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Manage employee benefits RFPs for new and existing business, evaluate proposal risks and underwriting feasibility, negotiate pricing and product enhancements, administer re-quotes and corrections, and maintain Salesforce pipeline data. Collaborate with sales representatives, brokers, underwriters, and employers to deliver accurate, competitive proposals and strong customer outcomes.

Manage employee benefits RFPs and proposals for new, existing, and growing business. Evaluate proposal risks, underwriting feasibility, pricing competitiveness, product enhancements, re-quotes, and corrections. Collaborate with sales representatives, brokers, underwriters, and employers while maintaining accurate Salesforce records, pipeline stages, documents, reports, and probabilities. The role requires strong relationship management, customer service, analytical, negotiation, and communication skills, along with a life and disability insurance license for the assigned territory.

Own and enhance financial reporting, valuation, earnings analysis, FP&A, reserve attribution, hedging, and projections for individual annuity businesses. Analyze GAAP, statutory, and management results; support VM22, reinsurance, modeling, and business integration initiatives; strengthen governance and controls; develop analytical tools and processes; and communicate findings to senior management. Partner with pricing, modeling, and corporate actuarial teams while mentoring onshore and offshore colleagues.

Leads the JFSA Economic Capital program, overseeing capital production, validation, reporting, governance, and stakeholder engagement. Partners with actuarial, finance, ALM, investment, risk, and governance teams to integrate risk and value insights into strategy, pricing, performance management, capital allocation, and growth decisions. Manages and develops actuarial professionals, communicates with senior leaders, auditors, regulators, and the parent company, and advances economic capital use cases and best practices.

Manages a regional book of employee benefits clients with 100–499 covered lives. Serves as the primary contact, supports submissions, renewals, amendments, enrollment, plan changes, and client and broker meetings. Promotes additional coverage, product enhancements, and improved plan solutions while coordinating with sales representatives, brokers, employers, policyholders, and vendors. Requires strong relationship management, negotiation, independent decision-making, and knowledge of employee benefits insurance products.

Lead and coach a Voluntary Benefits project management team to deliver priority projects using Agile and Waterfall. Develop and improve PM framework, align resources with business priorities, drive process improvements, and report project performance to stakeholders to ensure quality, timely delivery, and strong customer experience.

Manage and grow an employee benefits territory in Colorado, serving as liaison between producers, customers, and the company. Drive sales quotas using company resources, develop product knowledge and broker relationships, and travel 2–3 days per week within the territory. Must have prior employee benefits sales experience and established broker relationships.

Serve as primary liaison for policyholders, employers, and employees on group life, disability, and leave claims. Manage and coordinate claims (including death claims), resolve escalations, partner with HR/Payroll/Benefits, provide claims reporting, track Evidence of Insurability, and support process improvements to enhance customer experience and retention.

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.

Actuary to develop and maintain Retirement Plan projection models (GGY AXIS), support recurring projections, ad-hoc and what-if analyses, new business model development, and projection-based risk and profitability analyses (ALM, CFT). Partner with stakeholders, ensure model governance/testing/documentation, and communicate actuarial insights to product, finance, risk, and senior leadership to support decision-making and strategic initiatives.