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Drive new business sales of voluntary benefits across the Heartland by building consultative partnerships with brokers, agents and distributors. Manage target accounts and pipeline, conduct market analysis and presentations, influence RFPs, and collaborate with internal teams (implementation, underwriting, marketing). Use Salesforce for reporting, forecasting and metrics. Meet annual new business, growth and reenrollment goals while tracking competition and contributing to product and sales strategy.

Coordinate proposal preparation by setting up case files, verifying and cleaning information, running reports, sending materials to Underwriting, learning VB products, and identifying process improvements to ensure timely submission.

Support underwriting and new business operations by entering and managing group data across systems, processing renewals, ordering documentation, auditing for compliance, contacting groups for medical questionnaires, and providing administrative and QA support to underwriting teams and partners.

Prepare and analyze internal, external, and regulatory reports related to financial statements under statutory and GAAP standards. Ensure data accuracy and compliance with accounting standards. Manage audits, variance analysis, and regulatory responses.

Drive new business sales for voluntary benefits by building consultative relationships with brokers, agents and distributors across Arizona and New Mexico. Manage pipeline, forecasts and reporting (Salesforce), collaborate with internal teams, deliver presentations, influence RFPs, and meet annual sales and growth objectives.

Drive new business sales by building consultative partnerships with brokers, agents, and distributors for voluntary benefits. Prospect, manage pipeline, deliver presentations, influence RFPs, and expand accounts. Coordinate with internal teams (implementation, underwriting, marketing), use Salesforce for reporting and forecasting, monitor competitive landscape, and contribute to sales planning and product development.

Lead organizational change for a multiyear Voluntary Benefits transformation, designing and executing people-centered change strategies for platform adoption, process redesign, data/integration, and digital experiences. Map stakeholder journeys, deliver communications, training, readiness metrics and OKRs, embed OCM into agile delivery, coordinate cutover and post-go-live reinforcement, and align partners and governance to drive measurable adoption.

Lead solution engineering for the implementation of Majesco Policy Administration System focusing on policy administration functions. Collaborate with engineers to develop AI solutions and ensure alignment across business and technology teams.

Provide new business sales support by preparing group underwriting submissions, gathering missing information, updating MARK proposals, liaising with brokers, sales and underwriting, maintaining detailed Dynamics CRM case notes, monitoring premium receipt, processing proposals, and delivering welcome materials and temporary ID cards.

The Executive Director, Investment Accounting oversees investment accounting and cash management, ensuring compliance and providing strategic leadership for financial reporting and analysis.