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Processes new life insurance business, including policy issuance, case administration, customer and producer inquiries, account reconciliation, compliance coordination, and issue resolution. Maintains accuracy, turnaround times, and service quality while following regulatory and internal procedures. The role also supports special projects, product education, and system or processing improvements.

Perform quarterly statutory, tax, and VM-20 PBR life insurance valuations; maintain valuation models, data pipelines, and controls; support assumption setting, VM-31 reporting, audits, regulatory exams, and cross-functional analysis; develop valuation tools and provide reserve attribution and scenario sensitivity analysis for management and FP&A.

Sell dental, vision and hearing employee benefit products across the Carolinas. Build and maintain broker and agent relationships, identify new opportunities, manage inforce business, support new sales initiatives, and collaborate with internal teams to ensure proper processing from sale to issuance.

Lead enterprise project and portfolio management, ensuring governance, disciplined execution, resource optimization, vendor oversight, and continuous improvement to deliver initiatives on scope, schedule, cost, and quality while aligning to strategic priorities.

Sell group dental, vision and hearing employee benefit products across the Chicago territory by building broker/agent relationships, meeting sales targets, supporting new initiatives, managing inforce business, and coordinating with internal teams for policy processing.

The Lead Financial Reporting Analyst oversees statutory accounting, manages regulatory compliance, mentors team members, and leads process improvements for investment reporting.

Lead regional group benefits sales (Group Dental, Vision, ASO) to grow in-force lives and profitability by 15% annually. Build sales, persistency, and profit plans; mentor staff; manage budgets; liaise with underwriting and national accounts; review results and implement improvement actions; maintain community relations.

Perform quarterly statutory and PBR (VM-22) valuations for non-variable annuities, build valuation infrastructure and data pipelines, support assumption setting, testing, governance, reporting, audits, and cross-functional analysis; develop valuation tools and communicate results to Finance and senior leadership.