Banking and Financial Services Jobs in Farmington, CT

Life Insurance Signature / Authority Limits

1M Signature / 5M Authority.

• PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

  PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

Job Summary

Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.

Primary Duties & Responsibilities:

Field & Client Experience

• ​Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.

• Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal

• Responsible for prescreen inquiries.

Underwriting

• Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed.​

• Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes. ​

• Develops and demonstrates change agility while maintaining mortality and morbidity expectations. ​

• Demonstrates continuous learning through the early adoption of new ways of underwriting. ​

• Develops proficiency with Reinsurance programs and determining where to best place a case.

• Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance. ​

• Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement. ​

• Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers.

• Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance.

• Discusses cases with peer reviewers with medical and technical staff, as needed. ​

• Understands and meets all quality, service, and production goals​.

• Solves issues & escalations, with guidance as needed. ​

• Partners with Underwriting Support for case management

Cross-functional leadership

• May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. ​Participates in other projects as needed.

Qualifications

• A bachelor's degree or equivalent combination of education and experience is preferred.

• 1.5 years of traditional underwriting experience.

• Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules.

• Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness.

• Proficient in computer skills and using various software packages.

• Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.

• Highly organized with the ability to establish priorities and meet deadlines.

• Displays agility to manage multiple tasks​ and adapt in a changing work environment.

• #LI-Remote or LI-Hybrid

Compensation Range:

Pay Range - Start:

Pay Range - End:

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Information Gathering (NM) - Intermediate, Underwriting Practices (NM) - Intermediate, Information Optimization (NM) - Intermediate, Insurance Acumen (NM) - Intermediate, Technology Adaptation (NM) - Intermediate (Inactive), Underwriting Ecosystem (NM) - Intermediate, Mortality, Morbidity, & Risk Analysis (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Learning Agility (NM) - Intermediate (Inactive), Adaptive Communication (NM) - Intermediate, Reasoning (NM) - Intermediate, Decision Making (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Consulting (NM) - Advanced, Attention to Detail (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Data Application (NM) - Intermediate

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

Job Title: Wordings Manager - Specialty Risks

Division: Specialty Risks

Reports To: As per Beazley's organisation chart

Key Relationships: Business Management, Specialty Risks Underwriters, Compliance, Innovation and Product Development and all other relevant stakeholders

Job Summary: Provide underwriting and wordings support to assigned Specialty Risks teams or focus groups and general support across Specialty Risks and other Beazley trading teams as necessary.

FLSA Status: Exempt

Key Responsibilities:

Wordings:

* Primary focus is on drafting policy wordings and endorsements to support business/underwriting objectives of the assigned Specialty Risks team/focus group.

* Assist the focus groups in addressing coverage issues raised in the underwriting and negotiation process to assist in successful closing of business opportunities.

* Assist the focus groups in achieving sales and service goals by providing high quality and timely response to queries raised.

* Providing support on underwriting, product development, and coverage issues.

* If qualified, review confidentiality agreements and warranty statements as needed for US/UK/RoW Specialty Risks Underwriters in order to engage in the underwriting process.

* Assist Specialty Risks underwriters in addressing bespoke coverage requests; requires interaction with Brokers, Insureds, other key external stakeholders (i.e. insured counsel).

* Managing the NDA process and manage and train wordings analysts work with NDAs.

* Managing the Endorsement process in the US and RoW.

* Manage the US, UK and RoW Product Development and Product Delivery process which includes: product development, drafting, addressing questions and objections from state departments of insurance when necessary for US platform products.

* Manage the US admitted filings and supporting the filing process for wordings and endorsements.

* Coordinate projects and work collaboratively with other key stakeholders internally, including but not limited to Compliance, Claims, Conduct Risk, UW Controls and Operations, Specialty Risks, Marketing and IT.

* Monitor competitive landscapes for the continuous improvement or wordings and underwriting controls.

* Participate in Team/Focus Group Business Planning, Away Days, Broker/Client meetings and other Marketing events, as required and appropriate.

* Provide assistance with additional projects and/or legal services (if qualified) for Business Management, Specialty Risks or other Beazley teams, as needed.

* Monitor claims developments and impact of wording on claims.

General

It is important that within all your interactions both internally and externally you adhere to Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing - as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers. We also expect Beazley employees to:

* Comply with Beazley procedures, policies and regulations including the code of conduct which incorporates the PRA and FCA Conduct.

* Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.

* Display business ethics that uphold the interests of all our customers.

* Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.

* Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management.

* Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.

Personal Specification:

Education & Qualifications

* Undergraduate degree or Law degree preferred

Skills & Abilities

* Organized and detailed oriented

* Computer skills - good working knowledge of MS office

* Ability to communicate effectively with others, both verbally and in writing

* Self-motivated team worker who is also able to work on own initiative

* Proven ability to manage time, meet deadlines, and prioritise

* Able to maintain standards and professionalism during periods of fluctuating workloads

Essential Criteria

* Relevant professional level experience required

* Insurance-related experience preferred

* Strong client service skills required

Aptitude & Disposition

* Task-focused, self-motivated and flexible

* Consistently professional approach

* Able to successfully interact with managers/underwriters/colleagues/external suppliers

* Positive, enthusiastic and service oriented

Competencies

* Achievement orientation

* Analytical thinking

* Information seeking

* Customer focus

* Team working

* Initiative

* Problem solving

* Detail oriented

Who We Are:

Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.

Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.

Our Culture

We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world. Employee's diversity, experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.

• Be bold
• Strive for better
• Do the right thing

Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.

We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.

Explore a variety of networks to assist with professional and/or personal development. Our Employee Networks include:

• Beazley RACE - Including, understanding and celebrating People of Colour
• Beazley SHE - Successful, High potential, Empowered women in insurance
• Beazley Proud - Our global LGBTQ+ community
• Beazley Wellbeing - Supporting employees with their mental wellbeing
• Beazley Families - Supporting families and parents-to-be

We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:

• Internal Pathways (helping you grow into an underwriting role)
• iLearn (our own learning & development platform)
• LinkedIn Learning
• Mentorship program
• External qualification sponsorship
• Continuing education and tuition reimbursement
• Secondment assignments

The Rewards

• The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
• Attractive base compensation and discretionary performance related bonus
• Competitively priced medical, dental and vision insurance
• Company paid life, and short- and long-term disability insurance
• 401(k) plan with 5% company match and immediate vesting
• 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
• Up to $700 reimbursement for home office setup
• Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
• Up to 26 weeks of fully paid parental leave
• Up to 2.5 days paid annually for volunteering at a charity of your choice
• Flexible working policy, trusting our employees to do what works best for them and their teams

Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $100,000-110,000 per year plus discretionary annual bonus.

Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.

This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.

What you'll do:

• Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

• Participates in the development of fraud prevention strategies.

• Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

• Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

• Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

• Makes recommendations within defined authority guidelines.

• Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

• Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

• May serve as a resource team member on specific matters through demonstrated skill or training.

• Assists with the delivery of fraud awareness training initiatives in a defined environment.

• Handles CAT duty responsibilities as business requires.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

• High School Diploma or General Equivalency Diploma (GED).

• 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

• Proven investigatory skills.

• Experience obtaining statements from various parties to incidents, witnesses, and suspects.

• Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

• Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

• Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

• Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

• SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.

• Strong background with multi-line SIU investigations

• Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

• US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Customer Accounts Advisor

The salary range for this role is $18.00 to $19.00 per hour*. This position is also eligible for incentive pay based on performance.

Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. 

Skills for Success  
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron’s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. 

The Work  

• 
  
• Attainment and upkeep of customers’ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
  
• Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone 
  
• Sell customers on the benefits of timely lease agreement renewal payments 
  
• Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals 
  
• Assist with merchandise returns and guest deliveries as directed by management 
  
• Clean and certify merchandise in the Quality Assurance Center for all items personally returned 
  
• Complete and maintain weekly vehicle maintenance sheet and route sheets daily 
  
• Load, secure and protect product in company vehicle 
  
• Safely operate company vehicle 
  
• Assist the Sales Team as needed
  
• Any reasonable duties requested by management 
  

Requirements

• 
  
• United States at least 21 years old with a valid state Driver’s License and compliance with the Company’s Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.   
  
• Must meet DOT requirements to obtain certification in required states (United States)
  
• Ability to work schedule of hours varying from 8 am to 9 pm
  
• Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
  
• Two years of retail/customer service experience preferred
  
• High School diploma or equivalent preferred
  
• Excellent interpersonal and communication skills
  
• High energy with the ability to effectively perform all functions of the store and multitasking effectively
  
• Proper telephone etiquette
  
• Uphold the Aaron’s Brand and protect company assets
  
• Maintain a professional appearance
  
• Proficient computer skills
  
  

Aaron’s Total Rewards 

Our team members are our greatest asset. As an expression of our appreciation, Aaron’s is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**: 

• 
  
• Paid time off, including vacation days, sick days, and holidays  
  

• 
  
• Medical, dental and vision insurance  
  

• 
  
• 401(k) plan with contribution matching  
  

*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting.  We may ultimately pay more or less than the posted range, and the range may be modified in the future.  An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. 

**Benefits vary based on FT and PT employment status.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Client Relationship Coordinator

 If you are a go-getter who is strong at using persuasive language, asking in-depth questions, and getting our prospects engaged, and if you want to be part of a driven financial organization with great initiatives, we want to hear from you! Johnson Brunetti is a leading retirement and investment firm with offices in Connecticut, Massachusetts and Georgia. This position is based in our Wethersfield, CT office.

We are looking for a driven candidate who can grow a sales pipeline by coordinating multiple schedules and filling the calendars of our financial advisors in multiple offices.

This position requires that you possess the following skills:

• High level of communication and follow-through skills

• Strong persuasive phone skills to motivate prospects to set and keep appointments

• Previous experience in a relatable appointment scheduling or inside sales role

• Strong organizational skills

• Strong ability to follow through the entire process of converting prospects to clients

• Motivated and driven by reaching goals and growth

• Financial Industry knowledge/experience preferred

• Experience with MS Office and Salesforce preferred

● Telephone or inside sales experience is a plus

● 4 Year college degree

● Ability to work some evenings for events

Responsibilities/Tasks:

• Ability to fill the Financial Advisors’ schedules with qualified appointments through marketing efforts

• Calling, qualifying and scheduling prospects

• Consistent follow-up with prospects and clients

• Attend and set up seminars and workshops (in the evenings) and book appointments at the conclusion of programs (approximately 2- 3 a month)

• Accurate entry of data into CRM (salesforce) system from prospecting & and marketing efforts

• Work independently and proactively to meet business & department goals

Investment Accounting Manager

Financial Controllership Team

Full time

Boston, MA or Springfield, MA

This is an individual contributor role

The Opportunity

This Investment Accounting Manager role will be a key addition to our Investment Controllership team. The position reports to the Director of Partnerships and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities.

The Team

As a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives.

The Impact:

• Creates an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow.
• Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process.
• Thrives in a complex corporate structure and comfortably switch gears and alter course to adapt to changing circumstances.
• Plays a key role in leading a collaborative and inclusive culture by working closely with Investment Management.
• Actively participate in the implementation of the Company’s new ledger.
• Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles
• Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team.
• Leads internal control efforts.
• Initiates and/or leads increasingly complex continuous improvement activities.
• Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction within the Investment Controllership team.
• Makes recommendations to continuously improve the overall control environment of the Investment Controllership team.

The Minimum Qualifications

• Bachelor’s degree
• 6+ years of financial reporting experience with a track record of increasing responsibility
• 4+ years of financial reporting experience on Alternative Investments

The Ideal Qualifications

• 8+ years of financial reporting experience with a track record of increasing Responsibility
• CPA preferred
• Master’s degree or beyond
• Strong analytical skills: ability to analyze financial data sets and tell the story of the data
• Proven ability to complete high quality work efficiently and increase autonomy over time
• Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries
• Experience with system implementations preferred
• Able to build and maintain strong working relationships across cross-functional groups
• Excellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, staff, regulatory bodies, etc.
• Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables
• Intellectual curiosity to continue learning and adding breadth and depth to understanding

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Investment Controllership team
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-CR37

College Financial Representative, Internship Program at West Hartford & New Haven, CT

College Financial Representatives in the internship program at Northwestern Mutual West Hartford and New Haven, CT are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, have the unique opportunity to build a financial planning practice while engaging local and nationwide experts, selling exclusive financial products, and having the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off

Our internship program mimics our Full-time Financial Representative career, allowing you to:

• Learn how to prospect and network to build your business and client base

• Develop and execute on a business strategy

• Call on potential clients and set meetings to understand their financial goals

• Prepare plans and offer useful recommendations

• Gain exposure to proprietary planning software platforms

• Engage in weekly coaching, training, and development meetings

• Get licensed with your Life, Accident, and Health insurance license

• Build life skills that create future career opportunities

As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 or 7 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

Are you a fit for this internship?

• Full-time student; juniors and seniors preferred

• Entrepreneurial ambitions and curiosity for sales

• Highly involved on campus (leader, athlete, campus orgs, student government, etc.)

• Excellent time-management skills

• Interest in financial literacy and planning

tools

• Business savvy and desire to increase critical thinking abilities

About Us

For over 169 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax

purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why join Northwestern Mutual:

• Fortune500® company

• Forbes' Best Employers for New Grads (2025)

• Top 100 Internship Programs, Yello x WayUp (2025)

• Northwestern Mutual is proud to share that we expect a record-setting dividend payout of $9.2 billion in 2026.

• 5.1+ million clients and growing

• Unsurpassed financial strength with total company assets of $366 billion

Compensation & Benefits:

• Performance-based earnings and revenue

• Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)

• Productivity Bonuses

• Support for insurance licensing (life, health, DI, LTC)

• Support for SIE, Series 6 or Series 7, Series 63 registrations (eligibility required)

1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.2 As of December 31, 20233 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.

Be the point where digital service meets real connection.

At Dutch Point Credit Union, great member experiences don’t stop at the branch — they happen everywhere our members are. We’re looking for an eBranch Member Experience Consultant II to deliver confident, compassionate service through our digital channels and help members move forward with clarity and trust.

This role is ideal for someone who thrives in a fast-paced, tech-enabled environment, enjoys solving complex problems, and knows how to turn conversations into meaningful connections.

Why This Role Matters

Service Without Walls

You’ll be the voice and face of Dutch Point across phone, email, and Interactive Teller Machines (ITMs), helping members navigate their finances with ease — wherever they are.

Expert Guidance, Digitally Delivered

From account support to consumer lending, you’ll handle more complex inquiries and transactions while guiding members toward the right solutions for their goals.

Growth for Members — and for You

This is a role where curiosity, confidence, and continuous learning are encouraged. You’ll expand your digital banking expertise while helping members feel empowered and supported.

What You’ll Do

• Deliver exceptional service to members via phone, ITMs, and email — with professionalism, warmth, and accuracy.
• Resolve complex member inquiries and provide clear, thoughtful solutions.
• Support digital transactions including account inquiries, transfers, payments, and servicing requests.
• Educate members on products and services and proactively recommend solutions that align with their needs.
• Assist with opening and closing accounts, ensuring accuracy and compliance.
• Guide members through the consumer loan origination process (excluding real estate loans).
• Meet or exceed service and sales goals by identifying opportunities during digital interactions.
• Stay current on digital tools, financial products, policies, and compliance requirements.
• Collaborate with teammates to support branch goals and maintain a positive, high-performing culture.

What You Bring

• Experience in customer service, retail banking, or digital financial services, with confidence handling complex inquiries.
• Strong communication skills — especially in digital and virtual environments.
• Comfort with digital banking platforms, ITMs, and online tools.
• A member-first mindset with strong problem-solving skills.
• Ability to multitask, prioritize, and stay organized in a fast-moving environment.
• FiCEP and CCUFC certification (or willingness to obtain within 6 months).
• Willingness to work at least two Saturdays per month.

Why Dutch Point?

• A people-first culture grounded in education, service, and trust.
• Full benefits package including Health, Dental, Vision, 401(k) with match, paid holidays, vacation, and sick time.
• Free parking and a supportive, collaborative work environment.
• Ongoing training, development, and opportunities to grow your career in digital banking.

Apply today and join a team that’s redefining what exceptional digital member experiences look like — at every point of the journey.

Job Title: Underwriting Solutions Consultant - P&C Insurance

Location: Hartford, Connecticut, United States (Onsite)

Job Type - Full Time

Experience Level – 5 to 8 years

About IntellectAI:

IntellectAI is the Insurtech business unit of Intellect Design Arena, delivering cutting-edge, AI-driven underwriting solutions for Commercial, Specialty, and E&S carriers and MGAs. Our digital underwriting ecosystem powers the entire underwriting value chain, from automated submission ingestion and data enrichment to a sophisticated underwriting workbench. Designed by seasoned insurance professionals, the underwriting ecosystem takes a unique, underwriter-first approach to drive efficiency and improve underwriting outcomes. IntellectAI helps our clients accelerate their transformation journey—seamlessly and intelligently.

Job Summary

The Underwriting Solutions Consultant will actively participate in the various stages of the sales and delivery lifecycle of our underwriting ecosystem, from initial discovery with client prospects to ongoing client support in production. Leveraging their own work experiences as an Underwriter, the Underwriting Solutions Consultant will play a crucial role in understanding a carrier or MGAs current underwriting process and pain points. The Underwriting Solutions Consultant will also conduct presentations, and live demonstrations of IntellectAI's underwriting ecosystem to illustrate the business value it creates.

Key Responsibilities:

• Participate in prospect discovery sessions to articulate current state challenges and pain points, identifying opportunities for our solutions to deliver business value.
• Plan and execute compelling new business demonstrations, coordinating with the Proof of Concept (POC) team to ensure specific underwriting processes requirements are met resulting in a higher number of contracts being signed.
• Consult with product managers, providing insights on product roadmap features based on observed market trends and prospect feedback ensuring our market competitiveness
• Attend relevant insurance events to stay informed about industry developments and network with potential clients.
• Participate in delivery kickoffs and collaborate with Business Analysts (BAs) to gather end-to-end solution requirements eliminating missing requirements, and clear production release objectives
• Support the Customer Success team by conducting cross-sell and new feature demonstrations to existing clients.

Required Experience and Skills:

• Mandatory: Minimum 5 to 8 years of underwriting experience within property and casualty, specialty, or excess and surplus lines. Underwriting management experience is a plus.
• Strong understanding of underwriting, rating, and quoting workflows.
• Excellent communication and presentation skills, with the ability to engage both executive and desk level stakeholders.
• Comfortable working in a fast paced environment, managing multiple priorities, and handling ambiguity.
• Strong interest in AI, technology and willingness to learn insurance technology platforms and tools.
• Willingness to travel within the United States for client meetings and industry events.

Note: The salary range provided is indicative. Final compensation will be determined based on the candidate’s years of experience, role alignment, internal equity, and market data. We are committed to ensuring fair, competitive, and equitable compensation practices aligned with industry standards.

Job title: Customer Service Rep (Transfer Agent )

Duration: 3+ Years Contract

Location: Hartford, CT 06103

Pay Rate:

This will be on w2 with full benefits plus bonus.

Responsibilities:

We are seeking a detail-oriented and customer-focused Customer Service Representative (CSR) with a strong call center background in Healthcare, Banking, Financial Services, or Insurance domain.

The ideal candidate will handle high-volume inbound and outbound calls, resolve customer inquiries efficiently, and deliver exceptional service while ensuring compliance with industry regulations and company policies.

The Opportunity

Join our team as an Enterprise Architect in an industry leading EA function that creates alignment between technology and business strategy. You will have an opportunity to guide the process of planning and designing capabilities to maximize the value of IT and enable the company to make high impact, long-term decisions supporting the Corporate Technology Organization in Investment Management(Portfolio Management, Derivatives, Credit & Market Risk functions). This will be accomplished through architecture strategies, blueprints and road maps that standardize technology stacks which create engineering speed and agility through the innovative use of data science, data analytics, cloud and API's. The EA will work with a team that embrace diversity in all of its forms, respect and have fun.

The Team

The MassMutual Enterprise Architecture team in the Enterprise Technology and Experience organization is seeking an outstanding Enterprise Architect (Application) to join our team. Enterprise Architecture is composed of Business, Application, Technology & Design and Security architecture domains. Joining this team will give the Application EA a unique perspective and opportunity to partner with best-in-class architects on enterprise wide technology initiatives.

The Impact:

This role will work with Corporate Technology Finance & Investment Management line of business delivery teams, engineers, application operations, product managers, and enterprise stakeholders to help deliver innovative, data-driven systems aimed at transforming the insurance industry. As part of the application architecture team, incumbents may be responsible for any of the following:

• Technical evaluations and benchmarking of core application platforms, frameworks and technologies
• Specification and publication of standards around application design and software engineering best practices
• Thought leadership and active participation in conferences and research with strategic partners and academic institutions
• Partner with senior leaders to develop and maintain the Technology strategies & roadmap
• Partner with business executives and senior architects to identify data and process issues, then provide solution options and recommends options
• Provide recommendations on system options, risks, cost/benefit analysis, and impact on cross-domain systems, business strategy, goals and processes
• Engage in SA problem solving, snapshots and full architecture documents
• Actively publish deliverables, and utilizes multi-media to educate and engage with federated solution architecture community members
• Collaborate with extended enterprise architecture, business, and IT support teams to communicate architecture strategies, standards, and direction
• Stay abreast of emerging technologies

The Minimum Qualifications

• Bachelors degree in Computer Science, Engineering or related Technical degree
• 8+ years of related IT Solutions Architecture or Technical Lead experience

The Ideal Qualifications

• 10+ years of related IT Architecture or IT consulting experience
• 5 years of Investment Management and/or Finance experience
• Emerging Technologies in Investment Management including AI/ML
• Experience with IM Platforms: Eagle, Aladdin, Calypso, Murex or similar
• Experience in data management platform design and integrations, ABOR/IBOR data layer, data modeling for IM domain, data framework adoption, mastering solution design.
• Excellent communication, presentation, influencing and reasoning skills
• A team-focused mentality with proven ability to work effectively with diverse stakeholders
• Strong interpersonal skills, with an emphasis on the ability to effectively influence others, collaborate and partner.
• Understanding of the impact of IT on business results
• Demonstrated experience using Architecture Methodology (TOGAF, Archimate)
• Strong decision-making capabilities, with a proven ability to weigh the relative costs and benefits of potential actions and identify the most appropriate one
• Experience in Public Cloud platforms (preferably AWS), solution design and development using Cloud-native services, and understanding of cost rationalization.
• AWS/Azure Cloud Certification
• Strong experience in Architecture and Design patterns
• Developed acumen in Domain Driven Design
• Strong experience with event streaming design and implementation using Kafka, along with web service protocols and patterns like SOAP, REST, JSON, XML/XSDs.
• Experience with REST API for data interchange and API-driven systems integration decoupling digital and backend systems.
• Track record of designing architectural reference material

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Enterprise Architecture team
• Focused one-on-one meetings with your manager
• Access to mentorship opportunities
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical nosiness with industry leading pay and benefits

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