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Account Executive

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Inside Sales Representative, Uncapped Commission, Base Pay

Call Center Representative

• Build strong relationships with executives, technical leads, vendors, and stakeholders to identify opportunities, align priorities, and deliver business value.
• Oversee Agile ceremonies (stand-ups, sprint planning, backlog grooming) and manage competing priorities to shape the roadmap and achieve product goals.
• Manage delivery timelines across multiple product verticals, monitor and resolve defects, and leverage analytics, market research, and customer insights to guide decisions.
• Promote an innovative, inclusive culture, track progress against OKRs, and encourage collaboration and self-organization to maximize team impact.

Contact Center Product Owner

Product Manager

• Build strong relationships with executives, users, vendors, and stakeholders to identify opportunities and address business needs.
• Lead Agile ceremonies including stand-ups, sprint planning, backlog prioritization, and demos while overseeing feature development and enhancements to improve user and customer experience.
• Track progress against OKRs and measure impact on business goals using data analytics and market research.
• Support feature intake and quarterly stakeholder feedback processes.
• Lead and develop a team of direct reports (Product Owner and Scrum Master) to drive product strategy and execution.

Principal Product Owner

Claims Specialist

• Communicate effectively and respectfully with customers, attorneys, and co-workers via phone, e-mail, online chat, and in person.
• Review newly reported claims and log them on the pending claims log.
• Document each claim file thoroughly in accordance with departmental procedures, including notes on claim review, information obtained, and final decisions.
• Review and interpret insurance policy provisions to ensure accurate and timely claim decisions.
• Review any adverse decisions, and decisions outside authority limit, with the Claims Manager.
• Consult with the Legal Department as needed.
• On claims within the Senior Claims Examiner’s authority limit (500,000), confirm benefits and statutory interest are calculated correctly.
• Respond to inquiries from customers and attorneys regarding claim matters, consulting with the Claim Director and/or Legal Department as needed.
• Work with Fidelity Life’s Underwriting Department on contestable claim referrals and other complex claims as needed.
• Handle and log specific State and NAIC policy locator searches.
• Mentor and support third-party claims administration staff.
• Monitor trends in claims experience, escalate issues to management, and recommend or implement corrective actions.
• Keep management abreast of any trends in claims experience, unfavorable or otherwise.
• Work on special projects and other duties as assigned by the Claims Manager.
• Perform quarterly claim audits focusing on third-party claim handling.
• Assist FLA Sarbanes-Oxley audit team, internal audit team, external reinsurance representatives and external state regulators with claim audits or market conduct exams.
• Handle Department of Insurance claim complaints or requests in a timely and professional manner.
• Stay current on all laws, regulations, and industry updates that impact claim handling and compliance.
• Support FLA actuarial or Finance teams in reserve setting, claims trend analyses or other requests.
• Participate in continuous improvement initiatives and suggest proactive changes to operations based on data-driven insights.
• Help track and analyze claim durations, denial rates, appeal outcomes, and financial impact.
• Support M&A activity, if applicable.

Senior Claims Examiner

Performance Marketing

• Manage a multi-million dollar annual budget, with an abject focus on improving profitability and end to end funnel output.
• Launch and own eFinancial’s affiliate call program, achieving profitability in months while scaling budget.
• Monitor daily, weekly, and monthly lead volume and performance and take corresponding actions to communicate changes to affiliates and remediate any performance issues in real time as they arise.
• Support channel administration, including weekly and monthly planning and affiliate mix optimization.
• Issue monthly insertion orders (IOs), reconcile lead volume against caps, manage billing to agreed upon payout rates, and process invoices; ensure accurate pricing for each vendor in all internal reporting systems.
• Support management of Active Prospect Lead Conduit, including rejection logic for lead sources and working with Vericity’s machine learning team to create dynamic bidding based on zip, age, product, etc.
• Implement new features to the affiliate call and data programs to optimize partnerships, including agent availability posts and script improvements.
• Own Vericity’s Invoca instance, and drive implementation across affiliate calls and other verticals.
• Onboard new vendors including contracting, compliance vetting, systems set up, tracking, testing, etc. through OneTrust.
• Facilitate the tracking of affiliate creative and messaging under compliance protocols laid out with legal.
• Monitor long-range affiliate performance, analyze trends and data, identify areas of improvement, and recommend ways to maximize affiliate KPIs as part of a larger direct response marketing portfolio.
• Develop relationships with affiliates to build new campaigns, exchange performance feedback on existing campaigns, and drive a high standard of performance.
• Partner with Marketing Analytics team to ensure accurate tracking and to implement expanded performance reporting and dashboards; troubleshoot issues with affiliate-facing reporting.
• Contribute to ongoing analysis and test ideation to rapidly test and improve funnel performance.
• Support relationships with data sale partners and monetization opportunities.

Inside Sales Representative, Uncapped Commission, Base Pay

Contact Center Product Owner

Principal Product Owner

Senior Claims Examiner

Performance Marketing Manager – Affiliate