Life New Business Specialist I
Proactive liaison resolves new business issues across stakeholders and ensures timely processing of life applications.
- Remote
- Full Time
- Min. 2 YOE
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Proactive liaison resolves new business issues across stakeholders and ensures timely processing of life applications.
Provide high-volume sales support to agents and marketers, manage inquiries, and drive annuity sales objectives.
Onboards distributors by developing scalable processes, coordinating cross-functional teams, and driving time-to-revenue for new partners.
Supports a defined group of targeted independent agents and IMO partners through high-touch virtual/phone activities and in-person visits to deepen engagement and drive sales.
Support onboarding, validation, and data integrity of fixed income investments and reconcile data across systems.
Leads financial planning, reporting and integration for Peak Altitude, overseeing GAAP/purchase accounting and due diligence with PDE integration.
Legal support for Pension Risk Transfer and Reinsurance; manages complex tasks, supports transactions, and maintains records in a fast-paced transactional environment.
Leads issue resolution efforts, tracks trends, and drives process improvement to deliver customer-focused solutions.
Senior leadership in investment strategy and ALM across institutional business lines, driving strategic asset allocation, TAA and cross-functional execution.
Drive investment decision making, using best-practice analytics and evaluation frameworks to optimize opportunities and governance.
Lead tax reconciliations through collaboration with necessary teams to ensure accurate data is captured across related systems and workbooks.
Supports Life and Annuity New Business Specialist teams, handling transfer paperwork, administrative tasks, and follow-up with carriers.
Perform rate setting analysis, pricing, and risk analysis for Annuity products to meet profitability targets.
Leads design, analysis, and implementation of enterprise compensation programs and governance across annual cycles, market insights, and incentive execution.
Statutory financial reporting duties including preparation of financial statements, footnotes, and analytics for statutory reporting and supporting auditors.
Senior strategic leader driving accounting policy excellence and regulatory compliance for investment portfolio across enterprise.
Leads product ownership discipline, coaches owners, and shapes standards across business and technology to deliver measurable value.
Risk management leader overseeing investment and credit risk modeling, analytics, and reporting enhancements.
Translate business needs into technical requirements and collaborate to define solutions and manage requirement changes.
Senior compensation analyst drives market pricing, analysis, and administration of compensation programs.