Horace Mann

Financial Planning and Analysis

• Assist in the preparation of annual budgets, forecasts, and long-range financial plans
• Support the monthly financial reporting process, including variance analysis and management reporting
• Collaborate with cross-functional teams to gather relevant information for financial analysis
• Ability to study metrics, forecasts of business conditions and trends and draw relevant conclusions as requested
• Design reports and communicate analysis verbally and in written formats
• Prepare ad-hoc financial analysis
• Cost benefit analysis for proposed projects or system
• Technical knowledge and skills for specialized software applications (i.e. accounting, budgeting, financial planning and analysis)
• Process improvement mindset

Financial Analyst II

Product Specialist

• Oversee the performance, competitiveness, and development of assigned worksite insurance product lines.
• Gather and analyze market, industry, and financial data to inform product strategies.
• Identify and recommend product enhancements or new offerings.
• Handle state-specific product line management tasks as assigned.
• Partner with pricing, underwriting, claims, research, IT, and regulatory teams to address key issues.
• Collaborate with field marketing to address state-level needs and agent concerns.
• Work closely with marketing and sales teams on initiatives that strengthen the product portfolio.
• Manage assigned product projects and deliverables.
• Create and present professional product materials to diverse internal and external audiences.
• Maintain multiple external communications with different stakeholders effectively.
• At senior level, provide mentoring and development support to other team members.

Product Consultant

Insurance

• Verify coverage, investigate, evaluate, and resolve Personal Injury Protection (PIP) and Medical Payments (MedPay) claims
• Manage PIP and MedPay claims from start to finish, ensuring accuracy and fairness
• Review and interpret medical records, bills, accident reports, and legal documents to determine coverage and compensability
• Utilize knowledge of No-Fault/PIP laws, rules, and regulations to deliver sound claim outcomes
• Navigate state regulations while working in a fast-paced, customer-focused environment
• Provide timely and clear updates to all parties throughout the claims process
• Assess accident facts, injuries, and medical bills for causation and appropriate resolution
• Handle incidents involving litigation with guidance from leaders or peers
• Leverage advanced claims knowledge to manage your own inventory and make sound decisions
• Drive seamless service with attention to detail and accountability

Bodily Injury Claims Adjuster II

• Compile and produce daily and periodic investment reports including daily trades, unsettled trades, unrealized gain/loss, watchlist reviews, public asset price valuations, Bloomberg rating reviews, and other reports involving external managers and vendors
• Track and maintain documentation related to private letter rulings
• Support and assist with Federal Home Loan Banks (FHLB) collateral movements
• Lead completion of forms and manage communications related to state deposit management and Know Your Client (KYC) requirements
• Coordinate with external managers, vendors, and regulatory bodies to support compliance and operational processes

Financial Analyst II

Product Consultant

Bodily Injury Claims Adjuster II

Investment Operations Analyst