may vary by position. Click here to review the benefits associated with this position.
$57k-73k yearly est. 60d+ ago
Commission Specialist - Onsite
Western & Southern Financial Group 4.8
Fremont, MI job
Responsible for establishing and servicing sales commissions and expense reimbursement allowance (ERA) plans for firms and brokers. The Specialist will work closely with external business partners, Sales and Finance to ensure commission payments are processed correctly.
Responsibilities
What you will do:
Processes and reviews commission and ERA hierarchies and set-ups; establishes/reviews commission and ERA schedules for firms and individual producers.
Applies knowledge of commission and ERA policies and ensures all company guidelines and compliance requirements are followed as relate to sales compensation and commissions.
Assists licensing & contracting associates in the establishment and maintenance of routine commission processes including training and audits when necessary.
Assists in the VUE testing process for system or commissions and ERA program changes.
Provides customer service to firms and wholesalers in reconciling information to ensure proper payouts. Initiates correction processes and resolves complaints to customer's satisfaction.
Works closely with business partners, including Firm Contacts and Finance to ensure commission and ERA payouts are processed appropriately, timely and in accordance with established guidelines.
Acts as resource to wholesaler(s) to provide guidance, answer questions and ensure follow-up for sales compensation and reporting inquiries.
Researches and analyzes error report entries. Processes or initiates corrections.
Processes service requests (responsible for submitting commission related service requests and following up until problems are resolved) for VUE.
Creates, reviews and updates commission and ERA schedules in VUE (adding products to current schedules, updating information when there is a rate increase for General Agencies).
Assists commission analyst with special projects (i.e. Audits).
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Bachelor's Degree Or equivalent work experience - Preferred
Four years of life insurance operations experience. - Preferred
Four years of progressive experience in commission/payroll specialist capacity. - Preferred
Extreme attention to detail and accuracy. - Required
High level of math skills and competency. - Required
Solid verbal, interpersonal, and written communication skills; demonstrates the utmost confidentiality. - Required
Ability to work independently with minimal direction. - Required
Ability to work with all levels of the organization. - Required
Excellent analytical, organizational, time management, multi-tasking and follow up skills. - Required
High level of integrity, with the ability to maintain confidences. - Required
Knowledge of GLIC systems, including VUE system. - Required
Working knowledge of MS Excel and MS Word. - Required
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
$70k-85k yearly est. Auto-Apply 60d+ ago
Bristol West Liability Claims Representative
Farmers Insurance Group 4.4
Grand Rapids, MI job
We are Farmers! We are… more than just your favorite commercials. At Farmers, we strive to deliver peace of mind to our customers by providing protection and comprehensive advice and delivering in the moments of truth. That means having people who can help us meet changing customer and business needs. Farmers high-performance culture is focused on results and the people who achieve them. We hold ourselves and others accountable for sustainably growing the business and each other. We seek solutions, own our actions, and grow through discomfort. We see setbacks as opportunities while continuously asking ourselves how we impact our customers.
Farmers is an award winning, equal opportunity employer, committed to the strength of an inclusive workforce. We are dedicated to supporting the well-being of our people through our extensive suite of benefits, as well as the well-being of the communities we serve through employee volunteer programs and nonprofit partnerships. Helping others in their time of need isn't just our business - it's our culture! To learn more about our high-performance culture and open opportunities, check out ********************************* and be sure to follow us on Instagram, LinkedIn, and TikTok.
Workplace: Hybrid ( #LI-Hybrid ),
Farmers believes in a culture of collaboration, creativity, and innovation, which thrives when we have the ability to work flexibly in a virtual setting as well as the opportunity to be together in person. Our hybrid work environment combines the best of both worlds with at least three (3) days in office and up to two (2) days virtual for employees who live within fifty (50) miles of a Farmers corporate office. Applicants beyond fifty (50) miles may still be considered.
Job Summary
Using claims systems to accurately document files, this role manages a diary and handles first and third party auto claims promptly, proactively and with a sense of urgency. Through training, continuously improves skill set directly applicable to this role including but not limited to claims investigation, liability determination, coverage confirmation, establishing damages, evaluating bodily injury claims with support from management, and negotiation of claims settlement.
Essential Job Functions
* Adjusts claims through professional,interpersonal interactions with key stakeholders. This may include policyholders, claimants, agents, witnesses, repair facilities, contractors, police and fire departments, state and county fraud and arson personnel, special investigators, members of the medical profession and all other persons incident to the investigation and processing of claims.
* Conducts thorough investigations, confirms coverage, determines liability, establishes damages, reports status and negotiates the se ttlement of assigned claims. Has the authority to make payment of assigned claims within prescribed limits. Inspects damaged property and vehicles, and determines claims related damage. Estimates the cost of repair or replacement of damaged or stolen property and vehicles.
* Determines and reports on subrogation potential. May initiate the sale of salvage vehicles, personal property, and miscellaneous salvage items. Reports theft, fraud, and arson losses as required to state and industry agencies.
* Maintains job knowledge through intermittent training/learning and incorporates new information into daily tasks. Including training in claims investigation, liability determination, coverage confirmation, establishing damages, and negotiation of claims settlement. Performs other duties as assigned.
Physical Actions
Sits or stands for extended periods of time, up to a full work shift. Occasionally reaches overhead and below the knees, including bending, twisting, pulling, and stooping. Occasionally moves, lifts, carries, and places objects and supplies weighing 0-10 pounds without assistance. Listens to, interprets, and differentiates auditory information (e.g. others speaking) at normal speaking levels with or without correction. Visually verifies and reads information. Visually locates material, resources and other objects. Ability to continuously operate a computer for extended periods of time, up to a full work shift.
Physical Environment
This position operates in an open office working environment which will include normal and customary distractions, noise, and interruptions.
Education Requirements
High School Diploma or Equivalent required. Bachelors Degree preferred. Successful completion of claims training program required. Insurance Adjusters License in states where applicable required.
Experience Requirements
One year experience in a customer service related position preferred.
Benefits
* Farmers offers a competitive salary commensurate with experience, qualifications and location.
* Medical
* Dental
* Vision
* Health Savings and Flexible Spending Accounts
* Life Insurance
* Paid Time Off
* For more information, review "What we offer" on https://*********************************/#offer
Job Location(s): US - MI - Grand Rapids, US - KS - Kansas City, US - MO - St Louis
Anticipated application deadline: At Farmers, the recruitment process is designed to ensure that we find the best talent to join our team. As part of this process, we typically close open positions within 8 to 21 days after posting. If you are interested in any of our open positions, we encourage you to submit your application promptly.
Farmers will consider for employment all qualified applicants, including those with criminal histories, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance or other applicable law. Pursuant to 18 U.S.C. Section 1033, Farmers is prohibited from employing any individual who has been convicted of any criminal felony involving dishonesty or a breach of trust without prior written consent from the state Department of Insurance.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Farmers is an Equal Opportunity Employer and does not discriminate in any employer/employee relations based on race, color, religion, gender, sexual orientation, gender expression, genetic information, national origin, age, disability, marital status, military and veteran's status, or any other basis protected by applicable discrimination laws.
Want to learn more about our culture & opportunities? Check out ********************************* and be sure to follow us on Instagram, LinkedIn, and TikTok.
Spokane, WA only: Residents who prefer not to provide their address click here to submit your resume via email: *******************
$58k-66k yearly est. Easy Apply 37d ago
Agent Trainee - Licensed Insurance Agent
Farmers Insurance Group 4.4
Grand Rapids, MI job
Job Description
Are you a motivated, goal-oriented professional looking to advance your career?
Farmers Insurance is seeking a dedicated Agent Trainee to help grow our client base, generate new business, and deliver tailored insurance solutions that truly make a difference.
This opportunity is perfect for someone who thrives in a fast-paced, performance-focused environment and is eager to learn the insurance industry from the ground up. As an Agent Trainee, you will work closely with agency leadership and gain hands-on experience in sales, customer service, and business development while contributing to the agencys long-term success.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
Generate new business opportunities through outreach, referrals, networking, and marketing activities
Conduct consultations to understand client needs and recommend appropriate coverage options
Offer and promote personal lines products, including Auto, Home, and Life
Maintain an active pipeline and follow up consistently with potential clients
Work toward monthly performance benchmarks related to premium, policy count, and Life products
Provide high-quality service to build and maintain long-term client relationships
Requirements
Previous sales experience is a plus
Insurance licensing (Property & Casualty) preferred, or willingness to complete required licensing (Licensing support is available; required licenses must be obtained within 30 days of hire)
Strong communication skills with the ability to build rapport and close sales
Self-driven, goal-focused, and motivated to succeed
Organized and able to manage multiple tasks, leads, and follow-ups efficiently
$31k-37k yearly est. 17d ago
Sr Staff Software Engineer- Mainframe - Onsite
Western & Southern Financial Group 4.8
Fremont, MI job
OverviewThis role is critical for accelerating end-end life insurance processing and the company's industry leading position by bringing incremental software changes to market. The ideal candidate is an industry-proven, hands-on, well-rounded senior leader of software engineering by trade specializing in COBOL application development and mainframe modernization to run end-end life insurance policy administration.
ResponsibilitiesWhat you will do: Owns 100% of life insurance policy administration mainframe-based application architecture and the blueprint for its continuous adaptation across the entire company.
Provides technical oversight for all 15-20 software engineers implementing blueprinted changes.
Ensures software engineering team technical compliance with design patterns and overall software standards.
Provides technical leadership and hands on development direction for all custom legacy COBOL application development for all of Gerber Life policy administration applications (product config, billing, collections, policy servicing, claims) and feeds to various downstream systems (workflow, document generation and fulfillment, general ledger, reinsurance, etc.
) that enable end-end life insurance processing.
Executes a roadmap for mainframe-based life insurance policy administration software modernization transformation (legacy policy administration applications support 500 operators handling 1 million calls per year to service 3.
8 million policies).
Specifically evolves batch-centric processing to real-time enablement to meet instant gratification demand of consumers and the industry.
Collaborates with all Gerber Life teams to advance the policy administration application architecture by evaluating, selecting and introducing new technologies that enable new capabilities (IMS and VSAM replacement with DB2, CICS replacement with UI development using web technologies, z/OS Connect for mainframe API introduction, IBM MQ and ESB introduction for effective integration with external systems, etc.
).
The individual in this role grows the ADSD agile and analytical mindset, a \
$101k-125k yearly est. 60d+ ago
Life Claims Assistant-Onsite
Western & Southern Financial Group 4.8
Fremont, MI job
Evaluates claim information and decides appropriate course of action to properly assess, clarify, and appraise the claim in compliance with policy provisions, claim procedures, legal requirements, and professional ethics.
Responsibilities
What you will do:
Reviews, analyzes, investigates and authorizes payment of life insurance claims within authority guidelines.
Evaluates claim information and decides appropriate course of action to properly assess, clarify and appraise the claim in compliance with policy provisions, claim procedures, legal requirements and professional ethics.
May communicate directly with policyholders, beneficiaries, hospitals, doctors, attorneys, and other internal and external areas. Contacts involve planning and preparation of the communications, requiring skills, tact, persuasion and negotiation to reach resolution.
Provides technical and professional advice to team members to help meet department objectives. Identifies trends, efficiency and improvement opportunities.
Provides guidance regarding general claim policy, as well as specific claims problems involving the validity of claim, interpretation of policy contracts and terminology.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
High School Diploma - Required
2-plus years of relevant experience in claims processing. - Required
Proven advanced understanding of medical conditions and terminology. -
Demonstrated ability to deal effectively with external customers, some of whom will require high levels of patience, tact and diplomacy to diffuse emotionally charged issues. -
Demonstrated ability to read, listen and communicate effectively both verbally and in writing in order to prepare formal and informal correspondence. -
Good judgment with proven ability to accurately investigate, analyze and summarize detailed information to describe claim issues. -
Demonstrated organizational skills. -
Proven understanding of compliance with life insurance. -
Proven knowledge of life/health claims. -
Proven problem-solving skills. -
Proven to have a high level of candor, trust and integrity. -
Demonstrated competence with organization, prioritization and multi-tasking. -
Proven to be a change agent and have proven track record for delivering results. -
Proven to be motivated with the flexibility necessary to operate in a fast-growing and fast-paced environment. -
Advanced PC skills. -
Solid knowledge of standard office software. -
May be required to complete training/educational courses toward the attainment of designations such as ALHC/FLHC, and ACS. Upon Hire - Required
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
$31k-35k yearly est. Auto-Apply 15d ago
Lead Python Engineer - Mainframe Systems
Morgan Stanley 4.6
Home, MI job
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Software Engineering position at the Vice President level, which is part of the job family responsible for developing and maintaining software solutions that support business needs.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
The team that you will be joining is a small, highly technical team that is part of the mainframe infrastructure team at Morgan Stanley. The team is defining new ways to integrate the mainframe into the larger eco system within Morgan Stanley, ensuring that the mainframe environment can seamlessly integrate with many of the processes and procedures in use globally. The team works with new innovative products and in many cases with beta versions of products, working closely with vendors to define requirements and roadmaps as well as building code, process and procedures to achieve the overall goals of the new DevOps for mainframe paradigm.
The entire team comprises of highly skilled people with cross realm skillsets, where everyone is very hands-on, working on many green field projects in a highly collaborative environment, with the ability to work autonomously as well as across teams as needed. Working on new paradigms such as modern mainframe toolsets, DevOps pipelines, Git integration and various AI offerings.
What you'll do in the role:
Agreeing to responsibilities for deliverables in project plans
Understanding requirements for the system components to be developed or updated
Creating and/or understanding conceptual and detailed designs for the system components being developed or updated
Coding additions or amendments to system components as directed by the project manager
Unit testing of new or amended code
Creating and executing test plans according to agreed project plans
Participating in implementation of new or amended systems
Escalation of issues as appropriate to the project manager
Following working practices used within the team
Providing Level 3 support - possibly after hours Specific duties include:
Reviewing project documentation to understand deliverables
Designing, coding and testing new or amended system functionality
Creating system documentation as required
Working with other team members to ensure the success of the project
Providing status and progress updates to the project manager as required
What you'll bring to the role:
Bachelor's Degree in Engineering, Computer Science or equivalent experience.
8 years of Python Dev in Mainframe or distributed systems.
Experience with JavaScript
Understanding of mainframe operating systems (z/OS)
Experience in a Linux OS environment is highly preferred
Experience with either PostGRES or DB2 is highly preferred
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
For California:
Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
For Ohio:
Expected base pay rates for the role will be between $110,000 and $160,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
For Colorado:
Salary range for the position: $120,000 and $170,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close January 15th, 2026.
For Illinois
Salary range for the position: $130,000 and $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings
For Maryland:
Salary range for the position: $135,000 and $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
For Massachusetts:
Expected base pay rates for the role will be between $130,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
For Minnesota:
Salary range for the position: $120,000 and $170,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
For New Jersey:
Salary range for the position: $150,000 and $210,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
For New York:
Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
For Vermont:
Expected base pay rates for the role will be between $130,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
For Washington:
Salary range for the position: $150,000 and $210,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$150k-210k yearly Auto-Apply 59d ago
Financial Advisor
Northwestern Mutual 4.5
Grand Rapids, MI job
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$52k-92k yearly est. Auto-Apply 15d ago
Retirement Planning Consultant (Traverse City, MI)
Transamerica 4.1
Home, MI job
Job Family
Business Development / Direct Sales
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
Provides dedicated on-site support, educational and advisory services for a major client at one or more locations. Ensures that overall program objectives are met, including the delivery of quality group educational meetings and one-on-one retirement meetings. Serves as a trusted connector to Transamerica products and services for retirement advice.
Responsibilities:
Develop and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (i.e. retirement outlook, increase participant deferral rates, etc.).
Develop and manage client relationships from an educational perspective; build and foster productive relationships with Human Resources, management team and participants.
Conduct group education meetings, deliver workshops, webinars and enrollment meetings to achieve client and Transamerica goals.
Conduct one-on-one retirement planning meetings with client employees.
Use Transamerica products and services to help participants deliver a strategy to meet retirement objectives.
Provide participants with insight into the funds offered under each client plan, including fund objectives and performance.
Identify asset retention needs and initiate discussions with participants, including opening and funding solutions as an IAR and/or referring opportunities to the Transamerica Advice Center. Retain assets in plan and roll plan assets to an IRA under DOL fiduciary advice rules.
Explain and ensure participants understand product options; make appropriate recommendations.
Work with participants with multi-product needs and connect with other product specialists as needed.
Maintain current and accurate records to document progress towards goals.
Promote, educate and enroll participants into Managed Advice; provide on-going financial and planning support to participants in the Managed Advice program.
Provide ongoing support to high value participants that leave their employer and choose to keep assets within the Transamerica plan.
Hold regular meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders.
Participate in projects for the expansion or enhancement of the Retirement Education and Planning Services organization.
Qualifications:
Bachelor's degree in a related field or equivalent business experience.
FINRA Series 6 or 7.
FINRA Series 63 or obtain within six months.
Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC.
Three years of financial services or related experience.
Strong communication and interpersonal skills.
Presentation skills to support the sales process.
Self-motivated to drive toward set targets.
Organization and time-management skills.
Ability to quickly learn new systems/technology.
Preferred Qualifications:
Certified Financial Planner (CFP)
Working Conditions:
Remote environment.
Onsite as needed (Client Locations).
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The Salary for this position generally ranges between $66,000 - $80,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion.
This position is also currently eligible for performance incentives. Specifics will be reflected in individual incentive plan documents.
This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
$66k-80k yearly Auto-Apply 60d+ ago
Insurance Sales Representative-Onsite
Western & Southern Financial Group 4.8
Fremont, MI job
The licensed sales representative will sell Gerber Life Insurance products direct to consumer from various lead sources including, but not limited to, DRTV, direct mail, internet, partnership marketing and existing GLIC customers. The sales representative is responsible for taking care of the initial call driver and cross-selling other Gerber Life products as needs of the customer are developed. From time to time, an Insurance Sales Representative will handle service calls as they come in through the sales lines or as needed to help reduce service call volume. This position is fast-paced and demands sharp sales skills in order to identify and sell to the needs of our customers.
Responsibilities
What you will do
The licensed sales representative will sell Gerber Life products directly to consumers from various lead sources, including direct response television ads (DRTV), direct mail, internet, partnership marketing and existing Gerber Life customers.
The sales representative is responsible for serving our customers at the highest level, based on the needs of the customer, which may include various types of sales and service functions, since a portion of our marketing efforts drive service calls into the Contact Center.
This position is fast-paced and demands sharp sales skills and product knowledge in order to identify and sell to address the needs of our customers and to provide excellent customer service.
Sales representatives will identify customer needs and the value of our products through great conversations.
Sales representatives are expected to make recommendations that address the customer's needs, while also promoting business growth and goal achievement.
The job responsibilities include: inbound and outbound sales and service call processing, completing new insurance applications by keying information into our electronic database, and selling policies to new prospects and existing customers by using a proven consultative sales approach.
Sales representatives will be responsible for handling calls within the regulatory and compliances guidelines to ensure accuracy.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Qualifications
3-plus years' sales experience. - Required
Insurance industry experience and knowledge.
Must be able to work a variable schedule including evenings and some Company Holidays.
Willing and able to adhere to procedures, rules of conduct in a fast-paced inside sales environment.
Proven experience in an environment of self-discipline and self-reliance to work without direct supervision.
Experienced in the use of successful sales techniques.
Contact center experience and knowledge preferred.
Proven ability to follow a customized sales process.
Demonstrated bilingual competency considered a plus (English and Spanish).
Proven ability to learn and retain new information quickly and independently.
Proven to be highly effective and efficient with respect to behaviors that drive results on a consistent basis.
Demonstrated strong desire to succeed with a track record of over-achieving sales targets.
Motivated by the ability to earn money.
Demonstrated strong and accurate business English, verbal and written communication skills (grammar and spelling).
Demonstrated excellent listening skills.
Demonstrated strong sales acumen with the ability to analyze and make decisions.
Demonstrated ability to multitask efficiently.
Life and Health Insurance License Required at time of hire.
Further, within 15 business days from start date in a position covered by this Policy, associates must have and maintain their Life and Health Insurance License in good standing in the state in which they reside, as well as be appointed in at least 39 states, which must include four (4) of the following six (6) key states: California, Florida, Georgia, New York, North Carolina and Texas
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
$46k-66k yearly est. Auto-Apply 5d ago
Sr. Software Engineer Mainframe (Onsite)
Western & Southern Financial Group 4.8
Fremont, MI job
This role is critical for accelerating end-end life insurance processing and the company's industry leading position by bringing incremental software changes to market. The ideal candidate is an industry-proven, hands-on, well-rounded senior leader of software engineering by trade specializing in COBOL application development and mainframe modernization to run end-end life insurance policy administration.
Responsibilities
What you will do:
Individual contributor collaborating with a team of 7-10 engineers performing rapid agile software development to advance life insurance policy administration capabilities for the company.
Individually performs legacy policy administration COBOL application development to run all end-end life insurance processing (product config, billing, collections, policy servicing, claims). Collaborates with peers to integrate with upstream and downstream systems that enable end-end life insurance processing (upstream new business, self service and payment applications as well as downstream workflow, document generation, document fulfillment, general ledger, reinsurance, etc. systems).
Individually contributes to the execution of the roadmap for mainframe-based life insurance policy administration software modernization transformation (legacy policy administration applications support 500 operators handling 1 million calls per year to service 3.8 million policies). Specifically collaborates with and leads the evolution of batch-centric processing to real-time enablement to meet instant gratification demand of consumers and the industry.
Collaborates with all Gerber Life teams to advance the policy administration application architecture by evaluating, selecting and introducing new technologies that enable new capabilities (IMS and VSAM replacement with DB2, CICS replacement with web technologies, z/OS Connect for mainframe API introduction, IBM MQ and ESB introduction for effective integration with external systems, etc.).
The individual in this role grows the ADSD agile and analytical mindset and perpetuates the ADSD "can-do" spirit with existing employees and contractors.
Participates in aligning the organizational design with the changing technical landscape while selectively recruiting and hiring like-minded new engineers.
Individually manages product and sprint backlogs as needed to deliver software change.
Performs and owns 100% of assigned development and support work.
Responsible for estimating new work to meet demand for policy administration software change.
Satisfies all new work demand within funding based on those work estimates..
Leads teams by example using all people, process and technology advantages across the company.
Individually adheres to all designs, policies, procedures and standards for data security and regulatory compliance.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
M.S. Computer Science, less than a Master's degree may be acceptable if accompanied by other technical training, relevant certifications, or extensive experience in positions that demonstrate required abilities and performance. (Required)
Typically requires at least 7 years of software engineering change management experience with at least 5 years in a leadership setting with executive level reporting experience. (Required)
Typically requires 5 years of custom DTC and agency end-end life insurance software change management and large-scale internal and public facing service engineering. (Required)
Typically requires 3 years leading a team of COBOL policy administration software engineers utilizing both waterfall and agile Scrum delivery frameworks. (Required)
Must have the ability to simplify large-scale system change related needs to minimize total cost of ownership (ensuing overhead).
Must have an agile mindset and insatiable passion for innovation, agile delivery methods and continuous integration.
Must be an autonomous team player able to lead effectively while solidifying working relationships at all levels of the organization.
Legacy Policy Admin: Mainframe CICS, APS, IMS, VSAM and JCL
New: Mainframe COBOL w/ MicroFocus, Web UI, DB2, zOS Connect, IBM MQ
Familiarity with JavaScript or TypeScript (Angular), AJAX, HTML, CSS, Java, Spring and / or .NET, C# / C++
Docker, GIT, Maven, Jenkins, JIRA
Cloud exposure (Azure preferred)
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
$89k-107k yearly est. Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Grand Rapids, MI job
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.