Life Insurance Resume Samples

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LQ
L Quigley
Luella
Quigley
586 Ian Glen
Chicago
IL
+1 (555) 205 9511
586 Ian Glen
Chicago
IL
Phone
p +1 (555) 205 9511
Experience Experience
Los Angeles, CA
Life Insurance Agent
Los Angeles, CA
Hilpert, Christiansen and Hane
Los Angeles, CA
Life Insurance Agent
  • Establishing programs designed to retain existing member clients, trigger advance follow-up periods and regaining business that has lapsed
  • Contribute thoughts for improving the sales and marketing efforts of this rapidly growing business
  • Assisting clients in processing claims
  • Quoting and preparing life insurance policies
  • Preparing changes to life insurance policies including; change of beneficiary, change of ownership and upgrade in amount or type of policy
  • Handling inbound/outbound calls and answering questions from members interested in life insurance and financial products
  • Calculating and quoting premium rates for specific policies
Chicago, IL
Life Insurance Actuary
Chicago, IL
Hammes Group
Chicago, IL
Life Insurance Actuary
  • Assists in the development of models for reinsurance ceded
  • Supports L&P’s in-force management activities by creating ad-hoc models to provide financial analysis of strategies and alternatives
  • Identifies and executes process improvements and leads organizational process changes within L&P to streamline economic capital reporting
  • Develops, maintains and monitors dynamic validations of actual vs. projected results
  • Assists with the evaluation of modeling and projection results for all reporting bases
  • Monitoring the ongoing performance of structured reinsurance/ILS assets within the existing Life ILS portfolio
  • Development and maintenance of certain quantitative methodologies, tools and processes
present
Houston, TX
Regional Manager Life Insurance
Houston, TX
Fahey-Johnson
present
Houston, TX
Regional Manager Life Insurance
present
  • Work with Advisers in the team to achieve excellent business results through continuous people development and mentoring activities
  • Manage and drive the turnaround time in terms of targets for life, investments and short term insurance to ensure a high sales performance within the region
  • Conduct meaningful Performance Development discussions with Advisers and ensure that agreed action plans are implemented
  • Create effective workforce plans and recruitment demand plans for own region
  • Own and agree corrective action items arising out of Compliance, Internal Audit and/or Management Assurance findings
  • Manage regional budgets including signing off of invoices and quotes within mandate
  • Ensure that all poor performance is addressed
Education Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
Harvard University
Bachelor’s Degree in Business Administration
Skills Skills
  • Excellent leadership and management skills
  • Excellent communication (written and oral) and interpersonal skills
  • Strong passion for serving Insurance clients in their effort to successfully transform their business
  • Deep interest in and knowledge of emerging trends impacting/likely to impact insurers, distributors and customers
  • Demonstrated leadership to successfully deliver management consulting and transformation efforts, leading multi-disciplinary teams including client team members
  • Proven ability to work creatively and analytically in a problem-solving environment Proven record of effectively collaborating across areas of business and disciplines to formulate creative yet pragmatic business solutions
  • Business capability benchmarking and blueprint development
  • Developing and sustaining strong relationships with clients’ business leaders Proven ability to build, manage and foster a highly motivated, team-oriented environment and actively guide and mentor people
  • Business capability realization solution and roadmap development
  • Technology consulting program execution
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15 Life Insurance resume templates

1

Products Manager Life Insurance GEM Resume Examples & Samples

  • Life Insurance and/or Wealth Planning know-how
  • Ability to understand both clients' and bankers' needs
  • Project and product management experience
  • Strong interpersonal skills combined with an independent working style
  • Ability to question the status-quo in a constructive manner
  • Winning personality, ability to communicate own enthusiasm
2

Life Insurance Underwriter Resume Examples & Samples

  • Provide efficient underwriting, overall risk assessment and risk management analysis
  • Underwrite life insurance applications to determine a risk assessment and pricing in accordance with company underwriting guidelines
  • Interpret and evaluate medical records, medical test results, consumer information reports, and financial information
  • Underwrite in force policy changes, such as reinstatements, rate reductions and smoker changes
  • Order, receive, and review underwriting requirements necessary to process these requests
  • Work closely with Chief Underwriter and Medical Director to increase knowledge and experience in underwriting and medical knowledge
  • Bachelor’s degree in a related field
  • 5+ years of underwriting experience, understanding and evaluating medical, financial and other application information, as well as knowledge of legal ramifications regarding decisions made on applications
  • Knowledge of reinsurance agreements
  • Articulate verbal and written skills with the ability to communicate with and adapt to diverse individuals within multiple levels of the company
  • 5 years of life insurance underwriting for a direct carrier with annual volume of new business between 10K to 25K applications
  • Claims / mortality experience
  • Vendor management experience
  • Team leader experience
  • Strong listening skills with the ability to resolve conflicts
  • Critical thinker with the ability to evaluate and solve complex problems
  • Strong negotiation skills with the ability to influence at all levels in the organization
3

Life Insurance Operations Specialist Resume Examples & Samples

  • New business administration, compliance checks (KYC, AML, Tax), investment controls
  • Specification and testing of IT system changes
  • Professional education in commercial or business administration, ideally with a high school degree (Berufsmaturität in Switzerland) or a Bachelor in Business Administration
  • Several years of work experience in a sales support or back office function in a bank or life insurance company
  • Experienced in customer service, including telephone helpline and correspondence to clients and relationship managers; strong client focus and service oriented attitude
  • Experience in compliance (KYC, AML) and client due diligence checks
  • High level of proficiency in the use of IT tools: workflow systems, insurance administration or accounting systems
  • Self-starter, readiness of mind, fully reliable and responsible, self-contained, well organized, flexible, able to work under pressure
4

Life Insurance Operations Specialist Until June Resume Examples & Samples

  • Expert level product advice and support for UBS client relationship managers, primarily in the UK market
  • Support of client advisors in case of complex transactions
  • All tasks during the lifecycle of an insurance contract, including existing business transactions, recurring controls, client correspondence, risk management and control activities
  • Project work in the area of process, control and tool development
  • Languages: fluent (business level) in English and German
5

Research Associate Life Insurance Resume Examples & Samples

  • Develop an expertise in the Life Insurance / Asset Management sector
  • Support and answer client queries as they relate to the sector
  • Assist in the development and detailed modeling of company specific financial models
  • Help maintain and develop sector specific databases
  • Coordinate, generate and maintain research reports, presentations and databases
  • Help coordinate quarterly and year end reporting initiatives
  • Participate in and assist with morning comments
  • Provide research support to analyst as required
  • Assist with special ad-hoc projects, presentations and initiatives as assigned
  • Proactively identify operational risks/ control deficiencies in the business
  • Review and comply with Firm Policies applicable to your business activities
  • Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly
  • Business curriculum, including MBA, CFA or undergraduate degree with a focus on Business, Mathematics or other quantitative fields
  • Strong accounting and finance background would be an asset
  • Superior customer service focus and attitude for internal and external clients
  • Ability to perform under pressure and meet time sensitive deadlines, sometimes for extended periods of time
  • Commitment to task and an attention to detail
  • Strong PC skills specifically in Microsoft Office applications and sourcing data from the internet and various technology publications
  • Ability to prioritize work and multi-task responsibilities
  • Self starter - must be organized and able to work independently
  • Excellent writing and communications skills
  • Good personal skills and the ability to work and coordinate effectively within a team environment
  • Previous exposure to the capital markets or experience within the Life Insurance / Asset Management sector a definite asset but not specifically necessary
  • Good understanding or financial/stock market also an asset
  • NYSE Licensing Requirements – Series 7, 63, 86, 87
  • LI-DF2
6

Life Insurance Actuary Resume Examples & Samples

  • Assists with the evaluation of modeling and projection results for all reporting bases
  • Provides analytical support by evaluating and developing experience assumptions for use in projections including mortality, lapse, premium persistency and policyholder behavior
  • Assists in the development of models for reinsurance ceded
  • Develops, maintains and monitors dynamic validations of actual vs. projected results
  • Supports L&P’s in-force management activities by creating ad-hoc models to provide financial analysis of strategies and alternatives
  • Supports appointed actuary activities related to L&P’s captive insurers
  • Leads/supports the development and implementation of Principle Based Approaches for valuation of L&P’s new life products and captive compliance with Actuarial Guideline 48
  • Reviews L&P’s compliance with Actuarial Guideline 38 sections 8c and 8d
  • Leads/supports unlocking analysis on FAS 97 products
  • Leads/supports evaluation and implementation of IFRS 4 Phase II
  • Develops/reviews in-force and new business projections for Budget/Medium Term Plan/Capital Planning
  • Contributes to valuation and modeling conversions to new platforms
  • Leads/supports L&P’s XXX Certifications
  • Identifies and executes process improvements and leads organizational process changes within L&P to streamline economic capital reporting
  • Monitors and analyzes developments in actuarial techniques, laws and regulations applicable to company operations, and competitive developments in the marketplace
  • May represent the company on industry and professional committees and/or with regulators
  • May supervise a small team of employees
  • Bachelor’s/Master’s degree in Math, Finance, Actuarial Science, Statistics or related field
  • FSA accreditation with 5-10+ years of actuarial experience in life insurance
  • Experience with valuation/financial reporting/modeling of life insurance business
  • MAAA accreditation
  • 5+ years actuarial experience in life insurance valuation and/or financial reporting
  • 5+ years experience in modeling/projections
  • Consulting experience highly desirable but not required
  • Extensive knowledge of life insurance products
  • Considerable knowledge of IFRS (GAAP) financial reporting requirements including FAS 60, FAS 97, FAS 133 and SOP 03-1
  • Ability to contribute effectively within large project teams
  • Ability to work on multiple concurrent projects with a high level of focus and organization
  • Finds creative solutions to standardize and automate processes
  • Effectively deals with change
  • Power user of Excel including VBA and considerable expertise with database applications (Access, Oracle, SQL or equivalent technology)
  • Extensive knowledge of US GAAP FAS 97 and SOP 03-1
  • Possesses the self-motivation and intellectual curiosity to seek out unique solutions to a wide array of actuarial problems
  • Skilled at quickly developing unique solutions to complex developing issues
  • Thrives when working under pressure and with time constraints to effectively accomplish objectives
7

Customer Delivery Executive Life Insurance Resume Examples & Samples

  • Accountable for the delivery of all services and solutions at small to medium account(s) in single or multiple sites
  • Takes the lead role in managing customer relationships
  • Responsible for managing Delivery team members, which may include lower level leaders
  • Manages multiple third-party partners in the successful delivery of technical solutions
  • Resolves escalated problems to maintain strong customer experience levels
  • Responsible for assigned customer relationships and delivery for medium to large engagements with revenue up to $25m
8

Product Manager Life Insurance France Resume Examples & Samples

  • Experience in project management within the financial industry
  • Winning personality with the ability to communicate own enthusiasm
  • Persevering and tenacious attitude, high energy level
  • Interest in wealth management topics in general
  • Fully operational in both French and English languages
9

BB&T Life Insurance Resume Examples & Samples

  • Interface with Private and Financial Advisors and assist them with any questions they may have as it relates to the insurance process
  • Assist in the policy review process, including requesting in-force ledgers, requesting appropriate illustrations and producing final presentation documents
  • Communicate directly with the clients and assist the Insurance Strategist in the placement of life, disability and long-term care products
  • Provide educational material to advisors and clients
  • Produce client presentations
  • Provide support during the new business and underwriting process
  • Provide illustration support to the Scott & Stringfellow Financial Advisors assigned to the territory
  • Coordinate Advanced Market Support required by the S&S Financial Advisors
  • Provide weekly and monthly reporting for the designated region
  • Have a complete understanding of the insurance process and the commission payout structure for each channel serviced by the Insurance Strategist
  • Ability to provide BB&T’s Perfect Client Experience to both internal and external clients
  • Effective time management skills
  • Four year college degree in business or equivalent education
  • 2 years work experience in the life insurance industry
  • Experience with database management systems
  • Intermediate level skill in use of Microsoft Word, Excel and PowerPoint
  • NASD Series 6 and 63 and Life and LTC licensing preferred
10

Retail Life Insurance Claims Leader Resume Examples & Samples

  • Lead and govern the claims management approach and customer experience
  • Monitor and manage lead indicators of claims portfolio risk and performance metrics
  • Build and maintain effective relationships to contribute to the ongoing development of our insurance offers
  • Develop and maintain a proactive customer service approach and improvement culture
  • Act as an escalation point and decision maker on complex claims related complaints
  • Monitor claims activities and identify trends and opportunities through customer insight
  • Develop and implement initiatives related to our claims approach, customer experience and quality
  • Actively lead, engage and develop the team to manage daily and future volumes to meet quality and productivity outcomes, whilst ensuring exceptional customer service levels
11

Senior Legal Manager Life Insurance Firm Resume Examples & Samples

  • Bachelor degree in Law or related discipline
  • Qualified lawyer with at least 6 years post qualification experience preferably gained in insurance/financial institutions
  • Working knowledge in Insurance Companies Ordinance, Banking Ordinance, Securities and Futures Ordinance, good understanding of the Hong Kong regulatory framework in respect of financial institutions is preferred
  • Good interpersonal, communication, analytical and bilingual drafting skills
  • Detail-minded, mature and confident
  • Self-motivated and able to work in fast paced environment
  • A good team player & able to work proactively & independently
  • Proficient in spoken and written English & Chinese (Cantonese & Mandarin) - mandatory
  • Candidate with less experience may be considered as Legal Manager. **
12

Assistant Legal Manager Life Insurance Firm Resume Examples & Samples

  • Bachelor Degree in Law or related discipline
  • At least 4-6 years relevant legal working experience
  • Qualified lawyer with experience preferably in insurance/financial institutions (ideal but not a must). Open to non-qualified lawyers
  • Good understanding of Insurance Companies Ordinance, Banking Ordinance, Securities and Futures Ordinance, and the Hong Kong regulatory framework in respect of financial institutions is highly preferred
  • Detail-minded, self-motivated and able to work in fast paced environment
13

Temporary Administrative Assistant Corporate Life Insurance Administration Resume Examples & Samples

  • Provide primary administrative support to Stamford, CT team
  • Sort and take action on inbound US Mail and Overnight packages
  • Daily restocking and or organization of office supplies
  • Log receipt of Life Insurance Death Certificates (Enter into internal Westport systems)
  • Process Life Insurance Beneficiary Changes (Enter into internal Westport systems)
  • Provide telephone coverage – act as contact for absent Associates, take accurate messages, know whereabouts at all times, handle urgent calls with appropriate judgment
  • Support other administrative personnel in filing activities, office or printer supply inventories, open/distribute and prioritize incoming mail, faxes and other correspondence as requested
  • Utilize Microsoft Outlook to manage conference room schedules, department schedules, and handle meeting logistics
  • All other duties and project work as assigned
  • Bachelor’s degree or completion of a secretarial business school, strongly preferred
  • Three plus years of Administrative Assistant experience
  • Highly proficient in Microsoft Office Suite; strong document formatting skills in MS Word
  • Solid time management and organizational skills
  • Must be a team player who can take feedback as well as give it
  • Pleasant and professional telephone manners
  • Ability to work independently and with other Assistants
  • Capable of working well under pressure and able to meet deadlines
  • High attention to detail along with the ability to multi-task
14

Product Specialist Life Insurance Resume Examples & Samples

  • University degree in Law, Economics, Business Administration or equivalent
  • Several years of working experience in a Life Insurance related environment or a law firm
  • Knowledge about life insurance regulation and relevant tax laws for as many countries as possible
  • Product management experience
  • Fully operational in German and English
  • Ability to work in a self-directed manner and with a high energy level
15

Life Insurance Middle Office Specialist Resume Examples & Samples

  • Restructuring of the current account and deposit setup for the life insuranceinvestments . The restructuring includes opening and closing of accounts and deposits, transfer of securities, balancing of accounts, execution of buy and sale orders, handling of documents etc
  • Workflow tracking and case handling in order to monitor the progress of the migration of accounts
  • Act as the interface between the front desk in Lugano, the project Manager for the Italian market, bank and insurance Operations, etc
  • Several operational support activities in the area of the administration of life insurance contracts, with the opportunity to acquire knowledge on the run the bank and life insurance activities
  • Professional education in commercial or business administration, ideally with a high school degree (Berufsmaturität in Switzerland)
  • Several years of work experience in a back office / Client Advisor suport function of a bank, familiarity with the relevant bank account opening and closing, securities transfer,order management tools and processes. Optionally experienced in a life insurance or financial services broker company
  • High level of proficiency in the use of IT tools like bank account administration tools, MS office etc
  • Languages: Italian (native or fluent) as well as good knowledge in either German or English
  • Self-starter, readiness of mind, fully reliable and responsible, self-contained, well organized, flexible, able to work under pressure and with high carefulness
16

Internal Sales Consultant, Life Insurance Resume Examples & Samples

  • Training & Education - Consult with financial advisors about all aspects of product & services to match the most applicable combination of practice management, economics, features and functionality to the client's needs
  • Case Consultations & Design – Consult with advisors to understand client needs, provide case design, risk class assessment, illustrations and recommends of suitable products and carriers to meet those needs. Assure appropriate sales materials are packaged to the advisor and engage them to help them understand and make adjustments to the case as needed. Engage with advisors to help them offer and sell the products
  • Advanced Concepts & Marketing- Provide overview of advanced sales concepts, consult with carrier wholesalers and refer cases to our Business Development officers or Premier Case Service as necessary. Assist business development by developing awareness of events, initiatives and responds to questions surrounding them. Particpate in recruiting events
  • Articulate market and economic impacts as well as the technical investment characteristics of portfolios and underlying securities
  • Consult on supporting technology including portfolio analytic tools, investor presentation and proposal tool, annuity tools, and LPL BranchNet management/trading tools
  • Articulate our value proposition and four pillars of support and provides an overview of advanced sales concepts
  • With little direct supervision, problem solve a myriad of issues relating to compliance, operations, and technology concerns
  • Assist advisors with analyses of existing prospect portfolios
  • Through training maintain up-to-date job knowledge on proposal tools and other resources that assist advisors throughout the sales and service process with investors. Maintain current knowledge and understanding of LPL's offerings, Sponsor products, market dynamics and industry trends, etc
  • Work collaboratively across business units to provide service and to facilitate cross referrals
  • Participate in appropriate professional development activities to best provide support to advisors and their clients which may include pursuit of certain professional designations and continuing education
  • Bachelor’s degree in Business, Economics, Finance, or related
  • Life & Health license, Series 7, Series 6, Series 66, or 63/65
  • 3-5 years in a related sales or consulting function
  • Very strong knowledge of Life Insurance products, general brokerage background helpful
  • Demonstrated excellent customer service skills including communication skills (both verbal and written)
  • The ability to multitask and follow up, as well as the ability to maintain a positive client experience while diffusing tense situations
  • Demonstrated ability to use independent judgment to make decisions and solve problems
  • Demonstrated ability to excel in a fast-paced, client- centric team consultative environment encompassing multiple disciplines and product lines
  • Demonstrated drive for professional growth and development
17

Life Insurance Case Manager Resume Examples & Samples

  • Receives and reviews new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier
  • Conducts regular follow-up via phone primarily and email and/or fax secondarily, on all outstanding underwriting requirements
  • Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately
  • Maintains internal processing database to document work activity and communication on all assigned cases
  • May have responsibility for reviewing issued insurance policy for accuracy before mailing
18

Life Insurance Agent Resume Examples & Samples

  • Provide exceptional customer service and build strong client relationships
  • 2 years of proven retail life insurance sales success
  • Active life insurance license in at least one state
  • Strong listening / communication skills, especially over the phone
  • Ability to multitask by talking, using technology, and listening
  • Ability to uncover needs through questioning techniques
  • Experience in a retail call center a plus
19

Macquarie Life Insurance Medical Tele-interviewer Resume Examples & Samples

  • Contacting and interviewing clients with pending Insurance applications over the phone (at pre-agreed times)
  • Using your nursing skills to provide an understanding call environment and to gain the trust of the client in discussing their medical information
  • Collating responses and preparing precise notes for Underwriting Assessment
  • Working on a range of health and medical written information materials to provide to clients
  • Providing phone based support to clients with the aim of managing certain health and medical conditions and improving outcomes
  • Current nursing registration (RN) with the Australian Health Practitioner Regulation Agency
20

Product Manager Life Insurance Italy Resume Examples & Samples

  • Experience in the Italian life insurance business with good know-how of the legal and fiscal framework
  • Willingness and ability to learn
  • Fully operational in both Italian and English
21

Financial Accountant for Life Insurance Company Resume Examples & Samples

  • Recently qualified /or in the final stages of accounting qualification
  • 3 + years Life insurance experience desirable
  • Experienced with advanced financial spreadsheet functions
  • Critical Thinking
  • Business / Financial Services industry Knowledge
  • Organizational Knowledge
  • Detail Oriented
  • Ability to follow through and complete assignments with limited supervision
  • Initiative and self motivation
  • Knowledge of relevant statutory & GAAP accounting principles
22

Claims Analyst Life Insurance & After Tax Annuities Resume Examples & Samples

  • Review notification of death via Corporate Workflow or other workflow system and determine whether claim is within the contestable period and therefore in need of alternative handling
  • Research historical file to determine beneficiaries of record
  • Communicate with beneficiaries and/or their representatives via email, telephone, or in writing in order to facilitate the claims process
  • Review and respond to inquiries from external contacts such as medical facilities, record copy services, and attorneys’ offices
  • Prepare letters/forms and mail packages
  • Process payment of claim and forward for tax reporting as warranted
  • Bachelor degree or equivalent of 5-plus years of customer service experience
  • Possess in-depth knowledge of life insurance and after-tax annuity products, including both fixed and variable products
  • Prior experience processing death, accelerated benefit, and/or disability claims
  • Strong comprehension of TIAA-CREF life insurance/ATA products and policy provisions
  • Ability to use business applications such as Corporate Workflow/Master Index Tracking, Power Image, Automated Work Distributor, Accenture Life Insurance Platform, SIEBEL, MOBIUS, and Microsoft Office (Outlook, Word, Excel)
  • General knowledge of unclaimed property and escheatment regulations
  • Broad understanding of illness, disease, and disability and related medical terminology
  • General knowledge of prescription drugs and their interactions
  • Capacity to represent company during claims litigation
  • Demonstrated progression in LOMA
  • Excellent interpersonal skills to effectively work as part of a team
  • Strong organization and time management skills; including follow up and completion
23

Life Insurance Resume Examples & Samples

  • Responds to written inquiries such as correspondence
  • Photocopies and files reports and documents. Types forms or labels as required
  • Processes and tracks a variety of forms and/or mail. Processes transactions to ensure efficient and accurate processing of data
  • Interprets, audits, and reconciles reports for accuracy or completeness. Prepares and maintains reports for management and clients
  • Expedites in-house processing of checks, invoices and/or other transactions; performs additional follow-up when necessary to meet client standards and service level agreements
  • Prepares deposits as required
  • Two or more years of clerical, processing, or cashiering experience
  • Experience working with business solutions software
  • Life insurance background - products highly desired
  • �Knowledge of reinsurance arrangements a plus �
  • Microsoft Office - Excel formulas, tables, pivot table knowledge highly desired; Access a plus
  • Great Communication skills
  • Interpersonal skills for answering telephones and employee interaction
24

Business Analyst With Life Insurance Industry Experience Resume Examples & Samples

  • Assists in planning and designing business processes; assists in formulating recommendations to improve and support business activities
  • Assists in analyzing and documenting client's business requirements and processes; communicates these requirements to technical personnel by constructing basic conceptual data and process models, including data dictionaries and volume estimates
  • Assists in creating basic test scenarios to be used in testing the business applications in order to verify that client requirements are incorporated into the system design
  • Assists in developing and modifying systems requirements documentation to meet client needs
  • Participates in meetings with clients to gather and document requirements and explore potential solutions
  • Executes systems tests from existing test plans. Assists in analyzing test results in various phases
  • Participates in technical reviews and inspections to verify 'intent of change' is carried through phase of project
  • Bachelor's degree in business administration, information systems, or related field preferred
  • Two or more years of business analysis experience
  • Experience working with the interface of information technology with functional groups within an organization
  • Experience working with business processes and re-engineering
  • Experience working with computer programming concepts and basic language
  • Interpersonal skills to interact with customers and team members
  • Presentation skills to communicate with management and customers
  • Ability to work in a team environment with multiple team members and the ability to multitask
25

Life Insurance Sales Consultant Resume Examples & Samples

  • Have Life Insurance sales experience
  • Have proven customer service retention skills
  • Have experience making outbound calls
  • Have experience of replying to customer queries via email
  • Be self-motivated
  • Be positive & enthusiastic
  • Enjoy working towards & exceeding challenging targets
  • Possess excellent interpersonal skills
  • Be able to work as part of a team
  • Be innovative and creative with ideas
  • Be able to work on separate project work
26

Life Insurance Medical Tele-interviewer Resume Examples & Samples

  • Using your skills to provide an understanding call environment and to gain the trust of the client in discussing their medical information
  • High client service standards and impeccable phone demeanour, written and interpersonal skills
  • A high level of initiative and self motivation particularly with regards to learning about risk assessments
  • Strong attention to detail, problem solving and planning skills, ability to prioritize
  • Proficient in the use of Microsoft Word, Excel and Outlook
27

Life Insurance Care Specialist Resume Examples & Samples

  • Provide assistance to financial advisors/agents in completing life insurance applications
  • Develop and maintain contacts at insurance carriers
  • Keep abreast of product updates and underwriting guidelines
  • Update life team on various issues related to underwriting
  • Work with licensing team on issues related to submitted business
  • Determine risk class quoted and review any medical information submitted with the application to ensure the PI currently qualifies for the quoted risk class
  • Communicate with insurance company regarding submitted applications
  • Update agency management system as case moves through underwriting process
  • Provide status updates via email or phone to financial advisors/agents
  • Review medical records to ensure all necessary items are received to avoid. delay and to determine if quoted risk class will still apply based on information obtained in medical records
  • Forward medical records to the carrier to match to client file and reviewed by the underwriter
  • Work with in-house underwriter to assess whether the risk class is appropriate based on information obtained and when cases are approved “other than as applied for.”
  • Assist financial advisor/agent in managing offers “other than applied for.”
  • Submission of informal applications for preliminary underwriting decision
  • Review of underwriting decision updating internal record to reflect final benefit and premium amounts
  • Back-up assistance for illustrations Second level review of submitted applications
  • Request updated illustrations for cases issued “other than applied for.”
  • Principles, practices, and procedures of general office concepts
  • Policies that govern personal life insurance operations
  • Process flows within specific assigned functional area
  • Regulations for specific assigned functional area
  • Communicating detailed information provided by insurance company to clearly provide financial advisors/agents with status and course of action
  • Relaying information to insurance carriers to help ensure best offers are received for clients
  • Identifying potential issues related to life insurance underwriting
  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
  • Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels
  • Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions
  • Analyzing data to identify discrepancies
  • High School Diploma or equivalent and a minimum of two (2) to four (4) years experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service
28

Life Insurance Trainer Resume Examples & Samples

  • Contact Center knowledge/experience a plus
  • Cyberlife/WMA knowledge/experience a plus
  • Insurance Industry Knowledge: Life Policies
  • Work can be done remotely but candidates local to Nashville, TN or Jacksonville, IL are preferred
  • Conducts advanced level training courses, both on-site and virtual, for management and professional development to include lectures, web-based programs and hands-on sessions. Also offers train-the-trainer sessions to build instructor pool
  • Designs and develops professional, management and/or non-technical skills training programs and curriculums, both on-site and virtual, for employees. Works with applicable business unit/area to establish content, prerequisite skills and knowledge for trainees. Ensures that training courses address all levels of employee
  • Prepares lesson plans including developing and preparing training materials such as manuals, handouts, instructor guides and audiovisuals
  • Works with training management and business units to conduct needs assessments to ensure training needs are met
  • Gathers, reviews and analyzes course evaluations to determine effectiveness of training sessions. Recommends and implements approved revisions to course materials as necessary to improve training effectiveness
  • Reviews external training programs to determine feasibility of purchase as requested. Makes recommendations to management as appropriate
  • Bachelor's degree in business administration, organizational development, education, human resources or related field preferred
  • Six or more years of training experience
  • Experience working with communications practices, principles and procedures for both on-site and on-line presentations
  • Experience working with instructional design and adult learning and training methodologies
  • Previous training experience
  • Insurance knowledge/experience
  • Work can be done Remote anywhere with a preference for Nashville or Jacksonville
  • Good communication skills to develop training manuals and procedures
  • Good presentation skills to train and educate employees
  • Good interpersonal skills for interacting with all levels of employees
  • Ability to prioritize and meet deadlines
  • Ability to maintain high level of confidentiality regarding employee information
  • Ability and desire to actively pursue learning opportunities in the training fields
  • Ability to understand and apply federal, state and local changes to and/or new regulations/laws pertaining to human resources
29

Financial Life Insurance Operations Transformation Manager Resume Examples & Samples

  • Structures moderately complex sourcing propositions across processes, applications and infrastructure in conjunction with business strategy. Provides input into pricing of proposition
  • Creates complex client-specific process flow charts and templates, manuals, handbooks and other outsourcing documentation
  • Business Process Improvement Experience
  • Insurance Industry Experience
  • Knowledge of financial functions (accounting, tax, general ledger, financial feeds) workflow and requirements both individual and group
  • Knowledge of Life and Annuity products
  • Strong client orientation
  • Strong communication, presentation and facilitation skills
  • Ability to strategically assess clients' business and identify improvement opportunities
  • Willingness to travel
30

Complaints & Compliance Life Insurance Operations Transformation Manager Resume Examples & Samples

  • Identifies metrics to assess outsourcing effectiveness. Summarizes results and prepares reports for management
  • Seven or more years of business process outsourcing, consulting or systems implementation experience
  • Experience working with business processes
  • Business Analysis Expert
  • 5+ years of life insurance experience
  • Proficiency with MS Office
  • Experience in complaint handling
  • Knowledge of life insurance regulations preferred
  • Knowledge of privacy practices & information handling preferred
  • Experience in Business Process Outsourcing a plus
  • Good organization and time management skills
  • Ability to conceptualize, design, develop and apply business and management consulting applications and services
  • Ability to define specific solutions within an abstract environment
31

Claims Life Insurance Operations Transformation Manager Resume Examples & Samples

  • Works in conjunction with the business development team in representing the company's outsourcing capabilities to potential clients. Accompanies sales team to client sites, gathers data, provides input and assists in client evaluation
  • Identifies additional product/services opportunities in client organization and follows up with client and/or business development team
  • Evaluates current, internal processes and maintains currency with industry trends and forecasts. Recommends and implements approved modifications and/or new processes to maintain competitiveness in the industry
  • Experience working with information technology applications and infrastructure
  • At least 5 years of life insurance experience - At least 3 years of death Claims preferred - Proficiency with MS Office (word, excel) - Experience in Business Process Outsourcing a plus
  • Leadership skills to guide and mentor the work of less experienced personnel
  • Good communication, presentation and facilitation skills
32

Life Insurance Operations Project Manager Resume Examples & Samples

  • Creates and implements project definitions, schedules, budgets, and objectives for medium to large sized projects of moderate complexity. Prepares statements of work for project engagements and monitors performance to ensure that project commitments meet contractual specifications. Determines need for and impact of changes in scope of project and makes recommendation based on determinations. Gains concurrence, approval, and consensus from stakeholders regarding the various project aspects, adjusts accordingly
  • Identifies appropriate resources and staffs projects. Organizes project team members to ensure communication and understanding of deadlines, assignments and objectives. Acts as the point of contact with client project management
  • Manages costs, schedules and quality by overseeing project deliverables. Ensures schedule and budget are met. Identifies need for changes and revises within established guidelines/policies as appropriate
  • Performs ongoing review of project status; identifies project risks. Develops, recommends and implements risk mitigation solutions as approved and as appropriate
  • Interfaces with team members and stakeholders to anticipate and manage changes to projects such as but not limited to, technical requirements, business requirements and schedule. Determines when additional resources are needed and implements same
  • Manages mid-level management clients, company management and project team expectations for agreed upon project performance by obtaining and providing project metrics. Recommends and implements changes or alternate paths based upon performance and metrics
  • Develops and makes presentations that could lead to expanded business opportunities. Participates in proposal efforts and sales calls to enhance opportunities for future business deals with client
  • Oversees assigned personnel for projects. Assigns work and provides direction with regard to timeliness and completion of project objectives. Addresses performance issues within prescribed guidelines. Provides performance input upon completion of project
  • Bachelor's degree in business administration, information technology, engineering or related field preferred
  • Six or more years of project management experience
  • Experience working with productivity and methodology tools that increase project efficiency and effectiveness
  • Experience working with administrative processes
  • Experience working with client vision, business objectives, and critical success factors
  • Experience in Life Insurance and Business Process Outsourcing a plus
  • Good creative, analytical and problem solving skills
  • Good interpersonal and presentation skills for interacting with team members, clients and company management
  • Good human relations and leadership skills to train, guide, motivate and mentor the work of project personnel
  • Basic negotiation skills to participate in new business development opportunities
  • Ability to handle multiple tasks simultaneously and switch between tasks quickly
  • Ability to manage medium sized projects
  • Ability to work in a team environment
33

Mail & Records Life Insurance Operations Transformation Manager Resume Examples & Samples

  • Provides complex analysis and documentation of client requirements to provide appropriate data to project development and implementation team for client(s)
  • Bachelor's degree in business administration, information technology, computer science or related field preferred
  • Business Analysis-Expert-2, Business Process Improvement (Competency)-Experienced-2, Insurance Industry-Experienced-2
  • At least 5 years of mail room (incoming mail, printers/inserters, outgoing mail) and records handling experience - Proficiency with MS Office (word, excel) - Experience in Life Insurance preferred - Experience in Business Process Outsourcing a plus
34

Senior Project Manager w / Life Insurance Exp Resume Examples & Samples

  • Creates and implements project definitions, schedules, budgets, and objectives for one or more medium sized projects of low to moderate complexity. Prepares detailed statements of work and gains concurrence and approval from stakeholders regarding various project aspects and adjusts accordingly. Participates in delivery assurance reviews to ensure adherence to project management policies and procedures
  • Assists in the staffing of projects. Organizes project team members to ensure communication and understanding of deadlines, assignments and objectives. Participates in work as applicable
  • Manages costs, schedules and quality by overseeing project deliverables. Ensures schedule and budget are met. May revise as appropriate
  • Performs ongoing review of project status; identifies possible project risks. Recommends and implements risk mitigation solutions as approved and as appropriate
  • Works in conjunction with team members and stakeholders to manage changes to technical requirements, business requirements and schedule of the project. Provides input on possible changes needed based on current project status
  • Manages client, company and project team expectations for agreed upon project performance by obtaining and providing project metrics. Recommends changes or alternate paths based upon performance and metrics
  • Four or more years of experience in project management
  • Experience working with project management methodology such as Catalyst including budget development, project planning, control and assurance methodologies, project management software and finance and accounting concepts and practices
  • Experience working with delivery assurance principles and appropriate procedures relevant to area
  • Experience working with techniques and approaches related to the architecture, development, integration, and deployment of project phases
  • Skilled in estimating and common project management desktop tools
  • Good leadership skills to train, guide and mentor the work of less experienced personnel
  • Creative thinking and problem solving skills
  • Ability to create and maintain formal and informal networks
35

Individual Life Insurance Customer Service Associate Resume Examples & Samples

  • Minimum of one year of customer service experience required
  • Ability to make educated, customer-focused decisions in a real time environment
  • Passionate about delivering a high quality, low effort service experience
  • Ability to elicit customer's needs accurately and efficiently
  • Prior experience in a call center environment is a plus
  • Prior experience in a financial services company is a plus
  • Ability to excel in a team environment as well as work independently
  • Must be able to learn, retain and leverage a large amount of technical information in a relatively short period of time
  • Must be receptive to developmental / performance feedback
  • Proficiency with a keyboard and Window-based applications
  • Proven self-motivation skills
  • Proven record of dependability
  • Organization and prioritization skills
  • College Degree is a plus
36

Life Insurance Resume Examples & Samples

  • Codes, tests, debugs, implements, and documents programs. Assists in the modification of company products and/or customer/internal systems to meet the needs of the client and/or end-user
  • Gathers information from the system, analyzes program and time requirements, and prepares documentation to change existing programs
  • Researches and analyzes existing systems and program requirements, under periodic supervision
  • Designs programs for projects or enhancements to existing programs
  • Writes specifications for programs of low to moderate complexity
  • Assists in resolving production support problems. Develops and suggests alternative approaches to resolving problems
  • Develops test plans to verify logic of new or modified programs. Identifies issues as appropriate
  • Creates appropriate documentation in work assignments such as program code, and technical documentation
  • Conducts quality assurance activities such as peer reviews
  • Remains abreast of and researches industry technical trends and new development to maintain current skills and remain current with industry standards
  • Bachelor's degree in computer science, mathematics or related field preferred
  • Three or more years of experience in programming or testing
  • Experience working with appropriate programming languages, operating systems and software
  • Experience working with relational databases to facilitate programming software
  • Basic programming skills
  • Analytical and problem solving skills for design, creation and testing of programs
  • Interpersonal skills to interact with team members
  • Communication skills to work effectively with team members, support personnel, and clients
37

Life Insurance Resume Examples & Samples

  • Processes customer requests by sending faxes, returning telephone messages, sending mail documents, or using other related communication
  • Interfaces with team members, management, and customers in reference to customer service issues
  • Reviews client reports on a weekly basis to ensure data integrity; prepares and submits report to management
  • Answers telephones and responds to highly complex customer questions and/or forwards call to appropriate personnel
  • Monitors daily transactions to ensure policy and procedures are in accordance with service level agreement
  • Assists supervisor/manager with the day-to-day operations of the customer service area, including training and/or mentoring less experienced staff
  • Experience working with organizational functions and personnel
  • Nine or more years of customer service or other telephone experience
  • Strong business and analytical problem solving skills
38

Life Insurance Resume Examples & Samples

  • Conducts correspondence related to client requests for information
  • Evaluates available information to validate claims. Verifies policyholder information, policy effective dates, premium status and verification of claim eligibility
  • Identifies need for additional information; contacts appropriate source to obtain needed information. Verifies beneficiary or claimant information if claim is warranted. Identifies payment amount and obtains required management approvals for payment. Processes payment
  • Investigates moderate to highly complex claims and determines level or resolution if appropriate; advises claimant of status; assists in negotiating settlement and resolution of claim
  • Receives demand letters; researches and investigates claims, responds within individual parameters and escalates as appropriate
  • Enters insurance claims received electronically or in written form
  • Answers incoming customer calls regarding claim processing. Documents claim and associated history
  • Sends claim form to claimant for updating, correction or completion
  • Investigates simple to moderately complex claims and determines level or resolution if appropriate; advises claimant of status; assists in negotiating settlement and resolution of claim
  • Analyzes insurance and matured endowment claims to ensure compliance with organizational and government guidelines
  • Maintains an ongoing effort to determine and maintain equity with current claims trends
  • Conducts analysis of current claims trends and investigates means to improve claim processes. Recommends improvements and implements same as approved
  • Researches and investigates claims systems to evaluate potential impact to organization. Recommends adjustments or changes to systems as appropriate
  • Analyzes claims financial reporting practices and reconciliation for client companies. Identifies issues and recommends alternative courses of action
  • Fellowship of Life Health Claims (FLHC) Certification preferred
  • Four or more years of insurance/claims processing experience
  • Experience working with insurance and/or medical terminology
  • Experience working with appropriate claims processing procedures and documentation
  • At least 1 years of life insurance experience
  • Insurance Industry Knowledge: Health Policies-Conceptual/Trained-2, Insurance Industry Knowledge: Life Policies-Conceptual/Trained-2
  • Experience in death Claims preferred
  • Proficiency with MS Office (word, excel)
  • Good interpersonal skills to interact with team members
  • Good communication skills to communicate with clients
  • Good negotiation skills to interact with claimant
  • Ability to keep sensitive and confidential material private
  • Two or more years of auditing, accounting, contracts or information technology experience
  • Good data entry skills
  • Negotiation skills to interact with claimant
  • Bachelor's degree in insurance, business administration or related field preferred
  • Two or more years of claims experience
  • Experience with investigating internal claims practices
  • Experience working with appropriate claims processing procedures and documentation, and administrative procedures, legislative requirements, and medical principles as they related to examination and approval of life and disability insurance claims
  • Strong interpersonal skills to interact with team members
  • Strong communication skills to communicate with clients
  • Good human relations skills to provide leadership and work guidance to less experienced personnel
39

Multiple Life Insurance Actuary Openings Resume Examples & Samples

  • Oversees and conducts routine risk analyses and assists in conducting moderately complex risk analyses using mathematical modeling techniques and statistical concepts; determines probability and assesses potential risk
  • Summarizes and prepares reports on routine risk analyses to advise management of implications of analyses with regard to potential risk issues; provides potential courses of action
  • Assists in advising management on the administration of insurance scenarios to reduce liabilities and ensure regulatory compliance
  • Meets with clients to gather information regarding circumstances and potential risks in order to ensure clients are properly informed about insurance risks
  • Works with information technology professionals to develop systems to ensure compliance with requirements of regulatory bodies
  • Bachelor's degree in actuarial sciences or related field preferred
  • Three or more years of actuarial experience
  • Experience working with actuarial statistical methods
  • Experience working with insurance practices and regulatory policies
  • Good computer and statistical equipment skills
  • Ability to create and present actuarial science reports of findings
  • A minimum of 5 years of actuarial experience preferred
  • A good understanding of all types of life products including WL, Term, UL, annuities, VUL, ISWL and Indexed products
  • Experience working with products on an administration system, and experience with illustration software is a plus
  • Must be proficient in Excel, and experience with Access is preferred
  • Associate of Society of Actuaries (ASA)-Expert-2,
  • Insurance Mathematics-Experienced-2,
  • Microsoft ExcelExperienced-2
40

Head of Risk Services, MLC Life Insurance Resume Examples & Samples

  • Experience in developing and implementing Risk Frameworks
  • Developed commercial experience and judgement through prior experience in advisory/business partnership roles
  • The ability to deal with all levels within the organisation and build relationships across business
  • Understanding of MLC Insurance business activities and strategies
  • Appropriate interpersonal skills for board and regulator interactions
  • Good understanding of regulatory requirements within an insurance business environment and specific to relevant business unit products and processes
  • Actively promotes the Risk brand through behaviours and cultures as well as through adding value to the business
  • Ability to look at something with an "end to end" perspective
  • Works collaboratively across teams
  • Tertiary qualifications in Risk Management, Accounting, Actuarial, Commerce, Banking, Economics, Finance or Law
  • Experience in financial services with specific experience in Insurance desirable
  • Prior experience in a risk role
  • Demonstrated experience in a previous role that has advised on/considered risk is required
  • Understanding of risk and regulatory frameworks
41

Manager, Risk Partner MLC Life Insurance Resume Examples & Samples

  • Prior experience in a risk-related role
  • Tertiary qualifications in Accounting, Actuarial, Commerce, Risk Management, Banking, Economics, Finance or Law
  • Experience in financial services with specific experience in Insurance (desirable)
  • The ability to deal with all levels within the organisation and build relationships
  • Strong understanding of insurance business activities and strategies
  • Strong interpersonal, leadership, communication and negotiation skills
  • Good understanding of regulatory compliance requirements within an Insurance business environment and specific to relevant business unit products and processes
  • Understanding of at least some of insurance, capital, technology, operational and asset risk
42

Compliance Advisory VP-unit Linked Life Insurance Resume Examples & Samples

  • To develop a Regulatory Compliance plan for the DC business which is created in conjunction with the business and addresses the objectives of the DC business and Regulatory Compliance and which adds value for our clients by protecting our shared interests and helps to develop a Compliance culture
  • Work with the Government Affairs group to understand the implications of EU proposals
  • Work with the Regulatory Engagement Team to ensure good communications and relationships with regulators
  • Provide support and advice on regulatory initiatives such as regulatory implementation, internal and external audits, thematic reviews and regulatory engagement
  • Work with the Compliance Monitoring Team to maintain a risk based monitoring plan for the DC Business
  • Work closely with other business areas including, but not limited to, SPM
  • Provide regular reports to BLL Board, BLL Management Committee and ESSC Management on Compliance matters
  • Provide regular reports to senior Compliance management team
  • Provide Regulatory Compliance advice wherever it is needed or requested on new or amended products and services
  • Provide daily oversight of permitted links and provide regular reports to FCA and PRA
  • Attend meetings and participate in working groups organised by the DC Business to proactively seek out information and identify areas of risk
  • Review, comment and subsequently sign-off all marketing material prepared in connection with the products and services of BLL
  • Provide support to the first line control functions based in the Service, Controls & Analysis team in Peterborough
  • Assist in reviews of Complaints to improve service and customer outcomes
  • Provide support to senior leads on specified compliance projects and initiatives, including for example new regulations, for instance, automatic enrolment, solvency II etc
  • Assist in communicating compliance issues to the DC business
  • Candidate should possess significant experience in a DC technical and/or compliance environment
  • A degree level education and a professional qualification such as Fellowship of the Chartered Insurance Institute (Pensions branch) and/or Fellowship of the Pensions Management Institute would be desirable
  • A strong working knowledge of insurance company organisation, unit-linked products, pension processes, regulation and legislation
  • Computer proficiency in Excel, Microsoft Outlook, Adobe Acrobat and Word required
  • An entrepreneurial spirit that is willing to take on additional responsibility quickly
  • Enjoy working in a fast-paced, high-intensity environment and willingness to work hard to meet constantly changing priorities and deliverables
  • Excellent analytical and communication skills
  • Act with the highest integrity and professionalism in all their endeavours
  • Think creatively
  • A strong desire to work in a team
  • Respond effectively to management direction and clients’ needs
43

Bancassurance Sales, Life Insurance Resume Examples & Samples

  • Partnering with Banking relationship managers to identify insurance and wealth management business opportunities
  • Provide advice and tailored maded insurance & wealth management solutions for clients while maintaining excellence customer service
  • Engage end to end insurance service including customer needs identification, solution recommendations, application fulfillment, and follows up
  • Manage individual insurance portfolio to ensure the highest rate of customer satisfaction
  • Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing
44

Cook-manufacturers Life Insurance Company Resume Examples & Samples

  • Cleans and sanitizes work areas, equipment, and utensils
  • Assists in other areas as needed
  • Completion of any task requested by a supervisor or member of the Aramark management team
  • High School Education or equivalent
  • More than 3 years experience in the food service industry as a cook
45

Non-life Insurance Professionals Resume Examples & Samples

  • Successfully participate in and/or lead advisory engagements
  • Contribute to the development of new solutions
  • Follow-up new trends and evolutions within the market
  • Develop people through effectively supervising, and coaching staff, as well as contribute to recruiting initiatives
  • Experience in consulting, or in a relevant operational role (e.g. analyst, process owner, project manager, software engineer, etc.) in the insurance sector
  • Knowledge of actual key themes in the sector (digital initiatives - e.g. telematics – back-office renewal, claims management packages) is a plus
46

Life Insurance Actuary Resume Examples & Samples

  • Monitoring the ongoing performance of structured reinsurance/ILS assets within the existing Life ILS portfolio
  • Regular valuation of assets within the existing Life ILS portfolio, as well as other regular tasks, e.g. reporting to investors on life transactions
  • Supporting the quantitative and qualitative evaluation of candidate life and health transactions, including transaction structuring aspects
  • Supporting the communication of due diligence findings to relevant stakeholders, such as other Life ILS team members, Schroders portfolio managers, external investors, our outsourced reinsurance administrator
  • Development and maintenance of certain quantitative methodologies, tools and processes
  • Coordination of the transaction process, including managing the various stakeholders and transaction parties
  • Supporting the development and marketing of structured life solutions
  • Supporting marketing activities and product development relating to Schroders Life ILS investment offering
  • At least 4-5 years’ experience in a life insurance environment
  • A thorough understanding of life insurance markets and products, as well as related actuarial and financial concepts, such as mortality/lapse risk, embedded value and economic/regulatory capital
  • A background in reinsurance, consulting or investment banking is preferable, ideally with a working knowledge of life insurance transactions
  • Proficiency in MS Office
  • Proficiency in relevant actuarial programming tool(s), such as Prophet or MatLab, is preferable
  • Accurate, professional and reliable working style
  • Ability to set priorities and show good judgment
  • Pro-active, self-motivated and structured personality
  • Strong project management skills, with the ability to manage multiple initiatives to deadlines
  • Strong written and verbal communication skills; fluency in English is a must
47

Cook-ny Life Insurance Co Resume Examples & Samples

  • Sets up and breaks down work stations
  • Ensures food is stored at the appropriate temperature for the appropriate length of time and follows all food safety standards
  • Completes daily temperature logs, production logs
  • Evaluates food quality and preparedness by tasting
  • Cuts, trims, bones, and carves meats and poultry for cooking
  • Fills in and assists at other stations where needed as business demands dictate
48

Grill Cook-the Lincoln National Life Insurance Company Resume Examples & Samples

  • Provides friendly and helpful customer service
  • Anticipates peak and non-peak service times; batch cooks food items accordingly
  • Responsible for the appearance of food when serving to customers
  • Adheres to the weekly/monthly cleaning schedules by completing the assigned tasks
  • Lifts food pans from warmer to the serving line
  • Operates and cleans grill station (flat-top grill, char grill, hood vents, fryers, etc.)
  • Works in other areas or departments as needed
  • Time management skills
  • Excellent customer service
  • Minimum 1 year experience in the food service industry
  • ServSafe Certified
49

Non Life Insurance Project Manager Resume Examples & Samples

  • Support delivering major complex client digital transformation both on a business, technology, architecture and program management side
  • A university degree from a leading business school
  • More than 5 years of functional & management experience in the Insurance industry either at a consulting company or at an insurer (Retail, Corporate or Private)
  • Deep quantitative and analytical skills
  • Result oriented
  • Commercial spirit
  • Flexibility to work partially abroad
50

Life Insurance Management Consultant Resume Examples & Samples

  • Consulting and partnering with our insurance clients to help them develop high performance solutions to advance their industry position
  • Supporting designing comprehensive target business and technology architecture, operating model and processes to shape major transformation journeys
  • Skills in 1 or more of insurance front office and back office processes: Underwriting / Policy Servicing / Claims Management / Product Management & Actuarial studies / Distribution & Marketing / Customer Relationship Management
  • Structured thinking
  • Eagerness to grow
  • Flexibility to work abroad
  • Relevant experience in project management
51

Life Insurance Management Consultant Resume Examples & Samples

  • Consulting and partnering with our Life insurance clients to help them develop high digital performance solutions to advance their industry position
  • Supporting designing comprehensive new target businesses and technology architectures, operating models and processes to shape major digital transformation journeys
  • 1 to 5 years of functional experience in the Insurance industry either at a consulting company or at a Life insurer (Retail, Corporate or Private)
  • Knowledge and functional experience on Life software solution & package (example: BSB Software package (Vermeg)) with previous active role on such project
52

Functional Analyst With Life Insurance Resume Examples & Samples

  • In our consulting team, we are currently looking for a Functional Analyst with relevant (3-6 years) experienced in understanding Insurance products. The analyst will work with business on the business requirements and translate them to our IT technical team
  • The analyst should be able to lead teams and steers the client at multiple projects. Experience with ‘stakeholder’s management’ is a must
  • The analyst has to have experience in giving performance feedback and formulating clear goals of the reportees. Needless to say that the ideal candidate is responsible for the overall mentoring of the team and for end reports
  • We have a great proposition, a steep growth in client Insurance (Life) area and are eager to conquer the market, so our new team member should be a professional with an entrepreneurial edge!
  • Last but not the least, the analyst should be fluent in both in English and Flemish
  • The Ideal candidate should be fluent in speaking Flemish and English oral and written communication and should have worked over 5 years as Functional Analyst and has following experiences,
  • Preferably Good knowledge and understanding of the Insurance products (Life and Non Life). If not then functional analyst experience will suffice with eagerness to learn
  • Knowledge of banking
  • Capable to act as bridge between business analyst and technical designers
  • Experience working with IT project, functional analysis and agile work (through backlogs)
  • Experience in working with the teams in multiple geographies with good collaboration skills
  • Preferably experience of Belgian financial institutions
  • Master in IT/ Business economics
  • Certifications on Insurance market would be a plus
53

Life Insurance Technology Senior Manager Resume Examples & Samples

  • Bachelor’s degree
  • Demonstrated deep experience in one or several of the following industry segments: Life & Annuity, Group Benefits
  • Strong passion for serving Insurance clients in their effort to successfully transform their business
  • Developing and sustaining strong relationships with clients’ business leaders Proven ability to build, manage and foster a highly motivated, team-oriented environment and actively guide and mentor people
54

Life Insurance Resume Examples & Samples

  • 8+ years of experience in business and technology consulting to Insurance (Life) clients focused on operating model transformation, business process improvement, business capability uplift, etc. with deep knowledge of insurance propositions, products, services, channels, functions, process and technologies
  • 6+ years of demonstrated ability to identify, shape, sell and lead technology consulting work in the Insurance industry, working collaboratively with client senior leaders and teams
  • Technology consulting program execution
55

Life Insurance Account Analyst Resume Examples & Samples

  • Four year college degree; Bachelor of Science in Finance or Accounting preferable
  • Strong accounting and finance experience and aptitude
  • Knowledge of Life Insurance and general accounting principles
  • Expert in windows based computer software applications (MS Office products)
  • 3 years of customer support or business experience in financial services industry
  • If servicing variable products, FINRA Series 6 & 63 must be completed within 6 months
  • Successfully complete 3 or more CLU exams within 2 years of hire
  • Customer service orientation
  • Proven multi-tasking ability and organizational skills
  • Understanding of financial services industry and related products
  • Sense of urgency to complete work
  • Proven ability to work successfully with others to achieve goals
56

Project Management Specialist, Life Insurance Resume Examples & Samples

  • Provides support for key Life Actuarial processes (i.e. Close, Cash Flow Testing, Annual Statement) in the form of planning, scheduling, execution monitoring, problem solving and communications
  • Assists in managing multiple projects throughout the Life Actuarial Department (i.e. Projections, Modeling, Valuation and Experience Studies)
  • Leads team efforts to develop new or revised processes/procedures
  • Motivates and directs team members to build collaborative project teams
  • Conducts research and analysis to quantify opportunities, complete cost-benefit analysis and develop formal recommendations for presentation to management
  • Applies project management tools and methodologies to manage project scope, schedule, cost, risk, quality, resources and communications
  • Conducts written and oral project updates for Actuarial senior management and business leaders
  • Coordinates Statements of Work / Purchase Orders for all contracted projects
  • Fosters a culture of continuous improvement and eliminates non-value added activities
  • Proven experience in leading project teams to achieve goals (with minimum 2 years direct project management experience)
  • Proven ability to influence without explicit authority, gain consensus, foster support, and work collaboratively within a team
  • Results oriented, able to manage multiple and changing priorities
  • Proficient in Excel, Word, PowerPoint
  • Project Management Certifications (PMI, PMP, Agile/LEAN)
  • Previous experience in finance, risk management, operations or actuarial functions
  • Familiarity with Life insurance products
  • Advanced PC Skills including MS Project & Visio
57

Advanced Life Insurance Sales Executive Resume Examples & Samples

  • Bachelor's Degree required or 7 years equivalent Advanced Life Insurance sales experience
  • License Required: Life & Health, Series 6
  • Minimum of 5 years' experience in Life Insurance Sales Additional Skills & Experience
  • Proven track record of new business production
58

Life Insurance Project Manager Resume Examples & Samples

  • Establish governance & oversight between Delivery and SMO for constant updation and validation of documentation within KEDB
  • Facilitate knowledge sharing across the program
  • Share program charter, objectives and program plan with the larger team
  • Provide inputs during the creation of program case study
  • Identify valueadds and contribute to best practices, innovations and focus on adding value to the client / organization
  • Share value addition and best practices across teams
  • Create and Maintain an Onboarding toolkit for new joiners to the engagement
59

Life Insurance Practice Senior Consultant Lead Resume Examples & Samples

  • Lead life insurance consulting sales and marketing efforts nationally with responsibility for achieving individual and practice-wide sales targets
  • Consult to clients in partnership with local HGB teams and ADM specialty resources
  • Work in conjunction with the National ADM practice leader to define revenue opportunities, service offerings, staffing and delivery capabilities
  • Develop a formal review process for all existing HGB clients or prospective clients to assess opportunities to provide life insurance consulting services through commission or fee-for-service arrangements
  • Prepare marketing collateral in support of our life insurance consulting capabilities
  • Define new areas of service within the life insurance consulting space
  • Oversee and contribute to life insurance intellectual capital development (tools, methodologies, etc.)
  • Support learning and development of HGB associates through the delivery of training and related materials designed to strengthen practitioner knowledge and promote efficiency in servicing clients
60

Technology Consultant Life Insurance Resume Examples & Samples

  • Consulting and partnering with our insurance clients to help them develop high digital performance solutions to advance their industry position
  • Supporting designing transformation business case and roadmap to help activate the defined client transformations
  • 1 to 5 years of technical experience in the Insurance industry either at a consulting company or at an insurer (Retail, Corporate or Private)
  • Knowledge and technical experience on Life software solution & package (example: BSB Software package (Vermeg)) with previous active role on such project
  • Strong relationship building skills, both with the team and clients
61

Life Insurance Quality Analyst Resume Examples & Samples

  • Monitor and coordinate QA work effort based on department needs
  • Ensure department compliance with regulations and controls and communicate training needs to management
  • Perform quality review of transactions according to department guidelines or as assigned
  • Identify trends, compile data, and make recommendations to present to management on quality and productivity improvements and potential training needs
  • Ensure data integrity and reporting accuracy during process and procedural updates
  • Act as a resource for Operational best practices, standards, or current procedures
  • Assist with training as needed, to serve as a SME and answer questions, as well as serve as a mentor during the ramp up period
62

Life Insurance Sales Rep-south Charlotte Resume Examples & Samples

  • Sell Life, Accident and Health products to individuals within assigned states using consultative sales techniques
  • Drive profit through both inbound sales calls and permission based outbound sales calls by utilizing persuasive sales techniques
  • Consistently perform on a variety of dimensions including exceeding sales goals and meeting quality assurance requirements
63

Life Insurance Product Support Analyst Resume Examples & Samples

  • College degree or equivalent work experience
  • At least 3 years of experience working in the life insurance industry
  • Knowledge of the life insurance products
  • Proficiency with Microsoft Office applications, including Word, Excel and Access
  • Candidate should have excellent verbal and written communication skills, excellent time-management and organizational skills, high attention to details and the ability to bring issues to resolution
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions
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Regional Manager Life Insurance Resume Examples & Samples

  • Coach all Life and Investments and Short Term Advisers within the region to promote a productive sales environment
  • Coach the Advisers on issues and challenges they are experiencing in the region
  • Coach Advisers (one-on-one and/or in groups) on how to use the relevant Absa Insurance Systems and advise them on diary management
  • Coach the Advisers in instances where new projects, campaigns and products are launched into the regions and provide them with all relevant, updated information
  • Coach Advisers on all compliance-related processes, procedures and documentation and monitor their adherence to the same
  • Facilitate the communication of agreed targets to Advisers and strategic partners within the region
  • Explain and agree targets with individual Advisers communicate to all levels and take accountability for the overall achievement of performance objectives
  • Provide clear direction to team members on the Absa Insurance strategic plan and key focus areas
  • Manage regional budgets including signing off of invoices and quotes within mandate
  • Review performance against balanced scorecard components
  • Work with Advisers in the team to achieve excellent business results through continuous people development and mentoring activities
  • Interview and recruit new members of the team
  • Create effective workforce plans and recruitment demand plans for own region
  • Ensure that all poor performance is addressed
  • Ensure that the team understands all compliance requirements
  • Ensure that all regulatory requirements are adhered to by facilitating knowledge acquisition by the Advisers
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Life Insurance New Business Representative Resume Examples & Samples

  • Review customer inquiries, problems, requests, and suggestions and determine appropriate solutions and/or responses
  • Negotiate customer claims, initiate billing adjustments, and arrange product substitutions and returns
  • Research and provide problem resolution, detailed information on services, and assistance regarding paperwork and technical inquiries
  • Resolve most customer concerns and problems using established procedures
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Senior Analyst Life Insurance Ratings Resume Examples & Samples

  • Surveillance of the ratings of a portfolio of life insurance companies in the U.S. and Canada
  • Prepare and conduct meetings with senior management teams to extract and assess information relating to credit quality and to explain our credit rating opinions
  • Analyze complex situations/data/information utilizing appropriate methodology, criteria factors, and standards
  • Train and mentor others within group on analytical matters and help them resolve difficult day-to-day situations
  • Must possess an MBA, JD, or CFA degree with 7+ years of experience (which would include 5+ years of experience in the life insurance industry)
  • Experience as an actuary at a life insurance company strongly preferred
  • Must have a strong understanding of financial markets and business environment including implications for S&P’s analytical products and services
  • Have the ability to undertake rigorous analytical work and be proficient at writing analytical reports
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Chief Risk Officer, Life Insurance Resume Examples & Samples

  • Set direction for risk appetite and concentration limits by product across the division
  • Identify, assess, and manage risk associated with both new and existing business across multiple product lines
  • Oversee underwriting quality through review of audit results and ensuring corrective actions are taken on a timely basis
  • Assist in the development and enhancement of an enterprise-wide stress testing framework as it relates to the US Life Division
  • Chair various committees within the US Life Division and participate/vote on certain enterprise risk committees, associated in particular with Asset/Liability Management
  • Lead an organization consisting of teams that manage risk across US Life’s Life, Long Term Care, Fixed Annuity, and Variable Annuity product lines
  • Ensure risk activities for each product line are targeted, effective and repeatable enterprise-wide
  • Assure that new business growth plans are adequately supported by pricing and risk management capabilities and support the overall Genworth capital planning objectives
  • Serve as the division’s senior business risk representative with respect to regulators, rating agencies, investors and other key constituencies where required
  • Present to the Genworth Board of Directors on key risks in US Life, as needed
  • The ideal candidate will be a seasoned executive with at least 15-20 years of progressive experience in a large, complex company with relevant risk management experience
  • Strong knowledge of insurance products
  • Strong communication, listening and influencing skills
  • Strategic thinking with the ability to consider a range of factors and provide a fresh perspective when solving problems and making decisions
  • Executive presence and professional maturity, with the ability to quickly establish credibility and gain the confidence and respect of the Risk organization, the senior leadership team, and the Genworth Board of Directors
  • Ability to take intelligent risks and to make decisions and the tough calls with limited information that comes from experience and depth of knowledge
  • Ability to coach and develop others
  • Highest degree of integrity and ethics
  • An undergraduate degree is required
  • Ideal candidate will have a strong actuarial background preferably with an FSA designation
  • Strong knowledge of long term care insurance
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Head of Individual Markets Life Insurance Resume Examples & Samples

  • Manage the individual life portfolio and drive major decisions around strategy, concept, design, and implementation
  • Evaluation and prioritization of product development projects including conducting analysis of all proposed projects and prioritizing those that have the most value
  • Maintain and foster a key relationship with Guardian’s distribution leadership including General Agents, Financial Representatives, and home office Distribution functions
  • Supervise a well-established diverse team of life insurance product development experts in an effort to enhance and compound their value
  • Deep understanding of the individual life insurance business
  • Deep understanding of the value of owning permanent life insurance
  • Ability to translate simple ideas into appropriate contract language and provisions
  • Deep understanding of product design, compensation, distribution, and operations
  • Ability to think critically, analyze, prioritize, take initiative, and problem solve
  • Well organized with high degree of initiative, endurance, and grit
  • Attention to detail with exceptional analytical skills
  • Ability to manage a multi-million dollar staff and technology budget
  • 8+ years people management – preferably managing senior insurance professional roles
  • 10+ years’ experience in or supporting individual life product development
  • Industry-related accreditation a plus
  • Prior experience in a sales/distribution situation a plus
  • MBA or actuarial designation preferred
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Manager, Life Insurance Transformation Resume Examples & Samples

  • 5+ years of experience in business consulting to Life Insurance clients focused on operating model transformation and business process improvement with a deep knowledge of insurance propositions, products and services
  • 3+ years working with an established consulting firm such as strategy consulting companies or advisory divisions of “big-4” firms
  • 3+ years of demonstrated ability to identify, shape and lead management consulting work in the Insurance industry
  • Demonstrated experience in one or several segments within Life Insurance
  • Business capability benchmarking, blueprint and roadmap development
  • Team and relationship management
  • Proven record of effectively collaborating across areas of business and disciplines to formulate creative yet pragmatic business solutions
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Senior Manager, Life Insurance Transformation Resume Examples & Samples

  • 8+ years of experience in business consulting to Life Insurance clients focused on operating model transformation and business process improvement with a deep knowledge of insurance propositions, products and services
  • Experience in insurance operating model development (distribution, sales, service, product management, customer experience, analytics)
  • 5+ years working with an established consulting firm such as strategy consulting companies or advisory divisions of “big-4” firms. Some experience must be at a Manager or comparable level
  • Demonstrated leadership to successfully deliver management consulting and transformation efforts, leading multi-disciplinary teams including client team members
  • Deep interest in and knowledge of emerging trends impacting insurers, distributors and customers
  • 6+ years of demonstrated ability to identify, shape and lead management consulting work in the Insurance industry
  • Bachelor’s degree. An advanced degree is desirable
  • Experience in Insurance operating model development (distribution, sales, service, product management, customer experience, analytics)
  • Demonstrated experience in one or several Life Insurance segments
  • Business case development and management
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Life Insurance Underwriter Resume Examples & Samples

  • Excellent written and oral communication skills to communicate clearly and concisely by telephone and email
  • Takes accountability and ownership to resolve problems and find the answer and demonstrates creativity in identifying reasonable solutions that benefit all parties
  • Efficiency and ability to quickly gather the right information, analyze, and make decisions
  • Operates effectively in the face of ambiguity
  • 3+ years’ experience life insurance underwriting experience is required
  • Medical Terminology experience is required
  • Excellent knowledge of underwriting manuals, anatomy, and disease is required
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Associate Product Manager Life Insurance Resume Examples & Samples

  • Bachelor’s degree Required
  • Two or more years of working with annuity or life insurance products
  • 2+ years of Microsoft Excel which includes Macros and VBA programming
  • Insurance designation such as Fellow Life Management Institute (FLMI) or Chartered Life Underwriter (CLU) or completion of 2-5 Actuarial Exams Prior experience working with annuity or life insurance illustrations
  • Knowledge of actuarial principles in design of insurance and annuity products
  • Prior experience conducting user acceptance testing for software systems preferred
  • Ability to manage and interpret product data
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VP Consulting, Life Insurance Resume Examples & Samples

  • Build and grow the funnel of opportunities, in close collaboration with the account teams
  • Drive quality of delivery and customer satisfaction
  • Maintain and fortify relationships with strategic alliance partners
  • Work closely with the GTA CPS Business Unit Leadership team to define strategy, direction and execution plans for the future growth of the business (including target setting and new services development) across CGI
  • Take a lead role in managing the delivery of high end consulting services to complex organizations with a team of directors and consultants
  • Contribute to and execute a client account plan within a complex engagements
  • Manage governance interactions with client teams and CGI members
  • Clearly articulate and communicate a consistent set of objectives
  • A credible expert in the business operations of Canadian and US Life insurance companies
  • 10-15+ years of increasing responsibility in a technology consultancy with demonstrated track record of converting client intimacy and trust into: consulting and systems integration sales, high quality project delivery, satisfied clients
  • Hands on experience as an individual contributor, leading high end systems integration and consulting projects
  • Ability to drive proposal, pricing, and contracting for multi-faceted client initiatives
  • Business Strategy
  • Client Delivery
  • Client Relationship
  • Facilitation
  • Integration Management
  • IT Governance
  • Management Consulting
  • Mentoring/Coaching
  • People Management
  • PresentationSkills/PublicSpeak
  • Recruiting/Staffing
  • Resource Mangement Team (RMT)
  • Training and Staff Development
  • English
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Business Analyst Life Insurance & Annuities Resume Examples & Samples

  • Involvement in conceptual (Pre-Statement of Work-SOW) phases of project. The role would be assisting in analysis for development (business case, cost benefit analysis (CBA) and perform industry market research)-primarily for product development projects
  • Facilitate meetings with business partners and document the business and functional requirements based on input received
  • Support project manager as needed on tasks that may be assigned
  • Provide technical expertise on detailed data analysis and data mapping of legacy systems
  • Support translation of data mapping to target systems
  • Minimum of 5 years of experience in business analysis
  • Minimum of 3 years of user acceptance testing experience
  • Insurance and/or Annuity experience (minimum of 2 years)
  • Extensive life insurance / annuity industry experience and extensive knowledge of business terms to be able to translate into technical requirements
  • Ability to handle multiple projects/tasks
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Life Insurance Internal Wholesaler Resume Examples & Samples

  • Minimum 3 + years of Traditional and Variable Life Insurance experience
  • Minimum 2+ years of financial services or investment management experience
  • Minimum 2+ years of sales/marketing experience
  • Bachelor’s degree or work experience equivalent with an emphasis on marketing/business
  • Strong knowledge of Life Insurance product design and sales concepts
  • Strong phone and interpersonal communication skills (verbal & written)
  • Must be able to apply sound discretion and judgment abilities
  • Requires a demonstrated record of initiative, leadership, problem-solving and adaptability
  • Possesses the ability to plan, organize, develop and deliver effective plans / presentations to a targeted audience
  • Group I Life License; FINRA Series 6 or 7 and Series 63 or Series 66 license
  • Multi-Carrier experience is highly desirable but not required
  • Long Term Care and Disability Insurance experience desired
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Life Insurance Policy Specialist Resume Examples & Samples

  • Provide high level support and assistance to staff in handling the most complex or escalated case support for targeted advisors and staff through proactive relationship management in order to retain business. Work with advisors on the proper management of RiverSource in-force cash value life insurance products, focusing on cash value UL and policies projected to lapse prior to maturity. Recommendations could include but not limited to increase premium, death benefit adjustment, change of death benefit option, cash value investment review and internal replacement
  • Provide escalation and business support on RiverSource in-force cash value life insurance policies for advisors and staff through inbound / outbound calls and email, drafting communications to drive efficiency, and pro actively reaching out regarding upcoming regulatory or product changes. Responsible for creating and sending any written communication needed as a result of an escalation
  • Serve as the single point of contact for all RiverSource executive, senior leaders, legal and compliance escalations. Responsible for responding to, researching and resolving complex issues and providing a verbal and/or written summary analysis to senior and executive leaders regarding RiverSource in-force cash value life insurance policies
  • Demonstrate and maintain a strong fundamental knowledge of Ameriprise & RiverSource products, industry & competitive products, practices, and tools. Maintain strong, legal, regulatory and compliance knowledge. Act as expert on systems, tools and capabilities
  • Assist in ad hoc project work designed to enhance the advisor and client experience, as well as represent RiverSource at advisor events, as necessary (some travel may be required). Gather and analyze feedback and prepare summary communication for key business partners and leaders. Engage back office leaders to implement process improvements identified through the analysis
  • Perform reporting and analysis of key metrics to identify and develop process improvements for business partners. Assist in the facilitation and coaching of service employees through recommendations designed to improve advisor policy management activities and enhance the ease of doing business
  • Series 7 or 6, 63, MN Life and Health License Required or ability to obtain after hire
  • Strong working knowledge of customer service processes, policies, techniques, and applicable regulations
  • Proven ability to research and resolve complex, high-priority service issues in a timely manner
  • College degree and/or equivalent business experience
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Senior Manager, Life Insurance Operations Resume Examples & Samples

  • Providing employees with coaching, feedback and developmental opportunities and building effective teams, including
  • 5+ years of related experience and/or training
  • 4+ years of management experience in an operations environment
  • Demonstrated ability to communicate effectively with both internal and external customers
  • Must be able to communicate effectively across multiple levels of leadership
  • General understanding of larger organization and operational unit impact to the larger organization
  • Proven ability to manage multiple small to large impact projects in a cross-functional setting
  • Proven ability to lead and manage change (process and/or technology) across the operational unit
  • Proficiency in Word, Excel, PowerPoint
  • Data / metrics management and the ability to tell a story from data; see the “story”, communicate / make recommendations and take appropriate action
  • Department specific operations leadership experience, including an in-depth understanding of metrics, workforce planning, quality assurance, and department related technology and terminology
  • General knowledge of products serviced by the department
  • Related industry certifications
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Dr, TC Life Insurance Risk Mgmnt Resume Examples & Samples

  • Successfully drive a culture of risk management within the first line business leaders of TC Life and drive an environment of proactive risk and control accountability by business leaders across TC Life
  • Leverage and adapt enterprise risk standards to the identification, measurement, monitoring and management of risk
  • Assist in identifying emerging risks and trends (both internal and external) that could have a negative impact on the ability to achieve the goals and objectives of businesses within TC Life and Retail Financial Services
  • Review business plans and challenge assumptions to support the reasonableness of the plans and fit with corporate strategy
  • Help identify and monitor key risk and performance indicators and metrics, and monitor the effectiveness of risk mitigation programs and controls. Implement programs and limits to support risk-taking that are in line with corporate standards and the prescribed risk appetite. Support the development and implementation of policies and procedures that are in line with corporate guidelines
  • Drive continuous improvement of risk review and governance processes across TC Life and ensure effective line of sight at both Retail Financial Services governance committees as well as enterprise risk and compliance reviews as necessary
  • Support the implementation and ongoing use of Governance, Risk and Compliance (GRC) tools within Retail Financial Services used by both the business and ERM. Support the implementation of risk and control self-assessment and related processes and the optimization of the control environment
  • Oversee, challenge, and/or approve reinsurance, asset/liability management, and investment risk for the insurance company in conjunction with investment teams, F&A, Product Actuarial, and Financial Risk
  • Support and represent leaders on specified risk committees and provide risk and performance reporting
  • Bachelor’s Degree is required; Graduate Degree is preferred
  • Experience with life insurance, annuities, and/or financial planning is required
  • Risk management experience in insurance products development and distribution is required
  • Experience working with legal, compliance and audit is required
  • ©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921
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Director Consulting Services, Life Insurance Resume Examples & Samples

  • Build and grow the funnel of opportunities
  • Ensure a superior win-rate on opportunities
  • Build compelling consulting and systems integration solutions for customers based on CGI’s capabilities around the globe
  • Contribute to and execute a client account plan within complex engagements
  • Recruit new high quality members to CGI through solicitation and professional networking
  • 10 + years of increasing responsibility in a technology consultancy with demonstrated track record of converting client intimacy and trust into: consulting and systems integration sales, high quality project delivery, satisfied clients
  • Demonstrated success building and managing executive (C-Suite) relationships within Ontario-based Life insurance companies
  • Demonstrated expertise driving organizational change management initiatives and experience building and evolving a customer strategy to drive change
  • Experience managing and evolving relationships with senior clients to position and influence decisions using a value-based, trusted advisor approach
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Manager Life Insurance Actuarial Services Resume Examples & Samples

  • A unique opportunity to explore a wide range of solutions to our clients’ issues. This will enable you to develop a wide breadth of skills and competencies, with many of these being focused around the key actuarial processes and techniques. The nature of consultancy promises a fast paced and engaging career. You will also have the opportunity to work with experienced actuaries around the globe involved in developing new ideas on current industry issues
  • Working on client assignments from day one with a supportive and highly competent team. By working with diverse organizations you will use analysis and modelling techniques to achieve a thorough understanding of business and technical issues enabling you to provide constructive advice and support to our clients
  • Assignments in both advisory and audit. You will participate in traditional actuarial activities like reserving or financial reporting / audit as well as broader topics like mergers and acquisitions, analytics, risk and capital management (e.g. Swiss Solvency Test, Solvency II)
  • You will be leading advisory and audit engagements and manage junior staff. Your skillset will grow rapidly through numerous training events and client facing engagements
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Service Representative, Life Insurance Resume Examples & Samples

  • Review and mail correspondence within service level agreements and with a high degree of accuracy
  • Research items on the daily check log, working with Treasury to resolve any discrepancies, to ensure money is deposited in a timely manner for the correct client
  • Management of 3 mailstops within the department, ensuring all correspondence is delivered in a timely manner
  • Research items in the workflow system (Resonant) that are in the Doc queue, to locate the applicable case and assign accordingly
  • Periodic coverage of new business phone lines
  • Perform other administrative and/or operations support duties as required or assigned
  • Two or more years of related work experience in the life insurance and/or annuity operations industry with experience in a customer service environment
  • Written client communication/correspondence experience: Examples/Artifacts may be requested
  • Ability to clearly convey information to clients and internal business partners
  • Computer/technical skills required, including the use of MS Word and Excel; systems knowledge/proficiency in Mainframe applications, Siebel systems, Resonant, Corporate Worklfow (MITI) and EXP (Power Image) preferred
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Life Insurance Underwriting Analyst Resume Examples & Samples

  • Strong attention to detail to follow business processes correctly, anticipating and understanding the downstream impact, and ensuring high quality the first time/every time
  • Easily adaptable to changes in business processes, work priorities, and work environment
  • Sound decision making and judgment and having confidence to make decisions with authority and know when to use judgment on unique situations and when to escalate to management
  • Demonstrates professionalism by consistently acting with respect and courtesy to co-workers and customers, maintains personal credibility, and exhibits excellent teamwork
  • Desire and ability to quickly learn and apply new concepts, processes and behaviors, and has a curiosity to learn more and invest in their own growth and development
  • Acts with appropriate sense of urgency
  • Bachelors' Degree
  • 5+ years’ experience life insurance underwriting experience is required
  • Experience reviewing medical records, tests, and reports
  • Designation or significant progress towards FLMI, FALU