GlobeLife

Financial Planning and Analysis

• Lead monthly and quarterly investment accounting close processes, including preparing complex journal entries for valuations, income accruals, and realized/unrealized gains and losses.
• Prepare and review quarterly and annual statutory statements, annual audited statutory reports, subsidiary board reports, risk-based capital and other supplemental reports, and annual investment surveys.
• Review and maintain investment data required for GAAP and statutory accounting and reporting.
• Review statutory disclosures prepared by Investment accounting specialists, and audited statutory financials for accuracy, consistency and completeness.
• Prepare and review critical Statutory Filing schedules (e.g., Schedule BA, Schedule D, Investment Income Exhibits) and provide footnote disclosures for year-end audited financial statements.
• Ensure accounting policies are documented and compliant with US GAAP and insurance statutory reporting requirements.
• Prepare annual investment surveys from Rating Agencies and Regulators.
• Ensure compliance of portfolio holdings with relevant investment limitations and requirements.
• Create reports for boards and regulators that monitor investment exposures versus guidelines.
• Perform daily and monthly reconciliations of security positions, market values, and cost values between internal general ledgers and third-party custodian records or investment managers.
• Perform periodic system data reviews to ensure accuracy and completeness.
• Account for and analyze specialized investments such as Limited Partnerships (LPs), Commercial and Residential Mortgage Loans, and Asset Backed Securities, applying appropriate accounting methods.
• Implement accounting and reporting for new asset classes, such as Residential Mortgage Loans.
• Prepare ad-hoc investment reporting for senior management and other internal and external stakeholders.
• Identify opportunities to leverage automation and data analytics to streamline workflows, enhance reporting accuracy, and reduce manual tasks.
• Work with IT to automate existing manual spreadsheets using database environment.
• Evaluate investment accounting processes, identifying opportunities for improvement in efficiencies/effectiveness, and assist the department in the implementation of these improvements.
• Support internal and external audits by providing documentation and responding to technical queries.
• Maintain controls in compliance with Sarbanes-Oxley (SOX) and other internal controls.
• Perform periodic reviews of the internal control environment (SOX), critically evaluating existing controls to determine which remain necessary and which can be streamlined or eliminated to improve operational efficiency without increasing risk.
• Conduct technical research on complex accounting issues and document conclusions in formal policy memos.
• Research, interpret, document and implement new accounting releases.
• Coordinate the implementation of new accounting standards.
• Research GAAP and statutory accounting guidance associated with new investment strategies and monitor changes to accounting rules and policies, assessing potential impacts to Globe Life and its subsidiaries.

Senior Investment Reporting Accountant – Hybrid

• Facilitate the closing and settlement of private placements and mortgages.
• Manage Limited Partnership (LP) documentation and execution of subscription agreements.
• Perform mandatory wire callbacks to verify payment instructions and prevent fraudulent activity.
• Maintain Documentation for financial compliance: W9s, QIB forms, AML, KYC.
• Handle department-wide procurement of supplies and services; manage monthly expense reporting and reconciliation for the investment team.
• Organize internal and external meetings, including room prep, agenda distribution, and catering.
• Serve as the first point of contact for guests and manage visitor check-in.
• Proactively manage complex calendars for senior leadership, including booking domestic and international travel and high-profile conferences.
• Assist with ad-hoc operational audits or administrative tasks as required by the Operations Manager.

Investment Operations Assistant

Customer Retention Specialist

• Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
• Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
• Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
• Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
• Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
• Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
• Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete.
• Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
• Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.

Senior Investment Reporting Accountant – Hybrid

Investment Operations Assistant

Customer Retention Representative