Social Intelligence Investigator
ISG Job In Danvers, MA Or Remote
Job Details Danvers, MA Fully Remote $18.00 Commission AnyDescription
A Social Intelligence Investigator conducts a variety of web-based investigations. Conduct desktop based social media and background research as part of investigations into potentially fraudulent Worker's Compensation and Liability claims using industry leading methodologies and reports on the
findings. We are looking for individuals who pride themselves on their information-finding abilities onthe internet and on social media.
Conducts comprehensive online investigation and field record retrievals of questionable insurance claims and policies in compliance with legal and industry standards. Analyzes results of investigations to determine course of action. Conducts thorough searches using insurance investigative databases, internal resources, internet resources, and public records to locate parties and collect evidence to determine if potential fraud exists. Writes detailed reports regarding information found and must be willing to testify if needed at depositions, hearings, and trials. Perform investigative research on a variety of social media platforms to include Facebook, Instagram, LinkedIn, Twitter, and several others. Conduct searches with local courts, state courts, federal courts, tax assessors, county clerks' offices, department of motor vehicles, and a wide variety of other agencies. Perform records requests with government agencies to include police departments, local courts, state courts, and federal courts. Communicate with management regarding investigative findings and handling of assignments.
Qualifications
Superior computer skills with the ability to conduct database searches in both formal databases and
social media sites with the ability to analyze the search results.
The ability to navigate the Internet and have a firm grasp of current social media. Candidate must be
willing to think outside of the box.
Solid Microsoft Word skills. The ability to exceed 45 words per minute is preferred.
A bachelor's degree in criminal justice or a similar field of study is preferred but not required. Law
enforcement and/or claims training may be substituted for formal education.
High School Graduate is mandatory.
Bilingual capability in Spanish or another language is a plus.
A willingness to learn to establish, document and independently pursue appropriate investigative
strategies and the ability to use public record information systems.
A clean criminal record and can pass a background check.
An intuitive ability to search the internet and uncover information where others cannot. They
should pride themselves in being able to find the "needle in the haystack."
Ability to interpret a variety of legal and/or insurance-related instructions furnished in written, oral,
diagram, or schedule form.
Advanced knowledge and hands-on experience with multiple social media platforms.
Must be a quicker learner and able to work independently to meet deadlines.
Ability to maintain confidentiality of information.
Internal Marketing Representative
Remote Job
We are seeking a dynamic Internal Marketing Representative (IMR) to join our 1847 Financial team and play a key role in driving sales and fostering strong relationships. In this position, you will be responsible for building and nurturing connections with both internal stakeholders and Financial Professionals (FPs).
As an IMR, you will collaborate closely with the field sales team, acting as a vital liaison between the field and the home office. Your efforts will be crucial in supporting sales initiatives, streamlining communication, and ensuring alignment between the team and key business functions.
We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
Recruiting and Adviser Support
Conducts sales activities with current and prospective advisers that will generate sales activity
Proactively develops business relationships with current and prospective advisers to encourage new sales
Outbound and Inbound Sales Calls
Answers inbound calls from advisers in all channels
Monitors Life Sales Desk Mailbox and respond to inquiries from the field
Marketing
Manages all marketing activities in assigned regions to maximize field sales activity
Provides illustration support reflecting benefits of sales concept.
Works with field partner or home office marketing associates to coordinate various promotional events
Supports company-driven projects (i.e., product launches)
Company, Product and Technical Knowledge
Learns Penn Mutual's mutual structure, financial stability and industry rating
Learns FINRA and insurance regulations as well as company compliance guidelines and adheres to same
Learns and maintains comprehensive and in-depth working knowledge across all supported product lines, investment sub-accounts and operational procedures
Comprehends the suitable application of PML's product in sales situations and recommends to adviser, as appropriate
Provides illustration and case design support
Stays abreast of Penn Mutual's competition, specifically product and marketing programs, and advanced sales applications
Sales Tracking, Sales Analysis, Recordkeeping and Reporting
Tracks weekly activity and report sales results
Remains current on case status, proactively communicating with adviser regarding status of case
Creates and maintains updated database with current adviser information
Analyzes sales activity and results upon request
Complies with all company and site policies and procedures
Remains current in profession and industry trends
Successfully completes regulatory and job training requirements
Performs other duties as assigned
Skills and Abilities
Ability to build relationships
Solid understanding of effective territory management
Basic-intermediate understanding of life insurance products, the insurance industry, the financial marketplace, its terminology
Excellent written and verbal communication skills
Good presentation skills
Ability to work well independently and collaboratively as part of a sales team
Excellent organizational skills and demonstrated ability to handle a variety of tasks under tight deadlines
Ability to work in a fast paced, high-energy environment, have a positive attitude, be willing to learn and grow, and execute tasks in a timely and professional manner
Proficient in Microsoft Office Suite applications and mapping software
Learns new skills to become more proficient in role
Demonstrated ability to make process/procedure improvement suggestions
Ability to work up to 6:30 PM EST as needed to provide sales support in different time zones in the US
Education & Experience
Bachelor's Degree required
1-3 years of related experience in the sales and marketing of insurance products; equivalent experience may be considered required
FINRA Series 6 or 7 and Series 63 registrations desired, or ability to obtain in 6 months required
Life insurance license required or ability to obtain in 6 months required
Base Salary Range - $72,000 - $80,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
Field Marketing Representative
Remote or Rock Island, IL Job
Do you have excellent communication skills?
Are you passionate about helping others grow their business?
Are you ready to feel valued by your employer and rewarded for your success?
Illinois Casualty Company is growing, and we have an opportunity for a Field Marketing Representative to join one of the leading providers of insurance protection for the food and beverage industry. This is a travel-heavy position. Base location of IN, CO, UT, AZ preferred but not required.
The Field Marketing Representative supports the Company's premium goals via interaction with agents, associates, policyholders, and other internal and external customers. This position is responsible for fostering mutually beneficial business relationships with agents and brokers, serving as the main communication link between agents and the Company. The Field Marketing Representative will be responsible for managing their own territory.
Essential Functions
Serving as the agents' advocate for the Company and the Company's advocate for the agents
Training and development of agents and staff with respect to the Company's products, procedures, and services
Reviewing and analyzing agency production and loss results and working to help those agents meet their agency and Company goals
Monitoring industry trends as well as products and rates offered by other commercial lines carriers to evaluate the competitive market position of the Company
Successfully implementing the Marketing Plan in an assigned territory to achieve Company goals and objectives
Assisting in the facilitation of agent events such as Agents Advisory Council and CSR Advisory Council
Additional duties as assigned
Qualifications
Four-year degree in marketing or related field of study or a minimum five years equivalent experience with a minimum of two years marketing experience in the insurance industry
Intermediate level Microsoft Office skills including Word, Excel, PowerPoint, and Outlook
Ability to prepare business correspondence and reports
Ability to respond to non-routine inquiries from agents, policyholders, vendors, and associates
Ability to effectively manage multiple tasks accurately and efficiently
Must be a licensed driver and maintain a valid driver's license in the state of residence
Rewards
The ability to have a direct impact on the success of a small, but growing organization
Opportunities to grow and advance through our Personal Professional Development Program
Company vehicle provided for this position
Participation in a comprehensive health plan, flexible work schedule, remote work opportunities, Retirement Plan, and Profit Sharing Bonus program!
Senior Life New Business Liaison
Remote Job
The Senior Field Liaison Coordinator supports Life New Business and Financial Professionals in 1847Financial. Provide services to financial professionals for overall support and to enhance our commitment to the Financial Professionals/Client relationship.
We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
Provide support and triage services to Financial Professionals (FP)
Assist FPs with field underwriting guidelines and expectations
Assist STAR Financial Professionals as required
Effectively utilize systems such as SmartOffice and Insight to keep FP updated
Closely partners with Life New Business Relationship team to deliver an exceptional financial professional experience
Closely partners with CL&R team to deliver an exceptional financial professional experience
Assist with new business processing if necessary
Order medical requirements if necessary
Promote our digital experience in ACE and Insight
Serve as a resource and direct questions to the appropriate home office support groups
Work closely with the Field Leaders
Skills and Abilities
Ability to triage FPs
Ability to work with others in a collaborative team environment
Demonstrates initiative, self-motivation and excellent organizational skills, ability to set priorities, work under pressure and meet deadlines
Ability to communicate effectively in both verbal and written form
Adaptable to a changing environment and flexibility around work assignments
Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
Competent computer experience with demonstrated ability in Microsoft Office and the ability to utilize multiple systems and windows simultaneously
Basic math skills
Strong attention to details
Knowledge of Home Office and Field Office systems such as Insight, Smart Office, Paperclip, SNAP, ACE, CL&R procedures, etc.
Ability to order medical requirements
Understanding of underwriting requirements
Understanding of Age & Amount requirements
Ability to screen questions and direct questions to appropriate individuals/groups
Education
H.S. Diploma or Equivalent required and
Bachelor's Degree strongly preferred
Experience
Minimum of 2-4 years related experience required and
Experience in Case Design and Illustrations required and
Familiar with the Underwriting and New Business process required and
Familiar with the STAR Financial Professionals process required and
Experience with life insurance/annuity products required
Salary Range: $60-65K
All Penn Mutual employees exemplify our Shared Commitment:
Doing what's right today, together, for the promise of a brighter tomorrow.
The feelings are mutual: Care. Respect. Belonging.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship, age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law. Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.
About the Penn Mutual Life Insurance Company
Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people's ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.
For HTK ONLY:
About HTK
Hornor, Townsend & Kent, LLC (HTK) is a broker-dealer and registered investment adviser supporting independent financial professionals across the U.S. For more than 50 years, HTK has been the trusted partner supporting financial professionals on their path to success. HTK is committed to offering its financial professionals the independence to build their practice their way through the delivery of a flexible platform, leading solutions and personalized service. Hornor, Townsend & Kent, LLC (HTK) is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Member FINRA/SIPC. Visit ************
For PMAM ONLY:
About Penn Mutual Asset Management
Penn Mutual Asset Management is a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company. Penn Mutual Asset Management is dedicated to creating value through a prudent, thoughtful, and rigorous investment decision-making process. We tailor our proven approach to generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve each client's strategy and goals.
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
Senior Service Representative
Remote Job
We are seeking a Senior Service Representative to join our HTK team. In this role, you will be responsible for delivering prompt, courteous, and efficient service to financial professionals, their assistants, and Field Offices regarding 1847Financial | HTK products, services, processes, and paperwork.
Additionally, you will take a proactive approach to building and nurturing strong service relationships with financial professionals, ensuring a high level of support and satisfaction across the 1847Financial | HTK network.
We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
Provide dedicated support via phone and email to HTK Financial Professionals, assistants and field office personnel in an efficient and accurate manner
Maintain service standards for quality customer service, turnaround time, accuracy, and follow up
Provide information to Financial Professionals, assistants, and other field office personnel regarding processing HTK business
Responsible for researching items by accepting inquiries from the field, tracking results, and assuring the field receives communication regarding the status and / or completion of the request
Provide education to HTK financial professionals, assistants, and field office personnel on the tools available to obtain requested information through such things as our clearing firm platform, proprietary websites, and
other materials
Effectively explain to field personnel HTK's policies and procedures for conducting business
Act as liaison between Pershing and the field
Handle more complex and escalated issues
Represent HTK Operations at departmental meetings
Provide project level support as needed
Other projects and duties as assigned
Skills and Abilities
Strong customer service orientation
Excellent organizational, communication, and computer skills
Working knowledge of Microsoft Excel
Knowledge and understanding of the financial services industry, and of general market trading practices
Highly resourceful with the ability to look beyond the obvious
Excellent relationship and collaborative skills
Detail-oriented
Demonstrates independent thinking
Recommends and facilitates process changes to continuously improve the customer experience
Ability to work as a team player, take initiative, and make decisions
Demonstrated ability to work unsupervised
Education & Experience
College degree or equivalent experience strongly preferred
3-5 Years of customer service experience working in a financial setting and / or trading desk experience required
Experience with Pershing products, procedures, and NetExchange Pro system
Experience with DST Vision preferred
Licenses
FINRA Securities Industry Essentials (SIE) preferred
FINRA Series 99 license preferred
Salary Range: $60,000-$68,000
All Penn Mutual employees exemplify our Shared Commitment:
Doing what's right today, together, for the promise of a brighter tomorrow.
The feelings are mutual: Care. Respect. Belonging.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship, age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law. Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.
About the Penn Mutual Life Insurance Company
Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people's ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.
About HTK
Hornor, Townsend & Kent, LLC (HTK) is a broker-dealer and registered investment adviser supporting independent financial professionals across the U.S. For more than 50 years, HTK has been the trusted partner supporting financial professionals on their path to success. HTK is committed to offering its financial professionals the independence to build their practice their way through the delivery of a flexible platform, leading solutions and personalized service. Hornor, Townsend & Kent, LLC (HTK) is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Member FINRA/SIPC. Visit ************
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
Knowledge Management Specialist
Remote Job
We're excited to add a Knowledge Management Specialist to our team at Penn Mutual. In this role, you'll serve as a subject matter expert in your area of focus, providing critical support and insight across the organization.
You'll be responsible for analyzing and resolving highly complex case inquiries, accounting issues, and system-related challenges. As a key resource within the department, you'll handle referrals, complaints, and escalated matters with professionalism and expertise.
This role also plays a vital part in driving system enhancements and promoting the adoption of new technologies. You'll collaborate closely with leadership to identify training needs and help shape knowledge-sharing strategies that strengthen team performance and effectiveness.
We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
Knowledge Management Implementation Strategy & Execution: Assist Director of Training & Quality in developing and implementing KM Solution for Enterprise Operations, including change management, learning, and adoption.
Stakeholder Collaboration: Collaborate with stakeholders to ensure documentation is adding, maintained, and utilized by functional areas.
Content Development: Design, develop, and publish, SOP's, technical guides, FAQs, knowledge articles, and other documentation in a centralized Knowledge Management Tool.
System & Process Organization: Design systems and processes to organize, capture, store, and share knowledge. Administer the knowledge base, ensuring content is correctly categorized, tagged, and easy to use
Quality Assurance: Establish and maintain quality standards for all technical documentation, including style guides, templates, and review processes. Review and edit content created by others to ensure accuracy, clarity, and consistency. Manage user access and permissions within the knowledge management system to ensure secure and appropriate access to sensitive information. Track and analyze the usage and effectiveness of knowledge resources, using data to identify trends and opportunities for improvement and prepare and present reports on system usage, content effectiveness, and user engagement.
Process Improvement: Continuously assess and improve documentation processes, tools, and workflows to enhance efficiency and effectiveness.
Communication: Promote knowledge sharing across departments and teams, encouraging collaboration and communication through the knowledge management system.
Ongoing Learning and Development: Organize ongoing learning sessions for team members on knowledge management documentation best practices, tools, and keep up to date with industry trends, communication tools, and best practices in knowledge management.
Skills & Abilities
Excellent communication skills, both written and verbal, with the ability to interact with various stakeholders at all levels
Ability to build and maintain relationships with internal stakeholders
Experience leading programs and implementation of new technology
Strong organizational skills and the ability to manage multiple projects simultaneously
Experience with Agile methodologies
Ability to adapt to changing priorities and work well in a fast-paced dynamic environment
Strong problem-solving abilities and a proactive approach to addressing challenges
Experience in learning and change management
Familiarity with project management tools and collaboration software
Knowledge of documentation tools and content management systems
Experience
5+ years of related experience or equivalent work experience
Education/Licenses/Professional Designations
Bachelor's degree in English, communications, Learning or related field
Base Salary Range: $60,000 - $75,000
All Penn Mutual employees exemplify our Shared Commitment:
Doing what's right today, together, for the promise of a brighter tomorrow. The feelings are mutual: Care. Respect. Belonging.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship, age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law. Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.
About the Penn Mutual Life Insurance Company
Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people's ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.
*Location Definitions:
Fully Flex (FF) = Employee has option to elect to be fully remote, hybrid or onsite at campus location
Site Critical (SC) = Employee must work onsite at campus location
Partially Site Critical (PSC) = Employee must work onsite at campus location 1+ days/week
*Fingerprinting will be required for:
Any position that requires FINRA licensing
Any position that has access to HTK client account information
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
Insurance Support Specialist, Customer Service Team
Remote or Chicago, IL Job
**About Specialty Program Group:** Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.
**About Insureon:**
A pioneer in insurance technology, Insureon operates the largest online insurance marketplace for small businesses in the U.S. Our proprietary technology platform enables business owners to easily compare and purchase the insurance they need. We also license this platform to select industry participants who are looking to service their own clients more effectively. We are integrated with every major U.S. carrier, manage over $400M in premium annually and are licensed in all 50 states.
**Company Culture:**
We place a high value on having fun at work, personal and company integrity and teamwork, and we believe our success is truly a team sport. We foster a service mentality inside and outside our company and our fast-paced team is driven by results and is energetic about servicing our clients.
We believe that our team members know what work location will enable them to do their best work in serving our customers. As an eCommerce workplace, we have prioritized working as virtual-first and offer access to office space in our Chicago location as a resource to work from instead of a daily workplace.
**Summary of the Role:** We are looking for a Service Team Representative to join our firm. The representative will be responsible for providing support to the Service Team and helping to maintain the relationship between the Digital AM Team assisting them with daily servicing of their clients while upholding high customer service standards.
We would prefer for this to be a hybrid role, with 1 in office day in the corporate Chicago office but are open to fully remote work for the right candidate.
**Job Description:**
To provide assistance and support to the Digital AM Team daily ensuring that insureds are receiving excellent customer service by making sure they are receiving their insurance documents within a timely manner and the system is up to date with the correct information. This role is not client facing but may involve communicating with our clients, and directing them to the appropriate party when needed. Must be able to pay close attention to detail and handle repetitive daily tasks to support the goals and vision of the company.
**Essential Functions and Responsibilities:**
+ Process and upload various documents into the system; including but not limited to policies, cancellations, endorsements, quotes, renewal notices, etc.
+ Process data and downloads from carriers into the system.
+ Complete daily and monthly carrier reports.
+ Collect, sort, open, and scan physical mail documents into the system, including going into the office to process the mail once a week.
+ Assist with customer servicing requests from clients by working with internal teams, our carrier partners and carrier service centers.
+ Deliver excellent customer service to our internal teams in every online and offline interaction.
+ Gain knowledge of insurance and policy documents.
+ Other duties may be assigned as needed.
**Additional or Daily Responsibilities:**
+ **Must be able to pass the licensure test to obtain a P&C license.**
+ Must be able to maintain a high level of confidentiality.
+ Must be able to have a high level of organization.
+ Possess a high degree of self-discipline and motivation.
+ Must be solution driven, have problem solving skills, and proven analytical skills.
+ Must be detail-oriented.
+ Must possess the ability to work independently, applying education and professional experience to achieve outstanding results.
+ Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and execute client requests on time.
+ Must have the ability to understand and manage complex accounts and projects while working under tight time frames.
+ Must be a team player with a strong work ethic.
+ Must have effective professional verbal and written communication skills.
+ Ability to effectively show strong leadership skills.
**Qualifications:**
+ Demonstrated success of customer service skills
**Education/Experience:**
+ High School Degree Required
+ Property and Casualty Insurance license a plus
_Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $45,000-$49,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions._
**\#SPG**
Department Account Management & Service
Required Experience: Less than 1 year of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program (****************************************
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Freelance/Contract Environmental Designer
Remote or Norwood, MA Job
We are looking for an Environmental Designer with experience and a portfolio that reflects corporate event staging and scenic design to work on a freelance/contract basis.
They will work close collaboration with senior members of our creative and technical teams to create dynamic, stunning, and breathtaking stage designs and branded environments for corporate events and brand activations. This position is more than just coming up with great design concepts, this position works to bring the client's brand story to life.
Samples of OUR set design work can be found here: ********************************
Key Responsibilities:
Create and model 3D environmental renders for corporate general sessions in ballrooms (~500-2,000 seats) based on 2D floor plans and venue requirements.
Select scenic, furniture and other rental elements to align with project requirements
Offer creative solutions for all budget and scope levels
Take in constructive criticism and produce quality work
Requirements
Minimum 5+ years of experience with corporate event staging and scenic design
Required software skills: SketchUp, Twinmotion (or other 3D renderer).
A portfolio of corporate event staging and scenic design that showcases your ability and experience
Strong problem-solving ability, aka being able to pair creative thinking with fixed details and requirements
Strong visual communication skills through sketching, modeling, and 3D rendering
Organized with a strong ability to work under pressure, shift gears quickly without losing ground, and prioritize critical tasks
A work ethic that allows both independence and the ability to collaborate with broader team
Experience in expo, theater and broadcast sets a big plus
AML Compliance Director
Remote Job
The AML Compliance Director assist the AML Officer (AMLO) with the design, implementation and monitoring of the Anti-Money Laundering program. The purpose of our Compliance Program is to comply with laws and regulations, as well as our internal policies and procedures designed to prevent, detect, and correct any violation of laws, regulations, or policies. Our Compliance Program is dynamic, and we periodically review the Compliance Program to provide assurance that it remains current with applicable laws and regulations and relevant to our advisory business model.
The Compliance Director will assist in ensuring the Company is in compliance with Bank Secrecy Act (BSA), Anti-Money Laundering (AML)/Terrorist Financing, Customer Due Diligence (CDD), Enhance Due Diligence (EDD), Customer Identification Program (CIP), Know Your Customer (KYC), Office of Foreign Asset Control (OFAC) regulatory and program requirements.
Principal Responsibilities
This position will lead managers and/or program leaders responsible for the implementation and monitoring of the compliance program. Core responsibilities include:
Assist the AMLO in the administration of the Ethics & Compliance program
Manage managers or other compliance professionals
Understanding of all components of Ethics & Compliance program framework
Manage monitoring and testing, including the maintenance of the risk assessment and
Coordinate regulatory examination/inquiries
Create Board Reporting materials
Create education materials
Specific responsibilities include:
Responsibility for ensuring the AML program is operating and compliant with regulatory requirements
Enhance and maintain the AML strategies, policies, and procedures for minimizing loss and reducing risk from other illegal acts
Enhance and maintain AML risk assessments including evaluating inherent risk and exposure as well as applicable control environment or control augmentations needed for new and existing products and services
Leads critical projects to improve BSA/AML sanctions, transaction monitoring, KYC, CIP and model review
Responsible for a functional areas with respect to suspicious activity investigations involving money movement related transactions. This includes oversight of instances that are potentially reportable to governmental agencies and/or states
Ensure adequacy of the AML program monitoring and reporting system parameters, rules, risk scoring and data segmentation, including updating, testing and monitoring
Proactively monitors, analyzes, reports on and leads implementation of regulatory changes necessary to maintain compliance; advises stakeholders of emerging risks, agency guidance and recommendations to address same and mitigate attendant risks
Reports to the AVP-AMLO on key components of the program's activities and effectiveness, including risks, incidents, and initiatives related to the AML program
Responsible for creation of and delivery of compliance training and education to maintain proficiency with laws and regulations affecting the Company
Maintain strong relationships with business partners such as Service, Underwriting, Operations, Information Management & Technology, Legal, Internal Audit, Human Resources, among others
Provide management and coaching to AML team members
Monitors regulatory changes, including identifying applicability and enhancement opportunities
Responsible for creating regulatory exam and internal audit responses as well as compliance related questions and inquiries
Assist with projects as needed
Specific day-day activities include:
Maintain compliance policies and procedures
Develop compliance education for employees and financial professionals
Provide compliance assistance and guidance to business areas
Partner with business areas to review and enhance existing internal controls
Review required filings for submission
Lead audit and regulatory inquiries/exams
Monitor the service of third party service providers consultants or other function staffs supporting the AML program
Remain current with regulatory requirements and the life insurance, annuities, broker dealer, institutional asset management and registered investment advisor industry
Skills & Competencies
Ability to lead people and program leaders
Relationship management and problem solving skills
Ability to develop staff
Strong knowledge of regulatory environment, including examination/inquiry handling
Strong verbal and written communication skills
Ability to work independently
Project management
Exceptional organizational and prioritization skills with demonstrated ability to manage competing priorities and complete tasks within or prior to deadline
Excellent analytical and problem-solving skills, including the ability to disaggregate issues, identify root causes, and recommend solutions
Proven capability to influence and build consensus among peers and senior leadership leveraging sound logic and analysis
Ability to work effectively independently and in a collaborative, team-oriented, and fast-paced environment
Experience Preferred
Minimum of 7 years of related work experience in Compliance, or Legal or Audit
Minimum of 5 years of experience in life insurance, annuities, broker dealer, institutional asset management and registered investment advisor industry
Minimum of 5 years of technical experience
Prior experience in a leadership role
Education Preferred
Bachelor's degree in Business, Finance, Accounting Legal Studies, or an related field
Advanced degree
Licenses/Professional Designations
FINRA SIE , Series 7, 24, 66/65
Professional designations (ex: CPA, CAMS, CFE)
Base Salary Range - $145,000 - $175,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
Underwriting Technical Director
Remote Job
Penn Mutual's Operations and Transformation team is dedicated to serving our Financial Professionals and account holders with top tier support from submission to commission to claims with care, ownership and accountability. To support this top tier service, we are seeking a highly skilled and experienced Underwriting Technical Director to manage and oversee our most complex and large face life insurance applications. This pivotal role requires close collaboration with underwriting leadership, distribution partners, and reinsurance partners to drive the company's growth and success.
Essential Functions
Oversee our largest life insurance applications, ensuring thorough and accurate assessments
Make underwriting decisions within approval limits up to $25,000,000
Work closely with Underwriting and Distribution teams to ensure cohesive operations
Identifies trends/issues and offers solutions on issues, including escalations to meet customer needs while ensuring alignment to business strategies
Communicates and collaborates with the field and home office to provide top tier service to our customers
Coach and mentor individual underwriters
Develop and deliver training programs for the Underwriting Department
Participates in department initiatives, assisting in recommending process improvements to enhance productivity, profitability, growth and quality
Selects and classifies risks according to company philosophy and standards
Assists others with resolving complex issues while ensuring adherence to underwriting standards and objectives
Reviews and provides signatures on referrals from underwriters
Manages retention, autobind and jumbo
Maintains profitable mortality experience
Identifies and provides solutions to work related problems and issues
Maintains positive and effective relationships with internal and external partners
Participates in projects and initiatives to support our business plan
Knowledge, Skills and Abilities
Extensive large case experience, working routinely on cases $25,000,000+
Approaches our customer with a proactive mindset and with servant leadership
Highly developed knowledge of financial and other non-medical underwriting factors including deep expertise in advanced financial underwriting concepts
Highly developed knowledge of medical science, technology and terminology and their impact on mortality
Strong knowledge of reinsurance marketplace with full understanding of retention, automatic and jumbo reinsurance arrangements
Excellent collaboration skills and the ability to create and build relationships and thrive in a team environment
Strong knowledge of insurance products (plans, riders, benefits) and illustrations and how they are marketed and priced
Experience in an accelerated underwriting environment including working with various data sources
Ability to make a positive contribution as demonstrated by learning new skills and recommend process improvement
Experience in field education and the ability to create and deliver effective PowerPoint presentations
Strong organizational, communication and interpersonal skills
Strong analytical and critical-thinking skills; ability to define, research and resolve problems
Ability to prioritize and work effectively under deadlines balancing service levels with an appropriate customer focus
Ability to comprehend, retain and apply current technical information to daily work issues
Solid knowledge of insurance contract law and state legislative requirements
General awareness of current affairs, industry issues and trends, both corporate and external
Experience
10+ years of life underwriting experience
Education
College degree required, equivalent work experience in life Underwriting may be considered
FLMI, FALU and ACS designations or current coursework toward earning certificates
Base Salary Range - $170,000 - $190,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
Inside Sales Agent - Manufacturing
Remote Job
Requirements
Job Qualifications and Minimum Requirements
Marketing Degree or currently working towards a degree.
Willingness to learn and develop within a role.
Ability to work independently, but also collaborate in a team-based environment.
Proficient in Microsoft Word, Excel, and Outlook.
Experience with engaging and promoting on social media.
Ability to meet tight deadlines and maintain quality work while under pressure.
Motivated intrinsically and extrinsically.
Willingness to be constantly challenged.
High level of conscientiousness and attention to detail.
Excellent interpersonal communication skills.
Ability to communicate professionally with clients and vendors.
Demonstrate a strong work ethic.
Working Conditions
This position routinely uses standard office equipment including but not limited to computers, office copiers, printers, and phone systems. This position will need to visit customers in medium-noise, non-climate-controlled facilities with regular exposure to dust and residue. Machinery will be present and in operation.
Physical requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This role requires the employee to occasionally stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee may occasionally lift and/or move up to 40 pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
Travel
Travel to tradeshows as needed.
ICC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Data entry specialist (remote) FT/PT
Remote or Memphis, TN Job
We are looking for a focused data entry clerk to continuously update our company's databases. The data entry clerk will liaise with and follow up with employees within the company as well as with customers to collect information. The data entry clerk will capture the data into relevant databases in a timely and accurate manner. You will identify and correct errors, and swiftly bring them to the attention of relevant parties where necessary.
To do well in this job, you should collect information and capture data promptly to ensure the business' databases are current to accurately reflect its developments, updates and transactions. Top candidates will be focused, diligent, energetic and have good people's skills.
Gathering invoices, statements, reports, personal details, documents and information from employees, other departments and clients.
Scanning through information to identify pertinent information.
Correcting errors and organizing the information in a manner that will optimize swift and accurate capturing.
Creating accurate spreadsheets.
Entering and updating information into relevant databases.
Ensuring data is backed up.
Informing relevant parties regarding errors encountered.
Storing hard copies of data in an organized manner to optimize retrieval.
Handling additional duties from time to time.
Data Entry Clerk Requirements:
High school diploma.
1+ years experience in a relevant field.
Good command of English.
Excellent knowledge of MS Office Word and Excel.
Strong interpersonal and communication skills.
Ability to concentrate for lengthy periods and perform accurately with adequate speed.
Proficient touch typing skills.
Underwriter
Remote or Rock Island, IL Job
Are you passionate about a career in insurance?Do you enjoy working with a team to achieve a common goal?Are you ready to feel valued by your employer and rewarded for your success?Illinois Casualty Company is growing, and we have an opportunity for an Underwriter to join one of the leading providers of insurance protection for the food and beverage industry. Base location of Tennessee or Kentucky preferred but not required.
Underwriters are responsible for ensuring new business growth, renewal retention, and overall profitability of an assigned underwriting territory. They oversee all aspects of the territory, ensuring that our agency partners' needs and ICC's objectives are met.
Essential Functions
Evaluating new business and renewal submissions; accepting or rejecting through exposure verification and loss control
Considering profitability and loss ratio within underwriting territory through effective pricing
Quoting and/or issuing endorsements beyond authority of team members
Developing and maintaining mutually beneficial relationships with agents and their staff, and responding timely to inquiries, requests, and issues
Qualifications
Four-year degree in insurance or related field of study, or comparable experience
Knowledge of and ability to apply appropriate mathematical functions to make projections and identify and analyze problems
Intermediate level proficiency in Microsoft Word and Outlook
Ability to interpret instructions furnished in written, oral, diagram, and schedule form
Rewards
The ability to have a direct impact on the success of a small, but growing organization
Opportunities to grow and advance through our Personal Professional Development Program
Participation in a comprehensive health plan, Retirement Plan, flexible work schedule, remote work opportunities, and Profit Sharing Bonus program!
Salary range: $62,400 to $81,120 annually
Sr. Software Engineer - Spark
Remote Job
Penn Mutual is looking to hire a motivated and experienced Senior Software Engineer, to strengthen and lead our financial services engineering team. This team manages a financial data platform, using big data technologies and a distributed compute engine in the Cloud to process and store large amounts of financial data. The platform also serves as an integration point to send and receive data from other systems. The ideal candidate has a software engineering background and experience supporting financial systems. This is a hands-on position with a people mentoring component. The position partners closely with Accountants and Actuaries, in the business, to sustain daily operations and end of quarter activities. Excellent communication skills in both technical and business areas are a must.
Required Skills
As a Senior Software Engineer, you'll partner in a team of experienced software engineers, removing impediments and enabling the teams to deliver business value.
Ensure team ownership of legacy systems with an emphasis on maintaining operational stability.
Be a passionate leader committed to the development and mentorship of your teams.
Partner with business and IT stakeholders to ensure alignment with key corporate priorities.
Share ideas and work to bring people together to help solve sophisticated problems.
Create a positive and collaborative environment by championing open communication and soliciting continuous feedback.
Stay current with new technology trends.
Additional Responsibilities
Participates in the discussion and documentation of best practices and standards for application development
Complies with all company policies and procedures
Remains current in profession and industry trends
Successfully completes regulatory and job training requirements
Required Experience
6+ years of hands-on software engineering experience with any object-oriented language, Java or Scala preferred.
3+ years of experience using Spark, EMR, Glue or other serverless compute technology in the Cloud.
3+ years of experience architecting and enhancing data platforms and service-oriented architectures.
Experience working within Agile/DevSecOps development environments.
Excellent communication, collaboration, and mentoring skills.
More recent experience in Cloud development preferred.
Experience working with modern, web-based architectures, including REST APIs, Serverless, event-driven microservices.
Bachelor's degree or equivalent in Computer Science, Information Technology, or related discipline.
Desired Experience
Experience working with financial management stakeholders.
Experience with Workday or other large ERP platforms desired.
Life Insurance or financial services industry experience a plus.
The interview process will include several rounds of video interviews and may also include an in person component.
Base Salary Range: $135,000 - $165,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
Director of Desktop Engineering and Microsoft 365 Administration
Remote Job
Penn Mutual Life Insurance Company is seeking an experienced Director of Desktop Engineering and Microsoft 365 Administration to lead and drive the strategy, design, and execution of end-user computing and collaboration technologies. This critical leadership role will oversee desktop engineering, Microsoft 365 administration, and end-user support operations to ensure a secure, efficient, and innovative IT environment.
The ideal candidate will bring a visionary approach to desktop and collaboration technologies, leveraging modern solutions to enhance productivity, security, and user experience. This individual will lead high-performance teams, align technology roadmaps with business objectives, and drive operational excellence in desktop engineering and Microsoft 365 service delivery. Additionally, the role will require strong vendor management experience, particularly in engaging third-party professional services providers for complex systems integration projects.
We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
Develop and execute the strategic roadmap for desktop engineering, Microsoft 365 services, and end-user support.
Collaborate with IT leadership to align end-user computing initiatives with business goals and digital transformation efforts.
Evaluate emerging technologies and industry trends to continuously improve security, automation, and user experience.
Lead the design, deployment, and optimization of enterprise-wide desktop environments, including Windows OS, MacOS, endpoint management (e.g., Intune, Ivanti), software deployment.
Drive the administration and governance of Microsoft 365 services, ensuring security, compliance, and efficiency across Exchange Online, SharePoint Online, OneDrive, Conditional Access, and authentication services.
Oversee the development of automation and scripting solutions (e.g., PowerShell) to streamline IT operations and improve efficiency.
Champion a zero-trust security model and enforce best practices in endpoint security, data protection, and identity management.
Lead complex systems integration efforts, ensuring seamless interoperability between desktop platforms, collaboration tools, and enterprise applications.
Lead teams of Desktop Engineers, Microsoft 365 Administrators, and Help Desk professionals, fostering a culture of innovation and accountability.
Develop and manage budgets, resource allocation, and project timelines for IT initiatives.
Skills and Abilities
Proven expertise in Microsoft 365 administration, including Exchange Online, SharePoint Online, Conditional Access, MFA, and endpoint security.
Strong technical knowledge of Windows OS, MacOS, endpoint management tools (e.g., Intune, Ivanti), and software deployment strategies.
Experience with security frameworks (e.g., NIST, ISO 27001) and compliance standards related to desktop and cloud environments.
Demonstrated experience engaging and managing third-party professional services firms for complex systems integration, cloud migrations, and enterprise IT modernization projects.
Exceptional leadership and communication skills, with a track record of building and leading high-performing IT teams.
Experience managing budgets, vendor contracts, and IT service delivery metrics.
Knowledge of automation and scripting (e.g., PowerShell, Ansible, Terraform, etc.) preferred.
Familiarity with ITIL or other IT service management frameworks preferred.
Education
Bachelor's degree in Computer Science, Information Technology, or a related field (Master's degree preferred).
Experience
10+ years of IT experience, with at least 5+ years in a leadership role overseeing desktop engineering, Microsoft 365 administration, and end-user support.
Experience with cloud-first and hybrid workplace strategies preferred.
Base Salary Range - $155,00 - $170,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
Entry-Level Infrastructure/Pavement Staff Engineer
Remote or Largo, FL Job
International Cybernetics Company is seeking an entry-level staff engineer to join our team of Consulting Engineers. Our Consulting Engineering team oversees infrastructure management projects across North America, ranging from pavement condition assessments to right-of-way (ROW) asset inventories. We deploy state-of-the-art technologies to collect objective and repeatable data, and we use this data to develop maintenance and rehabilitation recommendations for our clients.
This position requires a combination of technical skills and engineering judgment. As an infrastructure/pavement Staff Engineer, you would work closely with our Project Engineers to conduct high-level pavement analysis, create budget planning strategies in a variety of software environments, and ensure the quality of the reports and recommendations that we give to clients.
First consideration will be given to candidates in Florida and Kansas. Remote work will be considered for highly qualified candidates.
Who We Are:
Based in Largo, FL, International Cybernetics Company (ICC) has designed and manufactured devices to collect road surface data since its founding in 1975. In May of 2022, ICC acquired Infrastructure Management Services (IMS), which is now fully integrated as the services division of ICC. Together, ICC and IMS boast almost five decades of experience in pavement engineering and analysis, software development, automated data collection equipment manufacturing, and ROW mapping.
We enable data-driven decisions about pavement, sidewalk, and right-of-way (ROW) assets that empower agencies to get the most out of their budgets and deliver meaningful safety, maintenance, and rehabilitation results to their constituents.
Through our Core Values, Put the Customer First, Develop Expertise, Act with Integrity, Avoid Surprises, and Recognize and Reward, ICC emphasizes integrity, accountability, and teamwork in the workplace with a vibrant culture that empowers employees to be the best they can be.
The company has a bright future in the new age of road data collection technology and is looking for team members who wish to be part of that vision.
What We Offer:
Innovation in Action
:
Join a team that doesn't just follow industry trends; we set them. At ICC, innovation is not a buzzword; it's a way of life. Be part of projects that redefine standards and transform challenges into triumphs.
Collaborative Excellence:
We believe in the power of collaboration. At ICC, you'll work alongside industry experts, thought leaders, and passionate professionals who are committed to excellence. Your ideas will not just be heard; they'll shape the future of our industry.
Continuous Learning:
Our industry is ever-evolving, and so are we. ICC is a place where learning never stops. Whether it's through training programs, mentorship, or hands-on experiences, we invest in your growth.
Client-Centric Impact:
Every project at ICC is an opportunity to make a positive impact. Join us in delivering solutions that not only meet but exceed client expectations. Be part of a team that takes pride in its reputation for world-class customer support.
What We Look For:
Passion for Excellence
:
If you're driven by a desire for excellence, you'll find your home at ICC. We seek individuals who are passionate about pushing boundaries, solving challenges, and making a real impact in our industry.
Innovative Thinkers
:
Innovation is the cornerstone of our success. We welcome creative minds who bring fresh perspectives, challenge the status quo, and contribute to our culture of forward-thinking.
Team Players
:
Collaboration is at the heart of what we do. If you thrive in a team environment, value diverse perspectives, and believe in the power of collective achievement, you'll fit right in at ICC.
Benefits
100% employer-paid health benefit for employee coverage.
Dental
Long term disability
Group life insurance
Voluntary short-term disability and life insurance.
Retirement Plan with employer match
Paid Time Off
Paid Parental Leave
Requirements
Responsibilities
Analyze processed data to ascertain pavement health and determine a Pavement Condition Index (PCI) value.
Develop maintenance and rehabilitation (M&R) plans for our clients.
Conduct quality assurance checks on data processing work to ensure high-quality data.
Use deductive reasoning and diagnostic analysis to understand and correct data-related inconsistencies or errors.
Use photos, laser data, and rating data to quality-assess the outcomes of data processing.
Keep an overview of project status and correspond with other engineering team members to ensure successful completion.
Report to project engineers or senior staff on progress and results in a timely manner.
Communicate with field staff as part of diagnostic checks and to help determine when additional fieldwork is required.
Make presentations to clients and city councils by Webex and in person occasionally.
Primary job responsibilities are those which an employee must be able to perform with or without reasonable accommodation. The list of requirements, duties and responsibilities is not exhaustive, but is the most accurate list for the current job. ICC reserves the right to revise the job description as well as to require that other duties be performed as needed.
Other Requirements
May need to occasionally flex working hours to accommodate client meetings or staff meetings, reflecting our North American presence.
Must have good internet connectivity and a distraction-free environment for working at home, in accordance with local guidelines.
May be occasionally required to travel.
Qualifications
Undergraduate degree in an engineering discipline, preferably civil engineering.
Preferred coursework with pavement engineering or materials engineering.
Background in evaluating pavement performance and right-of-way assets.
Experience with Word and Excel, and familiarity with Access, SQL, and GIS/GPS.
Intending to obtain a Professional Engineer (PE) certification when eligible.
Preferred candidate will possess the F.E. or ability to pass the F.E. within 12 months of hire.
Strong oral and written communication skills.
Excellent time management and organizational skills with the ability to prioritize tasks and deadlines.
Salary Description $65,000 - $85,000 dependant on experience
Engineering Sales Manager
Remote Job
Requirements
Job Qualifications and Minimum Requirements
Bachelor's Degree or equivalent sales/business experience.
5+ years of experience in B2B sales experience.
Background in engineering or technical field.
Ability to work independently, but also collaborate in a team-based environment.
Proficient in Microsoft Word, Excel and Outlook.
Ability to meet tight deadlines and maintain quality work while under pressure.
Basic knowledge of Hubspot or other equivalent CRM systems.
Ability to work with marketing department to support sales campaigns/objectives.
Competence in data entry/lead tracking, engaging in LinkedIn & other various social media.
Motivated intrinsically and extrinsically.
Willingness to be constantly challenged.
High level of conscientiousness and attention to detail.
Excellent interpersonal communication skills.
Ability to communicate professionally with clients and vendors.
Ability to communicate with a wide range of roles (from engineers and maintenance, to managers and directors, and owners of companies
Demonstrate a strong work ethic.
Motivated by the prospect of hunting and closing new business.
Career & Competency Emphasis
Career Level: Mid-level to Senior career position Competency Emphasis
Technical Knowledge
Understand the phases of an engineering project and how to add value and sell to each phase
Communication
Verbal/Written - Facilitates and transfers knowledge in group and individual settings
Active Listening - Acts as a receiving point for customers
Leadership & Navigation
Resource Management - Effectively manages the resources available to meet planned projects and initiatives
Cultural Effectiveness
Diversity Perspective - Appreciates the commonalities, values and individual uniqueness of ICC employees and clients and is sensitive to the issues related to them
Empathy - Understands and appreciates multiple points of view and emotions related to challenges, interpersonal conflict or other relevant issues requiring their attention
Relationship Management
Human Engagement - Develop personal connections with peers, employees, vendors, clients and their agents
Working Conditions
This position routinely uses standard office equipment including but not limited to computers, office copiers, printers, and phone systems. This position will need to visit customers in medium-noise, non- climate controlled facilities with regular exposure to dust and residue. Machinery will be present and in operation.
Hours of work are Monday through Friday, flexible hours, 40+ hours per week. This is a remote position, requiring regular travel to client locations and ICC office locations.
Physical requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This role requires the employee to occasionally stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee may occasionally lift and/or move up to 40 pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Travel
40-50%
ICC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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.
This
policy
applies
to
all
terms
and
conditions
of
employment,
including
recruiting,
hiring,
placement,
promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Please
note
this
job
description
is
not
designed
to
cover
or
contain
a
comprehensive
listing
of
activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Sr. Policy & Contract Administrator
Remote Job
The Senior Policy/Contract Administrator delivers policy administration support, which promotes a positive client/adviser experience. This role requires the ability to handle high volume service requests with agility and attention to detail. This position works under moderate supervision.
We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
Demonstrate an understanding of Life and Annuity products sold to be able to handle and process simple to more complex non-financial transactions with a high caliber of quality and attention to detail
Interpret each request and navigate multiple administration systems as well as our workflow and imaging tools to gain and document needed information
Adhere to Service Level of Agreements (SLAs) and individual/team metrics
Proactively owns the customer experience by establishing trust and building relationships with financial professionals and customers to provide high caliber service and follow-through
Uses problem-solving skills to address issues and escalates concerns when necessary
Handles basic and some moderately complex service requests from our producers and end clients and answers questions regarding their life or annuity product and/or servicing needs
Complies with all company and site policies and procedures and successfully completes regulatory and job training requirements
Perform various other related duties, assignments and special projects as assigned
Work with internal departments to ensure company meets clients' expectations
Responsible for adherence to the company's framework of internal controls
Identify, recommend and implement ongoing process improvements to improve the customer experience
Skills and Abilities
A customer service attitude that translates professionalism and positivity
Ability to learn cross-function as the business dictates
Ability to work with others in a collaborative team environment, share knowledge and willingness to mentor others
Excellent analytical, organizational skills and ability to think in the gray
Executes with urgency, professionalism and required to meet deadlines
Ability to learn and adapt in ever changing and upgrading technology
Solid math skills
Strong MS Excel skills (beginner/intermediate)
Excellent communication skills, both verbal and written, required
Education
H.S. Diploma or Equivalent Required or
Bachelor's Degree in related field Preferred
Experience
0-3 Years related work experience in the insurance industry Preferred
Base Salary Range - $48,000 - $69,500
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
Underwriting Assistant
Remote or Rock Island, IL Job
Do you enjoy working with people? Do you have exceptional organizational skills?Are you interested in working with a team to achieve a common goal?Are you ready to feel valued by your employer and rewarded for your success?Illinois Casualty Company is growing, and we have an opportunity for an Underwriting Assistant to join one of the leading providers of insurance protection for the food and beverage industry.
The Underwriting Assistant supports an Underwriting team and assigned territory in the development of mutually beneficial relationships with agents/producers to ensure writing of profitable risks. This position processes requests from agents and policyholders, and processes renewals and endorsements within a designated authority level.
Essential Functions
Responding to routine inquiries from agents and policyholders regarding quotes, endorsements, renewals, cancellations, and other inquiries
Completing all assigned pre-renewals within a designated timeline prior to policy expiration
Quoting and/or issuing endorsements ensuring accuracy of changes
Evaluating renewal data in accordance with established underwriting guidelines; considering profitability and appropriate loss ratio for underwriting territory, effectively pricing, and maintaining a suitable retention ratio
Qualifications
Two-year degree with a minimum 3+ years' administrative training and insurance industry experience
Proficiency in reading and understanding policy forms and endorsements
Intermediate level proficiency in word processing, data entry, and spreadsheet application software
Ability to work under pressure and meet deadlines
Rewards
The ability to have a direct impact on the success of a small, but growing organization
Opportunities to grow and advance through our Personal Professional Development Program
Participation in a comprehensive health plan, flexible work schedule, remote work opportunities, Retirement Plan, and Profit Sharing Bonus program!
Regional Marketing Director (Dallas-Fort Worth)
Remote Job
**Candidate Note:
This is a remote position; however, we are specifically seeking candidates located in the Dallas-Fort Worth, Texas area
We are looking for a Regional Marketing Director (RMD) to be part of our Central Region team. This role will report the Regional Vice President.
As a RMD, you'll generate Penn Mutual life insurance sales through recruiting and sales solicitation of targeted life insurance financial professionals. The successful candidate is adept at positioning life insurance as the foundation of a financial plan, actively promoting the living as well as the death benefits of life insurance for the individual and business markets. Considered a "second line field leader," this employee is a "master in the craft" as represented by expertise in practice management to enable a financial professional to start, grow, or transition their practice depending on their experience in the business and professional objectives.
We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
Recruiting
Prospects and profiles for independent, targeted life insurance financial professionals who regularly write life insurance as part of their practice with life insurance sales representing 30% to 50% of their business.
Achieves annual financial professional recruiting goal completing due diligence process and ensuring new recruits have are in good standing with FINRA and the state life insurance department.
Continues to enhance productivity of new recruits increasing their Penn Mutual life insurance production year over year.
Practice Management
Coaches' life insurance financial professionals utilizing advanced marketing concepts to accelerate the growth of their practice, diversify into new markets, expand or transition their business.
Contributes to channel fluidity by supporting and encouraging independent financial professionals to move within PML distribution channels to facilitate the growth of their business.
Sales and Goal Achievement
Achieves or exceeds individual LWP sales and goals working toward balanced product mix through sales concepts, case design and advanced marketing concepts in the individual and business markets
Contributes to and/or participates in company pilots or special initiatives upon request.
Productivity and Territory Management
Actively engages in up to 20 weekly faces to face meetings with quality financial professionals and/or small group to promote PML's value proposition, sales solutions, marketing concepts and life insurance products.
Conducts regional marketing or study group meetings with independent financial professionals to facilitate practice management and promote the PML value proposition and innovative sales solutions and competitive products.
Willing to participate in joint appointments as insurance specialist with financial professionals, as appropriate.
Maintains efficient rotations creating territory zones and geographic density of appointments.
Works within assigned T & E budget.
Marketing and Sales Track
Involved in recommending case designs and illustrations.
Utilize compliant company generated marketing and advanced case sales solutions and competitive edge in solicitation of PML product and sales opportunities.
Actively promotes company's marketing programs, such as, WORTH and Financial Professional Alliance.
Able to facilitate a potential life insurance case from concept and design to placement providing field underwriting as appropriate.
Compliance
Ensures suitability of the sale in meeting client need as presented by financial professional.
Follows FINRA regulations for cash and non-cash incentives and/or entertainment in conducting business with independent financial professionals.
Works within budget allocating travel and expense budgets to DSM and RSDs for effective and efficient territory management.
Team Player
Shares best practices with peers including recruiting, referrals, sales ideas, handling objections, success stories and leveraging PML's competitive advantages.
If applicable, partners with their Internal Marketing Representative (“IMR”) to achieve goals.
Partners with the Relationship Management team prioritizing financial professionals from PML's Focus Firm list to assist in achieving goal and growing market share in firm.
Participates in company conference calls, councils, or initiative, as requested.
Collaborates and cooperates with the home office and field peers, such as Regional Marketing Directors and Regional Marketing Specialists.
Works to develop a true partnership between the field and the home office openly but positively discussing challenges understanding that the home office and field are on the same team; actively works to help develop and maintain a “we” versus “us versus them” mentality between the field and the home office.
Complies with all company and site policies and procedures.
Remains current in profession and industry trends.
Successfully completes regulatory and job training requirements.
Performs other duties as assigned.
Skills and Abilities
Operates ethically and with integrity.
Ability to work independently being intrinsically motivated with a high level of stamina.
Possesses organizational efficient time management skills with basic knowledge of field wholesaling skills.
Skilled at prospecting, profiling and recruiting life insurance financial professionals.
Able to cultivate relationships with independent financial professionals.
Has in-depth working knowledge of practice management knowledge on how to start up, grow or transition a financial professionals business.
Possesses working knowledge of COW, LEAP and or other selling and financial profiling systems.
Ability to build and maintain positive, tenured professional relationships.
Knowledge of financial planning process and advanced marketing concepts.
Superior listening, communication and presentation skills.
Ability to effectively collaborate, be inclusive and build partnerships
Adept at field underwriting, illustrations and case design.
In-depth and thorough understanding of life insurance and annuity products, the insurance industry, the financial marketplace, its terminology, related tax laws, and the application of financial planning
Proficient in Microsoft Office Suite applications and mapping software.
Education
Bachelor's Degree Required
FINRA Series 6 and Series 63 registrations required, FINRA Series 7 preferred
Life insurance license required
Currently holds or willing to obtain industry certifications, such as, CLU, and/or ChFC
Proven track record of sales success in the financial services industry
Willing to travel up to 70%
Experience
5-10 years of experience as a financial professional, wholesaler or sales manager preferably in the life insurance or securities industry.
This role is primarily variable/commission based but does have a set base salary of $65,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.