Horace Mann

Project Manager

• Lead multiple medium to large projects from planning through successful implementation.
• Own PLC processes from conception to closure.
• Define and clarify project scope, objectives, deliverables, and success criteria.
• Develop, maintain, and monitor project plans, schedules, budgets, and resource requirements.
• Assist with the creation of business cases and project documentation.
• Monitor project progress and proactively manage scope, schedule, budget, and quality.
• Identify, document, and manage project risks, issues, assumptions, and dependencies.
• Develop mitigation strategies and escalate concerns appropriately to maintain project momentum.
• Drive issue resolution by partnering with stakeholders and project teams.
• Determine project team structure and define team roles and responsibilities.
• Coach and mentor the organization to facilitate adoption and maturity of Agile and/or Waterfall practices within the PMO defined processes.
• Ensure team maintains focus on quality and continuous delivery of business value.
• Take responsibility for successful product delivery with strong partnership with the Business and IT sponsors.
• Coordinate activities across multiple departments and business functions.
• Provide direction, motivate team members, and foster collaboration throughout the project lifecycle.
• Assign work and help ensure deliverables are completed according to plan.
• Effective and clear communication with both business and technical resources, as well as throughout various levels in the organization.
• Serve as the primary point of contact for project sponsors, stakeholders, and business leaders.
• Prepare and deliver project updates, executive summaries, and steering committee presentations.
• Communicate project status, milestones, risks, and decisions to senior leadership and project teams.
• Build strong relationships that promote transparency, trust, and successful project outcomes.

Senior Project Manager – P&C Business Area

Compliance

• Lead the development, implementation, and ongoing enhancement of the P&C compliance program.
• Provide strategic compliance guidance and consultation to business leaders and stakeholders.
• Foster a culture of ethics, integrity, accountability, and regulatory compliance.
• Monitor emerging regulatory developments and industry trends and assess potential business impacts.
• Oversee compliance with applicable federal and state insurance laws, regulations, and regulatory guidance.
• Advise business partners on regulatory requirements related to claims, underwriting, product administration, producer activities, consumer protection, privacy, anti-fraud, and market conduct.
• Support implementation of regulatory changes and monitor compliance with new requirements.
• Coordinate responses to regulatory inquiries, examinations, and requests for information.
• Identify, assess, and monitor compliance risks across the P&C business.
• Partner with business areas to develop and implement effective controls and mitigation strategies.
• Conduct compliance reviews, monitoring activities, and risk assessments to evaluate adherence to regulatory requirements and company standards.
• Track and report compliance risks, issues, and corrective action plans.
• Provide strategic oversight of the P&C Compliance team’s execution of SOX controls testing, compliance monitoring, and quality review activities, ensuring testing is completed timely, accurately, and in accordance with established methodologies and regulatory expectations.
• Provide oversight of SOX compliance activities, including control design assessments, operating effectiveness testing, issue management, and coordination with Auditors, and business stakeholders.
• Establish performance expectations, metrics, and reporting for compliance testing, quality reviews, and SOX activities, fostering a culture of accountability, continuous improvement, and regulatory compliance.
• Provide oversight and direction to compliance team members responsible for coordinating quarterly divisional compliance meetings to help ensure accountability and timely resolution of compliance matters across the business area.
• Establish and maintain processes for monitoring emerging regulatory developments, enforcement actions, emergency orders, and industry guidance impacting the P&C business, and ensuring affected business areas are informed, prepared and compliant with new or revised requirements.
• Develop and maintain compliance metrics, dashboards, and reporting for leadership and governance committees.
• Prepare and present compliance updates, risk assessments, and emerging issues to senior leadership.
• Support governance committees and working groups focused on compliance, conduct, and fraud risk management.
• Maintain documentation supporting compliance activities and oversight responsibilities.
• Partner with business leaders and Special Investigations Unit (SIU) resources to support fraud prevention, detection, investigation, and reporting activities.
• Provide oversight and guidance regarding fraud-related regulatory requirements, state fraud plans, reporting obligations, and anti-fraud training requirements.
• Consult on OFAC Sanctions monitoring and regulatory adherence.
• Support enterprise fraud and OFAC governance initiatives and cross-functional fraud and OFAC risk management efforts.
• Partner with Compliance and business stakeholders to develop and deliver compliance training and awareness initiatives.
• Promote understanding of regulatory requirements and compliance expectations throughout the organization.
• Support role-based training programs related to claims handling, anti-fraud requirements, market conduct, and other compliance topics.
• Coordinate compliance-related audits, examinations, and reviews.
• Support issue management, remediation planning, and corrective action tracking.
• Ensure timely resolution of compliance findings and regulatory concerns.

Director, Property & Casualty Compliance

Account Executive

• Deliver personalized insurance quotes and exceptional service for non-Horace Mann products, ensuring clients receive the best coverage options tailored to their needs.
• Foster strong relationships with agents and proactively address client inquiries through email, phone, and web channels to ensure a seamless customer experience.
• Collaborate with third-party vendors to process quotes and applications.
• Bind policies and ensure proper documentation, including securing approvals, payments, and signatures.
• Track and report key performance metrics while maintaining quality reviews.
• Achieve production goals through consistent client engagement and follow-ups.
• Utilize sales techniques to maintain strong close ratios and service levels.

Agency Sales Representative

Account Manager

• Build and manage a portfolio of strategic partnerships across higher education institutions, trusted educator organizations, and emerging market segments including homeschool, alumni, broker, carrier, and affinity groups.
• Identify, pursue, and secure new partnership opportunities through direct outreach, referrals, networking, and business development efforts.
• Negotiate and structure partnership agreements that align with Horace Mann's distribution strategy, marketing objectives, and educator engagement goals.
• Evaluate potential partnerships based on growth potential, scalability, and return on investment.
• Own post-signature partnership execution, ensuring every partnership launches with a clear engagement and marketing strategy.
• Translate agreements into measurable partnership initiatives, including:
• Email marketing
• Direct mail initiatives
• Conferences and events
• Co-branded marketing programs
• Lead generation campaigns
• Partner closely with Marketing, Compliance and Legal, Web, Sales, and Operations teams to ensure successful execution.
• Serve as the primary relationship owner for strategic partners.
• Lead renewal, renegotiation, and expansion discussions to maximize partnership value.
• Identify opportunities to increase partner engagement, educator reach, lead volume, and revenue contribution.
• Convert successful partnerships into scalable, long-term programs that support enterprise growth objectives.
• Establish and monitor partnership performance metrics and KPIs.
• Evaluate campaign effectiveness, lead generation results, engagement metrics, and ROI.
• Present performance insights and recommendations to leadership and key stakeholders.
• Use data to optimize partnership strategies and identify future opportunities.

Partner Success Manager

Full-stack Engineer

• Lead the design, development, and delivery of scalable, high-quality IT solutions
• Provide technical leadership, guidance, and mentorship to engineering team members without direct supervisory responsibility
• Collaborate with cross-functional stakeholders to gather requirements and translate business needs into effective technical solutions
• Drive and uphold best practices in coding standards, system architecture, security, and performance optimization
• Conduct code reviews and support the team in troubleshooting and resolving complex technical issues
• Serve as a subject matter expert and go-to resource for technical decision-making and problem-solving
• Champion continuous improvement in development processes, tools, and technologies
• Contribute to the full software development lifecycle, from design through deployment and ongoing support
• Maintain and enhance applications, including upgrades, patches, and performance tuning
• Monitor and ensure application reliability, performance, and quality
• Diagnose and resolve system and application issues in a timely manner
• Support team development by contributing to training initiatives and knowledge sharing
• Influence application portfolio planning and contribute to strategic technical direction
• Partner across teams and departments to strengthen development practices and capabilities
• Maintain clear and comprehensive documentation for systems, processes, and workflows
• Stay current with emerging technologies and recommend practical, AI driven solutions

Software Engineer III – Tech Lead

Manager

• Manage suitability review process for financial service products.
• Oversee a team of analysts and support registered representatives.
• Ensure compliance with FINRA regulations and broker-dealer requirements.
• Act as a subject matter expert on suitability matters.
• Lead, coach, and develop a team of Suitability Analysts.
• Establish performance expectations for review of suitability submissions.
• Design and maintain surveillance reports for account transactions.
• Develop and utilize exception reporting tools for compliance concerns.
• Deliver suitability-related training programs for registered representatives and internal partners.
• Oversee maintenance and development of regulatory forms and documentation.

Manager, Suitability Review

QA Automation Engineer

• Design, develop, and maintain scalable automation frameworks and solutions across testing, operational workflows, and business processes.
• Serve as a technical subject matter expert for automation solutions supporting business-critical applications and processes.
• Lead automation development efforts across the full software development lifecycle, including design, coding, testing, deployment, support, and optimization.
• Build automation for UI, API, integration, regression, data validation, and business process workflows.
• Evaluate and implement modern automation tools, frameworks, and technologies to improve efficiency and reliability.
• Contribute to automation strategy, standards, engineering best practices, and technology roadmaps.
• Partner with business stakeholders, QA teams, developers, and operations teams to identify automation opportunities.
• Troubleshoot complex technical issues across applications, frameworks, and automation platforms.
• Mentor junior and mid-level engineers and promote a culture of ownership, quality, innovation, and continuous improvement.

Software Engineer III – Automation Engineering

Analyst

• Elicit, analyze, document, and validate functional and non-functional requirements
• Perform gap analysis and issue analysis to identify business needs and improvement opportunities
• Translate and simplify business requirements into clear technical specifications
• Design, document, and maintain business and system processes
• Identify and design business and/or system improvement opportunities
• Assist in the development of business cases for strategic initiatives
• Plan, coordinate, and monitor project deliverables
• Manage small to mid-sized projects and/or project tasks
• Apply knowledge of software development life cycle (SDLC) and project lifecycle principles
• Serve as liaison between business units and technical teams
• Facilitate communication between business stakeholders and technical resources

Business System Analyst – Experienced

Actuary

• Analyze financial, market, and industry data using internal and external sources.
• Collaborate with cross-functional teams to gather and incorporate business information into actuarial analyses.
• Research and respond to inquiries from regulators, rating agencies, auditors, and internal stakeholders.
• With direction, perform rate reviews and rate analysis to determine appropriate pricing recommendations.
• Support state rate reviews, filing activities, and policy form analysis.
• Analyze competitive data, operational metrics, and market trends.
• Assist with special pricing projects and maintenance of rating tools and systems.
• With direction, provide analysis, generate results, and make recommendations on small special projects.
• Assist in large project data cleansing and analysis activities.
• Develop and maintain research databases and analytical tools.
• Monitor competitive market data and industry trends.
• Support analysis and recommendations for loss and loss adjustment expense reserves.
• Assist with annual statement reporting, SEC reporting, and other regulatory filings.

Actuarial Analyst I

Customer Support

• Process requests from field leadership and home office staff to assign/change a service agent to a line of business policy (auto, homeowners, life, annuity, group).
• Process requests from field leadership to change the writing agent on a life coverage or annuity contribution.
• Determine the commission rate code applicable to a service agent change (auto, property) following documented policy and procedure.
• Manage the assignment and distribution of Inside Sales and designated policy inventories.
• Coordinate policy assignment and agent transition requests with field leadership and home office partners.
• Request and distribute policy-in-force lists to field leadership, agents, and home office management.
• Conduct regularly scheduled audits and reconciliations to ensure policy assignments and related transactions are processed accurately and timely.
• Upon request, conduct research and create reports regarding policy assignment activity and operational processes.
• Submit security role assignment/deletion requests related to licensed producers and non-licensed support staff utilizing corporate technology tools.
• Support data integrity through audit activities, reporting, and operational requests.
• Provide general clerical support to the Onboarding & Territory Coordinator and Field Background Check Administrator.

Marketing Operations Support Specialist

Recruitment

• Drive recruitment for Horace Mann's network of exclusive insurance and financial services agents.
• Identify, attract, and guide qualified candidates through the recruitment lifecycle.
• Partner with regional and district leaders for candidate recruitment.
• Develop and execute sourcing strategies using various recruiting platforms.
• Maintain high recruiting activity, generating a minimum of 25 candidate conversations weekly.
• Conduct candidate outreach, screening, and qualification.
• Manage the full recruitment lifecycle from sourcing to offer acceptance.
• Meet annual hiring goals, appointing a minimum of 40 agents per year.
• Partner closely with field leaders during the hiring process for positive candidate experiences.

Field Recruiter

• Lead research and feasibility studies for new product initiatives, including identifying and evaluating third-party vendor partnerships
• Design and execute vendor scoring studies and predictive modeling projects to inform product design and underwriting strategy
• Own ongoing monitoring of Auto and Home product performance, including loss ratios, exposure shifts, and competitive positioning
• Develop a proactive insight cadence — going beyond reporting to surface early warning signals and growth opportunities
• Help lead and coordinate cross-functional CW business initiatives from ideation through execution
• Audit existing tools and workflows across Pricing, Underwriting, Business Intelligence, and Service Operations to identify efficiency opportunities

Financial Planning and Analysis

• Provide strategic and operational leadership for the Finance Operations functions.
• Drive continuous improvement, consistency, and operational excellence across Finance Operations capabilities.
• Serve as a key partner to business leaders.
• Ensure Finance Operations strategies align with corporate goals.
• Lead modernization initiatives leveraging digital transformation.
• Benchmark internal performance against industry standards.
• Adept at presenting ideas clearly and in a compelling manner.

AVP Finance Operations

• Develop and maintain financial plans for new and existing clients based on their goals, financial circumstances, time horizon, and risk tolerance
• Provide investment recommendations and portfolio guidance consistent with client objectives, applicable standards of care, and firm policies
• Deliver ongoing client service, including reviews, plan updates, and portfolio recommendations as client needs evolve
• Discuss insurance and annuity solutions, where appropriate, as part of the planning process
• Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable
• Support clients through broader planning conversations, including financial planning, retirement income planning, wealth management, and insurance solutions
• Build and manage strong client relationships through consistent communication, service, and follow-through
• Work with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience