Teachers Insurance & Annuity Association of America jobs in Lewisville, TX - 43 jobs

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people-and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to join our coalition of champions. This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. But this is so much more than a call center job. As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping TIAA deliver its mission of providing guaranteed income for life. Beyond that, you will set your career on an exciting new path in the financial services industry. Over 1600 current associates began their TIAA journeys in our National Contact Center (NCC) and later changed course, ultimately arriving in entirely different career destinations including sales, learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the same financial security we work to provide our clients. From our industry-leading pension program and family support benefits to making it easy to perform your best wherever you work, our experience is designed to set associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered. Great Financial Services Consultants bring a wide range of experiences - there's no blueprint, although there are skills and qualities we look for: - Strong customer service mindset - Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and able to work well in a structured operational environment - Able to communicate clearly and professionally verbally and in writing - Ability to prioritize multiple tasks and navigate multiple business systems - Demonstrate care, compassion, and empathy - A learner's mindset, being coachable and open to feedback - Performs well in a scheduled work environment - Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice. Key Responsibilities and Duties Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning Understands participant needs and outlines appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanations. Answers participant questions by communicating financial plan details and providing further explanation when necessary. Executes transactions and service requests on behalf of participant. Maintains records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed. Refers participant to business partners when appropriate to help participant achieved their desired outcome. Educational Requirements Associate's Degree or Equivalent Experience Preferred Work Experience No Experience Required FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 5IC Other Notes: Hybrid office presence. Candidates with SIE may be eligible for a $1500 bonus. The Start Date will be April 13th, 2026. Hours of operation are Mon - Fri between 7:00 am to 9:00 pm Central Time. Must be able to successfully complete employment screening, including a Credit Report background check. Interview will be in-person. TIAA offers competitive compensation for this role by continually assessing market data and reflecting that in our pay ranges. Financial Consultants are paid at a base pay rate determined by your relevant experience and market data associated with the position and hiring location. Our total compensation package includes an hourly rate plus an annual bonus with a target of 15% of your base pay and eligible earnings. The potential total compensation range for this position based on the target bonus rate is between $47,000 and $66,700. Related SkillsAdaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness Anticipated Posting End Date: 2026-02-06Base Pay Range: $22.60/hr - $28.85/hr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Regional Business Development Executive- Texas HSB, a Munich Re company, is a specialty insurer and risk solutions provider known for its industry-leading equipment breakdown coverage. We combine deep engineering expertise with cutting-edge technology to help clients prevent loss and ensure operational resilience. Our offerings include equipment breakdown insurance and other specialty coverages (cyber, EPLI, service line, home appliances), along with a suite of risk management services powered by 1,200 engineers and inspectors, IoT sensors, AI, and predictive analytics. HSB is redefining insurance by focusing on prevention-not just protection. Candidates located in Texas are strongly preferred. About the Role The Regional Business Development Executive - Specialty Insurance is an individual contributor responsible for driving profitable growth and retention of specialty commercial insurance products, initially focusing on Cyber, Energy, and Equipment Breakdown (EB) lines. The role involves developing new business, managing key broker relationships, and supporting client retention. Success requires a strategic, consultative approach and collaboration with underwriting, engineering, claims, and other business units to deliver market-relevant solutions. Key Responsibilities Identify, engage, and secure new business opportunities with larger local, regional, and national firms across multiple lines of business (EB, Cyber, Energy, Property). Develop strong relationships across both retail and wholesale distribution channels, emphasizing IDC and Business Unit Select firms. Manage the full new business sales cycle: pipeline development, qualification, proposal delivery, and binding of key accounts. Coordinate with underwriting to structure solutions aligned with appetite and profitability targets. Manage renewals for existing accounts within the assigned territory. Lead account review and stewardship meetings with brokers and insureds. Identify and pursue opportunities for account growth, including coverage enhancements and cross-sell potential. Partner with underwriting and claims to address account-specific needs and ensure high service standards. Build and maintain productive relationships with key broker contacts at both the retail and wholesale levels. Represent the company at industry events, broker summits, and client-facing meetings. Provide clear and consistent communication back to internal stakeholders regarding broker needs and feedback. Develop and maintain a territory plan that prioritizes growth opportunities based on market potential. Monitor production metrics and contribute to regional sales reporting and forecasting. Adjust strategies based on evolving market conditions and internal underwriting direction. Partner with underwriting, claims, marketing, and product teams to deliver a coordinated client experience. Share market feedback and competitive intelligence to support continuous product and service improvement. Participate in internal planning, pipeline reviews, and cross-functional sales initiatives. Education and Experience Bachelor's degree in sales or marketing preferred. 10+ years of professional experience in the Property & Casualty or Surplus Line industries. General knowledge of property casualty insurance. Specific knowledge of EB, Cyber, Property, Predict and Prevent capabilities, Energy. Ability to assess and understand workflows. Consultative selling and presentation skills. Extensive product knowledge of HSB products and ability to identify potential Munich Re cross-sell opportunities. Territory/client management skills. Strong written and verbal communication skills. Experience working with larger local, regional, and national brokerages. At The Hartford Steam Boiler, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The work environment characteristics, and any physical and mental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. Apply Now Save job

ESSENTIAL DUTIES & RESPONSIBILITIES: Collaborate with the Service Team to ensure the following processes are completed Oversee and Manage the Process: Ensure you have a clear understanding of the new business and renewal accounts assigned to you. Keep track of all accounts and their respective timelines to ensure timely processing. Primary Contact with Service Team: Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination. Review Submissions to the Insurance Market: Thoroughly review submissions to ensure accuracy and completeness. Familiarize yourself with account details to negotiate effectively. Facilitate Insurance Placement Strategy Calls: Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account Submit submissions to market Prepare and submit all necessary documentation to the insurance market. Follow up with markets in a timely manner to ensure progress Negotiate Coverage, Terms, and Pricing: Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients. Explore creative solutions to meet client needs effectively Review Exposures, Forms, Terms, and Conditions: Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs. Provide Quote Comparisons and Proposals: Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making. Generate a professional final proposal with the best recommendation(s) for the client Create schematics for shared/layered programs Bind Orders: Finalize and complete bind orders once terms are agreed upon. Review binder and invoices for accuracy. Management Systems Understand Agency Management System and document the placement process Ongoing Communication: Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly. Teamwork Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to: Attend Insurance Placement Team meetings as appropriate Collaborate with producers/account managers and other placement colleagues on market strategy for accounts Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer Build and maintain strong working relationships within the insurance market Participate in carrier meetings to stay informed about current market conditions and appetites Treat clients, prospects, and company employees with courtesy and respect. Contribute to development and education of colleagues Support other offices/regions as needed Technical Expertise Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to: Analyze insurance quotes and recommend terms and conditions Communicate and negotiate with insurance markets through strategy Ability to pivot when faced with challenges Maintain and develop knowledge of policy forms and endorsements Design insurance program for client based on defined needs Identify and address any coverage gaps with account service teams and insurance markets Become a subject matter expert and resource in areas of interest or technical capability REQUIREMENTS: Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license Minimum of 4-6 years of experience in middle market Business Insurance Demonstrate ability to multi-task, prioritize work effectively with little to no direction. Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies. Demonstrate proactive work style Ability to learn, analyze and comprehend various lines of insurance and communications Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************

All locations Amelia, United States; Atlanta, United States; Dallas, United States; Denver, United States; Des Moines, United States; Fort Worth, United States; American Modern Insurance Group, Inc., a Munich Re company, is a widely recognized specialty insurance leader that delivers products and services for residential property - such as manufactured homes and specialty dwellings - and the recreational market, including boats, personal watercraft, classic cars, and more. We provide specialty product solutions that cover what the competition often can't. American Modern Insurance Group is recruiting Seasonal CAT Adjusters to join our CAT team! This is a temporary, full-time position till October/November and will be required to travel for CAT deployments across the United States. As a CAT Adjuster, you will be deployed to the front lines supporting customers in times of need and disaster when they need it the most. We're seeking an individual with excellent decision making skills, the ability to work under pressure, solid organizational skills, exemplary customer service skills, as well as time management skills to balance various tasks. A majority of claims handled would be catastrophe related (Occasionally, adjusters may handle day to day claims) Provide prompt contact and timely adjustment of assigned claims. Handle assigned claims from start to finish, including investigation, documentation, coverage analysis and subrogation/salvage assessment. Perform on-site inspections including carrying and setting up a 40-pound ladder, walking on roofs, and accessing tight spaces. Travel is expected about 75% of the time This career might be right for you if: Previous property claim handling experience is required. Preferably experience CAT property claims experience is required. Ability to perform physical inspections; climb roofs, stoop, bend, etc. Mobile home and Dwelling construction knowledge preferred. You must have a Bachelor's degree or equivalent work/industry experience. A clean driving record and a valid driver's license are required. Proficiency in Symbility, Xactimate or similar estimating platform experience Industry training, coursework, certifications are preferred. (AIC, CPCU, SCLA) Ability to lift, carry, set-up, ascend and descend ladders in excess of 40 pounds. Ability to complete field inspections (scope, diagram and estimate damages) At American Modern, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Apply Now Save job

Company:Marsh McLennan AgencyDescription: JOB TITLE: Benefits Associate JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Benefit Point & ImageRight Enter client data into Benefit Point adequate to complete following: RFP's Prospect/opportunity Report Update Client Rates and Plans Customer Service Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline. Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline Assist bSwift team with set-up of client website as directed Maintain on-line client binder as per department guidelines Manage workflows as per activities created as per Benefit Timeline Marketing Request for Proposal (RFP) - Create and release to Carriers by due date as per Benefit Timeline Create and maintain marketing binder as per Department Guidelines and Benefit Timeline Follow up with carriers to ensure they have everything needed to quote, submit any missing information, review quotes as they are received to ensure they are correct and received by the deadline as per RFP timelines. Spreadsheets - Prepare and review for accuracy as per Department Guidelines and Benefit Timeline. Formal Proposal -Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal. Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal. Communications Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline. Enrollment Meetings - Conduct enrollment meetings as necessary Reporting ICAF/Milliman/DMW - Gather Data necessary and submit to carriers. Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline. Aggregate Reports - Upon request of Account Executive, create the aggregate report that uses in their analysis to the client. Initiate stewardship report from workflows and activities in Benefit Point. Compliance Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline Schedule A's - Compile Data from Carriers and submit Schedule A's to client as per Department Guidelines and Benefit Timeline Annual Notices - Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Executive to ensure annual distribution as appropriate. Technical Expertise Expand Technical skill set by participating in technical skill development. Complete Bisys Correspondence courses for major lines of business (i.e., Health Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account). Initiate participation in the GBA certification. Participation in the EBIA Webinars for 12 hours of CE Provide support to Sr. Account Consultant or Account Executive as directed. REQUIREMENTS: Education: College Degree Preferred Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills. Ability to demonstrate cooperation and effective communication with clients, vendors and internally with coworkers. Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness. Operational knowledge of various Windows-based application programs such as Excel, Word, Power Point, etc. Willing to work overtime due to the cyclical nature of business(primarily August thru December) We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** .

Company:MercerDescription: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will support markets in Dallas, Houston, Missouri, Iowa, Chicago, & Minnesota. This is a hybrid role that has a requirement of working at least three days a week in one of these offices. As a Lead Health & Benefits Consultant, you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will the subject matter expert to our clients and negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients. We will count on you to: Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. Develop sophisticated benefits design and renewal strategies, driving the creation of tools and solutions to address complex client issues. Determine the full scope of services provided to clients and set roles/responsibilities within the client team. Effectively communicate Mercer's position on the latest industry trends to clients. Be accountable for revenue and profitability for client accounts and projects. Monitor project success in terms of scope, budget, timeliness, and client satisfaction. Generate sales by expanding revenues from existing clients and leading prospecting efforts with new clients. Set strategic direction and create demand for new products/services in the marketplace. What you need to have: BA/BS degree. Minimum of 10+ years of experience in identifying, designing, recommending, and implementing efficient, innovative business solutions to clients' complex healthcare benefits challenges. Renowned expertise and industry reputation in the health & benefits field. Client-facing experience in a consulting environment. Life & Health License What makes you stand out: Strong, innovative sales and marketing skills, with the ability to effectively market organizational strengths. Superior analytical and mathematical skills, along with strategic planning, communication, and listening skills. Proven management skills in leading large, complex projects. Why join our team: We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #MERHBUS Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Company:Marsh McLennan AgencyDescription: JOB TITLE: Intern JOB TYPE: FLSA Non-Exempt SUMMARY: Responsible for learning and developing tangible skills in the area of Insurance, Risk Management and Employee Health & Benefits. ESSENTIAL DUTIES AND RESPONSIBILITIES: Demonstrates a high level of intellectual curiosity and willingness to learn the business. Consistent and punctual with the submissions of the work assignments to the mentor. Completes weekly activity report and other forms required as learning tools. Relays and applies knowledge acquired in the academic setting to the company setting. Participates in office, carrier, and/or client meetings. Develops and maintains professional relationships with clients. Provides assistance to other colleagues and performs various administrative and other duties as needed. Maintains accountability for his/her actions and activities, both personally and professionally. Adheres to company policies, procedures and rules governing professional staff behavior and abides by company policies governing the observation of confidentiality and the handling of confidential information. JOB SCOPE: Communicates and interacts with all levels of management, colleagues and external customers. Functional responsibilities require basic knowledge of insurance principles and commitment to develop sales knowledge and risk management skills. Must have the ability and desire to perform prospecting calls and attend networking events. Displays resourcefulness in finding solutions for our clients, companies and our Agency. Work is performed in a clean office environment, and may require occasional travel to various sites for organizational and client meetings. The majority of work occurs during regular day hours with extended hours and schedule flexibility necessary to complete projects and to meet department needs. REQUIREMENTS: High School Diploma required. Student entering their junior or senior year or graduating from a 4 year university. Majoring in Risk and Insurance Management or displaying a keen interest in learning insurance, risk management, or financial fields. MINIMUM QUALIFICATIONS: Proficiency with Microsoft Word and Excel. Strong organizational skills and ability to manage multiple priorities. Applied knowledge in the areas of communication, interpersonal relationship management, versatility and creativity. Ability to work effectively in a team environment. PHYSICAL DEMANDS: While performing the duties of this job, the colleague is regularly required to sit. The colleague is often required to stand; walk and stoop, kneel, or crouch. The colleague must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** .

Company:MarshDescription:Job Description For Posting We are seeking a talented individual to join our Construction team at Marsh. This role will be based in one of our Central Zone offices. This is a hybrid role that has a requirement of working at least three days a week in the office. Marsh has a great opportunity for a Project Manager in their Construction Practice. What can you expect? This role provides specific advice, service, and solution delivery to clients and prospects in regards to their program management. Responsible for managing an account load. Viewed as a trusted business advisor and point person by clients through demonstrated practice expertise and ability to manage the breadth of Marsh's resources. Liaison between the Service Offices, Client Executives, Risk Practices, and clients with domestic engagements. Align clients with the appropriate Marsh resources by identifying local and international experts as needed. Partner with the Risk Practices on the placement of business. Interact with insurers to ensure proper documentation is produced. Aid in account retention and growing the business via cross selling. What is in it for you? A company with a strong Brand and strong results to match Culture of internal mobility, collaboration and valued partnership with HR from the business Business Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations Robust benefits package of competitive pay, medical/dental/vision insurance, tuition reimbursement, Employee Stock Purchase Plan, and generous 401k benefits match as well as contribution We will count on you to: Be a member of the project risk advisory team, assisting owners, developers and contractors with wrap-up program design and project administration for large local and national construction projects. This includes execution of Marsh project specific casualty solutions, which can include multi-site and rolling wrap-up programs. The Program Manager is responsible for acting as an advocate and advisor for clients leveraging the full breadth of Marsh's expertise in construction with a particular focus on the Western Region. Engages contractors and subcontractors directly to facilitate participation in clients' wrap up programs. Works closely with Project Administrators in smooth execution of wrap up program. Facilitates carrier audits and program close-outs. Collaborates with other advisory and placement colleagues as needed. What you need to have: Bachelor's degree preferred Preferred minimum 3-5 years working in insurance (wrap/construction insurance and OCIP/CCIP experience needed). Proficiency in Microsoft Word, Excel and Power Point. P&C license required or ability to obtain What will make you stand out: Technical product line experience preferred. Proficiency in Microsoft Word, Excel and Power Point. Highly organized and able to prioritize tasks based on urge Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $92,500 to $197,100.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

The Actuary performs actuarial work related to capital adequacy/financial strength, experience studies, actuarial modeling, asset liability management (ALM), valuation, retirement plan support, product development, pricing, non-guaranteed element determination and other business functions. Under minimal supervision, this job requires compliance with actuary practices and monitoring of changing regulations to ensure consistent compliance and delivery of optimal solutions to both internal and external clients. Key Responsibilities and Duties Develops actuarial analyses with respect to the company's actuarial liabilities and capital position to ensure adequate financial strength of annuity and life insurance product lines, as well as overall financial strength of the company. Performs experience studies and assumption development for the annuity and life insurance lines of business. Develops asset and liability modeling and analyses of annuity and life insurance lines of business including financial projections and stress testing. Works on various ALM projects such as economic scenario generation, duration analysis, and interest rate stress testing. Performs valuations of actuarial reserves and liabilities. Performs asset adequacy testing and analyses of annuity and life insurance lines of business. Tests retirement plans for compliance with non-discrimination rules, calculation of allowable TDA plan contributions, actuarial valuation of defined benefit plans, and analysis of mortality trends and longevity risk. Develops annuity products, pricing, and policyholder illustrations; determination of non-guaranteed elements such as crediting rates and dividend scales. Educational Requirements University (Degree) Preferred Work Experience 4+ years Required 7+ years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Required Experience: 4+ years of Actuarial experience required Associate of Society of Actuaries (ASA) Preferred Experience: 7+ years of Actuarial experience preferred Fellow of Society of Actuaries (FSA) Microsoft Excel, VBA, R, Python, Tableau Familiarity with MG-ALFA Experience with financial projections/planning & analysis, stress testing, capital management In-depth knowledge of US and Bermuda statutory and solvency frameworks for annuity products Excellent communication skills, both verbal and written; ability to effectively relay complex concepts to non-technical audiences Strong critical, analytical, and strategic thinking Self-motivated, able to work both independently and collaboratively, and able to prioritize required tasks appropriately A deep understanding of various aspects of TIAA or other complex financial services organizations (e.g. legal structure, sensitivity of different businesses to economic factors, etc.) Additional Job Responsibilities: Corporate and entity-level financial plans, forecasts, stress testing, prospective solvency analysis; support corporate projects, strategic initiatives, and transactions. As a key user of actuarial models (specifically the M-STAR modeling platform (MG-ALFA)), work with modeling teams to relay requirements, test results, and ensure models appropriately support emerging developments. The ability to intimately learn M-STAR's capabilities will be needed. Effectively communicate, collaborate, and negotiate with various other teams to ensure successful outcomes (Risk Management, GAO, CFP&A, Business Finance Office, Corporate Controllership, Corporate Strategy, Corporate Tax, Actuarial Modeling & Experience Studies, ALM, etc.). Presentations of data and recommendations to committees and other groups. #LI-CS1 Related SkillsAccountability, Actuarial Science, Business Acumen, Collaboration, Communication, Continuous Improvement Mindset, Executive Presence, Financial Acumen, Financial Modeling, Problem Solving, Relationship Management, TIAA Products/Services Acumen Anticipated Posting End Date: 2026-01-31Base Pay Range: $136,000/yr - $164,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Company:MarshDescription: We are seeking a talented individual to join our team at Marsh. This role will be based in Chicago, IL; Detroit, MI; Dallas, TX; Houston, TX; or Cleveland, OH. This is a hybrid role that has a requirement of working at least three days a week in the office. This role supports lead advisory colleagues on construction and wrap-up accounts by understanding clients' strategic priorities, risk strategies, and management needs to deliver tailored solutions. Acts as the primary day-to-day contact, building strong client relationships while managing accounts and coordinating with internal teams and insurers to ensure seamless service delivery and business growth through cross-selling. We will count on you to: Support advisory colleagues on construction/wrap-up books of business by understanding clients' strategic priorities, risk strategies, and management needs to effectively serve them. Utilize risk expertise and industry knowledge to review client exposures and loss experience, developing tailored solutions for standard client requirements. Assist in client presentations and propose innovative solutions to attract new clients and projects, contributing to business growth. Build and maintain strong client relationships, acting as the primary day-to-day contact and trusted business advisor. Manage an account load, coordinating with Service Offices, Client Executives, Risk Practices, and clients to ensure seamless service delivery and alignment with Marsh's resources. Partner with Risk Practices on business placement, interact with insurers to secure proper documentation, and support account retention and growth through cross-selling. Maintain high quality in all client deliverables, including monitoring service delivery and invoicing to ensure client satisfaction. Stay informed on changing market conditions and actively contribute to the firm's knowledge base through internal communication within the product line. What you need to have: 3+ years of insurance industry experience, including a minimum of 1 year in construction/wrap-up Bachelor's degree or equivalent work experience P&C license required or ability to obtain within 90 days of hire What makes you stand out: Ability to build strong relationships with internal colleagues, clients, and carriers through effective collaboration and communication. Self-starter with resourcefulness, bringing proactive solutions and ideas to the firm. Collaborative team player focused on aligning with company goals and making an immediate impact. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $72,500 to $154,300.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Company:Oliver WymanDescription: Drives the delivery of client engagements as “on the ground” managers Acts as key contacts with senior level clients, and provides leverage to the client and the firm by delivering high quality work, developing and capturing intellectual capital and supporting new or expanded business opportunities. Facilitates multiple cross-functional, moderately-sized teams to drive successful completion of results across team members, prepare and maintain project plans, establish project protocols and review results. Provides guidance and coverage for more junior consultants, insight and leverage for Partners. Participates in focused new business development and aspects of the commercial process. Leads firm building activities. About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 6,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on Twitter @OliverWyman. Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary range for this role is $375 hourly. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Vendor Program Sr. Analyst The Vendor Program Senior Analyst job is responsible for building relationships with vendors and third-party service providers, ensuring that they comply with the organization's third-party risk management policies, procedures, and regulations. This job also identifies and evaluates potential vendors and assesses their suitability for the organization's needs. Working under moderate supervision, this job guides business partners and other stakeholders in completing program requirements, maintains the program and procedures, and understands regulatory requirements to ensure compliance. Key Responsibilities and Duties Drives performance and conducts oversight of vendor risk management lifecycle activities including risk assessment, due diligence, ongoing monitoring, issues management, and termination Oversees activities related to the vendor management program framework, training, tools, and systems to ensure compliance Reviews and configures data to ensure quality and accuracy of inputs into the vendor management systems Performs analysis for program reporting and metrics and provides audit and regulatory responses as needed. Assists in vendor issue disposition and resolution Coordinates with other stakeholders including but not limited to sourcing, control partners, and risk partners to ensure smooth collaboration with vendors Escalates issues or delays to management as needed Coordinates with business unit owners and control partners to prepare and present vendor due diligence results to the Supplier Risk Governance Committee as needed Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required Qualifications: 2+ years' experience with vendor risk or operational risk management, audit, or compliance Preferred Qualifications: 3+ years' experience with vendor risk or operational risk management, audit, or compliance Bachelor's Degree in business, legal, or other related discipline Masters / Advance Degree in business, legal, or other related discipline Certified Third-Party Risk Professional (CTPRP) or Certified Regulatory Vendor Program Manager (CRVPM) Knowledge of Microsoft Office tools; specifically, Excel, PowerPoint and SharePoint Experience with Coupa Risk Assess system preferred Knowledge of third party and risk management processes and methodologies preferred #LI-VM1 Related SkillsAccountability, Communication, Critical Thinking, Due Diligence, Executive Presence, General Risk Management, Influence, Negotiation, Relationship Management, Supplier Performance Management, Vendor / Partner Management Anticipated Posting End Date: 2026-01-30Base Pay Range: $59,800/yr - $83,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Company:Marsh McLennan AgencyDescription: Insurance Account Manager Training Program Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager Trainee at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Account Manager Trainee on the AMPD team, you'll learn the workflows and best practices of the customer service side of the insurance industry. In training you will learn to route policy documents and client notices. You must develop a working knowledge of insurance carrier websites and how to navigate them for necessary information. You will follow up with carriers for pending policy coverage changes and cancelations. You'll learn how to review renewal policies and endorsements for quality assurance. You will also be taught how to obtain loss history and how to issue insurance certificates. In addition to leaning the service side of the insurance industry, you will also go through a series of professional development trainings. Our future colleague. We'd love to meet you if your professional track record includes these skills: College degree or some combination of education and comparable work experience preferred Analytical problem-solving capabilities with a certain level of energy to carry out assignments via computer work. Strong accuracy and attention to detail with a degree of cautiousness, as well as a desire to follow procedure. Strong organizational and time management skills with the discipline to stay on-task. These additional qualifications are a plus, but not required to apply: Intermediate computer skills including Word, Outlook & Excel Currently hold, or be able to obtain with 90 days, a Florida 4-40 license and/or 2-20 license We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Health Insurance 401k Professional development opportunities On-site Six week paid parental leave for the birth or adoption of a child Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: ************************************ ********************************** ******************************************************* Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAcampus #MMABI #LI-Onsite #MMABou

Company:Oliver WymanDescription: Oliver Wyman Actuarial - M&A Consulting Actuary - US Life The Actuarial Consulting Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing practice with offices across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. Oliver Wyman provides customized actuarial services and strategic insight, supporting clients as they strive to exceed their business objectives. Our exceptional client and employee retention exemplify our commitment to relationships built on trust, responsiveness and clear communication. The US Life Actuarial Practice of Oliver Wyman works with organizations to manage their insurance risks using advanced actuarial and modeling techniques and has employees across over a dozen offices globally. Responsibilities Develop financial models for mergers, acquisitions, internal and external reinsurance, and other capital markets transactions with minimal oversight Manage actuarial due diligence, including review of actuarial appraisals, product features, experience studies/assumptions, and asset portfolio; breakdown of complex datasets into simple narratives and recommendations Develop executive level management reports, including development of data visualizations Present findings to senior management and C-suite executives Develop network of contacts throughout the industry via participation in deals, industry conferences, and other events Participate in client sales meetings and proposal development Work in partnership with our management consulting and actuarial practices in the US and globally Act as a trusted resource for both clients and junior staff for product- and technical-related actuarial questions Requirements 5+ years of professional experience in financial consulting or insurance - FSA preferred Prior life insurance M&A and pricing experience is required Demonstrated experience in actuarial pricing model development, profitability projections, and data flow management Strong background in risk management, sensitivity analysis, and regulatory compliance testing Proven experience in product development lifecycle and inforce policy management Familiarity with profitability measure calculations and develop sensitivity analyses for a broad range of life insurance and annuity products Broad exposure to life insurance, annuity and/or long-term care knowledge and industry recognition in areas such as product development, valuation, financial reporting, and risk management with subject matter expertise in at least one area Ability to lead and manage projects, including effective delegation and client solution development Exposure to various accounting regimes (e.g. US NAIC, Bermuda EBS, US GAAP, IFRS, Solvency II) Proficiency in financial modeling, pricing, valuation with a focus on base case profitability and stress analysis Ability to deliver against tight deadlines, in fast-paced, demanding environments Detailed oriented with the ability to work on multiple projects concurrently Evidence of intellectual curiosity and ability to think strategically and creatively Self-motivated, an entrepreneurial attitude, and not afraid of long hours Strong communication skills Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing group with offices expanding across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Company:MercerDescription: We are seeking a talented individual to join our Digital Transformation team at Mercer. This role will be based anywhere in the United States. The Lead Consultant, Workday AMS Absence Enablement and Strategy is a new position in Mercer's Workday AMS Consulting organization. This role is designed to elevate the way we deliver Workday AMS by combining functional oversight and execution, consultant enablement, and client facing thought leadership. The individual in this role will ensure quality and consistency by mentoring peers, serving as a SME and escalation point and taking direct leadership of complex cases. They will also develop strategic direction through thought leadership and alignment with Mercer's broader Career and HR transformation offerings. In short, this role bridges execution, enablement and strategy. We will count on you to: Triage incoming Absence tickets, confirming scope. Provide initial estimates and validate effort to ensure realistic client expectations. Monitor ticket progression across the Absence workstream for consistency, quality and timely execution. Serve as the functional domain leader, providing guidance, enablement, and ongoing support to consultants. Mentor and coach team members, fostering skill development and knowledge sharing. Partner with Delivery leadership to ensure resource alignment within functional domains. Act as the escalation point and subject matter expert (SME) for complex or sensitive client issues. Assume direct ownership of high-impact or critical tickets when . Collaborate cross-functionally with other domain leads to ensure seamless client support. Develop and deliver thought leadership content, including webinars, enablement guides, and best practice materials to support AMS clients. Contribute to Mercer AMS packages by driving proactive, one-to-many engagement models. Represent Mercer AMS in industry forums, release overviews, and knowledge-sharing initiatives. Liaise with Mercer's Career business to align AMS functional expertise with broader Mercer offerings. Identify opportunities to expand client value through additional Mercer capabilities. Partner with Customer Success Managers (CSMs) to proactively identify retention and growth What you need to have: Active Workday Certification in Workday Absence (Workday Pro or Workday Partner certifications). 5+ years of experience as a certified Workday consultant at the level of a subject matter expert. 5+ years of post-production support for Workday Absence. Proven ability to mentor, coach, and enable consultants; experience serving as a subject matter expert or escalation point Ability to connect tactical AMS delivery with broader HR/technology transformation initiatives. Excellent written and verbal communication skills are essential Passion for exceptional customer service and customer collaboration Ability to successfully navigate client-facing situations and coordinate support resources Excellent written and verbal communication skills Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.The applicable base salary range for this role is $111,600 to $223,200.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:January 19, 2026

Company:Marsh McLennan AgencyDescription: JOB TITLE: Commercial Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system. As a matter of routine, manages larger and more complex accounts than the Associate Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to: A point of contact with the Producer Initiate correspondence with the marketplace Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance program Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through. Begin to demonstrate a consultative ability to instruct and guide the client Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed. Manage Accounts Receivables Manage Direct Billing with respect to Cancellations Responsible for ensuring the following are accomplished (via delegation to Account Managers or external resources): Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers. Create and complete COPE spreadsheets, as needed. Prepare Loss Summaries Prepare proposals for renewal terms Issue Acord Insurance Binders for renewal terms Initiate Premium Finance Requests Prepare Schedules of Insurance for delivery to client Prepare policies for delivery to client Process Policy Audits and Monthly Reports Identify and resolve Accounting discrepancies Create requests for changes to client's coverages Process mail and phone requests on daily basis Prepare Acord applications Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance Adhere to document retention software documentation guidelines Perform Quality check and control on insurance policies in their entirety In absence of more senior team members, provide direction and guidance to other members when appropriate Teamwork Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to: Delegate tasks to Account Managers, as well as outsourcing teams, as appropriate. Ensure tasks from both Account Manager and outsourcing team are completed as directed Ensure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job Description Treat clients, prospects, and company employees with courtesy and respect. Contribute to a team approach toward meeting goals and providing excellent client service. Coordinate and monitor usage and quality of outsourcing teams Support the training and growth of the Account Manager, being a part of their training and development Technical Expertise Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to: Analyze insurance quotes and make recommendations Comprehend and interpret Insurance Contract requirements for Certificates Communicate with insurance carriers as needed Communicate with clients as needed Client facing meeting as required, either in-house or offsite Become proficient using premium analysis software. Utilize carrier online rating programs as necessary. Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account Manager Design insurance program for client based on defined needs Utilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.) Identify and address any coverage gaps with producer, carrier and client Begin to become subject matter expert and resource in area of interest or technical capability. REQUIREMENTS: Licensed: Texas P&C Agent preferred Education: Bachelor's Degree, preferred Minimum of 5 years of midmarket Commercial Account Manager experience preferred Completion of CIC and CRM preferred Demonstrate ability to multi-task and prioritize work Willingness to work to meet client needs beyond scheduled hours. Proficient at Word, Excel, and current internet technologies. Demonstrate proactive work style - Does not have to be asked or reminded of tasks. Ability to learn, analyze and comprehend commercial lines of insurance. Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness Demonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** .

The Lead Investment Accountant job provides expertise and leads the review of accounting policies and procedures, ensuring they are correctly applied to financial transactions. This job works directly with asset management, portfolio management and acquisition/disposition teams. In addition, this job guides a team to prepare month end closing reports and subsidiary quarterly financial analytics, and reports to senior management ensuring accurate asset evaluations. Key Responsibilities and Duties Reviews Generally Accepted Accounting Principles (GAAP) work papers and supporting schedules to satisfy all investment accounting requirements for internal and external audits. Identifies key financial takeaways and information for joint ventures to ensure compliance with investment accounting policies and procedures (sales, acquisitions, debt refinancing, real estate investment trust (REI) restructuring and financial performance). Reviews frequent and ad hoc financial inquiries into the monthly and quarterly reports, adding value by providing management insight into the activities of the underlying properties. Analyzes calculated unlevered and levered, gross and net portfolio performance returns and property internal rates of return. Provides expertise and advice on modified cash basis accounting information provided by third party management firms to accrual basis to facilitate preparation of fair value GAAP basis financial statements. Manages large processes in reporting and investment accounts, along with guiding and mentoring lower level professionals. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Required Qualifications: 5+ years of accounting and financial statement reporting experience Preferred Qualifications: 7+ years of accounting and financial statement reporting experience Degree in Accounting or Finance Experience in Alternative Investment accounting In depth knowledge of partnership accounting, investment management and alternative products Experience with Global Investment Performance Standards Experience interacting with internal and external auditors Attention to details and ability to multi-task Excellent organization skills Proven track record for managing complex projects and transactions Experience with WSO, Advent Geneva, Efront, MS Suit Additional Responsibilities: Oversee accounting processes for unregistered funds and separate accounts with investments in corporate and convertible bonds, senior loans, collateralized obligations, equity securities, and derivatives Oversee a global team of accounting professionals; provides direction to team for related daily operating activities. Identify areas of improvement and implement necessary enhancements Participate in new product launches and advise on requirements, processes, risks, and costs from a Finance perspective Represent Finance team in technology enhancement working groups Fund financial statement preparation and review Monthly, Quarterly NAV closes Calculation of management, incentive fees Expense tracking and approvals Service provider review Advise clients on various Ad hoc inquiries #LI-KD2 Related SkillsAccountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence, Executive Presence, Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market/Industry Dynamics, Stakeholder Engagement, Story Telling Anticipated Posting End Date: 2026-01-26Base Pay Range: $88,900/yr - $145,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

The Senior Investment Accountant ensures that investment accounting policies and procedures are correctly applied to financial transactions. Under minimal supervision, this job works directly with asset management, portfolio management and acquisition/disposition teams. This job leads a team to prepare month end closing reports and subsidiary quarterly financial analytics, and reports to senior management ensuring accurate asset evaluations. Key Responsibilities and Duties Prepares timely and accurate GAAP work papers and supporting schedules to satisfy all investment accounting requirements for internal and external audits. Reviews financial information for joint ventures to ensure compliance with investment accounting policies and procedures (sales, acquisitions, debt refinancing, REIT restructuring, and financial performance). Incorporates frequent ad hoc financial inquiries into the monthly and quarterly reports, adding value by providing management insight into the activities of the underlying properties. Calculates unlevered and levered, gross and net portfolio performance returns and property internal rates of return. Converts modified cash basis accounting information provided by third party management firms to accrual basis to facilitate preparation of fair value GAAP basis financial statements. Provides guidance to junior Investment Accountants regarding issues that require more advanced knowledge and experience. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC REQUIRED QUALIFICATION: 3+ years of accounting experience in public accounting, fund accounting, real estate accounting and/or financial statement preparation PREFERRED QUALIFICATIONS: 5+ years of accounting experience in public accounting, fund accounting, real estate accounting and/or financial statement preparation CPA license Bachelors Degree in Accounting Strong proficiency in MS Office: Excel, Word and PowerPoint Previous experience using Yardi and Workiva Public Accounting Real Estate Accounting Cash Management Carried Interest Allocations ADDITIONAL RESPONSIBILITIES: Oversee the Fund Admin team to ensure all reporting deadlines are met timely and accurately. Reviews all legal agreements to ensure accounting structures are setup appropriately. Reviews all REIT compliance and tax compliance schedules. Reviews all Investor agreements to ensure commitments and side letter reporting are setup and accurate. From time-to-time review and research complex transactions. Review all debt agreements and ensure debt covenants adhered to. Related SkillsAccountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence, Executive Presence, Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market/Industry Dynamics, Stakeholder Engagement, Story Telling Anticipated Posting End Date: 2026-01-26Base Pay Range: $76,300/yr - $101,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Tax Management The Tax Management job leads the organizational tax reporting, tax planning, and compliance function of the company. This job manages experienced professional level employees who are responsible for the calculation of tax liabilities, tax form preparation, and external filing/reporting. This job also leads junior employees' work in tax research, compliance, analysis, and tax communications with federal and state agencies. Key Responsibilities and Duties Leads the implementation of the organization's tax strategy to optimize the amount of tax the company pays and ensure it complies with all relevant local and international tax laws and regulations. Ensures the completion of accurate tax returns to minimize the tax obligations of the organization. Oversees the analysis of the general ledger and related financial documents to ensure appropriate tax accounting is being performed. Oversees tax-specific transaction recording and maintenance for records such as tax journals, capital expenditure details required for tax calculations, tax depreciation schedules, etc. Reviews, monitors, and advises others of organization-related tax regulations at the federal, state and local levels. Communicates with and influences organizational stakeholders and team members regarding accounting policies, practices and procedures as needed. Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of organization's tax strategy, and to foster the engagement, motivation, and development of team. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 9PL Required Qualifications: 5 + years corporate insurance tax experience Preferred Qualifications: 7+ years corporate insurance tax experience University degree in Accounting or Finance Master's degree in Tax CPA License Asset management knowledge Insurance and asset management knowledge Strong communication and organizational skills Previous experience as a people leader High attention to detail Excellent ability to communicate with leaders at all levels internally and externally Broad thinker with an ability to develop and deliver views on tax filing positions and the impact of transactions to corporate income tax provisions #LI-VM1 Related SkillsAccounting Standards, Adaptability, Automation, Continuous Improvement Mindset, Data Analysis, Financial Acumen, Relationship Management, Strategic Thinking, Taxation, Tax Compliance, Tax Efficiency, Tax Research Anticipated Posting End Date: 2026-01-30Base Pay Range: $135,000/yr - $200,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.