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IDR is seeking a Bilingual Reporting Analyst to join one of our top clients for a hybrid opportunity in Dallas, Texas. This role supports a leading organization in the data analytics and business intelligence industry, focusing on designing and delivering advanced reporting solutions. The company values innovation and data-driven decision-making, ensuring a dynamic work environment with growth opportunities.
Position Overview for the Bilingual Reporting Analyst:
- Lead collection, integration, and governance of data across multiple systems
- Design and maintain scalable data pipelines and reporting infrastructure
- Develop PowerBI dashboards and executive reporting tools
- Perform advanced analysis including forecasting, variance analysis, and benchmarking
- Automate reporting processes to reduce manual reporting work
Requirements for the Bilingual Reporting Analyst:
- Bachelor’s degree in Engineering, Statistics, Mathematics, Systems, or related fields
- Minimum of 3 years of experience in data analysis, business intelligence, or similar roles
- Proven experience as a data analyst or business data analyst
- Technical expertise with data models, database design development, data mining, and segmentation techniques
- Advanced proficiency in PowerBI, Excel (pivot tables, macros, complex formulas), SQL, and knowledge of Python or R
- Must be bilingual in both English and Spanish
What's in it for you?
- Competitive compensation package
- Full Benefits; Medical, Vision, Dental, and more!
- Opportunity to get in with an industry leading organization.
Why IDR?
- 25+ Years of Proven Industry Experience in 4 major markets
- Employee Stock Ownership Program
- Dedicated Engagement Manager who is committed to you and your success.
- Medical, Dental, Vision, and Life Insurance
- ClearlyRated's Best of Staffing® Client and Talent Award winner 12 years in a row.
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 seeking a dedicated Life Actuary to join the Life Company’s Asset Liability Management Team. This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.
This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position.
What you'll do:
Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.
Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.
May make recommendations for model adjustments and improvements, when appropriate.
Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.
Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.
Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.
Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.
Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.
Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.
Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.
Advises management on issues and serves as a primary resource for their individual team members on escalated issues.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 8 years of experience without bachelor’s degree)
Do you have one of the following:
4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor’s degree + 4 years of experience + FSA)
OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor’s Degree + 8 years of experience + ASA)
OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)
OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)
Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.
What sets you apart:
US military experience through military service or a military spouse/domestic partner
FSA (Fellow of the Society of Actuaries) designation
Experience using Moody’s AXIS software
2 or more years of experience with asset liability management or cash flow testing
Prior Actuarial experience with Life Insurance and Annuity Products
Fixed Indexed Annuity (FIA) Experience
Compensation range: The salary range for this position is: $127,310 - $236,250
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, 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.
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 seeking a dedicated Life Actuary to join the Life Company's Asset Liability Management Team. This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.
This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position.
What you'll do:
* Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
* Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.
* Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.
* May make recommendations for model adjustments and improvements, when appropriate.
* Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.
* Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.
* Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.
* Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.
* Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.
* Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.
* Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.
* Advises management on issues and serves as a primary resource for their individual team members on escalated issues.
* Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
* Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 8 years of experience without bachelor's degree)
* Do you have one of the following:
* 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor's degree + 4 years of experience + FSA)
* OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor's Degree + 8 years of experience + ASA)
* OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)
* OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)
* Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
* Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.
What sets you apart:
* US military experience through military service or a military spouse/domestic partner
* FSA (Fellow of the Society of Actuaries) designation
* Experience using Moody's AXIS software
* 2 or more years of experience with asset liability management or cash flow testing
* Prior Actuarial experience with Life Insurance and Annuity Products
* Fixed Indexed Annuity (FIA) Experience
Compensation range: The salary range for this position is: $127,310 - $236,250
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, 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.
As an employee of Crest Auto Group, you are part of the Crest luxury vehicle family, which includes one of the largest selections of new and pre-owned luxury vehicles. Not only that, you can expect to work with a team of dedicated employees with a common goal of a collaborative approach. We offer regular training, opportunities to promote from within and are continuously striving to foster loyalty, long-term careers and happy employees.
Employees work in a customer centric environment that offers amenities like:
- Large Event Room and Wine Cellar for hosting customer and community events
- Crest Bistro with executive chef inspired menus
- Full Service Cafes
- Coffee bars with full time Barista's
- Golf Putting Greens
- Dog Park
- Customer Technology Areas
- Vehicle Technology Consultants
- Automated drive-thru Car wash
Available Benefits of Employment:
- Health Coverage
- Dental Coverage
- Vision Coverage
- Group Life
- Short / Long Term Disability
- 401K
- Paid Vacation
Responsibilities:
- Friendly and customer service focused
- Assist the managers with various clerical duties as needed
- Be friendly, professional, courteous and efficient when working with all customers and employees
- Familiarize yourself with department structures & internal procedures for assisting customers efficiently
- Create loan car contracts using dealership's computer system
- Thoroughly inspecting loan car vehicles, checking for damages, and making sure all vehicles are clean
- Reconcile toll and gas fees
- File necessary insurance claims
- File service invoices and loan car contracts
- Set up active deliveries and valets
Qualifications:
- Able to multitask and work in a fast paced environment
- Able to walk and stand for long periods of time as well as work outside
- Able to drive both automatic and standard transmission vehicles preferred not required
- Able to work Flexible hours including weekends (Closed on Sunday)
- Have basic computer knowledge
- Customer Service experience is preferred
- Ability to provide quality customer service
- Professional appearance
- Ability to work independently
- Clean Driving Record
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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 seeking a dedicated Life Actuary to join the Life Company’s Asset Liability Management Team. This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.
This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position.
What you'll do:
Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.
Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.
May make recommendations for model adjustments and improvements, when appropriate.
Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.
Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.
Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.
Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.
Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.
Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.
Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.
Advises management on issues and serves as a primary resource for their individual team members on escalated issues.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 8 years of experience without bachelor’s degree)
Do you have one of the following:
4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor’s degree + 4 years of experience + FSA)
OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor’s Degree + 8 years of experience + ASA)
OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)
OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)
Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.
What sets you apart:
US military experience through military service or a military spouse/domestic partner
FSA (Fellow of the Society of Actuaries) designation
Experience using Moody’s AXIS software
2 or more years of experience with asset liability management or cash flow testing
Prior Actuarial experience with Life Insurance and Annuity Products
Fixed Indexed Annuity (FIA) Experience
Compensation range: The salary range for this position is: $127,310 - $236,250
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, 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.
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 occasional guidance, as needed.​Uses advanced UW knowledge and expertise to provide the appropriate level of underwriting skill and mentoring to UWs​.Uses advanced skills to review applications and adheres to underwriting standards.​Solves complex problems and escalations.Advanced level of experience with NM product types and changesModels change agility while maintaining mortality and morbidity expectations.Demonstrates continuous learning through the early adoption of new ways of underwriting.Proficient with Reinsurance programs and able to determine 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.Demonstrates advanced ability to communicate & negotiate with Field Partners to explain modified or declined decisions & assist in policy placement.Provides advanced financial, medical, and lay underwriting assessments and offers innovative solutions to keep Northwestern Mutual as the choice of our customers.Actively utilizes the most effective means to obtain the necessary information, including Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.)Collaborates with medical directors and technical staff.Responsible for adherence to procedures and regulatory processes​.Understands and meets all quality, service, and production goals​.Partners with Underwriting Support for case management.Cross-Functional leadership.Subject matter expert in product process w/collaboration w/functional partners and participates in projects and department initiatives.Collaborates and designs P3 curriculum with L&D/Tech Team​.
Qualifications A bachelor's degree preferred or demonstrated consistent success in prior Underwriting role as evidence by satisfactory case management and quality review.Minimum of 5 years of underwriting experience.Analytical skills with an established record to make independent decisions on complex cases and apply sound judgment in the application of rules.Excellent written and oral communication skills with the ability to handle confidential information, 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.A high degree of organization and the ability to establish priorities and meet deadlines.Demonstrated strong leadership skills and a high degree of self-motivation and initiative to lead projects or committees.Displays agility to manage multiple tasks​ and adapt in a changing work environment.
#LI-Remote or LI-Hybrid Compensation Range: Pay Range
- Start: $76,650.00 Pay Range
- End: $142,350.00 Geographic Specific Pay Structure: Structure 110: $84,350.00 USD
- $156,650.00 USD Structure 115: $88,130.00 USD
- $163,670.00 USD 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.
Skills Change Adaptability (NM)
- Advanced, Information Optimization (NM)
- Advanced, Customer Support (NM)
- Advanced, Underwriting Ecosystem (NM)
- Advanced, Customer Centricity (NM)
- Intermediate, Insurance Acumen (NM)
- Advanced, Technology Adaptation (NM)
- Advanced (Inactive), Information Gathering (NM)
- Advanced, Attention to Detail (NM)
- Advanced, Training, Educating & Awareness (NM)
- Intermediate, Adaptive Communication (NM)
- Advanced, Consulting (NM)
- Advanced, Data Application (NM)
- Advanced, Decision Making (NM)
- Advanced, Negotiation & Managing Objection (NM)
- Advanced, Mortality, Morbidity, & Risk Analysis (NM)
- Advanced, Learning Agility (NM)
- Advanced (Inactive), Underwriting Practices (NM)
- Advanced, Reasoning (NM)
- Advanced FIND YOUR FUTURE 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 schedulesConcierge serviceComprehensive benefitsEmployee resource groupsPandoLogic.
Keywords: Underwriting Consultant, Location: Franklin, WI
- 53132
Remote working/work at home options are available for this role.
**This position is open to remote anywhere in the US, however, must be able to work Central Time Zone hours
** What You'll Do Make fair, accurate, timely and quality claims decisions on life insurance claims up to allowable signature limit.
May work on cases exceeding this limit with prior approval and second signatures.
Examines claim information obtained, including, but not limited to, beneficiary data, policy values, and policy status; and analyzes information received during the claim review process, including but not limited to, death certificates, claim forms, assignment forms, divorce decree, estate, and trust documentation.
With empathy, deliver personalized experience for beneficiaries and field members by assisting with educating on settlement options available, which varies by policy type.
Communicate verbally and construct letters and emails to beneficiaries, field members, and third parties in response to inquiries and/or regarding outstanding requirements, claim status updates, and claims decisions as part of the overall claim handling process.
Manage phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
Research and evaluate solutions to situations that arise and resolve concerns on an “as-needed†basis which oftentimes includes deviating from procedures.
Maintain organization, accuracy, and timeliness in individual case management system; capture and document claim related information accurately and/or refer tasks as appropriate.
Maintain production and claims quality standards.
Embrace new technology and serve as an advocate by educating beneficiaries and field representatives.
Supports digital savvy capabilities in self and others and adapts to changing environments and new situations effectively and positively.
Work effectively with unstructured teams, situations, or environment.
Participate in team meetings, projects and committee work as appropriate, including development of process improvements.
Assist with special projects and initiatives, as needed to support the business.
What You Will Bring to the Role Bachelor’s degree or equivalent combination of education and work experience.
Previous experience with life insurance desirable.
Must be technically savvy with the ability to toggle between multiple applications and/or computer monitors simultaneously.
Exhibits empathy and strong client focus and customer service skills.
Able to analyze complex information and asks thoughtful questions to understand the situation.
Demonstrated ability to work with a high degree of accuracy in handling detailed technical work.
High degree of self-motivation with proven initiative in accepting responsibility for work results and in contributing cooperatively to group goals.
Skilled at developing and maintaining effective working relationships with a positive, confident attitude; exhibits objectivity and openness to others’ views.
Strong organizational skills, with demonstrated ability to independently set priorities and to meet deadlines.
Proven ability to maintain strict confidentiality and exercise tact and diplomacy with field/clients and beneficiaries.
Skills You Have Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations.
Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Change Adaptability: Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation.
Claims Acumen: Applies the knowledge of claims philosophy, contracts, and policies and procedures for filing claims, assessing claims for accuracy and completeness, verifying eligibility, and adjudicating claims based on established criteria to handle complex, contestable, sensitive, and large benefit amount claims.
Evaluates medical, financial, and occupational information and reviews to determine if insured meets contractual provisions while taking the state regulations or other relevant contractual information into consideration to make informed decisions.
Analyzes insurance claims to determine the validity/risk of the claim, and the extent of coverage.
Customer Centricity: Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success.
Decision Making: Makes timely, data-driven decisions by understanding the probability of success, identifying risks, gathering business requirements, and developing value statements.
Insurance Acumen: Applies knowledge of insurance concepts, policies, regulations, and industry practices to solution challenges.
Understands insurance principles, such as underwriting, claims philosophy, and risk.
#LI
- Remote This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted
- FINRA Compensation Range: Pay Range
- Start: $49,560.00 Pay Range
- End: $92,040.00 Geographic Specific Pay Structure: Structure 110: $54,530.00 USD
- $101,270.00 USD Structure 115: $56,980.00 USD
- $105,820.00 USD 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.
Skills Information Gathering (NM)
- Intermediate, Problem Management (NM)
- Intermediate, Prioritization (NM)
- Intermediate, Statutes & Regulation (NM)
- Beginner, Insurance Contract Management (NM)
- Intermediate, Empathetic Communication (NM)
- Intermediate, Insurance Acumen (NM)
- Beginner, Annuity Acumen (NM)
- Beginner, Customer Centricity (NM)
- Intermediate, Analytical Thinking (NM)
- Intermediate, Learning Agility (NM)
- Intermediate (Inactive), Adaptive Communication (NM)
- Intermediate, Decision Making (NM)
- Intermediate, Attention to Detail (NM)
- Intermediate, Claims Acumen (NM)
- Intermediate, Change Adaptability (NM)
- Intermediate, Data Application (NM)
- Intermediate FIND YOUR FUTURE 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 schedulesConcierge serviceComprehensive benefitsEmployee resource groupsPandoLogic.
Keywords: Insurance Examiner, Location: Franklin, WI
- 53132
Remote working/work at home options are available for this role.
Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.
Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.
Visit us at to learn more and view our open positions.
Please apply or call one of us to learn more For further inquiries about this opportunity, please contact one of our Talent Specialists, Amit, at 224 507 1290 Title: IT Solution Architect (Financial Systems)
- Remote Location: Remote (Candidates local to Corning, NY and Charlotte, NC are preferred.
Open to candidates in other locations; candidates must be willing to work EST time zone) Duration: 12 Months with possibility of extension based on demand.
Schedule: Full-time, M-F, 8 AM
- 5 PM.
Some potential flexibility may be required for after-hours work, as needed.
Travel
- up to 25% for travel to Corning, NY.
Estimated as one week per month based on project need.
Only W2 candidates are eligible for this position.
Third-party or C2C candidates will not be considered Position Summary The IT Solution Architect for Supply Chain and Finance is responsible for designing, developing, and guiding the implementation of enterprise technology solutions that support client's financial and supply chain processes.
This role collaborates closely with business stakeholders and cross-functional IT teams to ensure systems are scalable, secure, and aligned with organizational strategy.
The architect enables operational excellence by shaping solution roadmaps, ensuring platform integrity, and driving continuous improvement across finance and supply chain applications.
Key Responsibilities Solution Architecture and Design Develop end-to-end architectural designs for finance and supply chain systems in alignment with business objectives.
Assess existing application landscapes and recommend improvements, modernization opportunities, and integration strategies.
Ensure solutions comply with security, data governance, and enterprise architecture standards.
Business Partnership and Collaboration Engage with Finance, Supply Chain, and IT partners to understand business needs and translate them into technical requirements.
Participate in recurring strategic and operational touchpoints, including cFIN review sessions and architecture-focused team meetings.
Provide subject matter guidance on financial systems such as OneStream and other platforms influencing client's digital finance ecosystem.
Technical Leadership and Support Serve as the technical lead for solution implementations, enhancements, and integrations across finance and supply chain domains.
Address escalated issues, provide root-cause analysis, and ensure long-term stability of assigned applications.
Partner with engineering and operations teams to ensure solution resilience, performance, and sustainability.
Governance, Standards and Documentation Contribute to the development of architecture standards, design patterns, and best practices.
Maintain accurate architectural documentation, including roadmaps, diagrams, functional specifications, and integration models.
Continuous Improvement and Innovation Evaluate emerging technologies and recommend opportunities to enhance process efficiency, automation, and system capabilities.
Support modernization initiatives that strengthen client's digital transformation objectives in the finance and supply chain organizations.
Required Qualifications
- Education and Experience Bachelor's degree in Information Technology, Computer Science, Engineering, or related field (minimum required).
5 years of experience as a Solution Architect with financial systems.
Proven experience architecting solutions in enterprise finance and/or supply chain environments.
Deep knowledge of financial systems (e.g., OneStream, SAP cFIN (Central Finance), or similar platforms).
Familiarity with SAP finance and supply chain modules.
Strong understanding of systems integration, data flows, and enterprise application ecosystems.
Ability to translate complex technical concepts into clear business language.
Key Competencies Strategic Thinking Ability to design future-focused, scalable solutions.
Technical Expertise Strong architecture and platform skills across finance and supply chain.
Communication and Influence Effectively collaborates with technical and non-technical stakeholders.
Problem Solving Skilled at diagnosing complex issues and proposing durable solutions.
Execution Ability to manage multiple priorities and deliver high-quality outcomes.
Preferred Qualifications Experience working in a global, matrixed organization.
Understanding of data governance, security protocols, and architecture frameworks.
Demonstrated ability to lead collaborative solution workshops and stakeholder discussions.
Interview Process: Two rounds.
First round phone screen with direct manager.
Second round video panel interview, including technical review.
About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.
The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.
DivIHN is an equal opportunity employer.
DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.
SAP cFIN, OneStream
Remote working/work at home options are available for this role.
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:
$61,530.00Pay Range - End:
$114,270.00Geographic 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.
SkillsInformation 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
FIND YOUR FUTUREWe’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
Remote working/work at home options are available for this role.
Sr. Product Manager
Chicago, IL (Hybrid)
The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.
At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.
We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.
We have an opportunity at our corporate offices in Chicago for a Sr. Product Manager on our Health Solutions team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days a week in the office.
As a Sr. Product Manager, you will provide analytical
oversight of the portfolio lifecycle and target markets for the Credentialing
Product Portfolio. This includes assessing and evaluating new opportunities and
markets for growth to support go-to-market planning and execution. Inform
product vision through analysis, execution, and implementation. Actively work with business
development, sales, and marketing teams on strategic initiatives and and
cross-functional alignment.
RESPONSIBILITIES:
Portfolio Analysis & Market Assessment
- Evaluate new markets for the AMA's credentialing business, inclusive of developing business and financial models along with supporting companion strategies for product development and launch.
- Lead defined product team efforts focusing on new data acquisition and credentials verification of non-physician clinician types to support credentialing offerings, developing business cases when appropriate.
- In conjunction with leadership and product and business development team, contribute to the development and enhancement of a multi-year product roadmap and build consensus and enthusiasm among stakeholders.
- Facilitate development of an innovation pipeline utilizing deep understanding of emerging trends in the health care marketplace to support innovation and inform positioning of AMA credentialing solutions for growth in evolving markets.
- Analyze and recommend approaches for maximizing market share and contribution margins in existing markets.
- Work with leaders across AMA (e.g., IT, Legal, Finance, and Advocacy) to support alignment of intiatives with technical capabilities, economic models and legal and compliance requirements.
Industry Analysis
- Stay current on industry trends, accreditation standards, regulations and customer needs and behaviors associated with the Credentialing Solutions Portfolio.
- Source third-party market research and analysis, as needed, working procurement to define needs and source market research and analysis work, including customer research, market analysis and competitor analysis.
- Produce analytical and product-focused presentations for both internal and external audiences.
- Collaborate with Account Management and Marketing to deliver value messaging linked to the targeted markets and segments.
- Provide key inputs to enable marketing to develop Sales Enablement and Channel Enablement materials aligned to the new solutions' value propositions. Manage creation of and ensure quality of product artifacts. Align product and go-to-market planning and execution.
May include other responsibilities as assigned
REQUIREMENTS:
- Bachelor's degree in business, economics, engineering, or related field required; MBA preferred.
- 7+ years of health care-focused experience in new product development and/or health care data industry.
- 5+ years of demonstrated experience supporting strategic growth initiatives.
- Strong business acumen to develop and communicate recommendations to leadership.
- Excellent data synthesis and financial modeling skills to critically analyze and interpret market research and other data, to inform the development of business cases and plans.
- Familiarity with emerging technologies and solutions.
- Interpersonal skills and temperament to work collaboratively and cooperatively in a matrixed and complicated environment.
- Strong oral and written communications skills; able to express complex business concepts effectively. Strong presentation skills required to evangelize products in the marketplace.
- Proactively initiates, develops and maintains effective working relationships with internal and external team members to achieve results. Works well with people from different disciplines with varying degrees of technical experience and can effectively inform a team toward a direction or recommendation based on data and insights.
- Able to cultivate and sustain working relationships with executives at key clients, industry influencers, and other collaborators.
- Some travel involved.
The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.
This role is an exempt position, and the salary range for this position is $119,074-$157,855. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.
We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.
THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION
Apply NowShare Save JobRemote working/work at home options are available for this role.