Policyholder Service

Policyholder Service Finance Jobs

5 jobs found

Financial Advisor

New York Life Insurance - Orlando, FL Orlando, FL

13d ago

$120k - $150k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

As a Financial Advisor with New York Life Insurance in Orlando, FL (onsite), you will build and grow a personal financial services practice by advising individuals, families, and businesses on insurance and investment solutions. The role includes structured training and mentorship, offering a clear route to more advanced advisory positions. The position is based on-site in Orlando, with a compensation range of USD 120,000 to 150,000 per year, and a bachelor’s degree is preferred for applicants.

Responsibilities

Guide clients in making informed financial decisions by providing clear, actionable advice.
Develop personalized financial plans that align with clients' goals and aspirations.
Regularly review and adjust financial strategies to ensure they remain effective and relevant.
Build and nurture long-term relationships with clients, fostering trust and confidence.
Stay updated on industry trends and regulatory changes to offer the most current advice.
Collaborate with team members to enhance service offerings and client satisfaction.
Analyze financial data to identify opportunities for growth and risk management for clients.

Requirements

Bachelor’s degree preferred; equivalent work experience in sales, business, or a related field is a plus.
Ability to obtain required state insurance licenses and FINRA registrations (for example, Series 6/7, 63/66).
Prior experience in sales, customer service, and business development is beneficial but not required.
Strong interpersonal and communication skills with the ability to build long-term client relationships.
Self-motivated, goal-oriented, and driven with an entrepreneurial mindset.
Interest in financial services, wealth management, and helping clients achieve long-term financial goals.
Ability to work independently and manage time effectively.
Willingness to prospect, network, and build a personal client base.
Coachable and open to ongoing training, mentorship, and professional development.
High level of integrity, professionalism, and commitment to ethical business practices.

Compensation

USD 120,000 to 150,000 annually.

About New York Life

New York Life is a Fortune 100 mutual company with more than 180 years of helping Americans protect their families and achieve financial goals. Because the company is accountable to policyholders rather than Wall Street, it emphasizes long-term value and stability. The firm holds strong financial ratings, including A++ from A.M. Best, AAA from Fitch, Aaa from Moody's, and AA+ from S&P, and is recognized for excellence in training, diversity, and workplace culture.

We serve over 5.3 million clients, provide nearly $1.2 trillion in life insurance protection, and deliver billions in benefits, including $4.5 billion in living benefits and $579 million in lifetime annuity income.

New York Life continues to innovate to meet evolving client needs while sustaining a strong commitment to integrity, inclusion, and service.

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Director, Underwriting

FCCI Services Inc. Glen Allen, VA Hybrid

17d ago

$141k - $218k/yr Full time Business Development Client Relations Client Service

Business Development Client Relations Client Service

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Job Description

An experienced Underwriting Director responsible for acquiring and retaining profitable property and casualty accounts with Mid-Atlantic agency partners, managing an underwriting team, and directing underwriting for the Georgia Branch Office with a hybrid work arrangement in Glen Allen, VA.

Responsibilities

Acquire and retain profitable property and casualty accounts with Mid-Atlantic agency partners, driving sustainable growth and profitability across the portfolio.
Manage an underwriting team, providing leadership, mentorship, and performance oversight to achieve production, underwriting standards, and service goals.
Plan, direct and oversee the underwriting function for the Georgia Branch Office in alignment with corporate and regional goals for production, profitability, retention and policyholder service.

Benefits

Flexible Work Environment
Paid Family Leave
Competitive PTO & Holidays
Recognition & Bonus Programs
Medical, Vision, Dental & Life Insurance
Employee Referral Bonus
Paid Volunteer Time
401(k) Match & Profit-Sharing

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Director, Financial Operations

Vaco by Highspring Charlotte, NC

26d ago

$150k - $200k/yr Full time Finance Director Accounting Accounts Payable

Finance Director Accounting Accounts Payable

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Job Description

Location: Charlotte, North Carolina 28203

We are partnering with a high growth life insurance platform to appoint a Director of Financial Operations who will lead the organization's operational finance and accounting infrastructure. This leader will shape scalable financial operations processes within a fast moving, entrepreneurial environment and will oversee core operational accounting functions such as treasury operations, policyholder activity reconciliations, and accounts payable, while ensuring strong controls and regulatory compliance. The role collaborates closely with internal teams and external service providers to deliver accurate reporting and efficient processes as the business scales.

Key Responsibilities

Direct the financial operations function, including accounts payable, treasury, and operational accounting activities
Oversee bank relationships and cash management processes, including bank reconciliations and treasury operations
Manage policyholder activity and administrative system reconciliations to ensure alignment between operational systems and financial records
Lead a team responsible for operational accounting and financial operations functions
Supervise key financial operations workflows to keep processes efficient, controlled, and scalable
Manage relationships with third party providers supporting compliance and reporting efforts
Ensure internal processes support insurance regulatory and tax reporting requirements, including premium tax obligations
Collaborate with accounting, finance, and operations teams to design and improve financial operations processes in a high growth setting
Support the implementation and enhancement of systems, controls, and operational workflows as the organization scales

Qualifications

Bachelor’s degree in Accounting, Finance, or a related field
6–10+ years of experience in accounting, financial operations, or operational finance roles
Experience within the insurance industry, preferably life insurance, annuities, or related financial services
Strong understanding of operational accounting processes, including treasury, reconciliations, and financial operations controls
Experience managing or overseeing banking relationships and treasury processes
Experience working with insurance policy administration or operational systems
Ability to operate effectively in a fast paced, entrepreneurial environment

Preferred Experience

Experience in life insurance or annuity platforms, carriers, reinsurers, or insurance technology companies
Exposure to premium tax reporting, regulatory reporting, or insurance compliance processes
Experience working with outsourced providers supporting compliance or operational processes
Background in high growth, startup, or private equity backed environments

Diversity and Inclusion

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

Compensation and Legal Notice

Compensation for this role is determined by a wide range of factors including the candidate’s skills, experience, training, licensure and certifications, location, and business needs. In line with local requirements, the company notes that discretionary bonuses may be available, and that salary information may be disclosed where required.

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Underwriter Manager - Residential Products

American Modern Insurance Group Amelia, OH

1mo ago

Full time Manager Leadership Management

Manager Leadership Management

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Job Description

Position details

Position: Underwriter Manager – Residential Products

Location: Amelia, Ohio

Job type: Full-Time

Work mode: Hybrid

Job level: Management & Leadership

Job ID: 12365

Area of expertise: Claims & Underwriting

Company overview

American Modern Insurance Group, Inc., a Munich Re company, is a well known specialty insurer focused on residential property such as manufactured homes and other specialty dwellings, as well as the recreational market including boats, personal watercraft, classic cars, and more. We provide specialty product solutions that set us apart and write admitted products across all 50 states with a premium volume of $2.2 billion. Based in Amelia, Ohio, with colleagues nationwide, we are part of Munich Re’s Global Specialty Insurance division. Our culture supports career growth in a flexible environment that helps employees succeed both at work and at home.

Role purpose

Lead a team of Personal Lines Residential, Recreational, and/or Commercial Physical Damage Underwriters to deliver underwriting quality that aligns with profitable growth goals, provide a positive underwriting experience through timely production and service levels that meet partner and policyholder expectations, act as a growth partner by fostering collaboration with American Modern Sales Partners, internal stakeholders, and external sales partners, and develop team members to achieve their career goals.

Key responsibilities

Develop associates to ensure a blend of logic, expertise, analysis, experience, judgment, and underwriting methods are consistently used for sound, compliant, and timely underwriting decisions.
Build and maintain effective relationships with internal stakeholders, including the Underwriting Leadership team, Sales, Product, Corporate Underwriting, and Customer Service, as well as the Munich Re parent companies, to promote clear communication, efficient processes, and teamwork.
Foster relationships with external Sales Partners to provide insights on their book of business and achieve profit targets through portfolio-based and individual risk underwriting techniques.
Maintain deep product and underwriting expertise within the department to meet responsibilities and financial targets.
Lead a diverse team to achieve key performance indicators, service level targets, and a positive customer experience as measured by non-catastrophe loss ratio, quality controls, new business turnaround times, and Net Promoter Scores.
Create a positive culture that emphasizes development, accountability, excellence, and team building through ongoing dialogue, driving higher employee engagement and results.
Use data and analytics to manage production, monitor performance, and drive efficiency improvements.
Identify and implement process improvements and workflow efficiency initiatives.
Support a culture of compliance through systems, audits, and training programs.
Ensure adherence to risk management policies and procedures.
Oversee high level administrative functions within the department, including staff performance management, forecasting staffing needs, and designing training programs for strategic growth.

Additional manager responsibilities

Analyze market and financial data to inform underwriting decisions while ensuring risk is mitigated and standards are met.
Provide feedback when concerns arise with Product, Sales, or sales partners and address issues promptly.
Represent Underwriting to internal stakeholders and key Sales Partners, fostering a collaborative and profitable relationship.
Develop and lead successful teams and culture, attracting and retaining top talent.

Required technical skills

Excellent written and verbal communication
Leadership
Time management
Process improvement
Advanced experience with MS Word, Excel, PowerPoint, Appian, and Microsoft Power Automate, Power BI, Outlook
Project management
Change management
Organizational agility

Experience and education

Required: 5+ years of underwriting experience
Required: 2+ years supervising exempt associates, teams, or processes, preferably in underwriting with both tactical and strategic responsibilities

Education and designations

Required: Bachelor’s Degree, Supervisor’s certification, CPCU or other industry designation/coursework
Preferred: Advanced degree

Benefits and compensation

We offer attractive compensation and a comprehensive benefits package designed to support your well being and financial security.

Salary: Competitive base salary with variable performance-based incentives tied to Munich Re results
Health insurance options: Two plan choices for health coverage (PPO or High Deductible)
Supplemental Life and AD&D coverage for you and dependents
Voluntary benefits including Accident, Critical Illness, and Hospital Indemnity
Prescription drug coverage included with health plan
Short and Long Term Disability coverage
Vision and dental insurance
401(k) plan with up to a 5 percent employer match
Company funded retirement plan
Paid time off starting at 24 days per year, with additional days on milestone anniversaries
Eligibility for a yearly Munich Re bonus
Health and wellness programs available at no cost
Hybrid work environment offering flexibility in where and how you work
Corporate on-site cafeteria and a We Proudly Serve coffee shop
On-site complimentary workout facility and walking trails
On-site wellness center with a nurse practitioner
Financial assistance for adoptions and infertility treatment
Paid time off for eligible family care needs
Tuition assistance and education achievement bonuses
Free parking
Corporate matching gifts program
Paid time off to volunteer in the community

Inclusive workplace and equal opportunity

American Modern values diversity and inclusion as essential to our success. We strive to create an inclusive culture that reflects the communities we serve and provide a respectful, empowering workplace where colleagues can perform at their best. We are an equal opportunity employer. Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions. We do not offer visa sponsorship for this position.

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Life Underwriter

AAA Life Insurance Company Livonia, MI Hybrid

1mo ago

Full time 401k Annuities Annuities

401k Annuities Annuities

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Job Description

Overview

AAA Life is a respected American brand dedicated to life insurance and annuity products since 1969. With over 1.8 million policies in force, we take pride in earning our policyholders’ trust and standing by families when they need us most. AAA Life fosters a diverse, equitable, and inclusive culture where every associate can belong, contribute uniquely, and thrive—bringing together talent, perspective, and collaboration to drive innovation and results.

We are seeking a Life Insurance Underwriter who will assess and classify risk for life insurance applications. The role involves evaluating medical history or physical condition, occupational hazards, financial background, insurable interest, and other pertinent information to decide on approval, modification, or denial. The underwriter will interact with the field sales team, customers, and vendors to gather necessary data and has authority to approve cases up to defined standard and substandard limits. Note: Mortgage underwriting experience will NOT be considered. The typical call volume is about 4–6 calls per day, with regular late-night work one day every other week and rotating Friday night late shifts about once per quarter.

What you’ll do

Evaluate and make acceptance or denial decisions for assigned life applications with face amounts up to $1,000,000 that are fully underwritten.
Ensure the collection of all information required for underwriting, including re-examinations, special exams, medical reports, database research, investigations, and laboratory studies.
Interpret MIB codes and generate data and reports for the Medical Information Bureau, requiring knowledge of MIB code meanings and procedures.
Provide support for contract changes and reinstatement underwriting as needed.
Develop training materials or presentations for underwriters or sales agents to support knowledge and performance.

Qualifications

2-year college degree in Finance, Business, or Economics.
1–2 years of Life Insurance industry experience (sales or strong life insurance sales support/training) required.
Knowledge of life and annuity sales highly preferred.
Proficiency with Microsoft Word, PowerPoint, and Excel.
Strong verbal and written communication skills with a focus on customer service.
Comfort with technology related to insurance system applications and data; effective in a collaborative team environment.
Proactive, self-motivated, and results-driven with the ability to work extended hours and weekends if required.
Independent thinker with creativity and initiative to pursue new opportunities; excellent organizational and follow-up abilities.
Ability to thrive in a fast-paced setting and operate as a team player.
Willingness to contribute as a team member, maintain high standards, and drive outcomes.

Work Schedule & Environment

Regular call activity averages 4–6 interactions per day with sales or clients.
Shifts may include extended hours and occasional weekend work as required.
Hybrid work environment supported by flexible scheduling where available.

Benefits

Pension and retirement plans
Medical, dental, and vision coverage
Paid time off
Paid parental leave
Hybrid work environment
401(k) plan
Support for community involvement
Various social programs and family-friendly benefits

Physical & Working Requirements

While performing duties, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, as well as talk, hear, and concentrate. Specific vision requirements include close vision, distance vision, depth perception, and the ability to adjust focus. The role requires performing duties described in the job duties and may include additional responsibilities as needed.

Job Details

Role: Life Underwriter
Location: Hybrid remote in Livonia, MI 48150
Job ID: 2026-2043
Type: Regular Full-Time
Openings: 1
Category: Underwriting

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Policyholder Service Finance Jobs

Financial Advisor

Director, Underwriting

Director, Financial Operations

Underwriter Manager - Residential Products

Life Underwriter

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