AAA Life Insurance Company

Learning and Development

• Design and oversee enterprise-wide learning and leadership development programs aligned to business priorities and capability gaps.
• Partner with HR Business Partners, leaders, and subject matter experts to assess learning needs and define measurable objectives.
• Develop high-quality instructional materials, toolkits, and scalable learning solutions for diverse audiences.
• Ensure alignment and consistency across department-led training initiatives and enterprise standards.
• Support end-to-end program implementation, including facilitator readiness, materials, and delivery quality.
• Coordinate training schedules, communications, and logistics to ensure seamless execution across programs.
• Administer and optimize Learning Management System (LMS) usage, including content updates, reporting, and tracking.
• Collaborate with HR and business leaders to embed learning strategies into talent development and performance initiatives.
• Contribute to onboarding, leadership development, and team effectiveness programs that strengthen organizational capability.
• Provide input into culture-building initiatives and development frameworks that enhance employee engagement and growth.
• Build scalable processes, templates, and frameworks to support sustainable program delivery and future expansion.
• Monitor program effectiveness using metrics and feedback, and continuously improve learning solutions.
• Participate in communities of practice and knowledge-sharing forums to promote continuous learning.
• Support change management and organizational effectiveness initiatives through targeted learning interventions.
• Drive a culture of continuous development by promoting accessible, practical, and impactful learning experiences.

Learning, Development & Training Specialist

DevOps Engineer

• Integrate simple to complex Java applications in multiple environments, the applications can be a combination of in-house developed or vendor-delivered applications.
• Formulate and enforce application deployment and integration standards.
• Design, develop, implement, and support the runtime architecture for of complex system landscapes.
• Develop, implement, and maintain the environment by automating deployment and various configurations.
• Actively participates in project meetings and provides input to design and implementation of middleware solutions.
• Actively participates in leadership meetings to provide architectural designs, diagrams and recommendations that impact technology decisions made throughout the company.
• Facilitating the product teams in planning, estimating and non-functional requirements on projects.
• Proactively analyze the entire environment and recommend, develop, and implement improvements.
• Be a champion for process improvements, fostering innovative thinking .
• Performs periodic reviews of the technical operating environment and ensures adherence to corporate standards.
• Where standards are unclear, or undefined, they assist in the creation or updating of policies and procedures.
• Takes personal ownership for problems and independently performs complex troubleshooting, root-cause analysis, solution development and implementation.
• Research modern technologies to see where they could fit within our SDLC to help with smooth deployments while increasing uptime and reducing customer impact.
• Maintains clear and concise documentation representative of the operating environment including Architectural diagrams, policies, procedures, and standards.
• Is extraordinarily strong at documentation.
• Acts as the technical lead to the rest of the Middleware team.
• Develops, maintains, and evaluates Disaster Recovery plans.
• Willingness to work overtime, weekends, and irregular hours.

Senior DevOps Engineer

Financial Planning and Analysis

• Prepare, analyze, and deliver accurate and timely financial reports, including internal management and external reporting.
• Evaluate financial performance and profitability through analysis of accounting and operational data.
• Develop financial forecasts, reports, and presentations for senior leadership, including the Operating Committee and Board of Directors.
• Maintain ownership of the general ledger, ensuring accuracy, integrity, and adherence to accounting standards.
• Manage the chart of accounts and reporting structures to support effective financial reporting and business insights.
• Partner with cross-functional teams to support and enhance accounting systems, processes, and data integration.
• Supervise day-to-day activities of the Financial Reporting and Tax teams, ensuring priorities and deadlines are met.
• Support talent development through coaching, training, and performance management to build a strong, capable team.
• Promote clear, professional communication and collaboration within the team and across the organization.
• Ensure compliance with statutory reporting requirements, including timely and accurate regulatory filings.
• Build and maintain effective relationships with internal stakeholders, external auditors, and regulatory agencies.
• Ensure compliance with GAAP, statutory accounting principles, and applicable laws and regulations.
• Monitor and implement new accounting standards and regulatory changes impacting the business.
• Collaborate with Actuarial and other departments to review financial results and communicate key drivers and insights.
• Identify opportunities to improve processes, enhance reporting accuracy, and increase operational efficiency.

Manager, Financial Reporting

Analyst

• The Senior Forecasting Analyst plays a critical role within the FP&A function, serving as a subject matter expert in forecasting and financial analytics.
• This role owns the development and refinement of forecasting methodologies, applies advanced analytics to improve forecast accuracy, and drives insights that enhance decision-making.
• The position partners closely with cross-functional stakeholders and provides leadership on data-driven financial analysis.
• Develop, execute, and continuously enhance end-to-end forecasting models by leveraging advanced analytical techniques, historical trends, business drivers, and documented methodologies to improve accuracy and support planning cycles.
• Lead the design and execution of advanced analytical frameworks, synthesizing complex KPI trends, risks, and opportunities into actionable insights and strategic recommendations for senior leadership.
• Collaborate cross-functionally to gather data, deliver clear and concise reporting, present insights to leadership, and maintain thorough documentation of financial models, assumptions, and methodologies.
• Identify and drive process improvements through automation and streamlined data workflows, enhancing the efficiency, accuracy, and scalability of forecasting and reporting functions.

Senior Forecasting Analyst

Full-stack Engineer

• The Lead SW Engineer designs, writes and maintains application software that is scalable, predictable, high-quality and high-performance to support our business needs in an Agile environment.
• The primary responsibility for this role includes high quality application development, delivery, analysis and resolution of technical issues, as well as participation in the continuous enhancement of established development processes.
• The Integration Engineer collaborates with the team to ensure proper planning, meeting development schedules, and the delivered solution meets the business requirements and design specifications.

Lead Software Engineer

QA Automation Engineer

• Demonstrates experience in systems design and a solid understanding of development, quality assurance and integration methodologies.
• Collaborate with business partners to understand requirements, workflow and process that will be documented and automated (AS-IS and TO-BE system).
• Design, develop, and test automation workflows using RPA platform (i.e., UiPath, BluePrism, Power Automate).
• Establishes the standards (as necessary) and ensures adherence for source code management, deployment, monitoring, and reporting of all automation solutions.
• Responsible for documentation, training, and rollout of RPA tool(s) across enterprise.
• Participate in a COE Process team consisting of IT and business SME’s.
• Accountable for producing technical design and process flow documentation and present to both technology and business stakeholders.
• Lead the end-to-end RPA and workflow automation (document, design, build, test, deploy, maintain) using recommended best.
• Identify and help measure the value and metrics produced by the automation team and the impact to the business.

Automation Engineer

Solutions Engineer

• Define and own architecture for intelligent automation initiatives across underwriting, new business, claims, and policy servicing
• Lead end-to-end solution design from discovery through production deployment, including scalability, resilience, and operational support models
• Establish architecture standards, reusable patterns, and reference designs for document ingestion, classification, extraction, validation, and straight-through processing (STP)
• Architect hybrid cloud solutions leveraging AWS and/or Azure integrated with core policy administration, CRM, and document management systems
• Design and govern API and event-driven integration strategies across enterprise platforms using modern integration patterns (REST, messaging, iPaaS)
• Design and oversee document intake and processing pipelines for applications, medical records (APS), claims, policy documents, and servicing correspondence
• Evaluate and select appropriate automation approaches (RPA, IDP, LLM-based extraction, or agentic workflows) based on accuracy, cost, latency, and explainability
• Act as the technical authority across automation modalities, including RPA (UiPath, Power Automate), IDP platforms, and LLM-based agentic workflows
• Partner with Machine Learning Engineers to design and deliver agentic AI systems for document understanding, reasoning, and workflow orchestration
• Define evaluation frameworks, observability standards, and human-in-the-loop controls for AI-driven processes in regulated environments
• Translate complex insurance business processes and rules into scalable automation architectures with clear auditability and exception handling
• Lead technical decision-making across tools, platforms, and vendors, balancing cost, performance, maintainability, and risk
• Establish and enforce security-by-design principles, including data protection, identity management, and compliance with PII/PHI requirements
• Drive measurable improvements in operational metrics such as cycle time, manual touch reduction
• Ensure solutions meet regulatory and governance standards applicable to life insurance, including audit, traceability, and model risk considerations
• Serve as the primary technical lead for MSP and vendor engagements, including architecture oversight, delivery governance, and SLA accountability
• Partner with business leaders to define automation roadmaps aligned with measurable outcomes such as cycle time reduction, accuracy improvement, and cost efficiency
• Mentor engineers and architects, elevating architectural rigor, documentation standards, and engineering maturity across the organization

Solution Architect, Automation

Project Manager

• Track and report on IT project performance, including actual vs spend, forecasted costs, delivery milestones, and KPI progress
• Monitor financial performance across IT initiatives, ensuring alignment with budgets, forecasts, and expected value realization
• Consolidate updates from Transformation Office, Initiative Leads (including Product Owners and Scrum Masters), Finance and COE Managers into executive-ready reporting
• Identify, analyze, and escalate delivery risks, dependencies, and performance gaps
• Prepare standardized metrics reports and dashboards for Steering Committee (SteerCo), Technology Leadership, and executive stakeholders to support governance and decision-making
• Partner with Finance to validate financial data, including capital vs. expense spend, labor, and vendor costs
• Ensure consistency and integrity of reporting across the IT portfolio, including adherence to PMO standards and governance frameworks
• Support reporting across Agile, Waterfall, or hybrid delivery methodologies
• Participate in recurring forums (e.g., IT Transformation stand-ups, finance reviews) to surface insights and ensure alignment

Project Analyst, IT

Business Analyst

• Develop and execute change communications plans for IT transformation initiatives
• Partner with IT and HR to monitor user adoption trends and recommend actions to improve engagement
• Track and report on workforce readiness KPIs tied to IT delivery milestones
• Collaborate with cross-functional teams to support upskilling and reskilling efforts
• Proactively identify staff-related risks and drive mitigation through targeted communications and training

Project Change Management Analyst – IT

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

Business Intelligence Developer

• Access and leverage data from across the organization to develop automated, easy-to-understand reporting and analytics solutions
• Develop and maintain Power BI dashboards, scorecards, and operational reporting to provide visibility into business performance and transformation initiatives
• Perform ad hoc analyses to answer business questions, identify trends, uncover inefficiencies, and highlight operational risks and opportunities
• Assist in analyzing data to evaluate process effectiveness and performance across multiple operational dimensions
• Support automation and AI initiatives by quantifying opportunities, measuring impact, and tracking adoption and outcomes
• Build presentations, dashboards, and scorecards for leadership and internal executives based on analytical insights and operational metrics
• Actively participate in data transformation initiatives, including the development of automated and standardized data flows from source systems to reporting solutions
• Support the development, implementation, testing, documentation, and ongoing validation of reporting and data processes aligned to organizational KPIs and metrics
• Help develop analytical approaches leveraging statistical methods, scenario planning, and model development to optimize business outcomes
• Proactively identify opportunities to increase productivity, reduce costs, and improve internal processes through data-driven insights
• Collaborate closely with business, analytics, and technical teams to improve data accessibility, reporting quality, and operational transparency
• Provide analytical support for annual sales planning metrics as they relate to operational capacity, staffing, and resource planning

Business Intelligence Analyst

• Oversees investment portfolio management, investment accounting, treasury operations, and reconciliation processes
• Leads capital planning to meet regulatory and rating agency requirements
• Collaborates with the CFO and senior leaders to develop monitoring strategies
• Analyzes investment portfolio and income trends

Senior Director – Investments, Treasury and Capital Planning

Data Scientist

• As a Data Scientist – Modeling and Analytics, you will be responsible for creating statistical models and performing analyses that drive sales and policy growth for the organization.
• You will partner with marketing team members, marketing managers, and other data analysts and scientists to identify business needs, gather data, build, and maintain effective models, and assess model performance over time.
• Build, maintain, and automate models to predict purchase propensity, policy premium, policy lapse/retention, cross-selling, upselling, next best action, and other consumer behaviors using both internal data, census data, appended aggregated data, and macroeconomic data.
• Recommend marketing distribution strategies leveraging data and models.
• Conduct advanced exploratory data analysis.
• Perform model interpretability and explainability analysis.
• Leverage specific metrics for model performance evaluation (e.g., precision, recall, F1 score).
• Implement A/B testing and experimental design and quantitative benchmarks for model improvement.
• Apply data privacy and compliance rules under regulations like GDPR, CCPA.
• Apply ethical AI principles.
• Apply model fairness and bias mitigation techniques.
• Conduct analyses to assess model performance and campaign performance, both against test datasets and actual results once deployed.
• Forecast campaign results based on models built and validate forecast against actuals.
• Work with marketing data architects and engineers to ensure data is clean, complete, correct, and suitable for modeling using AI/ML platforms.
• Develop and maintain data pipelines.
• Implement feature engineering techniques.
• Find, recommend, and purchase additional data to use in model building.
• Proactively identify opportunities for model improvement and need for additional modeling projects.
• Maintain clear and organized documentation of data, methodologies, and results.
• Implement automation in existing processes to improve overall efficiency.
• Perform ad hoc analysis to support Marketing Distribution efforts.
• Actively seek out innovation and optimization use cases and experiments that will result in organizational transformation and sales and profit improvements.

Data Scientist – Modeling and Analytics

• Deliver insights and recommendations related to the marketing of AAA Life’s products.
• Partner with marketing staff to identify business questions, gather data, and perform analyses.
• Design, build, and automate user-friendly PowerBI dashboards.
• Track marketing initiatives and produce campaign results analysis.
• Collaborate with marketing stakeholders for analyses and deliver actionable insights.
• Maintain clean documentation of data and methodologies.
• Recommend new processes for efficiency and performance.

Business Intelligence Analyst III, Marketing Analytics

• Design, develop, and deliver training curricula using a variety of instructional methods and media.
• Partner with subject matter experts to assess training needs and define clear learning objectives.
• Develop engaging learning activities, exercises, and supporting materials (e.g., audio, video, simulations, role plays).
• Create design documents, content outlines, and instructional materials aligned to learning goals.
• Establish evaluation criteria and develop assessment tools to measure learner performance and training effectiveness.
• Facilitate new hire and ongoing training programs, with a focus on customer service, product knowledge, and system navigation.
• Monitor learner progress and provide recommendations to management on training effectiveness and enhancement opportunities.
• Deliver refresher and advanced training to reinforce and expand associate capabilities.
• Advise leaders on instructional design best practices and training strategies.
• Review and continuously improve existing training programs and processes to ensure effectiveness and relevance.
• Coordinate training schedules and logistics for course delivery.
• Evaluate and provide input on external training programs, tools, and systems under consideration.