Protective Life

Accounting Manager

• Prepare and book monthly financial statements for assigned warranty companies, including cash transactions, accruals, and investment activity
• Reconcile balance sheet accounts, including outstanding receivable and payable balances
• Calculate financial ratios and net worth runoff metrics to support regulatory and financial review needs
• Prepare quarterly and ad hoc financial performance and review materials for internal and external stakeholders
• Act as a liaison between Protective Life, warranty company ownership, and investment advisors to support compliance with state insurance laws and regulations
• Work directly with external owners to provide requested financial data and reporting
• Support continuous improvement efforts by identifying opportunities to enhance reporting processes and leverage technology
• Perform other accounting-related duties as assigned

General Accounting Associate – Warranty & Insurance Operations

Architect

• Research, compile, and evaluates information used in the development and maintenance of very large and complex systems
• Designs complex systems and/or support processes that meet customer requirements
• Constructs, modifies, and tests very large and complex system changes
• Quickly diagnoses very complex problems and implements quality solutions
• Provides thorough and complete documentation for all programming changes and enhancements
• Understands the business needs of the customer and provides quality customer support
• Performs project management duties for technical aspects of very large and complex projects
• Provides leadership as a model of how others should interact and accomplish tasks

Lead IT Architect – Life Systems

Business Operations

• Ensure complex products, goods and services satisfy customer requirements using a standard process methodology.
• Actively participate in reviews of code, specifications, requirements, etc. to develop, document and implement repeatable test plans.
• Proactively diagnose problems through research, analysis, and understanding of structured languages.
• Develop a comprehensive set of requirements or business models necessary to create the desired sustainable “to be” business environment. Translate end-user requirements into workflow and procedural changes and specifications for complex system modifications as appropriate.
• Diagnose and manage complex software defects and system anomalies to a successful resolution. Work with software developers to resolve complex problems and provide detailed diagnostic information. Consult with end-users concerning corrective actions as needed in a calm and professional manner.
• Create, maintain and coordinate updates to complex critical system data elements and configurable applications, including rules, values, tables and output with little or no development resource assistance. Understand complex data structure and database schemas.
• Prepare end-user procedures and manuals and provide end-user training for complex new or changed system functionality. Motivate fellow team members through knowledge sharing and mentoring.
• Document complex project phases, provide regular status updates and create effective release/implementation plans.
• Represent the team in interdepartmental projects and corporate initiatives; consult with the business area on the complex system-related issues and make recommendations for better utilizing the available technology.

Business Systems – Life Systems

Administration

• Support the front-end accounting and compliance activities of the reinsurance program
• Prepare, maintain, and coordinate reinsurance and custodial agreements and related documentation
• Partner closely with internal teams such as sales, legal, and reinsurance
• Collaborate with external stakeholders, including agents, dealer customers, banks, and outside attorneys
• Organize, upload, and maintain documentation in the scanning database and central repository
• Maintain accurate company records and agreement documentation
• Perform administrative and compliance-focused tasks in a high-volume, fast-paced environment
• Support additional duties and projects as assigned

Senior Specialist – Reinsurance Administration

Financial Planning and Analysis

• Perform investment accounting activities supporting month-end close
• Maintain accuracy and integrity of investment data within Protective’s accounting systems and reporting tools
• Support GAAP and Statutory financial reporting
• Partner with accounting, investment operations, and asset management teams
• Assist with onboarding new investment assets
• Support implementation of new accounting standards
• Identify opportunities for process improvements and automation
• Participate in system testing, enhancements, and special projects

Investment Accounting Analyst – Insurance, Investments

Account Manager

• Providing support and training to dealership personnel on administrative handling of Finance Concepts F&I products
• Provides account servicing and other related support services on behalf of the Company by traveling to clientele locations and working from the Finance Concepts offices in Rancho Cordova, CA
• Performs duties under general supervision only after introductory training period
• Receives and takes immediate action to service dealership client needs and performs follow-up procedures
• Resolves challenges on behalf of clients as received
• Schedules and coordinates monthly meetings for production review
• Validates that clients have necessary products and supplies for successful day-to-day operations
• Collect, analyze, and report competitive information

Junior Account Manager

• 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

• 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.