Vice President, Primary Casualty
San Jose, CA jobs
Vice President - General Liability, Territory Lead
Golden Bear Insurance Company (Hybrid)
About the Company
Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence.
About the Role
We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams.
Responsibilities
Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives.
Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory.
Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities.
Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines.
Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture.
Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks.
Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards.
Qualifications
Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role.
Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks.
Broker Relationships: Established network of wholesale brokers.
Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams.
Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills.
Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals.
Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus.
Pay range and compensation package
Competitive compensation package with performance-based incentives.
Comprehensive benefits, including health, dental, and vision insurance.
401(k) with company match.
Professional development opportunities.
Collaborative and entrepreneurial company culture.
Equal Opportunity Statement
Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Vice President, Primary Casualty
San Francisco, CA jobs
Vice President - General Liability, Territory Lead
Golden Bear Insurance Company (Hybrid)
About the Company
Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence.
About the Role
We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams.
Responsibilities
Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives.
Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory.
Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities.
Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines.
Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture.
Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks.
Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards.
Qualifications
Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role.
Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks.
Broker Relationships: Established network of wholesale brokers.
Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams.
Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills.
Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals.
Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus.
Pay range and compensation package
Competitive compensation package with performance-based incentives.
Comprehensive benefits, including health, dental, and vision insurance.
401(k) with company match.
Professional development opportunities.
Collaborative and entrepreneurial company culture.
Equal Opportunity Statement
Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Vice President, Primary Casualty
Santa Rosa, CA jobs
Vice President - General Liability, Territory Lead
Golden Bear Insurance Company (Hybrid)
About the Company
Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence.
About the Role
We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams.
Responsibilities
Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives.
Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory.
Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities.
Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines.
Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture.
Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks.
Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards.
Qualifications
Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role.
Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks.
Broker Relationships: Established network of wholesale brokers.
Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams.
Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills.
Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals.
Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus.
Pay range and compensation package
Competitive compensation package with performance-based incentives.
Comprehensive benefits, including health, dental, and vision insurance.
401(k) with company match.
Professional development opportunities.
Collaborative and entrepreneurial company culture.
Equal Opportunity Statement
Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Vice President, Primary Casualty
Fremont, CA jobs
Vice President - General Liability, Territory Lead
Golden Bear Insurance Company (Hybrid)
About the Company
Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence.
About the Role
We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams.
Responsibilities
Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives.
Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory.
Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities.
Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines.
Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture.
Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks.
Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards.
Qualifications
Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role.
Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks.
Broker Relationships: Established network of wholesale brokers.
Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams.
Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills.
Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals.
Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus.
Pay range and compensation package
Competitive compensation package with performance-based incentives.
Comprehensive benefits, including health, dental, and vision insurance.
401(k) with company match.
Professional development opportunities.
Collaborative and entrepreneurial company culture.
Equal Opportunity Statement
Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Director of Microsoft Service Engagement
Phoenix, AZ jobs
Oscar is working with a leading IT consulting organization that is looking for an experienced Director of Microsoft Engagement to join their team.
We are looking for an energetic, visionary leader to oversee and expand our Microsoft services portfolio, with an emphasis on Azure and Microsoft 365. This Director-level position is responsible for elevating our Microsoft practice-driving revenue growth, increasing certification attainment, advancing technical capabilities, and strengthening our standing within the Microsoft partner ecosystem. The ideal candidate combines strategic thinking, business development expertise, marketing awareness, and technical fluency to transform a growing practice into a top-tier Microsoft partnership.
Key Responsibilities:
Guide the overall direction, expansion, and operational success of the Azure and M365 services practice.
Create and execute 1-year and 3-year plans that align with corporate goals and market opportunities.
Identify new service opportunities and emerging trends within the Microsoft ecosystem.
Partner with Sales and Marketing to develop targeted go-to-market strategies.
Work closely with prospects to understand their business objectives and translate them into clear solution requirements and product specifications.
Offer expert guidance on solution architecture, implementation strategies, and integration of our software and blockchain-driven technologies.
Partner with product, engineering, and sales teams to design tailored solutions that meet customer needs.
Respond to technical RFPs, develop solution proposals, and assist in planning and executing proof-of-concept (POC) engagements.
Streamline and enhance presales and service delivery processes.
Qualifications:
7+ years of leadership experience within a technology services or consulting environment.
Demonstrated success scaling an Azure and/or Microsoft 365 practice.
Strong understanding of Microsoft Partner Center, CSP programs, and managed services operations.
Proven ability to develop business, build client relationships, and influence stakeholders.
Experience creating and implementing sales enablement and training programs.
Strong foundation of Microsoft certifications (personally or within teams).
Strong analytical and reporting skills, with experience presenting to executive leadership.
Ability to travel for client meetings and Microsoft events.
Recap:
Location: Fully Remote
Type: Full time Permanent
Rate: $150k - $170k annual base salary dependent on relevant experience
If you think you're a good fit for the role, we'd love to hear from you!
Director - Head of Construction Project Management
San Jose, CA jobs
Head of Projects Director required by Global Real Estate firm in San Jose, CA
Your new company
Our client, a leading global provider of workplace and Real Estate solutions, is seeking a strategic and people-focused Director, Head of Projects, to lead a high-performing construction project management division. This is a rare opportunity to step into a business-critical leadership role overseeing a diverse portfolio of fast-paced, short-duration commercial construction projects across multiple clients and sectors, including Healthcare, Biotech, Education & Tech.
Your new role
This is not a hands-on project manager position. Instead, the Head of Projects will:
Lead and mentor a team of project managers, ensuring consistent delivery excellence
Oversee the business unit's project revenue plan, forecasting, and backlog execution
Serve as the internal authority on pricing, risk, and proposal strategy
Build and grow long-term client relationships that drive repeat business and new opportunities
Collaborate cross-functionally with account leaders and sales teams to align delivery with growth targets
Step in to support complex or at-risk projects only when necessary
What you'll need to succeed
8-12+ years of experience in construction project management, with at least 5 years in a leadership role
Proven success managing high-volume, short-duration projects across sectors like healthcare, life sciences or education
Deep knowledge of contracts, pricing, risk, and team structure
Strong leadership, mentorship, and organizational skills
Exceptional relationship-building abilities and a track record of generating work through trust and performance
Degree in engineering, architecture, or construction management preferred; certifications (PMP, CCM) a plus
MEP commissioning & HVAC knowledge is highly attractive
What you'll get in return
Up to $225,000 base salary DOE experience plus unmatched bonus program and comprehensive benefits
Autonomy and influence in shaping a high-performing division
Visibility and impact across a diverse client base and project portfolio
A collaborative, forward-thinking culture backed by a global industry leader
Ambition matched with an unlimited fast-growth career path
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Director Investment Operations
Springfield, IL jobs
The Director of Investment Operations is a strategic leadership role responsible for managing and enhancing investment operations, reporting, compliance, and policy governance. This position serves as a key liaison across internal departments, external stakeholders, and regulatory bodies. The role oversees all aspects of investment operations, from daily reporting and audits to strategic initiatives including financial modeling, regulatory monitoring, and process improvement aligned with Sarbanes-Oxley (SOX) and disaster recovery standards.
Key Responsibilities:
Operational Leadership & Compliance
Lead the execution of investment reporting functions related to risk and compliance management of investment holdings.
Oversee daily operational reporting including trades, unsettled transactions, pricing, unrealized gains/losses, watchlists, and performance monitoring.
Maintain and ensure compliance with investment policies, guidelines, and investment management agreements.
Coordinate front and middle office procedures in alignment with SOX and disaster recovery protocols.
Oversee Know Your Customer (KYC) operations, state deposit management, and collateral operations including those for FHLB.
Supervise subscription agreements, alternative fund documentation, and other administrative support related to CMLs and derivatives.
Regulatory and Audit Management
Lead internal and external audits (STAT & GAAP), regulatory requests (SEC and State DOIs), state exams, and SOX responsibilities.
Monitor pronouncements and regulatory changes issued by the National Association of Insurance Commissioners (NAIC) and ensure compliance.
Coordinate private placement documentation, private letter rulings, and investment-related legal transfers.
Strategic Analysis & Forecasting
Lead financial forecasting, investment modeling, and scenario analysis to support strategic decision-making.
Serve as primary contact for all investment data requests, internal and external.
Provide insights to support investment policy adherence and performance evaluations.
Stakeholder Coordination
Serve as the central point of contact for investment operations-related queries and issue resolution.
Coordinate and deliver data for Board and Investment & Finance (I&F) presentations, and support departments such as Actuarial, Accounting, Treasury, Financial Planning, and external consultants.
Facilitate valuation processes and portfolio pricing with vendors and third-party systems including Bloomberg, BlackRock Solutions (BRS), and custodians.
Process Improvement
Drive continuous improvement by updating operational procedures and documentation.
Maintain the Master Contact List and ensure consistency in communications and system access across all stakeholders.
Qualifications:
Bachelor's degree in Accounting, Finance, or Business is required; Master's degree preferred.
7-10 years of progressive experience in investment operations, with a strong focus on risk and performance reporting.
Experience in managing teams and cross-functional initiatives.
Strong understanding of STAT and GAAP accounting principles, SOX compliance, and regulatory frameworks including NAIC, SEC, and State DOI.
Proficiency in investment systems and tools such as Bloomberg, BRS, and performance analytics platforms.
Exceptional analytical, communication, and organizational skills.
Ability to work effectively in a fast-paced, dynamic environment with multiple priorities.
Pay Range:
$99,100.00 - $140,000.00
Salary is commensurate to experience, location, etc.
#APP
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy
Director, Actuarial Pricing
Remote
About PURE
Since PURE's launch in 2006, we've been on a continuous journey to deliver exceptional service to our members by alleviating stress, solving challenges, and removing friction from the insurance process. Backed by Tokio Marine, one of the world's largest and most respected insurers, we combine entrepreneurial agility with the strength and stability of a global brand. We're proud to be recognized for our creativity and innovation, designing member-focused tools and services that reflect our relentless focus on creating more value for our members.
About the Role
We are seeking a Director, Actuarial Pricing who will play a central role in shaping PURE's pricing strategy across Homeowners, Auto, Excess Liability, and other lines of business. This position is ideal for someone who enjoys analytical work, building sound methodologies, and balancing countrywide pricing strategy with state-level execution.
You will be a key contributor to the Actuarial Pricing team, working closely with actuaries, analysts, and product managers. Your work will help ensure that PURE's pricing remains competitive, compliant, and aligned with our long-term objectives.
What You'll Do
Manage and lead a team of analysts producing pricing analyses across Home, Auto, and Excess lines of business.
Develop and refine pricing methodologies to strengthen PURE's actuarial framework.
Conduct countrywide pricing studies and ad-hoc analyses that guide strategic decision-making.
Partner with product and actuarial teams to align pricing approaches with PURE's goals and member needs.
Oversee state-level pricing and filing responsibilities, ensuring accuracy and regulatory compliance.
Build tools and processes that enhance efficiency and consistency across pricing work.
Clearly communicate results, recommendations, and timelines to management and key stakeholders.
Maintain awareness of industry trends, regulatory developments, and market dynamics that influence pricing.
What We're Looking For
A strong preference for candidates who are located in Chicago, Boston, or White Plains, NY and able to work a hybrid in-office/remote schedule.
5+ years of actuarial pricing experience in P&C insurance, preferably in Personal Home and/or Auto lines of business.
FCAS or near-FCAS designation within the Casualty Actuarial Society.
Strong knowledge of actuarial ratemaking methodologies and best practices.
Proven ability to apply analytical and quantitative skills to complex problems.
Experience with SAS, SQL, R, Python, or other data analysis tools.
Strong communication skills, with the ability to explain technical findings to both actuarial and non-actuarial audiences.
Ability to lead and collaborate in a team-oriented environment.
The base salary for this role can range from $150,000 to $175,000 based on a full-time work schedule. An individual's ultimate compensation will vary depending on job-related skills and experience, geographic location, alignment with market data, and equity among other team members with comparable experience
Want to Learn More?
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[Our Leadership]
Auto-ApplyAccounting Operations Director
Bloomington, IL jobs
Experience more with a career at COUNTRY Financial! We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients.
About the role
Provides strategic leadership and oversight to teams managing core operational accounting functions including disbursements, agency compensation, internal control performance, account reconciliations, and monthly close activities. Serves as the primary leader for our Accounting System (Workday), ensuring robust support, governance, and optimization. Drive the accounting strategy and execution for enterprise-wide system implementations, partnering cross-functionally to ensure alignment with organizational goals. Direct the development, implementation, and continuous improvement of processes to enhance operational efficiency and financial transparency. Finally, select, develop, and evaluate personnel to ensure the efficient and effective operations of these functions.
How does this role make an impact?
* Oversees accounting activities ensuring compliance with regulations and adherence to Statutory Accounting Principles (SAP), Generally Accepted Accounting Principles (GAAP) and/or tax guidance.
* Establishes and maintains a robust financial control environment to safeguard organizational assets and ensure data integrity. Ensures the delivery of accurate, timely reports to support internal decision-making and maintain regulatory compliance.
* Oversees the preparation of financial statements, tax returns, and other regulatory filings.
* Drives process improvements and oversees system implementations and enhancements to meet accounting requirements and/or streamline accounting workflows.
* Manages the implementation and maintenance of disaster recovery plans and activities in assigned areas. Maintains current contact information for all employees in applicable areas and communicates with non-recovery employees during a disaster.
Do you have what we're looking for?
* Typically requires 12+ years of relevant experience or a combination of related experience, education and training, including management experience.
* CPA designation required.
#LI-CORP
Base Pay Range:
$164,800-$226,600
The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.
Incentive Pay:
In addition to base salary, this position is eligible for both a Short-Term Incentive plan and a Long-Term Incentive plan.
Why work with us?
Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.
You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.
COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.
Accounting Operations Director
Bloomington, IL jobs
Experience more with a career at COUNTRY Financial!
We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients.
About the role Provides strategic leadership and oversight to teams managing core operational accounting functions including disbursements, agency compensation, internal control performance, account reconciliations, and monthly close activities. Serves as the primary leader for our Accounting System (Workday), ensuring robust support, governance, and optimization. Drive the accounting strategy and execution for enterprise-wide system implementations, partnering cross-functionally to ensure alignment with organizational goals. Direct the development, implementation, and continuous improvement of processes to enhance operational efficiency and financial transparency. Finally, select, develop, and evaluate personnel to ensure the efficient and effective operations of these functions.How does this role make an impact?
Oversees accounting activities ensuring compliance with regulations and adherence to Statutory Accounting Principles (SAP), Generally Accepted Accounting Principles (GAAP) and/or tax guidance.
Establishes and maintains a robust financial control environment to safeguard organizational assets and ensure data integrity. Ensures the delivery of accurate, timely reports to support internal decision-making and maintain regulatory compliance.
Oversees the preparation of financial statements, tax returns, and other regulatory filings.
Drives process improvements and oversees system implementations and enhancements to meet accounting requirements and/or streamline accounting workflows.
Manages the implementation and maintenance of disaster recovery plans and activities in assigned areas. Maintains current contact information for all employees in applicable areas and communicates with non-recovery employees during a disaster.
Do you have what we're looking for?
Typically requires 12+ years of relevant experience or a combination of related experience, education and training, including management experience.
CPA designation required.
#LI-CORP
Base Pay Range:
$164,800-$226,600
The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.
Incentive Pay:
In addition to base salary, this position is eligible for both a Short-Term Incentive plan and a Long-Term Incentive plan.
Why work with us?
Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.
You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.
COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.
Auto-ApplyDirector, Portfolio Administration
Silver Spring, MD jobs
Job DescriptionUllico, Inc., one of the nation's largest sources for real estate first mortgage financing, is actively recruiting a Director, Portfolio Administration, to join a group that manages a $4.4 billion portfolio. Ullico's Real Estate Debt Group offers construction and permanent debt financing for commercial real estate. This position manages the tracking of Ullico loan commitments to ensure funding availability, as well as provide liquidity forecasting. Provides departmental activity and reports used by senior management and other business units. Manages paper and electronic real estate loan files from application status to payoff. Directs filing procedures, monitor documents, resolve issues and exceptions. Participates in loan closings. Ensures loan compliance based upon established policies and procedures in addition to standards and conditions. Manages internal and external audits for loan functions and files.Responsibilities:
Manage applications and commitments through loan closing and funding. Monitor documentation completeness, including the review of applications and commitments for inclusion of required information. Monitor distribution and receipt of applications, commitments and modification letters. fees, and expiration dates.
Prepare and provide various critical monthly commitments, production and liquidity reports for management. Research, investigate and resolve issues. Supervise the communication and coordination of the timely collection of information to meet reporting deadlines.
Manage and supervise Administrative Assistant. Establishes and maintains ongoing communication with staff regarding performance expectations, organization and department goals and career objectives. Provides training resources, mentoring, and employee development plans and prepares and communicates performance appraisals as appropriate or required. Documents and communication disciplinary actions as necessary.
Responsible for coordination, maintenance and oversight of loan document storage operations. Directs filing structure and conformity to identify real estate audit standards. Establish files and collect appropriate documentation.
Process and monitor required commitment fees. Balance various income accounts to ensure agreement with the trial balance. Verify pre & post-closing receipts. Monitor and request disbursement of funds on co-investment commitments.
Assist loan closer to ensure conformity to standards and provide backup in working with Regional Vice Presidents and third parties involved in the loan closing process.
Maintain exception reports. Initiates follow-up plans and contacts appropriate parties.
Perform other similar and related duties as required.
Minimum Qualifications:
Bachelor's degree in Business Administration, Finance, Real Estate or a related field.
7 to 10 years of progressive experience in commercial real estate portfolio management, lease administration, or asset management.
Strong understanding of lease structures, reconciliation, operating expense analysis and financial reporting.
Strong analytical and problem-solving abilities with attention to accuracy and data integrity.
Demonstrated ability to lead and develop high-performing teams, fostering collaboration and accountability.
Excellent communication and presentation skills with the ability to influence stakeholders and sr. management.
Strategic thinker capable of aligning portfolio operations with broader organizational skills.
Strong organizational and project management skills; ability to manage multiple priorities in a fast-paced environment.
Salary Range:$120,000 - $130,000 (depending on relevant experience, skills, and credentials). This position is eligible to participate in Ullico Inc.'s (“Ullico”) annual incentive compensation program. An incentive award is contingent upon Ullico meeting financial goals set by the Ullico Board of Directors and your individual performance. The elements of the program, including eligibility, the range of potential incentive compensation, and the factors that determine the payment, will be shared with you after you become employed.For over 95 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement. From insurance products for members, leaders and employers, to investments that have created thousands of union jobs, our customers continue to count on Ullico to protect them. The Ullico Inc. family of companies includes The Union Labor Life Insurance Company; Ullico Casualty Group, Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc. Visit ***************
We offer a competitive starting salary and an outstanding benefits package including:· Health/Dental/Vision· Pension· 401K· Health Savings Account· Life Insurance· Paid Time Off Ullico is an Equal Opportunity Employer. This organization participates in E-Verify.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Director, Portfolio Administration
Silver Spring, MD jobs
Ullico, Inc., one of the nation's largest sources for real estate first mortgage financing, is actively recruiting a Director, Portfolio Administration, to join a group that manages a $4.4 billion portfolio. Ullico's Real Estate Debt Group offers construction and permanent debt financing for commercial real estate. This position manages the tracking of Ullico loan commitments to ensure funding availability, as well as provide liquidity forecasting. Provides departmental activity and reports used by senior management and other business units. Manages paper and electronic real estate loan files from application status to payoff. Directs filing procedures, monitor documents, resolve issues and exceptions. Participates in loan closings. Ensures loan compliance based upon established policies and procedures in addition to standards and conditions. Manages internal and external audits for loan functions and files.Responsibilities:
Manage applications and commitments through loan closing and funding. Monitor documentation completeness, including the review of applications and commitments for inclusion of required information. Monitor distribution and receipt of applications, commitments and modification letters. fees, and expiration dates.
Prepare and provide various critical monthly commitments, production and liquidity reports for management. Research, investigate and resolve issues. Supervise the communication and coordination of the timely collection of information to meet reporting deadlines.
Manage and supervise Administrative Assistant. Establishes and maintains ongoing communication with staff regarding performance expectations, organization and department goals and career objectives. Provides training resources, mentoring, and employee development plans and prepares and communicates performance appraisals as appropriate or required. Documents and communication disciplinary actions as necessary.
Responsible for coordination, maintenance and oversight of loan document storage operations. Directs filing structure and conformity to identify real estate audit standards. Establish files and collect appropriate documentation.
Process and monitor required commitment fees. Balance various income accounts to ensure agreement with the trial balance. Verify pre & post-closing receipts. Monitor and request disbursement of funds on co-investment commitments.
Assist loan closer to ensure conformity to standards and provide backup in working with Regional Vice Presidents and third parties involved in the loan closing process.
Maintain exception reports. Initiates follow-up plans and contacts appropriate parties.
Perform other similar and related duties as required.
Minimum Qualifications:
Bachelor's degree in Business Administration, Finance, Real Estate or a related field.
7 to 10 years of progressive experience in commercial real estate portfolio management, lease administration, or asset management.
Strong understanding of lease structures, reconciliation, operating expense analysis and financial reporting.
Strong analytical and problem-solving abilities with attention to accuracy and data integrity.
Demonstrated ability to lead and develop high-performing teams, fostering collaboration and accountability.
Excellent communication and presentation skills with the ability to influence stakeholders and sr. management.
Strategic thinker capable of aligning portfolio operations with broader organizational skills.
Strong organizational and project management skills; ability to manage multiple priorities in a fast-paced environment.
For over 95 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement. From insurance products for members, leaders and employers, to investments that have created thousands of union jobs, our customers continue to count on Ullico to protect them. The Ullico Inc. family of companies includes The Union Labor Life Insurance Company; Ullico Casualty Group, Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc. Visit ***************
We offer a competitive starting salary and an outstanding benefits package including:· Health/Dental/Vision· Pension· 401K· Health Savings Account· Life Insurance· Paid Time Off Ullico is an Equal Opportunity Employer. This organization participates in E-Verify.
Auto-ApplyDirector of Treasury
Pekin, IL jobs
You spend at least a third of your day at your job. You might as well spend it doing something you really love while working with a team you really enjoy being with, right? That's the kind of atmosphere we offer at Pekin Insurance-fun, fast-paced, gratifying, supportive, and collaborative.
Of course, it's not all fun and games. Insurance is a serious business, and we pride ourselves on making people's lives whole again after a major disaster or even a fender bender. It's that sense of helping people that makes our team want to do our best every day.
If you want to be excited about starting your workday and are ready to make a real difference in people's lives, this could be the right spot for you.
This is your opportunity to belong, thrive, and make a difference-right here at Pekin Insurance.
Position Overview
The Director of Treasury is responsible for the determination of cash requirements, short-term cash investments, and maintenance of appropriate cash flow. Establishes short-term borrowing needs and recommends short-term investment initiatives. Directs and manages operations of the treasury function and prepares and analyzes department reports, financial accounting records, cash flow analysis, credit agreement compliance, and projections.
Essential Job Functions
* Manages day-to-day operations and transactions of the Treasury Department
* Coaches and develops treasury staff
* Focuses on company-wide liquidity needs and repositions available liquidity to yield a higher return for the organization
* Works closely with all existing and new banking and investment manager relationships
* Works closely with CFO on reviewing and managing the enterprise investment portfolio
* Manages all cash management functions including cash collections, wires and account funding
* Ensures adequate liquidity for working capital needs and invest short-term excess cash
* Forecasts cash sources and uses and investment returns
* Oversees cash management banking and financial institution relationships; negotiates bank and service fees
* Implements new bank technologies, products and services to improve the cash cycle and simplify company operations
* Prepares and presents to the CFO weekly company-wide cash flow report
* Develops reporting package on company's liquidity and key cash management operating metrics
* Leads and enhances internal processes to drive operational efficiency and to ensure compliance with internal policies, controls and procedures
* Develops and monitors treasury operational policies
* Performs other duties as assigned
Education & Experience
Required
* Bachelor's degree in Accounting, Finance, or Business
* Requires 8+ years relevant work experience
* 5+ years of experience leading and managing teams
Preferred or Specialized
* Master's degree in Accounting, Finance, or Business preferred
* Chartered Financial Analyst (CFA)
Certifications & Licenses
* Certified Treasury Professional (CTP) or similar
Knowledge, Skills & Abilities
Demonstrated skill in:
* leadership and collaboration
* managing one's own time and working independently
* financial analysis
Demonstrated ability to:
* be creative and willingness to promote change
* analyze, organize and prioritize work while meeting multiple deadlines
* communicate effectively in both oral and written form
* read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
* analyze and prepare documents, reports, and correspondence
* effectively present information and respond to top management, public groups and/or board of directors
* compute rate, ratio and percent and to draw and interpret spreadsheets
* show extensive persuasive abilities, tact, and be able to communicate with personnel at all levels of the organization
Demonstrated knowledge of:
* Microsoft Office software
* Statutory Accounting Principles (SAP)
* Generally Accepted Accounting Principles (GAAP)
* Overall Treasury
Applicants must be authorized to work in the U.S. without sponsorship now or in the future.
Salary Range:
* $155,000 - $190,000 per year
* This range is based on the expected level of experience and skills for this position. Final compensation will depend on individual qualifications.
* This position is bonus eligible
Benefits:
* Health, Dental and Vision Insurance
* Generous 401(k) with company match
* Paid Time Off (PTO) with Paid Holidays
* Flexible/Hybrid Work Schedule
* Paid Volunteer Program
For more information about the benefits we offer, please visit our Careers Page.
Director of Treasury
Pekin, IL jobs
You spend at least a third of your day at your job. You might as well spend it doing something you really love while working with a team you really enjoy being with, right? That's the kind of atmosphere we offer at Pekin Insurance-fun, fast-paced, gratifying, supportive, and collaborative.
Of course, it's not all fun and games. Insurance is a serious business, and we pride ourselves on making people's lives whole again after a major disaster or even a fender bender. It's that sense of helping people that makes our team want to do our best every day.
If you want to be excited about starting your workday and are ready to make a real difference in people's lives, this could be the right spot for you.
This is your opportunity to belong, thrive, and make a difference-right here at Pekin Insurance.
Position Overview
The Director of Treasury is responsible for the determination of cash requirements, short-term cash investments, and maintenance of appropriate cash flow. Establishes short-term borrowing needs and recommends short-term investment initiatives. Directs and manages operations of the treasury function and prepares and analyzes department reports, financial accounting records, cash flow analysis, credit agreement compliance, and projections.
Essential Job Functions
Manages day-to-day operations and transactions of the Treasury Department
Coaches and develops treasury staff
Focuses on company-wide liquidity needs and repositions available liquidity to yield a higher return for the organization
Works closely with all existing and new banking and investment manager relationships
Works closely with CFO on reviewing and managing the enterprise investment portfolio
Manages all cash management functions including cash collections, wires and account funding
Ensures adequate liquidity for working capital needs and invest short-term excess cash
Forecasts cash sources and uses and investment returns
Oversees cash management banking and financial institution relationships; negotiates bank and service fees
Implements new bank technologies, products and services to improve the cash cycle and simplify company operations
Prepares and presents to the CFO weekly company-wide cash flow report
Develops reporting package on company's liquidity and key cash management operating metrics
Leads and enhances internal processes to drive operational efficiency and to ensure compliance with internal policies, controls and procedures
Develops and monitors treasury operational policies
Performs other duties as assigned
Education & Experience
Bachelor's degree in Accounting, Finance, or Business
Requires 8+ years relevant work experience
5+ years of experience leading and managing teams
Preferred or Specialized
Master's degree in Accounting, Finance, or Business preferred
Chartered Financial Analyst (CFA)
Certifications & Licenses
Certified Treasury Professional (CTP) or similar
Knowledge, Skills & Abilities
Demonstrated skill in:
leadership and collaboration
managing one's own time and working independently
financial analysis
Demonstrated ability to:
be creative and willingness to promote change
analyze, organize and prioritize work while meeting multiple deadlines
communicate effectively in both oral and written form
read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
analyze and prepare documents, reports, and correspondence
effectively present information and respond to top management, public groups and/or board of directors
compute rate, ratio and percent and to draw and interpret spreadsheets
show extensive persuasive abilities, tact, and be able to communicate with personnel at all levels of the organization
Demonstrated knowledge of:
Microsoft Office software
Statutory Accounting Principles (SAP)
Generally Accepted Accounting Principles (GAAP)
Overall Treasury
Applicants must be authorized to work in the U.S. without sponsorship now or in the future.
Salary Range:
$155,000 - $190,000 per year
This range is based on the expected level of experience and skills for this position. Final compensation will depend on individual qualifications.
This position is bonus eligible
Benefits:
Health, Dental and Vision Insurance
Generous 401(k) with company match
Paid Time Off (PTO) with Paid Holidays
Flexible/Hybrid Work Schedule
Paid Volunteer Program
For more information about the benefits we offer, please visit our Careers Page.
Director- East Coast Hull & Liabilities
Glastonbury, CT jobs
About Us We're not like other insurance companies. From our specialty products to our business model, our culture to our results - we're different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn't just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.
RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar - a testament to our culture and validation of our reputation as an excellent underwriting company.
Position Purpose
We are seeking a highly experienced and market-savvy Director of Ocean Marine Underwriting to lead our Hull & Liability (H&L) portfolio on the East Coast. This position will play a critical role in shaping our Ocean Marine strategy, building regional distribution, and leading a high-performing underwriting team. It will require both strategic oversight and hands-on underwriting for complex marine accounts, with a focus on commercial marine operations.
The ideal candidate brings deep technical knowledge in Hull & Liability, broad market relationships across the Northeast from the Mid-Atlantic up through New England, and proven experience in managing underwriting teams and driving profitable growth.
Principal Duties & Responsibilities
* Lead the underwriting strategy and execution for the Hull & Liability segment within the Ocean Marine product line, ensuring profitable portfolio growth.
* Underwrite and oversee complex new and renewal submissions across commercial marine risks, including tugs, barges, workboats, and marine liabilities.
* Develop and maintain strong relationships with key producers, particularly regional retail agents and marine specialty wholesalers, to increase quality submission flow.
* Drive regional distribution by identifying underserved markets and building broker relationships.
* Oversee and mentor underwriters, providing technical guidance, training, and performance management to ensure consistent underwriting discipline.
* Monitor market trends, loss experience, and legal developments to support pricing, coverage, and product strategy.
* Represent the company at industry functions and with key accounts to strengthen market presence and reputation.
* Collaborate with senior leadership to deliver on P&L goals, contribute to product development initiatives, and ensure alignment with broader business objectives.
* Participate in strategic projects and lead initiatives related to process improvement, systems enhancement, or market expansion.
Education & Experience
* Bachelor's degree in Insurance, Business, or a related field required; advanced degrees or marine insurance certifications preferred.
* Minimum 8+ years of commercial marine underwriting experience, with supervisory or team leadership responsibilities.
* Expertise in Hull & Liability underwriting is essential; cargo experience is a plus.
* Demonstrated track record of profitable portfolio management, broker development, and team leadership.
* Existing relationships with marine wholesalers and regional retail agents, particularly in the Northeast and Mid-Atlantic, preferred.
Knowledge, Skills, & Competencies
* Deep technical understanding of Ocean Marine underwriting, especially Hull & Liability exposures, rating methodologies, and loss trends.
* Strong market presence and ability to generate new business opportunities through trusted broker relationships.
* Strategic thinker with the ability to lead a team, coach talent, and make sound risk decisions.
* Excellent communication and negotiation skills with the ability to represent the company externally and advocate internally.
* Analytical skills to assess complex risks and inform pricing, coverage terms, and portfolio-level decisions.
* Comfortable with data tools and technology platforms to monitor performance and support reporting needs.
Compensation Overview
The base salary range for the position is listed below. Please note that the base salary is only one component of our robust total rewards package at RLI. The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs. The below range may be modified in the future.
Base Pay Range
$179,000.00 - $255,736.00
Total Rewards
At RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.
Financial Incentives
* Annual bonus plans
* Employee stock ownership plan (ESOP)
* 401(k) - automatic 3% company contribution
* Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Work & Life
* Paid time off (PTO) and holidays
* Paid volunteer time off (VTO) to support our communities
* Parental and family care leave
* Flexible & hybrid work arrangements
* Fitness center discounts and free virtual fitness platform
* Employee assistance program
Health & Wellness
* Comprehensive medical, dental and vision benefits
* Flexible spending and health savings accounts
* 2x base salary for group life and AD&D insurance
* Voluntary life, critical illness, & accident insurance for purchase
* Short-term and long-term disability benefits
Personal & Professional Growth
RLI encourages its employees to pursue professional development work in insurance and job-related areas. We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement. RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs. RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications. Our personal and professional growth benefits include:
* Training & certification opportunities
* Tuition reimbursement
* Education bonuses
Diversity & Inclusion
Our goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry. Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results.
RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
Auto-ApplyDirector Technical Services
Columbus, OH jobs
About PHOENIX
PHOENIX Retail, LLC is a retail platform operating the Express and Bonobos brands worldwide. Express is a multichannel apparel brand dedicated to a design philosophy rooted in modern, confident and effortless style whether dressing for work, everyday or special occasions. Bonobos is a menswear brand known for being pioneers of exceptional fit and a personalized, innovative retail model. Customers can experience our brands in over 400 Express retail and Express Factory Outlet stores, 50 Bonobos Guideshops, and online at *************** and ****************
About Express
Express is a multichannel apparel brand dedicated to creating confidence and inspiring self-expression. Since its launch in 1980, the brand has embraced a design philosophy rooted in modern, confident and effortless style. Whether dressing for work, everyday or special occasions, Express ensures you look and feel your best, wherever life takes you.
The Company operates over 400 retail and outlet stores in the United States and Puerto Rico, the express.com online store and the Express mobile app.
Responsibilities
The Director of Technical Services is a leader responsible for developing and managing the foundational IT functions. This includes Telecommunications, Networking, Database Management, IT Operations, Client Engineering, Disaster Recovery, Service Desk, IT Support Applications, Hardware Deployment and DevOps. You will ensure these critical services form a robust digital backbone, enabling business agility and innovation.
This role demands significant business acumen coupled with deep technical expertise. You will play a key role in defining the strategic and tactical direction for these functions, overseeing their continuous evolution and operational excellence. This position requires active cross-functional engagement at all organizational levels, with a demonstrated focus on, and experience with, retail business processes, high-performance technical operations, and inspiring people leadership-particularly in dynamic, fast-paced environments.
The ideal candidate is a transformative leader and mentor who isn't afraid to roll up their sleeves when necessary, while also serving as an expert in relevant technical domains. You will be deeply involved in resolving complex enterprise-wide technical challenges, and collaborate directly with key vendors and business partners. You will also be instrumental in the collaborative process of shaping and managing annual capital and expense budgets, as well as multi-year strategic roadmaps.
This is a high-visibility, mission-critical role within the organization, including 24x7 management responsibilities within a collaborative team environment.
KEY RESPONSIBILITIES
Develops, implements, and manages technical operations in support of business requirements.
Drives strategic initiatives within the team and supports the strategic initiatives.
Establishes and cultivates relationships with peers within and beyond the Technology organization.
Leads and oversees the implementation and ongoing management of support functions and solutions supporting all Phoenix Retail Brands.
Facilitates the creation of relevant multiyear, strategic roadmaps
Drive the adoption and maturity of DevOps principles and practices across the organization, promoting continuous integration, continuous delivery, infrastructure as code, and automation of operational tasks. Collaborate closely with development teams to streamline release cycles and improve system reliability.
Leads and assists the troubleshooting of technical or operational problems and takes corrective action as necessary to resolve. Serves as a key member of the Incident Management team focused on rapid service restoration when disruptions occur.
Responsible for performance, capacity, monitoring and upgrades necessary to enable successful organizational execution and end-user productivity. Directs and ensures successful team execution on multiple projects and support functions simultaneously.
Ensures team compliance with applicable change and incident management policies when implementing system changes and addressing problem resolution. Manages team to ensure security, compliance and operational stability and sustainability is a focus behind everything we do.
Supports multiple sites and remote associates.
REQUIRED EXPERIENCE & QUALIFICATIONS
Education: Bachelor's in Computer Science, IT, or relevant area of study
Experience: 10+ years hands-on experience with IT Infrastructure and technical design, deployment, operational management and troubleshooting
Experience: 7-10 years supervising or managing a team of technical engineers
Demonstrated ability to create multiyear, strategic plans leveraging technology in service of business objectives
Significant knowledge of networking, compute, storage and database technologies
Significant knowledge of IT facility management and complex support functions
Ability to maintain confidentiality with sensitive customer and internal information
Proven ability to work collaboratively / cross functionally and influence stake holders; manage and balance stakeholder expectations
Demonstrated ability to analyze and improve complex processes with a track record of successfully leading and delivering projects
Ability to manage projects and multiple tasks in an organized fashion
Ability to consistently support and lead teams on daily basis, or during emergencies, and regularly provide honest, direct feedback
Superior communication skills both written and verbal
Effective communication, teamwork, and problem-solving skills
Excellent organizational, planning, and coordination skills
Strong interpersonal skills and ability to build collaborative relationships
Experience working in the retail industry required
CRITICAL SKILLS & ATTRIBUTES
Approaches obstacles proactively and looks for ways to resolve problems and issues
Ability to multi-task and re-prioritize as needed
Ability to meet deadlines, prioritize, cope with change and maintain composure under pressure
Desire to take full ownership of assigned projects and ability to work independently or as a member of a team
Accountable for results
Ability to multi-task and manage multiple projects simultaneously
Possesses a sense of urgency; self-motivated and detail-minded
Solid verbal presentation, group dynamic, and facilitation skills
Proactive approach to resolving problems and issues
Dedication to meeting requirements of internal and external customers, responding to all customer requests promptly and thoroughly
Closing
If you would like to know more about the California Consumer Privacy Act click here.
An equal opportunity employer, PHOENIX does not discriminate in recruiting, hiring or any other terms and conditions of employment hiring on the basis of any federal, state, or locally protected characteristic. PHOENIX only hires individuals authorized for employment in the United States. PHOENIX is committed to providing reasonable accommodation to individuals with disabilities. If you need an accommodation to search and apply for a job position due to a disability, please call ************** and say 'Associate Relations' or send an e-mail to ****************************** and let us know the nature of your request and your contact information.
Notification to Agencies: Please note that PHOENIX does not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, PHOENIX will not consider or approve payment to any third-parties for hires made.
Auto-ApplyHedging Director (ALM)
Cincinnati, OH jobs
The role combines technical expertise with leadership to drive data-informed product decisions and risk management strategies. A core responsibility will include establishing and strengthening all insurance product hedging programs including variable annuities and index options hedging while developing comprehensive performance reporting for key stakeholders.
The ideal candidate possesses deep knowledge of life and annuity products, demonstrated expertise in both static and dynamic hedging strategies for indexed and variable insurance products, and exceptional communication skills to influence decision-making across all levels of the organization. Success in this role requires both analytic rigor and the proactive ability to translate complex concepts into clear recommendations.
Position Location:
This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home.
What you do:
Manage and enhance the Life and Annuity Index Hedging program, including operational components and related product hedges.
Advocate for actions to be taken by various stakeholders based on ALM (Asset Liability Management) and hedging risks and emerging issues.
Cultivate a high-performance environment focused on collaboration and continuous improvement.
Deliver comprehensive reporting to stakeholders on key ALM and hedging metrics.
Lead the discussion around renewal rate strategy impact on ALM strategy.
What you bring:
Bachelor's degree in actuarial science, mathematics, statistics, or equivalent required.
FSA (Fellow, Society of Actuaries), CFA (Chartered Financial Analyst), CQF (Certificate in Quantitative Finance) designations or equivalent experience required.
7-10 years of ALM and/or hedging experience with life or annuity products required.
Demonstrated ability to drive proactive decisions improving ALM & hedging required.
Demonstrated ability to influence across departments required.
Exceptional analytical and problem-solving capabilities with solution implementation experience required.
Strong communication skills (both written and verbal) with ability to present complex concepts to diverse audiences required.
Advanced knowledge of financial frameworks (GAAP, STAT) and actuarial modeling desired.
Experience with Prophet desired.
Ability to build economic models using stochastic processes (both real world and risk neutral) desired.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time:
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being:
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)
For your professional growth:
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community:
Matching donations program
Paid volunteer time- 8 hours per month
For your family:
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Director, Corporate Financial Planning & Analysis
Hartford, CT jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Finance and Accounting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$104,000.00 - $171,700.00
**Target Openings**
1
**What Is the Opportunity?**
Travelers' financial analysis team translates raw numbers into actionable insights to tell the story of past financial results and forecast possibilities into the future. The team acts as an independent party to collaborate with business partners and enable them to make informed decisions rooted in economic reality.
As Director, Corporate Financial Planning & Analysis, you will design, model, and present financial reports to assigned business area(s) and proactively identify trends and impacts on the business to inform decisions. You will collaborate with business partners across the segments and support areas for various monthly and quarterly analyses and deliverables, such as expense reporting and Management and Operating Committee presentations on a monthly basis, the Financial Brief, Annotated Supplement, and other analyses on a quarterly basis, as well as the Annual and Multi-Year Plans. As a collaborative partner to the business, you will help advance team objectives and business outcomes by interpreting, communicating, and applying analyses in a way that resonates with the intended audience. You will also review and approve team member's interpretations of trends in business performance. This position may manage finance professionals.
**What Will You Do?**
+ Synthesize reports generated into impactful exhibits, insightful results/observations, and actionable recommendations to influence business partners and management, ensuring quality control/accuracy.
+ Review team members' reports and provide coaching and feedback on accuracy and presentation.
+ Execute identified analyses aligned with broad business objectives.
+ Perform testing and validation of data and analyses and identify gaps and limitations in data sets while recommending potential alternatives.
+ Prepare and present influential financial insights to senior financial leaders and/or functional teams, answering most questions.
+ Direct the creation of complex analyses to influence business strategy.
+ Review competitor press releases, SEC filings, and industry trade press for helpful insights, linking key themes together and identifying applicability to departmental strategies. Push insights up to management in a timely manner and/or dive deeper into an actionable insight.
+ Lead projects that analyze and implement complex business and financial regulatory changes relating to financial reporting, such as reorganizations, mergers and acquisitions, etc.
+ Provide coaching, training, and mentoring.
+ If a manager of people, effectively oversee and engage direct reports and perform management activities such as performance management, career development, and talent acquisition.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree in Finance, Accounting, Economics, or pursuing a Master's in Business Administration with a concentration in finance or accounting or professional designations such as CPA, CMA or comparable advanced professional education.
+ Extensive experience with Financial Analysis concepts, principles, processes, applications and accounting practices and principles, preferably with some exposure to the P&C insurance industry.
+ Excellent communication skills with the ability to influence across all levels of management.
+ Proven leadership skills with the ability to mentor and develop employees.
+ Excellent analytical skills with the ability to evaluate and understand current data and systems, find opportunities, recommend changes, and translate into business impacts.
+ Experience leading and managing multiple complex projects simultaneously and follow through to ensure timely completion.
+ Experience using Microsoft Office (e.g., Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g., TM1, Essbase, Hyperion, etc.).
+ Ability to quickly gain an understanding of Travelers' business strategy and plan objectives to align with enterprise goals.
**What is a Must Have?**
+ Five years of finance, financial planning, accounting, or related experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Director, Data Services
Davenport, IA jobs
BITCO Corporation, headquartered in Davenport, Iowa, is seeking a Director, Data Services to join our team. With 11 branch offices in 10 states, BITCO provides quality insurance services to special industries including Construction, Forest Products, and Oil & Gas.
Position Summary:
The Director, Data Services will lead the organization in the Company's data strategy, service management, and delivery functions. This is a key role responsible for establishing and executing a comprehensive data vision, ensuring the availability/scalability, quality, security, and accessibility of data across the organization. The position will lead a team of data professionals and collaborate closely with business units, IT teams, and partner teams to unlock the full potential of the organization's data assets. This role will drive the critical importance of using data in driving the organization's business success and delivering exceptional value to our customers.
Primary Responsibilities:
Design, recruit, and provide leadership to the Data Services team, which includes Data Scientists, Engineers, Architects, Analysts, and other Data Professionals
Lead the design and maturity of the organization's Data Services journey though assessments, strategy, and year-over-year roadmaps
Develop and maintain the enterprise data delivery architecture vision, strategy, and roadmap, ensuring alignment with business and analytics teams and while providing a clear direction for storage, curation, consumption, and tools
Develop and implement comprehensive standards and metrics surrounding data governance, data integrity/quality, , data integration, and data delivery
Establish and maintain data governance policies, standards, and best practices/procedures to ensure data accuracy, consistency, integrity, security, and compliance with relevant regulations. Implement data quality frameworks and processes
Oversee the design and implementation of robust and scalable data architectures, data models, and database systems that meet the current and evolving needs of the business
Envision, socialize, and architect scalable solutions driving data excellence and the future incorporation of AI, ML disciplines in a business practical approach that drives value
Partner with Cybersecurity to ensure the security and privacy of all data assets, implementing and enforcing data security policies and procedures in collaboration with the security team
Develop and implement strategies to improve data accessibility for business users and analytics teams, enabling self-service capabilities where appropriate. Oversee the continuous delivery of timely and accurate data sets and reports
Evaluate and manage relationships with external data vendors and service providers
Collaborate with architects to define data models, data flows, and data integration strategies that align with the overall enterprise architecture
Effectively communicate the data strategy, progress, and challenges to executive leadership and other stakeholders. Collaborate with business units to understand their data needs and provide solutions
Stay up to date on the latest trends and technologies in data management and analytics, identifying opportunities to modernize our data infrastructure, service offering, and support processes
Conceptualize and model legacy application data migration to SaaS platforms utilizing cloud partners to minimize on-premise data while improving service offering
Maintain standards, execution, and inventory of interfaces with external products (on premise or in the cloud) while maintaining overall performance and appropriate response to business intelligence/analytics users
A deep and through understanding of how BITCO creates value for its stakeholders in order to properly prioritize and sequentially staff data services initiatives through FTE/FTC/Partnership alliances
Drive a culture of data-driven decision making and data literacy in alignment with BITCO's strategic objectives
Maintains current company and department procedures. Assigns work, provides training and feedback to team members, and conducts timely and appropriate evaluations of job performance in the department
As a management representative, consistently acts in the best interest of BITCO and provides leadership and communication to actively promote BITCO's mission, values, and culture
All other functions and duties as assigned
Qualifications:
Bachelor's degree in Computer Science, Information Systems Management, Business Administration, related field, or equivalent experience required
At least 10+ years' of experience within complex data environments including design, integration, curation, consumption, database management, security and monitoring controls, and management information systems
At least 5+ years' of experience in a leadership role incubating, scaling, and overseeing data services and related functions
Up-to-date practical knowledge of AI/ML technologies and their trends including vendors, libraries, tools used to drive real business value
Deep understanding of data governance principles, data quality management, and data security best practices.
Proven experience in designing and implementing data architectures, data models, and database systems (both relational and non-relational)
Strong knowledge of data integration tools and techniques (e.g., ETL, ELT, data warehousing).
Experience with cloud-based data platforms and services (e.g., AWS, Azure, GCP)
Excellent leadership, communication, and interpersonal skills, with the ability to build and motivate high-performing teams.
Strong analytical and problem-solving skills with a strategic mindset. Prior experience in the insurance industry is preferred, with an understanding of insurance data and regulatory requirements
Director - Claim Services
Canton, MA jobs
All Boston Mutual employees who interact with our policyholders, our producers and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.
The following statements represent what Boston Mutual stands “FOR” - it is what makes us different and better in the market we serve.
We are FOR being a progressive life insurance company dedicated to offering financial peace of mind to working Americans and their families.
We are FOR providing practical and affordable products designed for those we serve.
We are FOR making it easy to secure a level of financial protection with a portfolio of products - beginning with life insurance - via enrollment and billing options at the workplace.
We are FOR providing a personalized customer experience to our policyholders and producers.
We are FOR acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve - representing the goodness of mutuality in all we do.
We do our best to:
Demonstrate a desire to assist.
Listen to understand and respond empathetically.
Explain things in a manner that is easy to understand.
Be knowledgeable students of our business.
Take full ownership to resolve questions and issues.
Be professional, polite and courteous.
Leave our customers and associates “better than where we found them.”
The Director - Claim Services plays a pivotal role within Boston Mutual, responsible for managing and overseeing of all aspects of the Claims Service team for Life and Accident Claims. This includes setting strategic direction, managing claims operations and ensuring regulatory compliance and an exceptional customer experience. This position reports directly to the Executive Vice President of Customer Experience. This role will also manage our external claims partners.
Claim Processing :
Directs and oversees the handling of all insurance claims.
Ensure timely and accurate claim processing.
Implements processes and procedures for all aspects of claims.
Address and resolve complex customer issues and escalations
Consults with Legal and other experts to direct investigations and resolve complex and litigated claims.
Financial Management :
Develops and implements claims department policies, procedures, budgets and goals in alignment with the corporate strategy
Monitor claim processing and ensure accurate financial reporting.
Work with finance teams to reconcile accounts and manage cash flow related to Claims payments.
Implement and oversee claim payment plans and structures.
Identifies emerging issues and trends in claims that may impact company practices and processes.
Compliance and Risk Management :
Ensure all Claim processing activities comply with regulatory requirements and company policies.
Stay informed about changes in regulations affecting Claim services.
Develop and implement risk management strategies to minimize financial and operational risks working closely with Underwriting and Legal to teams.
Reporting and Analytics :
Develop and monitor key performance indicators (KPIs) related to Claim services.
Prepare regular reports on Claim stats, reconciliations, and financial performance.
Analyze data to identify trends, opportunities for improvement, and areas of concern
Team Management:
Manage the overall performance of the entire Claim Services Team.
Conduct performance reviews, quality assessments, and individual coaching meetings to support team member growth and development.
Encourage collaboration among the leadership team within the Customer Experience department to support cross-team strategies, problem solving and workflow efficiency.
Foster a positive employee culture; including coaching and motivating employees to perform at their best.
Provide guidance and support to team members in handling complex cases through effective deployment of the Lead staff position.
Monitor and adjust staffing and work assignments, including scheduling, time and attendance, in order to meet business needs.
Collaborate closely with the Lead positions to develop and improve/maintain team efficiency, quality and training.
Participate in the budget process and perform periodic analysis of staffing needs as required.
Develop, monitor and provide regular reports reflecting results compared against departmental KPIs.
Lead the documentation of procedures, identifying areas for improvement and fostering knowledge sharing within the team.
Resolve escalated issues by effectively interacting with internal and external Customers.
Supporting, developing and executing the company's strategic business plans
Represent the team in special projects and meetings as required.
Qualifications
Education: College degree (Business Administration, Accounting) preferred; 7+ years' experience
Experience: Minimum of 7 years of equivalent business experience required. 5+ years of leadership experience required.
The experience should ideally include progressively responsible roles with increasing levels of leadership and management responsibilities. Direct experience in team management, case handling, process improvement, and customer retention strategies is highly valued.
Knowledge
Extensive knowledge in Insurance contracts, guidelines, practices and procedures.
Excellent interpersonal skills and the ability to effectively build and extend relationships.
Demonstrated proactive approaches to problem-solving with a strong decision-making capacity; demonstrated ability to take initiative with a “can do” attitude.
Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to context, substance and detail.
Excellent written/verbal communication skills.
Shows initiative with the ability to create and implement changes that will improve workflow.
Working knowledge of Boston Mutual insurance products as well as administrative systems and process preferred.
Exceptional skills using MS Office.
Certifications/Licensures: LOMA or other insurance designation preferred
Other Information:
Hybrid Work ModelAt our Canton location, employees will be on site Monday - Thursday. At our Omaha location, employees will be on site 2 days per week.Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace.#LI-Hybrid
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