Penn Mutual

Actuary

• Performs actuarial tasks, which are mathematical and/or higher-level clerical nature.
• Compiles and categorizes data for experience analyses and prepared related reports.
• Prepares schedules of statistics, financial statements, premiums, reserves and benefits, documenting and verifying the factors used in related computations.
• Active team member accountable for working towards shared goals and objectives.

Actuarial Intern – Summer

Risk

• Conduct in-depth reviews of operational transactions, processes, and documentation to ensure alignment with quality standards.
• Lead and coordinate complex risk-based quality reviews.
• Analyze root causes of errors and trends to provide actionable insights.
• Prepare and present review results to leadership.
• Contribute to and lead initiatives to the evolution of Risk-Based Quality methodology, tools, and best practices.

Senior Risk Based Quality Specialist

Product Specialist

• Manages HTK’s full suite of advisory-based products and services to help drive the firm’s product strategy across various business lines.
• Risk assessment and due diligence - assesses the various risk factors with a given product, carrier, and/or investment platform and performs regular due diligence of offerings.
• Partners with Compliance and Legal Counsel to ensure all selling agreements and amendments are up to date.
• Manages new product request submissions and provides key support for our Product Review Committee (PRC).
• Leads on-boarding of approved products and selling agreements by working with various functional areas.
• Provides ongoing education and training programs for internal and external teams regarding advisory-based products.

Manager, RIA Product Specialist

Underwriter

• Underwrites and oversees the selection of risk of large complex life applications.
• Manages underwriting services to contribute to the achievement of financial objectives including profitability, production and persistency of clients;
• Developing underwriting processes, standards and programs, and reporting results.
• Analyzes qualitative and quantitative data and provides approval for risk selection and acceptance, coverage, and pricing.
• Analyzes quality and quantity of risks underwritten and prepares reports accordingly.
• Evaluate life insurance applications, including those with chronic illness riders, with a focus on both medical and financial risk assessment.
• Assists others with resolving complex issues while ensuring adherence to underwriting standards and objectives.
• Selects and classifies risks according to company philosophy and standards.
• May assist with training and developing underwriters.
• Communicates and collaborates with the field and home office to provide the highest quality service levels to customers.

Actuarial Intern – Summer

Senior Risk Based Quality Specialist

Manager, RIA Product Specialist

Lead Underwriting Consultant