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Designs, delivers, and manages learning programs for national accounts; partners with business leaders to assess needs, develop training content, and measure learning outcomes. Ensures compliance with company policies and supports employee development initiatives to improve performance and customer service.

The role involves selling employee benefits, maintaining broker relationships, and achieving sales goals while traveling within North Carolina's territory.

Perform operational, IT, financial, and compliance audits including ICFR testing, risk assessment, control evaluation, data analytics enhancements, consulting reviews, fraud investigations, and special projects to assure reliable financial reporting and effective controls.

Analyze business problems, translate needs into reporting specifications, build and maintain queries, reports and dashboards, partner with teams to resolve data issues, and support process improvements and BI best practices.

Manage Experience Rating and Refunds (ERR) team and processes to ensure contractual compliance, accurate experience reports, reconciliations across systems, and correct refund/retro premium processing. Oversee ERR source systems, approve reports, investigate discrepancies, drive process and technology improvements, provide SME support to stakeholders, and develop team training and cross‑training.

Prepare and analyze accounting transactions, record journal entries, perform reconciliations, support month-end close and financial reporting, liaise with auditors, research and apply accounting guidance, and drive process improvements and automation.

Adjudicate and process supplemental insurance claims end-to-end: intake, eligibility verification, coverage analysis, payment distribution and lost-check resolution. Communicate with claimants and partners, apply claim management strategies, and support continuous improvement.

Analyze, prepare, and process IT-related accounting transactions; support IT financial reporting accuracy and internal controls; research and document accounting guidance (U.S. GAAP, IFRS, SAP); collaborate cross-functionally to resolve issues, improve/automate processes, and support ad hoc financial analyses and projects.

Lead strategy, roadmap, and delivery for enterprise data and analytics products; build and coach global product teams; adopt data-as-a-product practices; partner with business, architecture, engineering, security, and data management to deliver scalable, governed, secure data products that drive measurable business outcomes.

The role involves managing a territory for employee benefits sales, developing broker relationships, meeting sales goals, and ensuring customer satisfaction through effective service utilization.