AAA Life Insurance Company

Sales

• Promotes the sale of AAA Life Insurance products in a call-center environment.
• Recognizes and promotes cross-sell and up-sell opportunities in an effort to achieve specific sales production expectations.
• Completes appropriate applications and forms as necessary.
• Follows internal processing procedures to assure that transactions are handled in accordance with company policies and procedures.
• Provides advanced technical and product information in response to customers’ inquiries to ensure achievement of established quality/sales goals with the end result to promote the sale of all AAA Life products.
• Achieve established sales goals and other performance expectations as defined by management.
• Successfully complete appropriate training relative to all AAA Life products and services.
• Perform other job duties as assigned or required.

Life Sales Agent

Business Operations

• Assist the Director of Business Operations with operational planning, reporting, and process improvement initiatives.
• Support Project Managers in tracking milestones, managing timelines, and coordinating cross-functional efforts.
• Conduct research and analysis to inform strategic decisions and business cases.
• Prepare executive-level presentations, dashboards, and status reports.
• Help document workflows and identify opportunities for automation or efficiency gains.
• Participate in team meetings and contribute to project planning and execution.

Graduate Student Internship – Business Operations

Business Operations Intern

Financial Planning and Analysis

• Operating within the core values and operating principles of the organization, responsible for directing the Investment of the Company portfolio, Investment Accounting, Treasury management and portions of the Company reconciliation process
• Responsible for capital planning for the organization in order to meet regulatory and rating agency requirements, as well as ensuring proper cash flows associated with required capital contributions
• Oversees the management of the Investment Portfolio as requested by the CFO
• Assists in developing and monitoring the investment and cash management strategies for AAA Life Alliance
• Acts as a primary liaison between the investment and treasury department and managers/officers for investment and cash management analysis
• Conducts research activities as needed on investment and treasury issues
• Conducts reconciliation of general ledger accounts as needed
• Ensures modifications are incorporated into the financial process
• Monitors and supports effective capital management for the entities of the AAA Life Alliance and works with rating agencies as required to ensure adequate capitalization
• Responsible for planning and assisting in projects and to ensure the overall success of those projects
• Provides coaching and guidance to staff to work toward agreed upon objectives

Director, Investments, Treasury and Capital Planning

Customer Support

• Contact members and vendors via telephone and/or email as initiated by the business units to obtain the information needed, such as documents, signatures, and health or financial information in order to prepare the case for a decision
• Use various computer systems such as FAST, LifeNotes, LifeDesk and AS400 to retrieve information and update case files
• Act as a point of contact for issues and escalations to help find resolution, provides guidance to teammates by answering inquiries and resolving problems
• Create, maintain, and follow process & procedural documentation
• Create and maintain effective, collaborative working relationships with both internal and external team members and leaders
• Serve as a liaison between AAA Life Insurance Company, New Business and Underwriting, external vendors, Insurance Agents, and Managers
• Provide timely professional, friendly communication to our customers (agents, applicants, beneficiaries) regarding the status of their insurance cases
• Displays exceptional customer service skills while building rapport with members, beneficiaries, other third parties, and sales personnel
• Interacts with a variety of vendors utilized by the company including labs, funeral homes, medical research firms, government agencies, and a variety of other relationships, utilized in the processing of claims
• Assists with analysis, development and implementation of new and enhanced procedures for processing
• Actively participates in change management
• Provides input that may lead to simplification of the business model in forms, technology, processes and all day-to-day activities

Case Support Specialist – Claims

• Operating within the core values and operating principles of the organization, analyzes, prepares, reviews, and files premium tax returns, state insurance filings, and state annual reports in accordance with corporate directives, Internal Revenue Service, state tax and insurance laws, and other regulatory requirements.
• Prepare estimated monthly, quarterly, and annual premium tax returns and withholding returns to state governments.
• Conduct research to determine guaranty offsets for premium tax filings, and track and maintain payments and related credits.
• Prepare miscellaneous statutory state reports for regulatory state departments.
• Conduct research to determine proper forms and filing deadlines for state reporting.
• Prepare account reconciliations to maintain Model Audit Rule compliance.
• Prepare journal entries in accordance with statutory accounting principles & generally accepted accounting principles.

Tax Specialist

Data Analyst

• Lead & develop automated, easy to understand reports and ad hoc analyses to address specific marketing questions and provide insights to guide decision making.
• Utilize statistical techniques and data analysis tools (i.e., Python, R, SQL) to gather, clean, analyze, and provide recommendations regarding large datasets from various sources, identifying trends, patterns, and key performance metrics.
• Collaborate closely with marketing teams to interpret data and provide actionable insights to optimize marketing campaigns, customer segmentation, and overall strategy.
• Develop and implement data governance and quality assurance processes.
• Create and maintain Power BI reports and dashboards to translate complex data into clear visualizations that marketing staff can easily interpret and use to inform their strategies.
• Lead and develop key performance indicators (KPIs), tracking marketing initiatives against established goals, and providing regular updates to stakeholders.
• Conduct A/B tests and statistical analyses to evaluate the effectiveness of marketing strategies, making data-driven recommendations for improvements.
• Collaborate with marketing teams to segment audiences effectively and personalize marketing approaches based on data-driven insights.
• Maintain clear and organized documentation of data sources, methodologies, and analysis results.
• Mentor junior data analysts regarding best practices in field.

Data Analyst III

Insurance

• Manage all sales related functions of licensed life insurance agents.
• Manage the recruitment process for attracting new agents.
• Assist in the development of training programs for new agent training and refresher training programs.
• Motivate, mentor and develop associates to maximize sales and service performance and achieve and exceed sales targets.
• Facilitate team meetings crafted to motivate and build energy towards goal achievement.
• Analyze performance metrics of individuals and teams and design and implement action plans to address deficiencies and enhance opportunities for improvement.
• Develop and implement organizational strategies to establish efficiencies, which translate in increased revenue and cost containment.
• Manage staff and activities within budget expectations.
• Collaborate with peer department Managers in translating organizational objectives into successful initiatives.

Life Insurance Sales Manager

Actuary

• Gain experience at an established and still rapidly-growing company
• Develop a well-rounded actuarial skill and learn from accomplished and credentialed teammates
• Hone technical skills by developing significant analysis and reporting on projects within one of two different teams, including: Product Development and Innovation, Valuation and Financial Reporting
• Participate in a culture that promotes work/life balance and a dress-for-your-day dress code
• Form relationships with actuarial manager who will promote an open line of communication to provide mentorship and training on the technical and soft skills it takes to succeed in the actuarial profession
• Enjoy team-building and bonding activities with colleagues

Actuarial Intern

Customer Success Manager

• Operating within the core values and principles of the organization, The Director of Customer Engagement is a transformative leadership role responsible for defining and delivering AAA Life’s member communication journey.
• Spearhead the design and implementation of a robust, omni-channel engagement strategy.
• Own the implementation and ongoing management of AAA Life’s forthcoming member engagement platform.
• Build a scalable strategy for outreach via text, email, phone, and mail.
• Partner cross-functionally to ensure the right message reaches the right member at the right time.

Director, Customer Engagement Platform

Strategy

• Develop and implement the company's overall corporate strategy, ensuring alignment with business goals and objectives
• Conduct thorough market and customer research and analysis to support development of company’s near and long-term growth strategy
• Lead collaboration with cross-functional teams to formulate strategic initiatives, business plans, and performance metrics to achieve AAA’s Life Strategy
• Develop and deliver comprehensive reports, presentations, and communications to senior management, AAA Life board and AAA Club executive stakeholders to effectively communicate strategic plans, progress, and outcomes
• Lead strategic projects and initiatives, including mergers and acquisitions, strategic partnerships, and product/service expansions, from ideation to execution
• Assess and evaluate the company's internal capabilities and resources to identify areas for improvement and recommend strategic solutions to enhance operational efficiency and effectiveness
• Monitor industry trends, competitive landscape, and regulatory changes to anticipate potential impacts on the company's strategy and recommend adjustments as needed

Senior Manager, Corporate Strategy

• Promotes the sale of AAA Life Insurance products in a call-center environment
• Recognizes and promotes cross-sell and up-sell opportunities in an effort to achieve specific sales production expectations
• Completes appropriate applications and forms as necessary
• Follows internal processing procedures to assure that transactions are handled in accordance with company policies and procedures
• Provides advanced technical and product information in response to customers’ inquiries to ensure achievement of established quality/sales goals with the end result to promote the sale of all AAA Life products
• Achieve established sales goals and other performance expectations as defined by management
• Successfully complete appropriate training relative to all AAA Life products and services

Life Insurance Sales Agent

Procurement

• Collect, track, and analyze Vendor Risk Management (VRM) and Service Level Agreement (SLA) data to drive procurement improvements.
• Develop and maintain dashboards to provide actionable insights into vendor performance, SLA compliance, contract expirations and procurement trends.
• Provide reporting to stakeholders to support decisions and highlight cost savings and process optimization opportunities.
• Enhance and streamline our current SLA tracking program to increase scalability.
• Monitor the VRM mailbox for new VRMs, ensuring vendor records are updated and tracked.
• Conduct and distribute VRM Completeness Checks to confirm all vendors have completed the VRM process.
• Track and escalate overdue VRMs, ensuring timely completion and compliance.
• Prepare and send monthly VRM status reports to key stakeholders, outlining pending tasks, VL responsibilities, and upcoming due dates.
• Partner with business units to define clear, measurable SLAs and ensure vendor liaisons (VLs) conduct quarterly reviews to assess compliance and address any deviations.
• Analyze procurement workflows and VRM/SLA data to identify risks, inefficiencies, and opportunities for improved accuracy.
• Develop and recommend strategies to enhance vendor accountability and ensure alignment with business objectives.
• Identify and assess risks related to SLA or VRM non-compliance, escalating issues and coordinating remediation with business units and appropriate level of management.
• Develop contingency plans to address potential disruptions and ensure continuity of service with minimal impact.
• Act as a liaison between procurement, vendors, and internal business units to ensure effective SLA and VRM management.
• Support the procurement team by organizing vendor review meetings and performance check-ins.

Procurement Analyst

Analyst

• Collect, organize, and manage campaign data from various touchpoints using tools such as Adobe Campaign, Salesforce Marketing Cloud, or Iterable.
• Create refined audience segments based on demographic, behavioral, and transactional data.
• Leverage generative AI tools (e.g., ChatGPT, Salesforce Einstein, Adobe Sensei) to automate routine marketing operations, generate dynamic content, recommend optimizations, and reduce manual effort.
• Evaluate campaign performance using tools such as Power BI, Tableau, or native analytics platforms.
• Design and maintain dashboards and automated reports. Present actionable insights to marketing and business stakeholders to drive strategic decisions.
• Collaborate with stakeholders to iterate on segmentation, messaging, and cadence strategies. Recommend continuous improvements using experimental design (e.g., A/B testing, holdout groups).
• Partner with MarTech and Data Engineering teams to connect campaign systems with CDPs, CRMs, and data lakes for an integrated view of customer data.
• Stay current with marketing technology trends, including generative AI, machine learning, and customer data platforms (CDPs).

Data and Audience Activation Analyst

SDET

• Develop and maintain scalable, reusable, and robust automation frameworks for UI, API, and integration testing using Java.
• Create automated tests that run within our GitLab CI/CD pipelines.
• Collaborate with business analysts, engineer app and QA analysts to define testing strategies, identify test cases, and ensure high code quality.
• Integrate automated testing into the software development lifecycle, with a focus on shift-left testing.
• Monitor and maintain automated test execution results, reporting defects and supporting root cause analysis.
• Contribute to performance and load testing initiatives when needed.
• Advocate for best practices in testing, quality, and automation.
• Participate in code reviews and help enforce coding standards related to test automation.
• Continuously improve the automation pipeline and testing processes aligned with DevOps and Agile

Software Development Engineer in Test, SDET

Product Manager

• Work closely with functional leaders to balance competing priorities and ensure that strategic goals are met within timelines and budget constraints
• Lead multiple product teams, ensuring they are aligned with the company's strategic goals and agile practices
• Mentor, challenge and develop product managers, fostering a culture of continuous learning and professional growth within the teams
• Set clear expectations and performance goals for product teams, conducting regular reviews and providing constructive feedback
• Develop a n agile prioritization and product management framework that is pragmatic and fit for purpose, not rooted in theory
• Ensure product teams' goals and activities are closely aligned with the company's strategic objectives
• Facilitate effective communication and collaboration between product teams and other departments to ensure seamless product development and delivery
• Champion the adoption and continuous improvement of agile methodologies, ensuring teams are following fit for purpose approaches in Scrum and other agile frameworks
• Collaborate with Scrum Masters and agile teams to ensure that product backlogs are prioritized, transparent, and aligned with business goals
• Facilitate sprint planning, retrospectives, and product demos to ensure alignment across teams and continuous delivery of high-value increments
• Manage capacity planning and resource allocation to ensure that teams have the necessary resources to meet project demands without overextending

Director, Enterprise Product Management

• Support the company's financial reporting and reserve analysis processes; perform reserve calculations and support preparation of statutory and GAAP financial statements.
• Assist with month-end valuation processes, ensuring accuracy and compliance with actuarial standards and regulatory requirements.
• Develop, maintain, and enhance valuation models to improve efficiency and reliability.
• Analyze emerging experience data to assess assumptions and trends impacting reserves and profitability.
• Partner with finance and other business units to provide actuarial insight into financial results.
• Support audit requests and regulatory examinations related to reserves and financial reporting.
• Document methodologies, assumptions, and processes in compliance with Actuarial Standards of Practice.
• Contribute to knowledge-sharing within the Valuation Team and work closely with actuarial leadership.

Senior Actuarial Analyst

Accountant

• Maintain, control, analyze, reconcile and research company financial activities affecting general ledger accounts.
• Coordinate input into the company general ledger system and subsidiary ledgers.
• Develop financial models using OneStream to produce financial statements and analysis.
• Maintain subsidiary ledgers per SAP and GAAP; prepare monthly analyses and reports.
• Process and analyze internal and external reinsurance transactions.
• Reconcile general ledger accounts, deposits and disbursement accounts to bank statements.
• Balance and audit accounting transactions for multi-company/multi-state operations.
• Prepare audit schedules and supporting documentation for audits.
• Participate in modification of data systems and develop job documentation and procedures.
• Interact with other departments to define procedures and develop process efficiencies.

Accountant II

• Refine and enable audience activation strategy across addressable marketing channels.
• Implement, automate, and optimize cross-channel campaigns using campaign orchestration platforms (Adobe Journey Optimizer, Salesforce Marketing Cloud, Oracle Responsys, Iterable).
• Leverage generative AI to automate workflows, generate dynamic content, recommend optimizations, and enhance marketing efficiency.
• Manage, analyze, and interpret customer and campaign data to deliver data-driven insights that improve targeting and increase campaign ROI.
• Design and maintain dashboards and automated reports; present actionable insights to stakeholders.
• Collaborate with MarTech and Data Engineering to integrate campaign systems with CDPs, CRMs, and data lakes.
• Use experimental design (A/B testing, holdout groups) to recommend continuous improvements.
• Stay current with marketing technology trends and pilot new tools/processes.

Analyst, Data and Audience Activation

Artificial Intelligence

• Hands-on keyboard role transforming AAA Life's operations with AI models
• Lead production-ready AI systems to analyze risk, optimize workflows, and drive decisions at scale
• Guide a lean team of Six Sigma Black Belts and technical experts
• Manage ethical, operational, and financial risks of AI deployment

Senior Director, Automation and AI

The primary function of the Senior Forecasting Analyst is to oversee the forecasting process and implement advanced financial analytics for the FP&A team.
This role is crucial to the Department’s use of data analytics in order to enhance forecasting processes and drive efficiency in the financial close process.
This role is also responsible for assisting and/or planning projects and ensuring overall success of those projects.
Financial Forecasting: Utilize advanced statistical models and tools to analyze historical data and market trends.
Develop, implement, refine, and improve forecasting models, utilizing data-driven approaches for increased accuracy.
Financial Analytics: Develop and implement analytics focused on thorough understanding of financial results and improving the efficiency of the financial close process.
Conduct thorough analysis of key performance indicators (KPIs) to identify patterns, anomalies, and opportunities for improvement.
Conduct ad-hoc financial analysis and develop reports as requested to address specific business questions.
Communication and Reporting: Collaborate with cross-functional teams to gather relevant data and insights for accurate forecasting, analysis, and reporting.
Present findings to management and leadership teams, providing clear explanations and recommendations.
Maintain comprehensive documentation of financial models, methodologies, and assumptions.
Process Improvement: Continuously assess and enhance analytic and forecasting methodologies and processes.
Identify and implement improvements to streamline data collection, analysis, and reporting.

Senior Forecasting Analyst

Producer

• Lead all facets of direct mail production, encompassing print production, materials sourcing, proofing, and collaboration with internal teams and external partners.
• Identify scope, resources, timelines, and budgets to implement direct mail campaign strategies in alignment with company objectives.
• Oversee the coordination of design, print production, and mailing operations.
• Ensure compliance with postal regulations and negotiate pricing and potential contracts with vendors to ensure appropriate supply-chain alignment.
• Support the leveraged spends goals of the organization to ensure cost alignment.
• Monitor campaign progress to ensure key milestone deliverables are met including anticipated mail drops and in-home delivery dates.
• Analyze campaign data (mail track reports and response rates) to evaluate performance and identify opportunities to drive continuous improvement.
• Foster relationships with key stakeholders, including marketing, creative strategy, and external partners.
• Implement best practices in project management and direct mail operations.