Vice President

• Responsible for developing and executing enterprise-wide liquidity, funding and capital markets strategies
• Monitor liquidity metrics and provide analysis and recommendations
• Lead evaluation and execution of funding alternatives
• Develop short-term liquidity strategies and optimize cash forecasting processes
• Prepare executive reporting and materials for governance forums
• Identify opportunities to enhance Treasury processes
• Provide guidance, mentorship, or subject matter expertise to others

VP, Assistant Treasurer

Claims Specialist

• Professionally handle incoming calls and ensure that inquiries and issues are resolved promptly and thoroughly.
• Manage large volume of inbound calls in a timely manner.
• Efficiently research and document call reason and resolution, with focus on privacy regulations.
• Handle inquiries in the best interest of the customer and company.
• Provide quality service and support to a variety of areas including but not limited to Financial Advisors, Claimants, Exchange Companies/Funeral Home Assignment Companies. Follow documented procedures and guidelines when providing service to F&G customers.

Claims Customer Contact Representative

General

• Develop and maintain a general understanding and working knowledge of Licensing and Contracting procedures and regulations.
• Review provided documentation to ensure compliance.
• Proactively stay informed of regulatory requirements and updates.
• Communicate with recruiters, advisors, and other back-office personnel.
• Initiate agent appointments and process maintenance transactions.
• Review daily and monthly reports and resolve conflicts with agent data.
• Provide feedback to managers regarding errors and issues.
• Participate in cross-training and accept assigned project tasks.

Licensing Services Specialist II

Actuary

• Support the modeling and analysis required for corporate reporting metrics
• Assist in developing and validating asset modeling projections
• Design and maintain controls for ALM processes
• Analyze model output, identify key drivers, and communicate results
• Provide review and sign-off for AXIS model changes and perform change management testing

Senior Associate Actuary

Procurement

• Execute the RFP process, solution selection and negotiations to achieve the desired results
• Collaborate with the Vendor Management office to ensure risk evaluation is complete prior to contracting
• Develop strong relationships with business partners to influence outcomes
• Build relationships with key business partners and meets regularly with them to ensure Strategic Sourcing is meeting expectations
• Consult with business partners and/or relationship managers to identify appropriate and effective key performance requirements and draft supplier service level agreements (SLAs)
• Negotiate large, complex agreements that meet business objectives
• Understand and interprets the provisions and terms of contracts; collaborates with Legal and other SMEs as necessary to ensure interpretation accuracy and to resolve escalated issues
• Consult business partners and relationship managers on contractual rights and obligations
• Provide strategic oversight and quality review to negotiations and contract drafting
• Prepare and maintain contracts with service providers in accordance with company standards
• Negotiate contractual terms, pricing, and deliverables to mitigate risk and maximize value
• Lead in the development and execution of category negotiation strategies with suppliers
• Develop strategic category objectives and goals with defined plans for cost savings and risk assessment
• Address all areas of category management and consults with function leaders to understand sourcing strategy and execution to achieve optimal business outcomes
• Prepare and analyzes vendor spend reports and provides recommendations for improvements to better negotiate and leverage contracts
• Create metrics to report on progress against initiatives and/or to provide required data to key business owners
• Consult with business partners, suppliers and leadership to identify the most effective and efficient purchasing methods for the products and services required by the business
• Identify cost saving opportunities and work with business partners and suppliers to realize cost savings
• Assist with implementation of Strategic Sourcing platforms
• Act as point of advice, support and guidance to departments and individuals for collaborating with Strategic Sourcing
• Collaborate with business partners to ensure a timely renewal or termination
• Support vendor management initiatives as needed

Manager, Strategic Sourcing

• Prepare and facilitate model change requirement-gathering meetings, and update related documentations in a timely manner
• Collaborate with various teams to understand the model change requirements and identify key stakeholders
• Develop model changes accurately using efficient programming techniques and adherence to Best Practices
• Update all associated model documentation (e.g. MSD, ASD, simplification) to accurately reflect assigned model changes
• Create detailed Technical documentation for model changes
• Review and validate results against requirements throughout the development process, and provide ongoing support for follow-up questions

Actuarial Associate

• Monthly production of Statutory and Tax reserves for designated life insurance and annuity lines of business
• Prepare, review and analyze Statutory and Tax reserve movements
• Prepare, review and analyze quarterly and annual deliverables related to Statutory reserves including annual statement exhibits, Risk Based Capital (RBC) reports and rating agency deliverables
• Maintain, enhance and ensure timely execution of valuation controls
• Assist in the maintenance of the valuation programs for new products, new regulations, etc.
• Assist with completion of the PBR Actuarial Report

Associate Actuary

Financial Planning and Analysis

• Accountable for end-to-end delivery across the Finance, Liabilities & Investments domain, ensuring measurable business outcomes (growth, expense reduction, customer experience, risk reduction) are achieved.
• Improve business processes and support critical business strategies by overseeing the development, implementation, maintenance, scalability, and performance of applications and products.
• Lead and develop the Finance, Liabilities & Investments domain of value stream solutions delivery teams to effectively partner with the business to translate business needs into scalable, efficient solutions that achieve goals and drive company and IT priorities.
• Own technology performance across the full lifecycle of products and capabilities within the Finance, Liabilities & Investments domain.
• Understand industry trends, tools and practices and partner with business unit peers and architecture to assess technical capabilities needed to support company strategies and develop multi-year capability roadmaps.
• Lead RFP processes and negotiate contracts aligned to value realization, performance incentives, and long-term capability strategy.
• Manage strategic technology and platform partners as integrated members of value stream teams.
• Align vendor performance to business outcomes and ensure contract compliance. Relationship building with senior-level executive stakeholders
• Lead cross-functional, product-aligned teams, fostering shared accountability between business and technology within the Finance, Liabilities & Investments domain to ensure implemented solutions meet the needs of the organization.
• Operational budget analysis, creation and management
• Own the escalation for all technology issues related to the delivery of technical solutions
• Ensure alignment of architecture, data, and platforms to enable seamless experience throughout the full insurance lifecycle.
• Partner with leaders across F&G to understand needs and co-develop integrated business + technology roadmaps aligned to enterprise strategy and regulatory requirements.
• Oversee solutions delivery efforts, providing input to capability planning, and ensuring solutions adhere to F&G security and compliance guidelines, quality assurance standards, and align with disaster recovery guidelines.
• Manage persistent capacity planning aligned to value stream priorities and optimize team composition across all roles needed to support outcomes.

VP, Solutions Delivery – Finance, Liabilities & Investments

• Develop and maintain a general understanding and working knowledge of Commissions procedures and regulations.
• Review daily and monthly reports and takes immediate action to resolve any conflicts with agent data.
• Interact with internal and external customers appropriately on an as-needed basis.
• Participate in cross-training within the department.
• Accept and own assigned project tasks; understands impact within the team or organization.
• Contribute to special projects as assigned.
• Provide feedback to managers regarding repeated errors and issues that could be related to system functionality or training.
• Ensure individual quality and productivity standards are met.

Commissions Services Specialist II

Representative

• Professionally handle incoming calls and ensure that inquiries and issues are resolved promptly, thoroughly and efficiently.
• Handle inquiries in the best interest of the customer and company.
• Provide quality service and support to a variety of areas including but not limited to Financial Advisors, Policy Holders, and Internal Business Partners.
• Some administrative tasks/duties.

Customer Contact Representative I

Insurance

• Perform various duties to ensure accurate and timely reporting with annuity reinsurers
• Prepare journal entries and required settlement reporting for annuity reinsurance treaties
• Participate in many aspects of annuity reinsurance accounting and reporting
• Prepare accounting/reporting entries and settlement reports for annuity treaties
• Partner with various areas to implement new reinsurance treaties / amendments
• Perform timely and accurate reconciliation of reinsurance accounts
• Assist with internal, external, and reinsurer audits
• Maintain key stroke level standard operating procedures
• Assist with ad hoc requests, special projects and other duties as assigned

Annuity Reinsurance Admin Analyst

• Direct the analysis for profitability reviews and make recommendations for adjustments needed to achieve target profitability
• Lead the analysis and present recommendations for:
• Credited rate adjustments needed to achieve target profitability to the Retail Rate Committee
• Pricing assumption reviews as well as other structural, value or methodology changes related to the retail annuity block
• Prepare Senior Management and Board materials regarding rate, assumption and/or other recommended changes
• Influence cross departmental meetings with VP/SVP leaders discussing various profitability choices and recommendations, partnering with distribution leaders and other management committee members
• Employ sound analysis and judgement in balancing the trade-offs between profitability and brand reputation
• Engage with organizational change management teams to ensure accurate and timely implementation of approved changes
• Enhance departmental processes and analytical capabilities including the deployment of new analysis techniques where appropriate
• Direct conversations with external partners (auditors, consultants, reinsurance partners) regarding rating and assumptions, as appropriate
• Maintain knowledge of emerging industry experience for product features and benefits pertinent to F&G
• Participate in and utilize third party services and surveys to augment understanding of emerging experience and expectations of future experience, especially where F&G experience is not credible and future experience has high impact on emergence of profits
• Oversee staff development including performance management, training, development, controlling workflow, and engagement of employees

AVP, Rate Setting

• Recommend Experience studies as well as other structural, value or methodology changes related to assumptions for the retail block to the Assumptions Committee
• Enhance departmental processes and analytical capabilities including the deployment of new analysis techniques where appropriate
• Maintain knowledge of emerging industry experience for product features and benefits pertinent to F&G inforce blocks and integrate industry experience into assumption review process where F&G experience is less credible.
• Participate in and utilize third party services and surveys to augment understanding of emerging experience and expectations of future experience, especially where F&G experience is not credible and future experience has high impact on emergence of profits.
• Responsible for the development of management reports on the inforce blocks of business.
• Collaborate with actuaries and non-actuaries on investigations and conclusions regarding the inforce blocks.
• Identify, propose, and pursue opportunities to improve the financial or risk position of the inforce blocks outside of the scope of renewal rate setting or repricing.
• Guide direct reports through iterative report development and quantitative or qualitative investigations.
• Develop and nurture team engagement, development, and growth.
• Support a risk aware culture within the team.
• Develop enhancements to create repeatable and scalable processes.

Actuary, Experience Analysis

Analyst

• Investigate and respond to consumer complaints
• Support internal and external fraud referrals and investigations
• Perform agent monitoring and manage regulatory inquiries
• Assist in reporting and contribute to policy development
• Make recommendations for process improvements

Complaint Resolution Analyst

• Assist in growing the sales of Fixed & Fixed Indexed Annuity sales in the IMO Distribution Channel
• Demonstrate thorough, in-depth knowledge of company products, practices and procedures
• Conduct new producer installations (how to do business with Fidelity & Guaranty Life) and provide sales and marketing support to agents with virtual training using a variety of video conferencing platforms and PowerPoint tools
• Profile IMO’s and agents by accurate and timely activity entry into CRM in order to utilize information obtained to further develop sales and business opportunities
• Work closely with the National Sales Manager & Regional Director (s) to develop business & marketing plans to achieve sales goals and objectives
• Sales activities to include: extensive outbound and inbound phone activity, training webinars, coordination of necessary materials, etc. to achieve maximum reach in promoting the Fidelity & Guaranty Life products, programs, processes and people
• Develop expert knowledge and proficiency in utilizing all applications i.e.: company website, expert product knowledge, illustration software
• Develop expert knowledge of specific account requirements as they relate to service capabilities and procedures, to include relationships with TPAs, operations, and other Fidelity & Guaranty Life departments
• Enhance product and industry knowledge by being a student of the industry/business and participation of continuous training