Teams at Penn Mutual

Monitor and enforce internal controls for financial and non-financial transactions, analyze inbound requests, investigate fraud, and identify trends. Manage complex verification calls, build case collateral, collaborate with contact center, investigations, FPs and distribution partners, recommend control mitigations, and drive process and training improvements while adopting AI tools to enhance operations.

Lead and manage Penn Mutual's illustration ecosystem, overseeing illustration systems, vendor partnerships, API requests, and delivery of compliant outputs. Define roadmap, set standards, improve new-business and inforce capabilities, and drive cross-functional solutions and innovation (AI overlays, improved UX, faster case design tools).

Manage and adjudicate standard and moderately complex life, annuity, and RPS death claims up to $1M. Validate beneficiary designations, ensure claims are in good order, maintain documentation, meet SLAs, escalate complex cases, and communicate with beneficiaries, agents, and internal stakeholders. Use digital claims systems and imaging tools; participate in training and development.