[Fredslist] Jobs posted at NYCSChuls list
Corey Bearak
Bearak at aol.com
Sun Dec 11 11:03:13 EST 2011
see below. respond directly as each item directed.
Best.
-Corey
Networker of the Year
Corey B. Bearak, Esq.
Government & Public Affairs Counselor
P.O. Box 135, Glen Oaks, NY 11004
(718) 343-6779 ♦ facsimile (888) 379-3492
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Jobs Posted Dec 9
Posted by: "Barbara Sommer" sommer_1_98 at yahoo.com SOMMER_1_98
Sat Dec 10, 2011 3:34 pm (PST)
DNG PLACEMENT SERVICES, INC., a leader in the tri-state healthcare talent acquisition arena, has launched a search for a DIRECT OF FINANCE for a large not for profit Medical Long Term Care (MLTC) organization in the metro NY area.
JOB PURPOSE:
Under the direction of the Vice-President of Finance, the Director of Finance is responsible for taking ownership of the preparation of the monthly financial statements; understanding and explaining deviations from prior periods and from plan/budget; managing the system of internal controls; taking the initiative in recommending adjustments in the financial systems for performance improvement and for reporting on new sites, segments and lines of business; preparing quarterly and annual cost reports, annual financial audits, and governmental audits. Work collaboratively with other areas of the finance department to ensure a results oriented focus; provide meaningful and understandable financial information and guidance, and be responsive to other operation areas outside the finance department.
JOB RESPONSIBILITIES:
Demonstrates effective leadership by taking ownership of the preparation of monthly financial statements, through results oriented management and direction of staff.
Ensures reporting is in compliance with GAAP or Statutory Reporting rules.
Conducts a detailed review and validation of: monthly accrual calculations and assumptions, account analysis and supporting work papers for the various organizations, programs and sitesâ•˙ general ledgers and subsidiary ledgers.
On a monthly basis, analyze, interpret and communicate financial statement and medical accrual results to plan leadership for the month, quarter to date and year to date.
Ensures the preparation of the quarterly annual cost reports and governmental reports in accordance with instructions.
Demonstrates oversight by supervising and coordinating the completion of the annual audit and governmental audits.
Evaluates, initiates improvements and ensures generation of meaningful financial reports from the financial reporting system (FRx).
Validates the output from the Advanced Allocations module used in monthly financial statement preparation.
Validates and coordinates analysis of monthly actual vs budget variances, and variances from prior periods to identify and communicate findings, medical and administrative cost centers.
Work collaboratively with other business units, site directors, departments by providing useful and understandable financial information, specifically identifying the key trends and drivers in revenue and medical expenses.
Work with Budget staff to assess impact of findings on quarterly and full year budget/forecasts targets for top-line, medical expenses, and gross margin.
Monitor monthly cost containment or revenue enhancement activity and provide options to VP of Finance for additional expense savings or revenue enhancement opportunities not taken on a monthly basis.
Monitor changes in claim lag or claim patterns that impact on claim reserve calculations
Effectively communicate to key plan leadership the drivers of success and report in a meaningful and relevant manner a comparison of actual results compared to those drivers of success
Provides supervision and direction to staff
Creates and evaluates predictive modeling for use in budgets, forecasts, action plans
Facilitates a positive and motivated environment to achieve excellence in customer service
CREDENTIALS:
Bachelors Degree in Finance/ Accounting; MBA preferred
Minimum of 3-5 years CURRENT Experience in MLTC Setting
COMPENSATION: Excellent Salary with Corporate Comparable Benefits Program
ADDITIONAL INFO: Easily accessible to both Bus and Train
SEND RESUMEwith Requirements to Deborah Gelberg, President, DNG Placement Services, Inc. at DGELBERG at DNGPLACEMENT.COM
Due to time sensitivity of this search only qualified candidates will be contacted. Please - no new grads or other unrelated resumes.
About the Company:
DNG Placement Services, Inc. delivers focused, direct hire recruitment solutions within the healthcare arena. The firm launches targeted initiatives, presenting to the client only candidates that meet and exceed expectations without wasting anyone's valuable time or resources.
Recruitment plans may take the form of a single discreet search to a wide-ranging agreement, encompassing a full array of disciplines.
Search initiatives are possible for, but not exclusive to:
- Corporate
- Administration
- Management
- Physicians
- Nurses
- Physical Therapists/ Assistants
- Occupational Therapists/ Assistants
- Speech Therapists
- Social Workers
- Dietitians
- Marketers
- Admissions
- Business Office Personnel
- Human Resources
- Recreation/ Creative Arts Therapists
DNG Placement Services, Inc. is a proud member of the Intercounty Health Facilities Association and the Better Business Bureau.
Posted by: "marcmarcus76" marcmarcus76@ yahoo.com
Bakery in Five Towns / Far Rockaway area seeking a part time baker or baker's assistant, approximately 15 hours per week. Baking experience required. Please reply with prior experience and general availability. Thank you.
From: Barbara Samuels <Barbara_Samuels at glic.com>
Date: Thu, Dec 8, 2011 at 4:32 PM
Subject: Database Marketing Manager $97K to $163K
To: steve eisenberg <seisenberg93 at gmail.com>, sheri.prupis at gmail.com
Position: Database Marketing Manager
Location: New York, NY
Salary: $97K to $163K
If interested, please email bsamuels999 at yahoo.com.
Responsibilities:
Major Purpose:
Manage, maintain and provide strategic direction for development and utilization of the Corporate Customer Data Mart (CCD) and the organizationâ•˙s lead generation platform - MarketEDGE. Responsiblities include :
Enhance and maintain the CCD including providing thought leadership on database improvements, architecture and additional data/feeds to drive business IPD Distribution goals and requests
Lead in use, maintenance and upgrade of the CCD.
Drive data enhancements to the organizationâ•˙s lead generation platform - MarketEDGE
Identify and implement business intelligence tools to support direct mail campaigns, customer and business analytics.
Track campaign results, develop reporting structure and create Senior Management Dashboards
Responsible for the creation of specification and mail files for the companyâ•˙s cross-sell campaigns
Manage relationship with database vendor-partners in development and maintenance of the CCD and lead generation platform.
Liaison with the IT group fostering a strong working relationship.
Monitor security and backup of the CCD.
Support analytics and data modeling, for marketing campaignsThis role requires exceptional project management skills, strong analytical skills, very strong SAS programming, and knowledge of data model and database management including design and architecture
Major Responsibilities:
(List only major job functions. Assign approximate
Manage the development and maintenance of Corporate Customer Data Martâ•„ Develop task-based project plan, set timelines and manage adherence to milestones and deadlines for database projects. Continue developing and enhancing Corporate Customer Data Mart (CCD) . Conduct front-end assessment, analysis, business requirements definition and functional design processes Ensure the database is properly updated on schedule. Identify database system processes, industry best practices and recommend integration into database operations. Represent CK&D in weekly status meetings with IT and database external-vendor.
40%
Manage the data processing to support the lead generation platform and marketing campaigns - Develop and implement campaign data flow processes, campaign tracking procedures, and sales results reporting applications. Work with campaign management team to develop campaign requirement specifications, produce technical specifications for list selection, manage and/or perform list selection programming, score customers based on predictive models. Track sales, leads, and results for marketing campaigns. Provide data analysis and sizing opportunity during campaign planning stages. Recommend and implement tracking infrastructure for campaigns.
25%
Support advanced analytics teams and others users of dataâ•„ Develop data solutions to support analytics team and modelers, market research and other users Update of demographic, competitive and industry data from external source including documenting its data source. Manage data integrity. Implement business intelligent tools; administer and provide expertise for other Corporate Marketing users in accessing marketing databases.
15%
Manage database production environment and hardware and software budget - Recommend, develop, and coordinate with IT to implement technology solutions and infrastructure changes required to support campaign and analytic needs. Examine, optimize and implement data usage practices, data storage and application environments. Develop and implement security practices in accessing customer-data. Develop strategies and maintain backup and disaster recovery for data . Project and manage hardware and software licenses and expenditures to meet budget. Review and assist in contract negotiation with external vendors.
10%
Supervise consultants and data analysts. Prioritize assignments; mange resources, review tasks, and sign-off on work performed by data analysts and consultants. Train new and existing team members on accessing and using Corporate Customer Data Mart to ensure consistency in data usage, results reporting and communications to the field force.
5%
Projects as requested by manager
5%
Qualifications:
Education/Experience:
Bachelors or Master (preferred) in computer science, mathematics, economics or marketing
5+ years of managing vendor partners including delivery of marketing database, campaign management, reporting tools, analytic mart, and end-to-end database maintenance services.
5+ years data management including data modeling, database design, development and/or data analysis
5+ years SAS programming including advanced macro programming, advanced SQL
Proven experience in project management in technology development environments
Strong experience in developing end-to-end data solutions for analytic and reporting areas and prepare data for use with query tools.
Strong experience in direct marketing and list processing
UNIX experience is preferred
Experience of business intelligent tools such as Business Objects, Cognos, or other OLAP tools.
Knowledge of encryption (PGP, SSH, SFTP, Tunneling)
SAS Programming Certification, Project Management Certification a plus
Knowledge, Skills & Abilities:
In-depth knowledge of database, campaign tools (usage, implementation, and maintenance), networking/operating system platforms, external security and communications.
Strong experience with vendor relationships (contract management, project planning, implementation, and change management)
Strong project management skills. Ability to manage multiple projects and develop appropriate plans and priorities, build cross-organizational team, and achieve deliverables on time and on budget.
Strong communication skills╉verbal and written╉including ability to effectively present technical issues to non-technical staff
Strong analytical and organizational skills, and attention to details
Strong interpersonal skills and ability to effectively communicate and build organizational relationship with IT managers, IT staff, campaign managers, data consultant team and external technology vendor.
Strong knowledge of best practices in developing and maintenance of marketing customer database as well as privacy practices to protect customer information
Strong problem identification & solving; experience with technical documentation
Ability to interpret business requirements, develop technical specifications and walkthrough specs with IT staff and/or programmers
Excellent QA skills
Ability to keep abreast with trends and latest development in database marketing environment and recommend best practices including appropriate technology, software, process to management
Ability to work with general direction and minimum supervision and follow through on a timely delivery of multiple projects simultaneously and under tight deadlines
Knowledge of life insurance, disability income insurance, long-term care insurance, annuity, mutual funds, group benefits, trusts and other financial services products a plus
Direct Reports:
None. This position reports directly to the 2nd VP in Customer Knowledge and Development and will require working closely with data analysts, data modeler, campaign manager and program manager of the department and outside consultants. Supervise outside consultants and manage vendorsâ•˙ relationships and IT partners within the company.
Competencies:
(Please list the most important competencies required for this position.)
Strong project management skills
Adhere to discipline of execution╉act decisively to implement technical projects on time and within budget
Take projects from start to finish in a cross-organizational team environment while working fairly independently
Manage multiple technical projects simultaneously
Achievement orientation╉energized by challenging goals and surpassing standard of excellence
Strong analytical ability to analyze business needs, requirements and identify data variables needed to be extracted from legacy systems and the company Data Warehouse to update the Marketing Database and implement tracking approach
Excellent written and verbal communications skills to present project proposal, implementation challenges and results to business executive sponsors and their management teams
Strong experience in advanced SAS programming, SQL, database management, and business intelligence tools.
Experience working with production IT staff and technology vendor
Should be a self starter and be able to perform with minimal supervision from manager
Must be a team player that thrives in fast-paced environment
Should be accountable for training marketing staff in consistent data usage and ensure that the Marketing Database is accurately updated on regularly basis.
Position: Project Manager (IT Security)
Location: New York, NY
Salary: DOE
If interested, please email bsamuels999 at yahoo.com
Responsibilities:
This position will work closely with Director of IT Security Programs and Governance to manage key security projects. They will provide support for security governance related activities including but not limited to policy development, exception handling, metrics and executive reporting. They will also provide project support for other project/program managers as needed.
Additionally, this position will have responsibility for the ongoing coordination of vulnerability management activities and tracking of various metrics pertaining to the vulnerability management program. Responsibilities include:
Coordination and administration of various vulnerability management meetings
Recording of vulnerability remediation target and completion dates and tracking remediation through to completion
Collection and distribution of information supporting vulnerability remediation to key stakeholders
Production of metrics illustrating the status of vulnerability identification and remediation
Enforcement of defined vulnerability management processes
Coordination of process reviews and enhancementsAdditional responsibilities include:
The maintenance of data repositories leveraged in the assignment of vulnerability severity levels.
Management of exception processes and exception requests.The project manager position must focus on the following nine of the Principle Accountability of a Project Manager
Leadership (Overall Management)
Risk Management
Procurement Management
Resource Management
Quality Management
Financial Management
Time Management
Scope Management
Communication ManagementThe individual will be challenged by working across a heterogeneous technology environment, working with staff with varying knowledge of security and control solutions and having many competing priorities. He/she will need to oversee projects and coordinate activities of other project managers ensuring a strong project management discipline. He/she needs to have operational control awareness, be able to manage stakeholders (in and out of IT) and help arrive at reasonable expectations of delivery on both the stakeholders and area managers.
The individual will need to know how to work effectively in a matrix environment with project stakeholders and resources.
The individual should have foundational knowledge of security and control technical and process solutions in order to be successful.
The individual will need to have strong project management discipline â•„ ensuring work plans have well-defined milestones, and incorporate appropriate planning, design, testing, communication/change management. The individual will need to provide QA on deliverables.
Project Management
Under moderate supervision take on direct project ownership or project management for small to medium sized projects-- including scope management, workplan management, risk management and resource management in accordance with company methodologies. Create templates for deliverables, create/QA deliverables including project charters, steering documents.
Maintaining industry / technology awareness
Maintain an active awareness of security technologies, best practices and regulatory activities.
Qualifications:
Competencies/Skills:
Overall Traits
Strong project management skill set with proven ability to manage multiple tasks simultaneously
Motivated self-starter with sharp analytical skills
Aptitude to understand issues and draw recommendations
Multi-faceted, eager and quick to learn new skills
Reliable, with a drive for quality
Demonstrated success in a team lead position. Must encourage a team environment.
Takes ownership and sees things to their logical conclusion
Strong research and analytical skills â•„ ability to gather information about unfamiliar subjects from multiple sources with little or no assistanceCommunication
Excellent verbal and written communication skills
Ability to collaborate, influence and communicate successfully in different ways to different audiences (i.e., in business terms to business people, in technical terms to technical people)
Able to develop management level presentations / dashboards (e.g., PowerPoint)
Knowledge and application of PMBOK knowledge areasProject Management / Leadership
Hands-on development of workplans, project charters, communications, test plans, etc.
Strong understanding and experience with project life cycles using proven methodologies â•„ from analysis through implementation.
Ability to manage and work in a matrix reporting environment
Excellent leadership and teaming skills in a complex heterogeneous technical environment Security and Technology
Knowledge of best practice processes and technologies across security domains is highly desired including:
Vulnerability, Configuration and Patch Management, Privileged Access and Entitlement reviews, perimeter/network security (firewalls, IPS, VPN, etc.), endpoint protection (incl mobile), Data Loss Prevention (DLP), Identity and Access Management (IAM) including multi-factor authentication, logging and monitoring, incident management, Network Access Control (NAC)
Governance; security metrics, executive reporting, dashboards
Broad knowledge of Unix (AIX), Windows and mainframe server environments. Knowledge of various database platforms. Knowledge on TIM/TAM/LDAP, Active Directory, RACF.Education / Experience:
3+ years as a project manager or senior business analyst. Will also consider IT managers whose backgrounds include significant hands-on project management experience
Experience in managing and/or participating in security operations and/or security projects covering a wide area of technologies and security domains including those previously.
Experience in scoping projects, developing project charters, managing issues and workplans, vendor selection, product/process design and implementation, change management/communication.
Awareness of information security standards and best practices such as ISF Standard of Good Practice, ISO 17799/27001, CoBIT, Common Criteria, NIST publications, OWASP, Center for Internet Security, etc.
Awareness of financial services and insurance industry regulations around security and privacy a plus including the Gramm-Leach-Bliley Act, Health Insurance Portability and Accountability Act (HIPAA), Fair Credit Reporting Act, SEC Rules 17a-3 and 17a-4, and state security breach disclosure notification laws
Software implementation experience and/or technical architecture experience
CISSP, CISA, CISM or other security/control certifications a plus
Bachelors degree or higher â•„ preferably in Computer Science, Engineering, or a related scientific fields or equivalent experience is desiredOther Requirements:
Travel to Bethlehem, PA office to meet with Security Operations, infrastructure leads (10% time).
Position: IT Compliance Analyst
Location: New York, NY
Salary: $73K to $121K
If interested, please email bsamuels999 at yahoo.com.
Position Overview:
The IT Compliance Analyst will work directly for the Manager, IT Compliance, Risk and General Controls. As an analyst, the initial focus for the position will be to support all Audit and Control related functions for IT. The primary focus will be to assist in the execution of the Model Audit Rule, MAR, (similar to SOX) requirements. This will include assisting in documentation, testing, and reporting on IT general controls and processes. The position will also assist IT control and process owners in understanding what the ITGC control environment should look like and how to move their process towards satisfactory compliance. This position will have day-to-day responsibility and accountability of assisting in managing the relationships with the controls owners they are supporting. This role assist in the updating and the development of work products, project deliverables (flowcharts, narratives, test plans, control matrices. In addition, the role
will support other audit related activities including state exams, annual PwC audit and IT Audit requests. This position may also assist in additional IT Compliance and Risk Management related projects.
Assist in MAR testing and provide process and control owners the support needed to perform their own self testing.
Assist in updating and tracking testing status, remediation items and open findings
Support all other audit related activities (including PwC annual audit, state exams and Internal Audits)
Provide support to manager on project deliverables as needed
Develop relationships with each of the process and control owners supported and ensure that ownership of controls are understood and managed.
Assist IT personnel for Internal Audit, PwC and State examiners. Ensure IT owners understand what is required to meet compliance.
Serve as secondary point of contact for the repository system for IT control and process owners ensuring that most updated documentation, testing, and remediation plans are saved in the appropriate location.
Responsibilities:
Accountability
Activity
SOX/MAR , Assist in execution, Testing and Reporting â•„ 70%
Assist the compliance senior and manager in perform testing and assist IT control/process owners to completion of MAR/SOX control testing
Ensure that controls are monitored and updated as appropriate
Provide support to control owners and process owners in understanding their ITGC controls, testing, and remediation.
Escalate issues to IT Compliance management as needed
Facilitate in audit and exam activities with Internal Audit, PwC, State Exams, other Compliance areas â•„ 20%
Support Compliance with Internal Audit findings follow-ups Track and report on status of all ITGC testing.
Special IT Compliance Projects â•„ 10%
Provide support (if required) for the following processes: Application monitoring process Entitlement Reviews Metrics Any future projects
Qualifications:
Education:
BS / BA in Computer Science, Management Information Systems or related field or equivalent experience is desired. Experience:
Minimum of 2 yearsâ•˙ experience, preferably in an IT audit associate role for a large regional/national accounting firm
Demonstrated knowledge with IT processes, controls and related standards and best practices
Knowledge with Sarbanes-Oxley / MAR, COSO and COBIT
Proficiency in identifying and understanding technology risks and internal controls to mitigate risks
Knowledge and experience assessing IT systems and controls; networks and operating systems and/or application support, IT General Controls and IT Application controls.
Well-developed organization skills, identification of deliverables and ensuring quality of deliverables, timely completion of tasks; the ability to identify and prioritize tasks based on risks and meeting deadlines;
Strong proficiency in Microsoft Office, specifically Excel.
Independent, self-starter, with a strong work ethic, high degree of motivation and the ability to contribute to a positive team attitude; proven dedication to teamwork and integrity within a professional environment Other Requirements:
Position requires limited travel, primarily to regional Bethlehem office to meet with, technology, project teams and/or business customers. (Occasional 10%)
please send resumes to seisenbert93 at gmail. please put steve/warren
in subject line. and position must be word document
Job Responsibilities:
The Accounts Payable Manager/ Cash Manager role is a hands-on
position. The responsibilities include, but are not limited to:
Supervision and mentoring a staff of 8
Daily cash management - internal transfers, overnight investments,
line of credit borrowing and resulting analysis.
Assist and provide accounts payable guidance to 10+ satellite offices
Oversee and execute transactions for the Escrow Account
Maintain and monitor the accounts payable data within Elite (i.e.
vendors, open vouchers, outstanding checks)
Process wire transfers for significant vendors
Review bank reconciliations
Assist in year end audit requests
Administer, monitor and perform procedures relating to automated
reimbursement system
Process monthly journal entries
Qualifications:
Bachelorâ•˙s degree in Accounting.
Proficient with Microsoft Office tools â•„ Intermediate to Advanced Excel skills
7 to 10 years of relevant work experience, preferably in a mid to
large law firm or other professional services firm. Must have
supervisory/management experience.
Elite experience preferred.
Warren S. Gurtman, CPA
Director
Advice Personnel, Inc
230 Park Avenue
Suite 860
New York, NY 10169
Telephone:212-682-4400 Ext.124
Direct Line:917-206-1796
Fax:212-697-0343
wgurtman at adviceny.com
www.adviceny.com
http://www.linkedin.com/in/warrengurtman
*Please view our website for a current listing of Advice's hottest
jobs for you or your peers*
*Celebrated our 25th Anniversary as one of the premier search/staffing
firms serving the New York metropolitan area*
Please consider the environment before printing this email
Position: Senior CPMO Specialist
Location: New York, NY
Salary: DOE
If interested, please email bsamuels999 at yahoo.com
Position Overview:
As a member of the Corporate Project Management Office (CPMO), the Senior Project Management Office Specialist is responsible for supporting the organizationâ•˙s project management and process improvement communities. This role requires expert knowledge of the organizationâ•˙s enterprise wide project management tool, CA Clarity, as well as a working knowledge of the project management practice. In addition, the role will require the specialist to run/manage any Clarity related projects, and where appropriate, manage smaller projects for clients as well.
The Senior CPMO Specialist supports the Enterprise Project Management (EPM) System and is the source for guidance, documentation and metrics related to the practices involved in managing and implementing projects within the organization.
Responsibilities:
Purpose
Activities
Project Management Support:
Ensures that the project management system is utilized efficiently and meets business needs
Provides general functional support to project managers with the development and maintenance of project schedules and publication of project materials
Reviews and analyzes complex project and program schedules to assist project managers in understanding the impact of changes to activities, dates, durations, etc.
Develops and maintains EPM project plans when needed
Training:
Develops, maintains and delivers all CPMO EPM training offerings Develops and maintains EPM on-line help module content
Enterprise Project Management Tool System Administration:
Responds to user requests for functional support including portfolio, project and resource analysis Ensures resolution of technical issues with our IT support group and vendor(s) Oversees maintenance of the EPM Resource Pool including user profile activations, deactivations and updates Oversees daily system performance and maintenance, as needed Leads User Acceptance Testing on EPM system and infrastructure upgrades Monitors EPM data integrity Oversees other general support including creation and maintenance of the Enterprise Project Structure (EPS) and Organization Breakdown Structure (OBS), Project Archiving, Entitlement Review .
Project and Portfolio Reporting:
Develops and maintains enterprise EPM best practice reports
Develops and distributes reports to support business needs, as required
Responds to ad hoc report and analysis requests
Additional Activities
Additional activities include
Manages projects as required for CPMO or clients
Manages, leads teams or participates in CPMO related projects
Assists in enhancing the CPMO website, as needed
Qualifications:
Skills/Competencies:
Strong verbal and written communication skills
Excellent organizational skills
Ability to work in fast paced, high performing environment
Ability to translate strategy and objectives into manageable, step by step action plans
Dynamic; strong influencing abilities
Adaptable to rapidly changing environments
Excellent attention to detail, follow-through and organizational skills
Expertise with CA Clarity
Highly skilled in MS Office
Sharepoint experience
Knowledge of project management disciplines
Team oriented
Education:
This position requires a Bachelorâ•˙s Degree
PMP certification a plus
Six Sigma certification a plus
Position: Insurance Policy Filings Analyst
Location: New York, NY
Salary: $55K to $91K
If interested, please email bsamuels999 at yahoo.com.
Responsibilities:
Support the Group Profit Center by developing, filing and negotiating approval of policy forms in compliance with regulatory and legislative requirements and new product initiatives. Includes all group products (Life, Medical, RX, Dental, Vision, LTD, STD, and GUL and those of its dental subsidiaries.
Principal Accountabilities:
Research, analyze and assess state and federal laws to determine impact on all group policy and certificate language.
Develop generic and state specific policy and certificate forms to support new initiatives for all group products.
Create and/or modify policy and certificate forms to ensure compliance with new legislation.
Negotiate approval of new products language and contract forms with insurance departments in all jurisdictions. Respond to disapprovals and objections from state regulators.
Direct DocAuto on issue system implementation of all contract language.
Research and respond to contractual questions posed by all areas of the Group Profit Center and Law Department.
__________________________________________________________
Qualifications:
Bachelorâ•˙s degree with a minimum of 3 years developing contract language or equivalent work experience.
Proven, in-depth and advanced knowledge of group life and health insurance products and practices.
Excellent research capabilities.
Must be able to communicate effectively with business areas, Law Department, government regulators and State Insurance Departments.
Must be PC literate (Word, Lotus Notes, legislative software and on-line legislative services).
Ability to work under pressure
Attention to detail necessary
Position: Developer II
Location: New York, NY
Salary: DOE
If interested, please email bsamuels999 at yahoo.com.
Responsibilities:
Duties: Will independently and as part of a team translate business and technical requirements into well-engineered, tested, and deployed business application systems. Will design, develop, test, and implement enhancements to application systems, including our customer facing portal. Will provide support to ensure that development supports design objectives. Will provide guidance and technical coaching to more junior Developers. Will analyze and document customer business requirements to ensure a thorough understanding of business needs. Will participate in buy and build analysis and feasibility reviews and will develop RFIs, RFPs, and vendor reviews. Will participate in systems integration efforts to ensure new or modified systems operate effectively in the environment. Will conduct tests, including user acceptance tests and provides ongoing support and troubleshooting for installed solutions.
Will serve as an interface with customers and other Developers to determine the most efficient and cost-effective approach to meet business requirements. Projects utilize a variety of hardware and software technologies and may include new code construction, modifications to existing modules, and package implementation. Will apply disciplined software development processes and utilize leading edge technologies to engineer and implement automated solutions to business problems. Will lead the installation of new or modified systems, provide post-implementation support, and will provide ongoing support and troubleshooting for installed solutions. Applying strong understanding of fundamentals of requirements specification, design, coding, and testing of information systems, will design, develop, and prepare modules for implementation.
Qualifications:
Requirements: Master of Science degree in computer science, engineering, information technology or related field (willing to accept foreign education equivalent) as well as 3 yearsâ•˙ experience in the job offered or 3 yearsâ•˙ experience in the design, development, testing, and installation of Information Systems. Or, alternatively, a Bachelorâ•˙s degree and 5 years experience as noted above. Also requires demonstrated expertise with IBMâ•˙s Portal platform, Java and Portal development, and the Rational Application Developer Suite; demonstrated expertise advising IT customers and business analysts on discrete IT and business problems arising in the context of the Group Insurance industry; demonstrated expertise developing integrated solutions using J2EE , LDAP and Oracle Database services; demonstrated expertise developing integrated solutions using FileNet application integration, TIBCO iProcess integration, and Domino Lotus Notes
integration; and, demonstrated expertise designing solutions using UML, XSL, Spring MVC framework and IBATIS ORM. The organization is willing to accept a suitable combination of education, training and experience to satisfy the requirements.
Position: Manager, Field Communications
Location: New York, NY
Salary: $73K to $121K
If interested, please email bsamuels999 at yahoo.com.
Position Overview:
Oversee the development, coordination and distribution of communications to the organizationâ•˙s career sales force. Act as gatekeeper to all field communications, and implement creative and effective methods to distribute important messaging to all members of our sales force including General Agents, Agency Management, FRs, FTAs and FPs, and Agency staff.
Responsibilities:
Activity
Purpose
Oversee and drive the compilation, creation and distribution of the weekly Field Communications newsletter.
Keep all career Field Associates informed of important product and service enhancements â•„ critical to supporting their sales efforts.
Centralize communications coming from all areas of the Home Office so that communications are organized and effective.
Establish and enforce procedures and protocols for all Field communications and implement these guidelines with all Home Office departments that communicate with the Field.
Assure the quality and consistency of the communications going to the Field. Address issues with all areas who compete to get the attention of the Field. May be necessary to work with the senior leaders of these departments to create communication procedures that work for everyone.
Establish and lead a Field Communications Committee comprised of key leadership in the Home Office. The Committee would share concerns and explore ways to continually improve communications.
The need to is keep the communication process relevant and impactful for all senders and recipients. This role will drive this process by heading the Committee and lead members from departments throughout the organization. Must also become a member of the LIMRA Field Communications Study Group (industry organization).
Continually explore new methods and technologies to improve and expand Field communication
Continually assess the effectiveness of the organizationâ•˙s field communication activities and assess competitor activities. Stay up-to-date on communication technologies to bring new ideas and efficiencies to our communications process.
Assist the Chief Marketing Officer with development of Individual Product Distribution presentations to the organizationâ•˙s Board of Directors.
Each year, Individual Product Distribution is responsible for presenting at least one key strategy presentation at a Board of Directors meeting. Excellent writing and powerpoint skills of this individual will be critical to presenting high-powered messages to this important group. Manage content revisions, version control and distribution of key Board presentation materials.
Work with Distributionâ•˙s Field Technology Department to assure that communications critical to the Field are accessible and archived.
Assure that the Field will be able to locate and reference communications as they need them.
Qualifications:
Competencies:
Excellent writing, editing and communication skills required.
Excellent oral and presentation skills required.
Proven ability to structure and implement communication programs.
Excellent project management skills, with the ability to handle multiple tasks, set priorities and work under deadline pressure.
Excellent interpersonal skills to build relationships within an organization, communicate regularly with key individuals and interface with all levels of staff, including senior management.
Creative problem solver; Must initiate, evaluate and communicate ideas and cost effective solutions to management.
Knowledge/Skills:
Excellent computer skills, with particular emphasis on the Microsoft Office Suite. Must be expert with PowerPoint.
Ability to understand and learn new technologies.
Experience with html and other methods of web communications a plus.
Education and Experience:
Bachelorâ•˙s degree in Communications, English or Journalism. Masters degree a plus.
5-7 years of experience in a communications role.
Experience in a communications role in financial services, particularly the insurance industry, a plus. Other Requirements:
Occasional travel may be required.
Occasional presentations for senior management and field audiences may be required
Position: Administrative Assistant
Location: New York, NY
Salary: $45K to $75K
If interested, please email bsamuels999 at yahoo.com.
Position Overview:
This position offers both challenges and opportunities to manage a diverse number of assignments which will include interactions with both internal and external customers that include the Board of Directors, Executive Management and a variety of non-profit organizations. A professional demeanor, with excellent organizational and time management skills and the ability to handle confidential and sensitive information and demonstrate sound judgment with regard to the processing of that information is critical to the success of this position.
1. To support the Assistant Corporate Secretaries in a variety of administrative and office management functions required in the Office of the Corporate Secretaryâ•˙s support of the Board of Directors and the Boards of several of its subsidiaries and affiliates.
2. Principal assistant in administration of the Companyâ•˙s corporate charitable giving program.
Responsibilities:
Activity
Purpose
Assist in coordination of subsidiary Board meetings including:
Scheduling and assistance with all Board meeting logistics;
Assemble, format & distribution of materials or postings to electronic Boardbooks as needed;
Provide backup for posting and verification of documents for the Board of Directors and its Committees on electronic Boardbooks;
Assist with maintaining all documentary and corporate files for subsidiaries; including officer rosters for subsidiaries.
Assist in all aspects of coordination of support for the organization and subsidiary Board meetings to ensure accurate and timely distribution of materials and maintenance of corporate documentation
Corporate Contribution Program- including Matching Gift (MG) Program: Process all charitable donations; maintain reports and databases of organizations and donations; Assist with grant application processes and data input for evaluation of organizations as needed; Verification of eligibility and process all matching gifts in accordance with MG program requirements; prepare and maintain all related correspondence; Liaison with all grantee organizations, educational institutions & associates re: MG program participation and available corporate benefits.
Assist in all related functions to ensure accurate and timely administration of programs
Other Office Responsibilities: Assist in all OCS requirements as needed: includes; assistance with high school interns in OCS, Support & backup for Board meeting Board Room reception coverage, all other logistics, catering; Assist in maintaining supply inventory for OCS and Board meetings; As requested, draft correspondence, proofread documents, process expense reimbursements through Concur system.
Assist in general administration of the OCS
Project Support: Annual Election of Directors: Assist with various processes as needed, including proxy mailing supplies; process invoices for payment; policy holdersâ•˙ proxy verification processes; Charter & By-law changes: Assist in preparation/follow-ups for OCS correspondence, state filing fee verification and processing; Other projects as required.
Assist in all aspects of support for Board meetings and annual Board election requirements
Qualifications:
Competencies/Skills:
Excellent organizational and time management skills
Strong writing and oral communication skills
Excellent attention to detail and quality of work
Professional demeanor; strong interpersonal skills
Flexibility and adaptability to change
Demonstrates initiative; is resourceful and proactive
Knowledge:
Strong computer knowledge MS Office: Word, Excel, and database programs
Education:
College degree preferredExperience:
Minimum 5 years office work experience; related experience beneficial
Position: Manager, Corporate Services
Location: New York, NY
Salary: $80K to $134K
If interested, please email bsamuels999 at yahoo.com.
Position Overview:
The Manager, Corporate Services Administration is responsible for financial management and business continuity in the Corporate Services Division. This position works closely with Division Management to monitor and control expenses and identify potential expense savings opportunities. The Manager, Corporate Services Administration is also responsible for developing the annual budget and reforecast, expense analysis and proactive identification of variances, monthly forecasts, oversight of all divisional accounting entries and development of expense allocation data. This position also works with Division Management to ensure business continuity plans are current and executable at all times and performs special projects for the Vice President, Corporate Services as required.
Responsibilities:
Purpose
Activities
General Functions
Sets direction and provides leadership and oversight in the following areas, and performs:
Ensuring Corporate Services financial goals and objectives are aligned with the overall Corporate goals and objectives
Corporate Services management reporting
Cost analysis
Challenging the status quo with respect to identifying opportunities to improve existing processes, controls and customer service
Ensuring all external vendor relationships are defined following Vendor Contracting Policy
Process Accounting Entries
Sets direction and provides leadership and oversight in the following areas, and performs: Verify the accuracy of vendor payments Ensure journal entries are processed through Peoplesoft in an accurate and timely manner, and follow Corporate Accounting Policies and Procedures Monitor and control direct costs incurred on behalf of other departments (i.e. ╲Flow Thru╡) accounts
Monthly Accruals
Sets direction and provides leadership and oversight in the following areas, and performs: Monitor vendor services/materials requested, received and paid for to assist in identifying monthly accruals Ensure monthly accrual entries are processed in an accurate and timely manner and following Corporate Accounting Policies and Procedures
Annual Budget, Reforecast and Interim Forecasts
Sets direction and provides leadership and oversight in the following areas, and performs: Develop departmental budgets and reforecasts during the corporate budget cycles Analyze costs Develop interim departmental forecasts based on trend analysis and current plans
Financial Management Reporting and Analysis
Sets direction and provides leadership and oversight in the following areas, and performs: Provide transaction and summary reports from ePro, PeopleSoft and Clarity Analyze projections and results to provide variance explanations in clear, definitive communications Prepare the Corporate Services Financial Dashboard Developing or validate cost / benefit analysis for projects and initiatives Track benefits
Allocate Departmental Costs
Sets direction and provides leadership and oversight in the following areas, and performs: Identify cost drivers and determine the most reasonable basis for allocating departmental expenses Obtain or develop the required expense allocation data
Business Continuity
Sets direction and provides leadership and oversight in the following areas, and performs: Serve as the GCSOâ•˙s primary Corporate Services contact point for business continuity and, in the event of a business interruption, disseminate pertinent information to division management and staff Coordinate the development of a Business Impact Analysis with department management Identify any changes in processes, organizations, applications, etc. that may impact the Business Continuity Plan Update the divisional business continuity plan in Sustainable Planner as needed Coordinate / participate in Business Continuity Testing as required
Additional Activities
Additional activities and special projects as determined by the Vice President, Corporate Services
Qualifications:
Skills/Competencies:
Financial acumen
Strong leadership and organizational skills
Ability to work in fast paced, high performance environment
Communicates effectively
Strong analytical ability
Demonstrates business knowledge
Maintains strong working relationships within and beyond Corporate Services
Team oriented
Committed to delivering timely results that meet objectives
Leans and adaps
Education:
This position requires a Degree in Accounting or Finance
Accounting, audit and Six Sigma certifications a plus
Other Requirements:
Occasional travel between the NY Home Office and the Northeast Regional Office â•„ less than 20% of time
Position: Life Product Specialist
Location: New York, NY
Salary: $60K to $100K
If interested, please email bsamuels999 at yahoo.com.
Position Overview:
Responsible for providing comprehensive new business sales support to the members of the field force. This support includes creating sales ideas, providing product and illustration expertise to the field and Home Office, developing sales support materials, preparing competitive data, assisting in training efforts, and supporting Corporate Marketing initiatives for individual life products. The Life Product Specialist must also develop working relationships with individuals in the Product SBUs, Corporate Communications, and the Equity and Group Pension Profit Centers in order to provide a comprehensive and cohesive sales support resource to our field force.
Responsibilities:
Provide General Agents and agents with individualized case consultations and illustration support for the products in our individual life portfolio, including traditional and variable life products.
Develop effective sales support materials, including client pieces, investment performance materials, competitor analysis, illustration and technical support pieces, and related materials.
Contribute to the development of product support programs for the major company conferences, agency meetings and training schools. Will be called upon to present these materials, as appropriate, and provide support to visiting field representatives and field management candidate
Contribute product expertise to the development of accurate and effective sales illustration software, including initiating software enhancements and supporting quality control.
Work with other Sales Support departments and with related departments in other Profit Centers to assure a unified effort to support our field force.
Continually learn new sales support functions and new products (including those outside the life product portfolio) as a means to providing the best possible service to our customers.
Qualifications:
Competencies:
Adapting to change
Analytical thinking
Continuously broadening expertise
Customer focus
Focus on detail
Information seeking
Respect for diversity
Self-assurance
Strong interpersonal skills
Excellent verbal and written communication skills, as well as experience in effective public speaking
Education and Experience:
Four-year college degree or equivalent business experience
Related industry experience required
NASD license or commitment to pursue required. CLU, ChFC, CFP, or other professional designation a plus.
Thorough knowledge of the life insurance industry, life products and the target markets they serve
Thorough understanding of the general agency distribution system
Other Requirements:
Ability to travel up to 5-10% of time required
Position: Controller - Broker Dealer
Location: New York, NY
Salary: DOE
If interested, please email bsamuels999 at yahoo.com.
This position is responsible for the day to day management of accounting/finance operations, regulatory reporting/compliance, commission processing and customer service. The Controller is responsible for the integrity and accuracy of financial books and records and payment to 2,200+ registered representatives. The areas of accounting control responsibility include, but are not limited to cash control, investments, accounts payable/receivable management, revenue and expense recording/reporting, regulatory reporting and financial analysis. The Controller is also responsible for ensuring a strong control environment through process review and internal controls testing. The Controller is also a key member of the leadership team.
Responsibilities:
Communicate in a concise and clear manner. Adjust delivery and presentation of information to audience.
Seek process improvements on an ongoing basis while being cognizant of constraints (i.e., the corporate environment and culture, the field structure, budget limitations and existing infrastructure).
Establish, maintain and test the adequacy of internal controls.
Keep up with industry trends, regulations and GAAP. Understand business model and processes. Understand interactions and interfaces between the Commission System and the various departments and systems. Think holistically.
Meet deadlines and execute effectively and efficiently on daily/monthly functions and tasks assigned by management. Regulatory reports must be filed timely to avoid sanctions.
Resolve issues relating to general ledger activity and the commission system. Develop permanent solutions to recurring problems and ensure a successful implementation of that solution. Exercise initiative and have the ability to work independently, use sound judgment, make decisions and execute.
Know when decisions can be made unilaterally and when to involve others. Be decisive and make sure that actions have been thought out well and can be substantiated. Think logically.
Be clear on the impact that transactions have on the regulatory net capital of the BD. Monitor net capital closely and project future capital strains and potential needs. Failure to do so has dire regulatory implications.
Ensure senior management is apprised of relevant facts and is provided with the information they need to best perform their roles and make business decisions that support our strategy. Determine the best way to provide this information: convert detailed data into meaningful management information.
Ensure superior customer service and create metrics to measure quality.
Qualifications:
Competencies/Skills:
Effective oral and written communications
Demonstrates business knowledge
Ethics, integrity, honesty and dedication
Adapting to change
Analytical and conceptual thinking
Results orientation and takes initiative to address issues and solve problems
Collaborating with others
Customer focus
Challenging the status-quo; driven to improve processes
Coaching and mentoring
Strong attention to detail
Organization and documentation
Multi-tasking
Time management and the ability to work under constant time pressures
Knowledge:
In-depth knowledge of securities products and broker-dealer accounting and business processes
Must have knowledge of regulatory reporting, especially the SEC Net Capital Rules
Must be knowledgeable on SEC and FINRA rules and regulations
Must have knowledge of Generally Accepted Accounting Principles (GAAP).
Education and Experience: (Identify types and length of education and experience needed to acquire the necessary skills and knowledge to accomplish the desired end results.)
Education:
Bachelors Degree in Accounting required
CPA required
Series 27 (Financial and Operations Principal) required
Experience:
Must have 10-15 years accounting experience in the securities industry
Must have public accounting experiencing auditing broker-dealers
Proficient in Excel as well as experience with other computerized systems.
The individual must be able to communicate effectively because this position reports to the CFO and has extensive interaction with the Leadership Team and senior management, as well as other profit centers and support areas.
Position: HR Business Partner Leader
Location: New York, NY
Salary: DOE
If interested, please email bsamuels999 at yahoo.com.
REPORTING RELATIONSHIPS:
This position reports to the EVP, Human Resources, who in turn reports to the President & CEO. Reporting into this position are two Human Resource Business Partners and one HR Project Specialist.
KEY AREAS OF FOCUS:
The HRBPL will contribute to the development of HR strategy and plans for the enterprise as a member of the HR Executive Team, ensuring the assigned business areaâ•˙s interests and opportunities are appropriately represented in the HR business planning process. Also, the position will collaborate with HR Business Partner colleagues, HR Centers of Expertise (COE), and other internal constituencies. As a strategic partner to executive and senior leadership in the Corporate Business areas, this position will marshal all necessary HR expertise to support internal clients on a proactive and forward planning basis. This activity must take into account the matrix management and relationships between the profit centers and corporate functions (i.e. finance, audit, compliance). As well, the HRBPL will collaborate with executive management to manage and resolve complex employee relations matters at the senior level.
Responsibilities:
Effectively and accurately assess the state of human capital across the Corporate Business areas and use that assessment to contribute to the development of the human capital plan and strategy for the enterprise.
Develop and maintain a deep understanding of the Corporate Business areas including financial position; short-, mid-, and long-term plans; culture; and competitive landscape to inform human capital strategy.
In partnership with executive management, assess and anticipate human capital needs and develop appropriate solutions to meet business requirements.
Coordinate with other HRBPLs and HR COEs to develop integrated human capital plans and project initiatives consistent with the overall HR strategy for the company.
Manage direct reports to ensure human capital initiatives are seamlessly and professionally executed throughout the assigned client areas.
Participate as a member of client senior leadership teams representing the human capital dimension in business discussions; analyze internal and external data to inform HR solutions and approaches.
Serve as a performance consultant with senior clients to increase productivity, engagement, retention, improved work relationships and team building.
For client areas, lead the rollout of corporate HR initiatives such as talent review, succession planning, diversity programs, engagement surveys and compensation studies. Champion corporate programs and ensure they are implemented in a manner relevant to the client.
Qualifications:
Candidates will possess a minimum of fifteen years of progressive experience as an HR Business Partner, with at least five at the management level. Experience in a similarly complex environment is required, where responsibilities included close partnering with key senior executives. He/she will have broad knowledge of multiple human resource disciplines including performance management, succession planning, talent acquisition, compensation and benefits, organizational effectiveness/development, employee relations, and diversity. Candidates will possess a thorough knowledge of legal requirements related to the day-to-day management of employees to ensure regulatory compliance and mitigate legal and/or comliance risks.
SPECIFIC ATTRIBUTES:
Excellent consultative and client service skills; able to effectively influence and manage key relationships.
Strong client management and business literacy skills to navigate organizational comlexities.
Expertise in conflict management with strong interpersonal skills.
Superior verbal and written communication skills for multiple audiences including staff, management, and senior executives.
Demonstrated ability to develop excellent business relationships as a confidant and advisor to senior executives, regarded as a trusted partner.
Effectively envision, develop, and implement new strategies to address competitive and complex business issues.
Highly autonomous and self-motivated work ethic; demonstrating sound judgment, initiative, and an ability to manage multiple priorities with a sense of urgency.
Strong project management skills with a demonsrated track record of developing effective project plans, and delivering on or ahead of budget and schedule.
Strong analytical skills; uses and interprets data to validate plans and approaches.
Strong MS Word and moderate MS Excel skills; knowledge of MS PowerPoint and Visio.
EDUCATION:
A Bachelors degree is required. A Masters degree and SPHR certification is preferred.
Position: Senior HR Business Partner
Location: New York, NY
Salary: $88K to $147K
If interested, please email bsamuels999 at yahoo.com.
Position Overview:
As a strategic partner with management, the Senior HR Business Partner (HRBP) aligns human capital strategy with the business objectives within their client business unit. The HRBP serves as a consultant, change agent and performance coach, bringing to bear the appropriate expertise and resources to deliver timely, effective business solutions. This position may either support business units or corporate functions.
The primary focuss of the HRBP is to assess and anticipate human capital needs and develop appropriate strategies and solutions to meet business requirements. This position must be able to work across the HR organization, function in a matrix environment and be able to leverage and coordinate with HR Centers of Expertise to develop integrated human capital plans and solutions.
Maintains an effective level of business literacy to be able to substantively contribute to the success of the business based on its business objectives, financial position; short, mid, and long term plans; its culture; and its market competitiveness.
Responsibilities:
Minimum of five to seven years experience as a strategic HR Business Partner and a minimum of ten years experience as an HR Professional in a similarly complex environment where responsibilities included partnering with key executives
Minimum of three to five years experience implementing and leading Talent Management programs and processes for a business unit of 300-1000 employees
Track record of providing Human Resources support to multiple remote locations
Relevant industry experience a plus
Broad knowledge of multiple human resource disciplines with a track record of rolling out, implementing and driving:
Talent management initiatives, including:
succession planning
talent reviews
performance management
training and development planning
employee survey results and action planning
compensation and benefits
organizational effectiveness/development and design
employee relations and diversity managment
knowledge of federal and state employment laws and regulations
Qualifications:
Requisitie Skills and Abilities:
Excellent consulting and client service skills, able to effectively contract, negotiate, and manage key relationships
Strong client management skills, business acumen and established business literacy skills
Highly developed internal consulting and influencing skills at the senior management and executive levels
Adept at change management concepts and practices
Demonstrated ability to develop strong, trusting business relationships at all levels and be regarded as a trusted partner
Effectively envision, develop, and implement new strategies to address competitive, complex business issues
Expertise in conflict management with strong interpersonal skills
Excellent verbal and written communication skills for multiple audiences including staff, management, and senior executives
High degree of autonomy and self-motivation, demonstrating initiative and an ability to manage multiple priorities with a sense of urgency and results orientation
Detail oriented with a disciplined approach to process
Strong analytical skills; uses and interprets data to validate plans and approaches. Strong MS Word, MS Excel and MS PowerPoint skills
EDUCATION:
Bachelors degree required
Relevant industry experience a plus
PHR certification highly preferred
Position: Illustration Specialist
Location: New York, NY
Salary: $60K to $100K
If interested, please email bsamuels999 at yahoo.com
The Custom Illustrations Specialist produces custom life insurance inforce and new business illustrations as assigned by the Conservation Illustrations Supervisor. Illustrations are produced using proprietary illustration software, APL programs and simulation tools. Illustrations must be accurate, complete and compliant with state illustration regulations.
Many responsibilities will be performed under the supervision Life Pricing Actuaries as determined by the assignment.
Responsibilities:
Activity
Purpose
Illustration Production
Provide field and policyholders with illustrations not available through Integrated, FDP/XL or Navigator.
Produce illustrations using processes and techniques as directed by Life Pricing Acuaries.
Tools used include home office only versions of illustration software, APL programs and simulation tools.
Produce illustration wrapper for ledger illustration to comply with state illustration regulations.
Illustrations produced must be accurate, complete and timely
Life policy conservation
Regulatory requirement
Communication Respond to field requests either through email or phone. Understand request and suggest alternatives. Provide clear, precise information in a professional manner about the transactions being proposed.
Illustration Enhancements Provide business requirements and numerical examples for illustration enhancements
User Acceptance Testing Provide user acceptance testing for modifications to inforce illustration system and other online tools.
Business Continuity Documentation
Document all processes for producing custom illustrations Backup
Maintain custom illustration process in the absence of other team members
Business continuity, succession planning
Additional ResponsibilitiesBudget
Provide budget estimate for Life Product Services, both for annual budget and reforecasts. Enter information into system.
Monitor month expenditure reports and communicate with management regarding variations.
Qualifications:
Competencies/Skills:
High level analytic abilities
Excellent personal computer skills, including Microsoft Word, Microsoft Project, Excel, Power Point, and Lotus Notes (or similar programs).
Flexibility to handle multiple projects, ability to respond to rapidly changing priorities, and willingness to accept and work within tight deadlines.
Excellent written and verbal communication skills
Ability to collaborate with team members, other departments and field customers
Knowledge:
In depth knowledge of life insurance products
In depth knowledge of life insurance illustration systems
*Respect for Diversity
*Customer Focus
Adapting to Change
Analytical Thinking
Collaborating with Others
Continuously Broadening Expertise
Demonstrating Initiative
Focusing on Detail
Information Seeking
Education:
Bachelorâ•˙s degree with mathematics emphasis
Experience:
Prefer 2+ years of experience in life insurance industry, including running illustrations.
Knowledge of life insurance products, markets and sales
Other Requirements:
Occasional travel.
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