Protective Life

Financial Planning and Analysis

• Partner closely with Finance leadership to shape, prioritize, and drive execution of high-impact strategic initiatives.
• Bring deep finance and actuarial domain expertise and plays a hands-on role in problem diagnosis, solution design, and decision-making.
• Operate across strategy formulation through execution, ensuring initiatives deliver measurable business outcomes while balancing value, risk, and operational feasibility.
• Typical initiatives include finance and actuarial data transformation, reporting modernization, regulatory enhancements, system migrations, and cross-functional process redesign.

Lead Financial Strategy Associate

Threat Intelligence Specialist

• Serve as an internal consultant assisting with understanding the competitive landscape for annuities
• Develop and execute ongoing mixed method research programs
• Support development of new ongoing annuity competitive intelligence programs
• Analyze competitor products and capabilities
• Create and improve tactical-level product battlecards and comparisons
• Develop persuasive reports and presentations to communicate research findings
• Conduct Win-Loss evaluations and catalog findings
• Execute ad-hoc research for competitors’ products and capabilities
• Collaborate with the Market Research Team

Competitive Intelligence Analyst

Customer Support

• provide support for claims by handling a large volume of claims calls and emails
• open new claims, thoroughly and accurately collect, and review all claim documents
• verify all requirements have been met and provide claim status updates
• provide exceptional customer service
• carry out key administrative duties as assigned by management
• work Monday through Friday, 8:30 a.m. to 5:00 p.m. EST
• follow a hybrid work schedule; work from home on Tuesday, Thursday, and Friday, and onsite on Monday and Wednesday
• attend initial training onsite Monday through Thursday

Bilingual Claims Support Representative

• Respond to inbound calls in a timely manner using the utmost professionalism
• Take detailed notes of conversations. Provide that information in Five9
• Pull accounts up in the system
• Handle general question calls
• Refers to Dealer Notes for guidance on a regular consistent basis
• Confers with team lead/supervisor when unsure of how to guide a customer
• Escalates irate customers to supervisor
• Takes ownership of changes and is personally responsible for managing change in an upbeat positive manner
• Strives to enforce and live the Portfolio philosophy every day
• Other duties as needed (ex. Ad Hoc Administrative Reports/Tasks)

Customer Service Representative

Director

• Build deep relationships and partnerships across the company and industry to gain alignment on strategy and execution
• Define and drive the product roadmap and execution strategies based on insights, data, and business needs.
• Build strong partnerships within the company, industry and our customers to align on strategy and execution.
• Ensure all products comply with state and lender regulations.
• Establish best practices to guide teams and promote continuous process improvement.
• Lead initiatives to analyze business problems using internal and external data.
• Identify or bring in subject matter experts to interpret data and offer actionable recommendations.
• Advise business leaders with data-driven insights to address key business issues and opportunities.
• Provide leadership with relevant data to support strategic decision-making.
• Manage, coach, and develop employees, ensuring they understand their role in achieving the company's vision and goals.
• Drive improvements in product performance, service standards, quality, and market deployment
• Drives improvements in product metrics, service standards, quality results and measurements in deploying products into the market

Director, Product Development

Account Manager

• Develop and execute a comprehensive strategic partnership roadmap designed to expand ShelterPoint’s national distribution footprint.
• Identify emerging distribution models, technology platforms, and market opportunities that support long-term growth.
• Design partnership frameworks that convert strategic relationships into sustainable premium-producing distribution channels.
• Establish executive-level relationships with leaders across broker organizations, technology platforms, general agents, and carrier partners.
• Lead strategic initiatives that position ShelterPoint within the evolving digital benefits and employee benefits ecosystem.
• Develop structured partnership strategies including joint business plans, distribution commitments, and growth objectives.
• Monitor partner performance and identify opportunities to expand relationships and drive incremental revenue.

National Director General Agents – Strategic Partnerships

Compliance

• apply statutory and regulatory requirements to real world claims scenarios across insurance products, escalating novel or complex issues as appropriate
• conduct targeted legal and regulatory research and provide clear, operationally focused guidance to claims and servicing partners
• support regulatory compliance efforts, including participation in complex claim investigations in collaboration with Claims, Legal, and Compliance teams
• review estate related documents (such as trusts, powers of attorney, divorce decrees, and court orders) to support accurate and compliant claim determinations
• assist with Market Conduct exams and regulatory inquiries by coordinating information and drafting or reviewing responses for state insurance departments
• develop training materials, job aids, and reference tools to support consistent claims handling and operational procedures
• analyze data to identify trends and support performance improvement recommendations within claims operations

Regulatory Compliance Specialist II – Claims

• Provide support to our Protection Claims Adjusters and handle a large volume of Protection claim calls, which includes providing claim statuses, communicating processes, sending claim forms/procedure sheets, and notices, updating claim status notes.
• Processing/distributing incoming and outgoing claim documents, opening/adjudicating new claims, and responding to emails which includes managing general claims email boxes.
• Return after-hours voicemail messages and/or distribute them to their intended recipients, first thing every morning and timely during business hours if messages are received.
• Distribute and sort incoming claims e-faxes, locate corresponding claims, and place e-faxes into the pending documents sections.
• Notify management if any escalated attorney, department of insurance, or equivalent files are received.
• Open all incoming claims mail, locate corresponding claims, scan/save onto shared drive, place the file into the pending documents sections, and maintain file retention policies.
• Answer incoming claims calls, identify key information about the customer’s contract, and answer questions related to coverage.
• Place outbound claims calls and communicate follow-up information as needed.
• Communicate new claims instructions and/or provide claim forms.
• Review incoming claim documents assigned to you and/or your teammates.
• Review and respond to incoming emails and text messages within the same business date of receipt with a target of 1-business hour from receipt.
• Gather any additional information needed, such as pictures or ordering inspections, prior to authorizing claims.
• Ensure 100% of all authorized claims are approved by the appropriate parties, prior to authorization.
• Adjudicate claims, in accordance with the applicable agreement terms and state requirements and provide authorization within 1 business hour of receipt if no additional information is required.
• Ensure all claim handling and communication are handled within our desired metrics.
• Provide simple claims web navigation support.
• Maintain professional and technical knowledge.
• Work independently & proactively.
• Assist the Protection Claims Supervisor with various projects.

Bilingual Auto Repair Customer Service Representative – Junior Protection Claims Adjuster

Actuary

• leading the valuation and financial reporting of the Universal Life (UL) product lines
• overseeing the preparation and review of Stat, GAAP, and Tax reserves
• managing quarterly valuation and earnings analysis
• ensuring sound model governance and SOX control execution
• providing leadership to actuarial students and valuation team members
• partnering closely with Finance, ALM Actuarial, Risk, and other internal actuarial teams
• supporting ongoing model, process, and reporting enhancements
• maintaining well-controlled valuation processes and models
• dedicating approximately three weeks each quarter to financial reporting activities
• focusing remaining time on team leadership, model maintenance, and ad hoc analysis

Actuarial Director – UL Valuation

Sales

• strategize, implement and evaluate sales-process effectiveness
• manage wholesaler tech adoption maturity progress
• stay apprised of sales tech evolutions and future capabilities
• own enablement of core sales systems: M365 Dynamics for Sales (DRM); M365 Copilot; PowerBI
• own enablement of ancillary/third party sales tools
• facilitate UAT (User Acceptance Testing) for new enhancements to sales tech
• build relational networks with Sales Teams
• execute technology adoption engagement routines
• coordinate sales tech strategies with marketing tech

Senior Associate, Sales Enablement Strategist

• provide support for all functions within the Client Relations department
• primary focus on product inquiries, completion and follow up of program rate chart requests, fee changes/updates, general product questions, and agent and dealer portal support
• work with the entire Protective staff to ensure the success of Protective's clients
• be the “GO TO PERSON” for all concerns, issues, and direction for everything pertaining to sales
• maintain the company’s philosophies and principles
• assist in developing, updating, storing, and distributing required documentation
• troubleshoot and problem resolution in client facing situations

Customer Relations Manager

• Lead the development and maintenance of short, medium, and long range capacity plans incorporating demand drivers, productivity assumptions, intake patterns, backlog levels, and operational constraints
• Liaise with Financial Analysts to synchronize operational capacity plans with budgets, run rate expectations, and financial forecasts
• Conduct variance analysis to identify drivers of over/under utilization and recommend mitigation and optimization strategies
• Integrate and streamline planning data sources across systems, improving data quality and reducing manual reconciliation
• Build and enhance planning dashboards and forecasting visuals using Power BI; leverage SQL as an asset for scenario analysis and validation
• Support operational leaders with scenario modelling (e.g., volume shifts, staffing changes, productivity improvements, vendor allocation decisions)
• Monitor operational trends and capacity risks, providing clear narratives and recommended actions to leadership
• Document planning methodologies, inputs, and governance processes to ensure consistency and repeatability
• Contribute to automation and workflow tool integration that improves planning efficiency and forecasting accuracy
• Lead, mentor, and develop forecasting & capacity planning analysts, providing coaching, prioritization guidance, and technical skill development
• Establish team standards, quality controls, and repeatable processes to ensure forecasting accuracy and planning discipline
• Represent the Capacity Planning function in cross functional forums, influencing executive stakeholders and advocating for planning needs
• Drive continuous improvement in planning methodologies, including adoption of advanced modeling techniques, automation, and tool enhancements
• Advise leaders on the operational and financial impacts of strategic initiatives, sales growth targets, and vendor strategy
• Partner with senior leaders to support time-sensitive business decisions, providing rapid capacity insights during short planning windows or emerging operational needs
• Serve as a trusted advisor to Operational Leadership on workforce optimization, service level implications, and long term labor strategy

Director, Capacity Planning – Operational Forecasting

Product Manager

• Drive the development, management, and delivery of data products that meet customer needs and advance Protective’s business objectives.
• Collaborate with cross-functional teams including data engineering, data science, data governance, and platform engineering.
• Oversee the entire product lifecycle, from ideation and prototyping through deployment and ongoing support.
• Ensure that data products are scalable, reliable, secure, and compliant with industry standards.
• Understand complex business challenges and lead the development of solutions that address them.
• Translate product vision into actionable requirements.
• Align execution teams and effectively communicate progress to stakeholders at all levels.

Data Product Manager

Full-stack Engineer

• Primary focus will be on working on a team developing, implementing, and testing a next generation agent compensation system.
• The Software Engineer is responsible for designing, coding, testing, implementing, maintaining, and supporting software applications.
• Works closely with business analysts and customers to gather requirements to ensure the customer’s business needs and expectations are met in a timely and cost-effective manner.
• Diagnoses, isolates, and debugs software problems and provides resolution.
• Prepares and modifies technical documentation.

Software Engineer

• Support the design, development, implementation, and ongoing management of statutory disability, paid family and medical leave, and group disability and life insurance offerings.
• Lead end-to-end development and launch of group insurance products in alignment with business strategy.
• Support market analysis to define product features.
• Develop detailed product specifications, supporting tools, and related documentation, aligned with EB methodologies and practices.
• Develop and submit product filings while leading the overall filing process and interactions with consultants and regulators.
• Plan, forecast, and support the development and marketing of EB products in all stages of the product lifecycle.
• Coordinate resources and work with cross functional areas to ensure product launch success.
• Manage activities spanning from strategic to tactical.
• Support and lead product strategy initiatives as assigned by management.
• Support analytical studies on profit feasibility of existing and new products.
• Collaborate with the Project Management Office to implement company-wide go-to-market plans.
• Provide support to ensure effective coordination and communication among stakeholders.
• Partner with Sales and Marketing to develop product related sales tools and collateral material.
• Train internal staff on new products and features, as needed.
• Lead end-to-end survey development and results analysis to evaluate product features, services, and capabilities.