VP-insurance Resume Samples

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VS
V Swaniawski
Van
Swaniawski
180 Jessika Points
Philadelphia
PA
+1 (555) 456 1496
180 Jessika Points
Philadelphia
PA
Phone
p +1 (555) 456 1496
Experience Experience
Los Angeles, CA
VP, Risk Insurance
Los Angeles, CA
Renner Group
Los Angeles, CA
VP, Risk Insurance
  • Assists senior management in achieving business results by
  • Works to enhance the organization's capabilities through effective staffing and development by
  • Evaluates alternatives and makes judgements on a full range of business issues
  • Providing timely coaching and feedback
  • Identifies and implements improvements to business processes
  • Making and rewarding distinctions in performance
  • Provides ongoing advice and guidance to the business concerning issues related to area of specialty
San Francisco, CA
VP & Actuary International Insurance
San Francisco, CA
Abshire Inc
San Francisco, CA
VP & Actuary International Insurance
  • Product and pricing support for business development expansion into new markets
  • Perform sufficient model testing/validation to ensure the models are built and used as intended
  • Provide guidance and oversight for each of the local PII Operations (excluding Japan) on completing studies, reviewing results, documenting endorsed assumptions, and ensuring that assumptions are properly used in local operation models
  • Develop new model/tools to support valuation process of new products
  • Main point of contact with the Corporate Actuarial Assumption Oversight team on governance, issues, and special projects related to assumptions and assumption oversight in PII
  • Lead PII Assumption Review Committee, which is responsible for reviewing financial reporting and pricing assumptions on an annual basis, providing effective challenge of those assumptions, and endorsing all assumptions for use in financial reporting and/or new product pricing/re-pricing
  • Work with Risk Management to comply with new product protocols
present
Boston, MA
VP & Actuary, Insurance Assumptions Oversight
Boston, MA
Heidenreich, Langworth and Senger
present
Boston, MA
VP & Actuary, Insurance Assumptions Oversight
present
  • Manage a team that plays a vital role in the insurance assumption governance process
  • Responsible for the review and challenge of actuarial insurance assumptions from all Prudential insurance business units
  • Serve as business unit insurance assumptions oversight representative for up to 2 businesses
  • Understand assumption development across all of Prudentials businesses to identify the similarities and differences in the various common assumptions
  • Formulate solutions that take all perspectives and constituencies into account
  • Set up and lead the Corporate Actuarial level review and the Chief Actuary level review meetings, as well as work closely with the businesses in the development of their Insurance Risk Oversight Committee presentations
  • Review actuarial assumptions to ensure accuracy and consistency
Education Education
Bachelor’s Degree in Independence
Bachelor’s Degree in Independence
Syracuse University
Bachelor’s Degree in Independence
Skills Skills
  • Drive sales by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems (ex. Territory Analysis Program (TAP), Quality Sales Call, etc.)
  • Partner with internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives
  • Build and maintain relationships with internal and external business partners (marketing, senior leaders, field leaders)
  • Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers
  • Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.)
  • Prioritize and manage daily, weekly, and monthly workload
  • Use software, including proprietary programs, to research advisor business and identify opportunities to offer RiverSource solutions
  • Analyze reports to increase understanding of advisor business and identify sales trends; leverage the information to prepare for face-to-face sales calls
  • Travel within territory to conduct one-on-one Ameriprise Financial Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training
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4 VP-insurance resume templates

1

VP-group Insurance Resume Examples & Samples

  • Detailed knowledge of the main classes of corporate insurances including underwriting criteria, and insurance policy structures, definitions, policy wordings and exclusions
  • Excellent data recording and analysis with high PC literacy in documents and spreadsheets
  • Knowledge of financial institutions and their key risk exposures
  • Awareness of banking regulation and its implications for operational risk/insurance mitigation
  • Relevant experience with an insurance company, insurance broker or the insurance division of a large commercial organisation involved with or managing global insurance programmes
  • Minimum qualification – Graduate with ACII (or equivalent insurance/risk qualification)
2

Regional VP-insurance Resume Examples & Samples

  • Drive sales by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems (ex. Territory Analysis Program (TAP), Quality Sales Call, etc.)
  • Partner with internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives
  • Demonstrate an understanding of RiverSource's products, including features and benefits; sells solutions provided by RiverSource to solve advisor needs
  • Build and maintain relationships with internal and external business partners (marketing, senior leaders, field leaders)
  • Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers
  • Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.)
  • Prioritize and manage daily, weekly, and monthly workload
  • Use software, including proprietary programs, to research advisor business and identify opportunities to offer RiverSource solutions
  • Analyze reports to increase understanding of advisor business and identify sales trends; leverage the information to prepare for face-to-face sales calls
3

Wholesale Loan Operations Manager Central Insurance Servicing Team VP Resume Examples & Samples

  • Staffing – Conducts regular staff meetings and mid-year and annual appraisal reviews; coaches and develops direct reports and staff; administers HR policies fairly and consistently
  • Production – establishes and manages productivity expectations for staff by using metrics to aide in monitoring and managing workflow and production, maintain service levels, produce management reports and recommend efficiency improvement opportunities
  • Controls – Drives a robust control agenda, ensuring compliance with regulatory, audit and corporate policy and procedures requirements related to insurance; ensure controls are in place and staff are consistently following procedures, guidelines and established regulatory and compliance standards
  • Business Partners/Markets – Interfaces in a collaborative manner with members of senior management, Line of Business partners, external customers, vendors and consultants. Develops relationships and maintains regular interaction to assure ongoing communication and alignment of goals; manages business partner requests and issues timely and professionally; manages client expectations; issue resolution
  • Projects/Initiatives – Directs the study and establishment of new and revised systems, procedures and methods to improve client service and to control and improve costs. Actively participates in projects within and across the WLO organization
  • Leadership – Ability to influence and lead a diverse team
  • Exceptionally strong administrator with 7 – 10 years of in-depth operational management experience
  • Knowledge of loan and flood insurance regulatory requirements and related experience preferred
  • Excellent interpersonal skills, initiative/ownership, decision making, problem solving, flexibility/adaptability
  • Positive and flexible managing style
  • Must enjoy working with people and have the ability to motivate and lead a team; exceptional networking and relationship building skills
  • Proven ability to adapt to and champion process change
  • Highly customer oriented with ability to be responsive
  • Ability to manage multiple priorities; excellent time management, prioritization and organizational skills
  • Experience administering a quality assurance program and directing employees in a quality assurance setting
4

VP, Human Resources, International Insurance Resume Examples & Samples

  • Responsible for Strategic workforce planning efforts to identify capabilities and leadership requirements for future growth
  • Ensure implementation of enterprise wide succession management program and initiatives in PII; manage the corporate succession management process
  • Lead development and deployment of strategies that ensure PII has a healthy succession bench; manage executive assessments and broader talent development initiatives
  • Monitor key position successor development progress; partner with Regional HRCs on cross functional/cross border development efforts
  • Work with the Talent organization on development of local training programs for PII countries
  • Ensure a coordinated strategy for identification and development of talent early in their career; oversee programs that ensures development of such talent over the longer term
  • Develop and execute Talent Mobility strategy to attract talent from across the organization to PII, facilitate mobility assignments and maintain a pipeline of such talent
  • Support on-boarding and career management of people on mobility assignments, repatriation
  • Ensure high quality executive on-boarding programs that help integrate new hires successfully into PII
  • Provide consulting on HR aspects of mergers and acquisitions to HR contacts; through best practice sharing, institutionalizing processes and knowledge build overall capability
  • Partner with VP HR, International Businesses to develop HR talent
  • Partner with Head Strategy in building knowledge and talent strategy for Africa entry
  • Bachelor degree required, advanced degree preferred. The person should be a PHR/SPHR
  • Experience as an HR Consultant supporting a business unit(s) on various aspects of HR domain
  • Proven experience in developing and executing talent and succession strategies
  • Merger and Acquisition expertise is strongly desired; experience in HR due diligence and integration will be of high value
  • Strategic mindset and ability to communicate a strategic vision
  • Strong ability to build relationships and influence others
  • Strong talent mindset
  • Strong consulting ability
  • Strong communications and project management skills
  • Experience working with data and utilizing analytical insights to drive new initiatives
  • International experience and language abilities is an advantage
5

Insurance Solution Sales Associate to VP Resume Examples & Samples

  • Package Solutions for Variable Annuity Pension Funds
  • Derivatives Solutions for hedging
  • Solution for ALM approach
  • Derivatives Structuring experience in Investment Bank based in Japan
  • Native level fluency in written and spoken Japanese and Business level English
6

VP & Actuary, Insurance Assumptions Oversight Resume Examples & Samples

  • Manage a team that plays a vital role in the insurance assumption governance process
  • Responsible for the review and challenge of actuarial insurance assumptions from all Prudential insurance business units
  • Serve as business unit insurance assumptions oversight representative for up to 2 businesses
  • Partner very effectively with myriad constituencies. In addition to the BU assumption and other actuarial leaders, the head of Insurance Assumption Oversight must collaborate well with the other central controls functions, including the other Corporate Actuarial units, Enterprise Risk Management, and Internal Audit
  • Understand assumption development across all of Prudentials businesses to identify the similarities and differences in the various common assumptions
  • Formulate solutions that take all perspectives and constituencies into account
  • Set up and lead the Corporate Actuarial level review and the Chief Actuary level review meetings, as well as work closely with the businesses in the development of their Insurance Risk Oversight Committee presentations
  • Review actuarial assumptions to ensure accuracy and consistency
  • Review GAAP PADs and Statutory margins in close collaboration with subject matter experts from Corporate Actuarials GAAP and Stat functions
  • Review and comment on the quality and completeness of business unit assumption development and documentation
  • Manage a structure to collect and report on the compliance with CAAO assumption standards by business units
  • Implement cross business unit subgroups to enhance assumption sharing and identify areas of common work across businesses, including sharing best practices and resolving inconsistencies
  • Support the implementation of an early warning process for monitoring significant experience assumptions
  • 10+ years of actuarial experience
  • Member of the American Academy of Actuaries required, Fellow of the Society of Actuaries designation (FSA) preferred
  • Possess the vision and strategic mindset to resolve issues as they arise in managing the day-to-day responsibilities within a framework consistent with the longer term vision of this maturing function
  • Exert influence on business unit and corporate partners in a manner which conveys a spirit of collaboration in achieving our shared objectives
  • Strong knowledge of experience study methods, including evaluating relevance, credibility and data quality preferred
  • Knowledge of GAAP and Stat financial reporting preferred
  • Experience with multiple lines of business and multiple actuarial functions (e.g., valuation, forecasting, pricing, ALM)
  • Strong quantitative and analytical skills, including the ability to solve complex problems
  • Excellent oral and written communication skills required
  • Ability to partner effectively with colleagues across multiple business groups and corporate areas
  • Strong knowledge of audit and control concepts preferred
  • Experience with change management
  • Good project management skills and the ability to manage multiple tasks / initiatives
  • Highly motivated, conceptual thinker who is able to work independently or in a team in a wide variety of assignments
7

West Divisional VP-insurance Resume Examples & Samples

  • Provide daily leadership and coaching to RVPs. Includes frequent field visits, continued performance and skill assessment of RVPs
  • Partner with Divisional Sales Director (DSD) to ensure wholesaling team is working efficiently, providing training and sales coaching
  • Provide product/positioning/strategy/presentations to attain new sellers
  • Partner with Field Leaders to build plans around increasing sales and drive execution of said plans
  • 5 to 7 years of relevant experience
  • Series 6 & Series 63/66
  • Sales and sales coaching experience
  • Proven leadership and business acumen
  • Demonstrated ability to communicate clearly and concisely
  • Highly motivated and strong public speaking skills
  • Insurance Industry Product and Strategy Knowledge
  • Upon hire, obtain Division States Securities & Division Insurance License (Health, Life & Variable)
  • Previous leadership experience in a sales environment
8

VP-fs-insurance Resume Examples & Samples

  • Identify, prioritize and qualify the sales of future services in emerging technologies, risk management and large transformation projects
  • Work with Capgemini Consulting practices and/or alliance partners to further accounts and develop new business
  • Develop strong client relationships that enable identification and qualification of successful sales opportunities
  • Lead the responses to request for proposals (RFPs)
  • Develop and execute on Digital Strategies to drive sustainable competitive advantages by applying technologies to new business models
  • Enable superior Customer experiences across multi-channels
  • Develop practice implementation roadmaps and implement the support models that drive the digital strategy
  • Oversee digital transformation strategy engagements with large client organizations
  • Design new/improved digital customer experiences and develop digital customer engagement strategies
  • Oversee projects from start-to-finish and drive blended teams of management consultants, experience designers and technology implementation specialists to deliver according to plan (scope, quality and time)
  • Simplify difficult situations, models, and issues to create structured actions
  • Mentor and coach others to deliver quality results and promote others' professional development
  • Author thought leadership that illuminates the insights Capgemini Consulting has developed during client engagements
  • Be an active presence on social media
  • Proactively participate in North American recruitment, training and community-building
  • Be a visible member of the global digital transformation and strategy community of the Financial Services practice and a change agent to create and grow the business
  • 10+ years at established Management Consulting firm and/or digital service provider
9

VP & Actuary International Insurance Resume Examples & Samples

  • The development and governance of PII Actuarial experience assumptions (including insurance and economic) used for financial reporting, pricing, and other economic uses for all operations, excluding Japan
  • Lead PII Assumption Review Committee, which is responsible for reviewing financial reporting and pricing assumptions on an annual basis, providing effective challenge of those assumptions, and endorsing all assumptions for use in financial reporting and/or new product pricing/re-pricing
  • Provide guidance and oversight for each of the local PII Operations (excluding Japan) on completing studies, reviewing results, documenting endorsed assumptions, and ensuring that assumptions are properly used in local operation models
  • Drive thought leadership on how to improve assumption process overall, as well in each operation, ensuring level of granularity of assumptions, controls and consistency around experience study processes, and incorporation of best practices
  • Main point of contact with the Corporate Actuarial Assumption Oversight team on governance, issues, and special projects related to assumptions and assumption oversight in PII
  • Foster contact with Japan experience assumption team to create consistency of practice across all International operations
  • Support the creation and oversight of assumptions needed for any newly acquired operations in PII
  • Lead a team of three associates
  • FSA with a minimum of 10 years of actuarial experience
  • Broad understanding and relevant experience with Experience Assumption development in Life and /or Annuity products is strongly desired
  • Strong analytical skills, including the ability to assimilate concepts and assess practices across country operations
  • Excellent written and verbal communication skills, particularly in presenting technical concepts and preparing documentation
  • Conceptual thinker who is able to provide experience assumption expertise and work in a team setting, often across countries
  • Some international travel will be necessary
  • Ability to collaborate and work effectively with various stakeholders from different cultures across PII's country operations
10

Assistant VP Global Trade Credit Insurance Resume Examples & Samples

  • Work with Traders in management of single buyer, insurance application processes for corporate and financial institution risk, policy, wording negotiations, management of broker, insurer and reinsurer relationships
  • Renewal of Business Unit related single buyer and portfolio insurance policies, management of defaulted/ non- performing insured transaction in the Americas
  • Dedicated focus on new insurance/ distribution innovation ideas and development of new insurance product strategies
  • Liaise with Business Unit commercial teams and controllers on requests for trade credit insurance. Analyse financial profiles, prepare background information for submission of trade credit insurance application and communicate feedback from the insurance market
  • Degree (or equivalent) in Business Administration/Finance/Accounting or relevant subject
  • Ability to understand and analyse corporate and financial institution financial statements
  • Highly numerate, with the ability and learn and understand complex financial products and transactions
  • Highly self-motivated, with strong personal organisational skills
  • Willingness to constantly innovate and learn new products and skills and to drive change when needed
  • Ability to persuade and influence at different levels within and outside of the organisation
  • Ability to express, understand and discuss complex concepts with fluency, in spoken and written English
  • Ability to analyse and spread financial statements
  • Strong attention to detail, thoroughness and accuracy in work
  • Ability to perform well under pressure, managing multiple and changing priorities to meet deadlines
  • Knowledge of insurance would be beneficial
  • Ability to travel internationally on occasion
  • Secondary language skills in Portuguese, Spanish or German would be beneficial
11

VP & Actuary International Insurance Resume Examples & Samples

  • 10 or more years of actuarial experience with at least 5 years of modeling experience in US GAAP and Statutory valuation and financial projects
  • Strong execution skills with ability to drive projects to completion with focus on risk and control
  • Strong partnering skills, able to relate well to a broad spectrum of styles; collaborative and inclusive, international experience a plus
  • Ability to balance strategic thinking and tactical implementation skills
  • Strong quantitative and analytics skills, including the ability to assimilate concepts and assess situations in a timely matter
  • Travel is expected to be up to 25% of time
12

VP, Actuarial International Insurance Resume Examples & Samples

  • Develop, review and maintain PII policies for Group Pricing and Underwriting
  • Perform periodic quality review across all local operations with Group operations
  • Develop and evaluate business metrics that track the performance of the local pricing and underwriting teams
  • Maintain SOPs for quality review activities including workflow charts of processes and procedures
  • Preparation and presentation of results to UW Management, manage feedback process and next steps
  • Support on-going M&A related efforts
  • 10 or more years of group insurance experience, preferably in the group pricing and underwriting discipline; global experience is a plus
  • Strong risk management skills
  • Team player, able to relate well to a broad spectrum of styles; collaborative and inclusive, international experience is a plus
  • FSA designation is a plus
  • M&A experience is a plus
13

VP-insurance Analytics Resume Examples & Samples

  • Minimum of 8 -10 years of work experience, with at least 5 years in the third party service sector; ideally possessing a combination of large and small company experiences
  • Experience working with senior executives and ability to partner with multiple client partners
  • Skilled in all aspects of Analytics (Insurance) to include initiation, deal qualification, closure and customer satisfaction / client management
  • History of collaborating closely and effectively with delivery, operations and practice teams in business development, relationship management and competency building scenarios
  • Track record of driving new business with a focus on new logo acquisition
  • Experience closing analytics engagements
  • Possesses deep insurance industry expertise; heavily steeped in predictive analytics
  • Strong drive, work ethic, and leadership qualities
  • A proven business development and practice professional with executive presence; strong communication and presentation skills; and a drive for results
  • Viewed as insightful, creative, articulate, persuasive, and organized
  • Master’s Degree preferred in quantitative stream/ management education/ economics/ statistics
14

VP Insurance Risk Manager Resume Examples & Samples

  • Becoming an expert on Morgan Stanley’s insurance systems and work closely with general agencies and insurance carriers to improve business processes
  • Serving as a central point of contact for business critical inquiries including commissions, licensing and operational issues
  • Collaborating with insurance general agencies, carriers and operations to solve time-sensitive business needs
  • Maintaining and supporting updates to the insurance information to the MS intranet site 3DR
  • 6+ years’ experience in financial services related field (preferably insurance)
  • Strong analytic, project management and marketing experience
  • Strong work ethic and interest in supporting the growth of the life insurance business
  • Ability to multi-task in a fast-paced, changing environment
15

VP Insurance Business Manager Resume Examples & Samples

  • Working closely with field management and internal business partners to grow life insurance sales and educate FAs on Morgan Stanley’s insurance capabilities
  • Establishing and coordinating interactive communication between insurance providers, General Agencies, Insurance Specialists and Retirement Solution Specialists
  • Reviewing and resolving insurance related sales and product issues arising in the field
  • Working with business partners (legal, compliance, risk) to strengthen the insurance platform through the development of new products and enhanced controls
  • Supporting business development campaigns through multiple channels (platform, core retail and UHNW)
  • 7+ years’ experience in financial services related field (preferably insurance)
  • Project or product management experience
  • Series 7, 63
16

VP, Insurance Underwriting Resume Examples & Samples

  • 10+ years of experience in P&C insurance underwriting or operations
  • Develop underwriting and operations capabilities, as well as design products and generate sales
  • Advisory and consultative selling expertise partnering with clients
  • Ability to engage senior client management on offerings, emerging issues in focus sectors, lead project scope discussions and provide insightful recommendations
  • Excellent presentation and communication skills, both verbal and written
  • Experience in global markets, with an emphasis in North America and Europe
  • Knowledge of underwriting operations, preferably shared services and back office
  • Project management experience with demonstrated expertise in project leadership within IT or Digital
  • Process transformation experience
  • Innovative mindset
  • Must be open to heavy periods of travel, domestic and international
  • European experience
  • Operations experience, focused on back-office and/or contact center
  • Policy Administration
  • Insurance Service Center
17

Assistant VP Insurance Resume Examples & Samples

  • Investigate and understand the insurable risks associated with HCA’s business to be able to evaluate commercially available insurance products and their capacity to adequately and reasonably protect HCA assets
  • Procure and maintain insurance programs for all insurable risks and coverage lines at optimal cost and effectiveness
  • Develop, maintain and nurture relationships with external insurance brokers and consultants that support the placement of insurance products and programs
  • Manage the daily operations of HCI and the services provided by the Risk & Insurance Department, while maintaining excellent customer service. Those services include
  • 15+ years experience
  • Insurance certifications a plus
  • P&C broker’s license a plus
18

VP Insurance & Investments Digital Platforms Resume Examples & Samples

  • Bachelor’s Degree in Computer Science, Master’s Degree in Business or Finance preferred
  • 15 - 20 years of dynamic responsibility within the Financial Services or Consulting environment with expertise transforming financial services technology platforms to meet advisor expectations
  • You have expertise working within an organization that relies on financial advisors that manage a broad range of investment and risk products
  • Exceptional track record of executing directly to employees and financial advisors with strong application expertise
  • You understand the insurance and investments products and services mission and strategy including regulatory requirements and able to design product features that responds to those regulations
  • You have an extensive knowledge of Agile and related methodologies and can tailor operating model to fit product and service development requirements
  • You have deep knowledge of current asset portfolio and gaps to fulfilling product and service needs
  • You understand skills required to maintain and improve legacy assets or build new products, when investment is warranted
  • You inspire teams to adopt agile practices and empowers them, able to lead an organization responsible for entire application development lifecycle
  • You foster collaborative relationships with enterprise function leaders to maintain engagement after resolving conflicting priorities across partners
  • You work closely with the entire Client and Digital Experience function to ensure alignment with our vision
19

Risk Insurance Services, VP Resume Examples & Samples

  • At least five to ten years of professional experience
  • Handles somewhat complex accounts
  • Possesses solid insurance brokerage, account management, servicing and sales skills and is considered a leading client executive within the local market place
  • Develops client relationships with Economic Buyer and Risk Manager
  • Possesses good knowledge of client risk issues and Marsh solutions
  • Good problem solving and communication skills Effectively manages and retains renewal business
  • Effectively manages and retains renewal business
  • Supervises and is a mentor to client representatives on assigned service teams
20

VP & Actuary International Insurance Resume Examples & Samples

  • Coordination and collaboration with local teams and within PII on the evaluation and development of new innovative products
  • Drive growth of new business globally in alignment with strategic objectives
  • Understand profitability of new products and help balance customer/producer/company interests in developing sources of profitable growth and communicate these tradeoffs to management
  • Lead periodic actuarial and product meetings ensuring appropriate communication between local teams and Home Office functions
  • Provide technical guidance in the development and/or enhancement of new products, including assumption development, understanding local reserve and capital requirements, modeling and pricing, etc
  • Provide education and sharing of best practices within PII and the countries to grow our technical skill set
  • Oversee development and enhancement of pricing models as needed to help drive innovative product strategies and new product development
  • Partner with Product Management to ensure new products are both profitable and commercially successful
  • Partner with other departments to develop risk mitigation strategies for new products and risks including collaborating with PII Investment team on investment strategies
  • Product and pricing support for business development expansion into new markets
  • Work with Risk Management to comply with new product protocols
  • Supervise a level 8P (Director) resource and a member from Korea’s Product team in the US for a training assignment
  • 5 or more years of product development and pricing experience; international retirement product experience a plus
  • Team player, able to relate well to a broad spectrum of styles; collaborative and inclusive
  • Strong influence, negotiation and conflict resolution skills
  • Strong quantitative and analytics skills, including the ability to assimilate concepts and assess situation
  • FSA with 8+ years of actuarial experience is required
  • Travel is expected to be no more than 20% of time
21

VP-insurance Resume Examples & Samples

  • Identifies and cultivates prospects and/or clients, initiates and follows-up on new business opportunities, leads new business meetings and closes sales to large, multi-billion dollar VA and DC platforms
  • Develops and maintains relationships with internal business partners to help facilitate client sales and servicing efforts
  • Responsible for cross-selling products within existing client relationships. Assists in developing and launching new products
  • Complete call reports, expense reports, itineraries (or any other assignment from the sales manager) on time
  • Provide the highest quality services by coordinating the resolution of problems and providing requested communications
  • Complete special assignments: Due diligence meetings, conferences, developing relationships with designated client home office personnel
  • Preferred to be filled in one of our National Offices**
  • Eight or more years of investment sales experience
  • Knowledge of financial services industry
  • Series 7 required
  • CFA and MBA preferred
  • Excellent sales skills and in-depth product/investment knowledge
  • Stature and experience needed to cover the largest and most complex prospects and/or clients
22

CIB Insurance Risk Trading VP Resume Examples & Samples

  • 4-8 years of experience in fixed income markets, preferably with direct experience in insurance-linked products
  • Bachelor’s degree in Engineering, Actuarial Science, Math or related quantitative field, preferably also having an ASA or FSA designation
  • Someone who thrives on the challenge of competitive pressures and is able to remain focused on client needs
  • Expert Bloomberg, Excel, Power Point and MS Office skills
  • Experience in Capital Markets would be preferred but not required
  • Strong understanding of fixed income markets and drivers
  • Experience with mortality or catastrophe risk models
  • Superior time management and multi-tasking skills to juggle live transactions and daily tasks
  • Maturity and the ability to succeed in a dynamic, fast-paced and open environment
23

VP-cfo Premier Insurance Management Services Resume Examples & Samples

  • Participate and lead due diligence for new business ventures
  • Responsible for all financial aspects of vendor contracts and business partnerships, including negotiations of new contracts, amendments, and renewals
  • Establish priorities to complete assigned workload and meet deadlines
  • Deploy resources effectively, evaluate policies and procedures to maximize efficiency and maintain sufficient control environment
  • Provide day-to-day coaching and conduct annual performance reviews
  • Resolve employee relations issues as needed
  • Determine and allocate necessary resources to implement projects
  • Assist staff in producing deliverables
  • Communicate and interpret organization policies
  • Responsible for the operations and internal controls of the finance and accounting department
  • Responsible for timely and accurate financial statements, supporting schedules and accounting records for the insurance entities
  • Responsible for the annual financial statement audits of PIMS, and AEIX
  • Responsible for management reporting and the development of performance metrics
  • Responsible for the preparation of management, board and committee reports and meeting packages
  • Prepare ad hoc and specialized reports as requested
  • Responsible for managing the AEIX Finance Advisory Committee (Comprised of member Chief Financial Officers) including meeting and agenda planning, preparation and distribution of materials, reporting financial results, coordinating consultants, and managing all governance requirements
  • Primary contact with AEIX members on all financial issues including ownership and distributions
  • Responsible for on-boarding, managing and maintain strong relationships with all member CFO's and/or Finance contacts
  • Responsible for compiling the annual operating plan and budgets for each insurance entity by line of business, as required by management, AEIX, and Premier, Inc
  • Responsible for analysis of financial and operational activity including budget variances, significant fluctuations in financial results, and business trends
  • Responsible for all banking and investment accounting activities
  • Responsible for accurate reporting and maintaining superior levels of control for all investment accounts Responsible for actively managing cash to optimize investment yields and to provide for all funding needs, such as operating expenses, claim payments and potential dividend payments
  • Responsible for accurate completion and timely filing of all regulatory and financial reports
  • Responsible for all financial regulatory requirements including statutory exams
  • Responsible for the management and oversight of income tax return preparation, tax analysis, and tax reporting
  • Direct and manage third party consultants
  • Bachelor's Degree Required
  • Accounting, Finance, Business, or related field
  • Insurance experience preferred
  • 10+ years related experience required; 15+years preferred
  • Experience in a multi-entity accounting department required
  • Insurance finance, and statutory accounting experience preferred
  • 5+ years of managerial experience required
  • CPA, CMA or other finance or insurance designation preferred
  • Knowledgeable of Sarbanes Oxley Act Effective oral and written communication skills
  • Ability to organize and follow-through on assignments with limited discretion Ability to handle multiple tasks
  • Strong computer skills, including Excel, and general ledger, forecasting and budgeting packages Ability to meet deadlines in a timely manner
  • Ability to motivate and develop staff Maintain a high level of professional integrity, confidentiality and trustworthiness
  • Possess professional and effective C-Suite interpersonal and communication skills
24

VP & Actuary International Insurance Resume Examples & Samples

  • Partner with local operations to maintain and enhance existing production model for a variety of products (i.e. life and annuity products)
  • Develop new model/tools to support valuation process of new products
  • Collaborate with Valuation (GAAP/STAT/Forecast) team to research and implement methodology review and enhancements
  • Perform sufficient model testing/validation to ensure the models are built and used as intended
  • Support model governance requirements and ensure model compliance
  • Manage a team of 3-4 resources
  • Fellow of the Society of Actuaries (FSA) preferred
  • 10 plus years of actuarial experience
  • 5+ years of modeling experience with PolySystems
  • Knowledge on US statutory and US GAAP valuation and financial reporting
  • Experience with Life and Annuity products
  • Experience on managing the whole process of model development – requirement gathering, design, coding, testing and release
  • Managing experience with strong leadership on talent development
  • Work well with the team as well as independently
  • Experience with Prophet is preferred
25

VP, Risk Insurance Resume Examples & Samples

  • With a general planning horizon of 0 -- 3 years, sets direction for area(s) of responsibility to achieve desired goals in alignment with function and/or discipline strategy
  • Leveraging knowledge and experience in area of expertise
  • Identifies and implements improvements to business processes
  • Evaluates alternatives and makes judgements on a full range of business issues
  • Provides ongoing advice and guidance to the business concerning issues related to area of specialty
  • Manages large and/or multiple departments, processes and/or projects that have a broader function and/or discipline impact. Generally, influences work of cross-functional or extended teams
  • Makes department/multi-department resource decisions that have a financial impact as well as an impact on meeting discipline and/or business goals
  • Works to enhance the organization's capabilities through effective staffing and development by
  • Developing recruiting strategies based on evolving needs and profile of the business
  • Coaching own team to collaborate with others
  • Using appropriate MVW interviewing tools to hire the best people available from inside or outside
  • Making and rewarding distinctions in performance
  • Assists senior management in achieving business results by
  • Contributing to the development of long-term function and/or discipline strategy
  • Sharing relevant information to help others understand and support business objectives
  • Achieving results against budget within scope of responsibility
  • Building relationships across the organization to align own technical area with broader organization direction and facilitate own function and discipline goals
  • Contributing on a regular basis to operating efficiencies by recommending new and creative business management techniques
  • Removing barriers to achieve greater performance
  • Readily critiques own behavior to acknowledge mistakes and improve future leadership performance and acts independently to improve and increase skills and knowledge
  • Performs other duties as appropriate
  • Manage MVW's Global Insurance Risk Management department responsible for assessing and procuring insurance policies corporate-wide, maintaining stable of brokers and insurance carriers for all insurance programs, developing and overseeing administrative processes on claims and policy terms, ensuring corporate-wide practices for 3rd party vendors and other related risks to the company, designing and implementing owner-controller insurance programs ("OCIPs") and captives as business needs warrant, ensuring that company's insurable risks and certain uninsurable risks are managed prudently for the benefit of MVW and timeshare owners
  • Manage global insurance broker, underwriter and 3rd party insurance relationships for MVW. Oversee negotiations, coverage analysis and contract review on all programs procured through the company balancing risk management needs with program costs. Coordinate the allocation of insurance premiums amongst the appropriate business entities and associations
  • Participate in association board meetings as requested and oversee all MVW's owner insurance inquiries in regard to understanding MVW's insurance program coverages, allocations and claims
  • Oversee and lead department with responsibilities that entail the following:Partner with operations and development attorneys to formulate contractual risk mitigation strategies for the organization. Provide training to operations, development, treasury and law department on acceptable risk transfer strategies
  • Bachelor's Degree in Business or related field
  • Associate in Risk Management designation desirable
  • At least 15 years of corporate risk management including experience with oversight of high cost and/or complex property and casualty claims including both domestic and international claims. This includes demonstrated ability to negotiate with insurance company adjusters and attorneys to move claims towards equitable settlements and ability to work with all levels within the organization
  • Demonstrated expertise with large and complex commercial property insurance programs and contract review
  • Demonstrated expertise with large and complex casualty insurance programs including large deductible or other cash flow or self-insurance programs
  • Experience in and oversight of the claims management processes for all lines of insurance coverage
  • Knowledge of business crisis management programs
  • Knowledge of investigative techniques required for serious incidents or for investigations involving fraud
  • Strong and effective negotiation skills/experience and ability to work in a consultative capacity
  • Strong interpersonal relationship skills to influence desired outcomes
  • Experience with hospitality industry and particularly time share industry is strongly preferred
  • Ability to present to Senior and Executive level management
26

VP-insurance & Annuity Client Services Resume Examples & Samples

  • Transformation =
  • We will accelerate and amplify improvement through the power of AND – Digital/Omni-Channel AND People
  • We need to do that in an environment of increasing digital expectations by clients
  • We expect the outcome of this transformation to be improved client and field experience and decreased unit cost
  • You have experience servicing in a digital world and have a consistent record of high NPS in the client experience space
  • You've obtained Bachelor’s degree in business, IT, digital technology, or related field. MBA preferred
  • You have a minimum 15 years’ experience in insurance operations, customer service operations, or client experience, coupled with exposure and expertise in contact center management
  • You've demonstrated strategic agility and creativity to move NM’s strategy forward with a long-term vision
  • You are a broad-based thinker and have process improvement/lean experience
  • You have strong leadership capabilities with the ability to handle human and financial resources effectively
  • You have excellent organizational and communication skills to effectively work with leaders in the organization, field and policyholders
27

VP, Group Insurance Resume Examples & Samples

  • Support the Director, Group Insurance and/or have direct responsibility to design, negotiate and execute and administer insurance policies through the Group’s approved brokers and/or directly with insurers, captive companies and providers of alternative risk transfer
  • Be directly responsible for the control and management of specific insurance policies identified by the Director, Group Insurance
  • Work with the Group's captive insurance companies and fronting insurers to ensure issuance of insurance policies where required to comply with statutory, regulatory or counterparty obligations
  • Be responsible for the management of claims under specific insurance policies and for work with other members of Group Insurance on all other claims
  • Research market trends on insurable and transferable risk, and provide technical expertise and advice on insurance, risk management and risk controls to relevant stakeholders as appropriate
  • Provide technical support to the Managing Director Group Insurance to identify risks of Group level materiality that could be mitigated by insurance or by other alternative risk transfer and capital market solutions
  • Inform the Group's risk appetite for insurable risks and work with other members of Group Insurance to ensure that insurance policies match that risk appetite
  • Establish and maintain relationships with appropriate persons across the Group to facilitate the timely collection of relevant underwriting information to support the placement of insurance policies
  • Establish and maintain relationships with brokers and underwriters of insurance, and providers of alternative risk transfer and capital market products, and communicate output to other areas and functions within the Group interested in risk transfer