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The Tax Planning Consultant will provide case consultation and sales support to financial representatives, analyze financial statements, review tax returns, and prepare business valuations. The role involves educating producers on advanced planning strategies and collaborating with various departments to optimize sales and service offerings.
The Lead - Legal position requires managing technology contracts, including negotiating terms with vendors, providing administrative support, collaborating with internal stakeholders, and ensuring compliance throughout the contract lifecycle. Responsibilities also include organizing contracts for legal review and providing recommendations for process improvements.
Seeking a highly skilled IT Engineer in Disaster Recovery to develop, implement, and maintain disaster recovery plans to ensure business continuity. Responsibilities include creating and testing DR strategies, conducting risk assessments, coordinating with stakeholders, testing plans, maintaining documentation, ensuring compliance, providing training, and continuous improvement. Requires a Bachelor's Degree in IT or related field, 3-5 years of experience in System Administration/Engineering/Support with expertise in disaster recovery, business continuity, risk management, IT infrastructure failover, and strong technical, analytical, communication, and organizational skills.
The Associate-Operations position involves ensuring quality service delivery by maintaining compliance, documentation, and participating in training. The role requires good communication skills, the ability to work in shifts, collaborate with team members under pressure, and facilitate process improvements while meeting deadlines.
The Associate - Operations is responsible for timely and accurate information delivery to participants, resolving issues, managing workflow, and ensuring compliance with service level agreements. The role requires good typing skills, flexibility to work night shifts, and the ability to meet deadlines while focusing on process improvements.
The Client Executive is responsible for managing high-level client accounts, ensuring client satisfaction, and leading renewal processes. They build strong relationships with clients and brokers, drive financial growth, prepare proposals, and strategically manage client lifecycles. The role requires analysis of data for renewal decisions and collaboration with sales teams.
The Annuity Product Manager will support the Annuity Product Management and Development Team in designing, developing, and launching annuity products. Responsibilities include creating product specifications, managing marketing materials, training agents, processing forms, and assisting with rate settings while collaborating with multiple teams.
The Client Manager Associate will lead a book of business for groups under 100 lives, focusing on maintaining relationships with brokers and clients, generating quotes for additional coverage, and negotiating renewal options. They will utilize systems to identify opportunities and maintain client satisfaction through effective communication and consultative skills.
The Client Manager Associate will manage a book of business for clients with less than 100 lives, focusing on persistency, growth, and profitability through strong relationship building with brokers and internal partners. They will facilitate renewals, negotiate plans, and identify opportunities for additional coverage, while demonstrating excellent customer service and product knowledge.
The Cyber Risk Analyst will support the IT/cyber risk team by managing schedules for senior officers, handling document management processes, and assisting with budgeting. Responsibilities include analyzing cyber risk metrics, creating reports, and developing presentations while maintaining dashboards to track risk trends and impacts.
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