Liberty National Life Insurance Company

Accounting Manager

• Research relevant accounting guidance (U.S. GAAP and Statutory Accounting Principles) to evaluate complex accounting issues.
• Develop, maintain, and update the Company’s accounting policy manual and technical memos to ensure company-wide accounting policies are compliant with current accounting standards.
• Maintain knowledge on current and emerging accounting standards, assess the impact, and collaborate with management to ensure proper and timely application of accounting standards.
• Serve as a resource to team members and applicable internal/external stakeholders on more complex technical accounting policy and compliance issues for assigned areas of responsibility.
• Provide technical accounting support on transactions and strategic initiatives.

Associate Director, Accounting Policy

Underwriter

• Develop and articulate a clear, forward-looking underwriting strategy that aligns with our corporate goals.
• Foster a solution-oriented mindset within the core market Underwriting department, promoting innovation and continuous process and workflow management improvement.
• Elevate National Life brand by actively participating in industry events, committees, advisory boards, and vendor meetings.
• Collaborate with field and key distribution leaders to recruit and educate producers on our underwriting practices and target demographics.
• Lead a high-performing underwriting team, focusing on hiring, development, succession planning, and career growth.
• Champion innovative underwriting practices that enhance our competitive edge, focusing on improving quality, speed, and agent satisfaction.
• Ensure compliance with all relevant insurance regulations and laws, partnering with the legal team to address and resolve disputes.

AVP, Underwriting

Affiliate Manager

• Collaborate with Distribution leadership to explore innovative ideas to develop long-term strategic growth plans that strengthen our core markets and broadens our reach into new markets.
• In partnership with the EVP of Affiliated Distribution, provide expertise and leadership to internal teams to influence product strategy, enhance customer service and marketing, and improve operational effectiveness.
• Identify and establish new distribution partnerships and grow and strengthen strategic relationships with existing National Life Groups distribution partners to develop and implement growth-oriented business goals.
• Partner with Internal Sales Associates and Key Account Representatives to develop new and emerging business and achieve consistent growth in life and annuity sales.
• Support the growth and expansion of advisor sales though the broker dealer, Equity Services, Inc (ESI).
• Review and supervise business activities related to the broker dealer, Equity Services and act as a Registered Principal for General Agencies within your respective region.
• Support agents, advisors and agency marketers in product selection, case design, and illustration fulfillment.
• Conduct training, both in person and virtual, on products, processes, business development and services offered by National Life Group as well as Equity Services.
• Onboard new relationships with National Life Group to quickly grow and develop business.
• Maintain an active understanding of the competitive landscape and current industry trends to create innovative solutions designed to meet customer needs.
• All other duties as assigned.

VP, Affiliated Distribution

Actuary

• Ownership of all aspects of the technical functionality of MG-ALFA models
• Develop and maintain model inputs, model interface, model reports, and database
• Participate and provide thought leadership in model governance, assumption maintenance, and model change management, including User Acceptance Testing
• Lead projects to implement new products, riders, and model functionality
• Provide a validated and locked-down production model to end users on a quarterly basis
• Partner with the IT department to identify and implement areas for automation and efficiency
• Lead development of functionality related to ad-hoc projects and one-off requests, working closely with business partners to ensure appropriate usage of models for new contexts

Actuary – Model Development

• Conducts risk assessments and follows NLG Underwriting philosophies by analyzing data, using tools (e.g. medical records, prescription databases, borrowing history, credit rating etc.), and third party information (e.g. medical records, prescription databases, borrowing history, credit rating etc.) to protect NLG bottom line and maintain profitability by avoiding fines and putting good risk on the books.
• Proactively seeks information (e.g. processes, philosophies, etc.), takes advantage of both formal and informal educational opportunities (e.g. medical and mentoring discussions, etc.) to build the foundations of a solid Underwriting career and continuously expand knowledge, skills, and abilities.
• Coordinates and communicates (verbal and written) with internal and external constituents to gather information, gain insights, and explain Underwriter decisioning and works to build relationships in a way that demonstrates seamless service excellence.
• Participates in interdepartmental presentations, helps with new hire training in various subjects. At the higher levels of Underwriting, will guide and educate others to improve Underwriting quality, capabilities, efficiencies, and output.
• Identifies, communicates, and resolves escalations to deliver on seamless service and protect the bottom line.

Associate Director, Accounting Policy

AVP, Underwriting

VP, Affiliated Distribution

Actuary – Model Development

Underwriting Consultant