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Leads sales enablement for the level-funded health insurance market by analyzing sales performance, delivering actionable insights, improving productivity, developing onboarding and training programs, coordinating sales and broker events, and supporting change management. Partners cross-functionally with Sales, Client Management, Product, Marketing, Underwriting, and Operations to strengthen sales effectiveness, customer retention, broker engagement, and market competitiveness.

Manages investment accounting activities, including transaction monitoring, journal-entry reconciliation, statutory and NAIC reporting, cash-management analysis, variance investigation, tax work papers, and audit requests. Partners with investment, finance, tax, and external vendors to resolve discrepancies, assess risks, ensure regulatory compliance, and support accurate financial reporting for multiple legal entities.

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.

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.

10-week hybrid actuarial internship supporting Small Business and Voluntary Benefits. Tasks include preparing actuarial reports, data summarization in Excel, pricing, experience analysis, forecasting, reviewing statements, and participating in team projects under actuary supervision.

Process incoming paper and digital mail, scan and index documents into the G360 imaging system, create cases in Dynamics, handle undeliverable and refund checks, compile and encrypt policy documents, update addresses, and support teams with document retrieval and mailing tasks. Work initially reviewed by supervisor.

Lead production underwriting and operations for small group and level-funded health business. Set underwriting strategy, design scalable processes, drive data-driven insights, partner with sales and cross-functional teams, and manage and develop a high-performing underwriting and operations team to achieve disciplined, profitable growth.

Perform manual and automated testing of enrollment systems (Selerix, Common Census, third-party systems). Analyze case requirements, state rules, underwriting offers; identify, document, and report defects; conduct hot fix/smoke/UAT testing; improve test processes; assist training; manage workload and project tasks; communicate with internal teams, vendors, and clients.

Lead cross-functional coordination and delivery of voluntary benefits products, ensuring operational readiness, compliance, and governance. Manage product launches, enhancements, vendor integrations, and state-specific requirements. Produce market and competitive analysis, monitor performance metrics, recommend improvements, and train product managers and administrators to ensure consistent, scalable execution and successful adoption.