Protective Life

Systems Engineer

• Reconcile general ledger accounts and bank transactions to ensure accurate financial reporting
• Monitor daily bank activity and match transactions using reconciliation systems
• Collaborate with internal departments to resolve reconciling items and obtain documentation
• Use Cadency software (Cadency Match, Cadency Certification) and SAP to streamline reconciliation processes and improve efficiency
• Investigate and resolve discrepancies using critical thinking and financial research
• Prepare journal entries and reports to maintain ledger integrity
• Support month-end, quarter-end, and year-end close processes
• Analyze financial trends and recommend process improvements
• Assist with internal and external audit documentation
• Maintain compliance with accounting standards and company policies
• Participate in team projects and serve as backup for team members
• Maintain organized and accurate documentation of reconciliations and journal entries

Business Systems Analyst, Shared Accounting Services

Insurance

• Deliver outstanding customer service to internal and external clients.
• Handle incoming calls regarding DBL and PFL with professionalism and empathy.
• Use active listening and effective questioning to identify customer needs.
• Investigate issues and propose appropriate solutions, ensuring follow-through.
• Strive for one-call resolution while managing calls efficiently.
• Accurately document all customer interactions.
• Communicate claim statuses clearly and effectively.
• Refer complex issues to Leads or Supervisors as needed.
• Process customer emails and maintain service standards.
• Meet or exceed individual and team performance goals.

Contact Center Specialist, Disability Leave Insurance

Financial Planning and Analysis

• Process transactions as defined by the manager to assist in meeting overall team productivity goals
• Handle high profile, complex transactions as well as routine, daily transactions
• Support various levels of the management team and participate in management activities and decision making
• Report issues and trends to managers
• Maintain accurate financial records and create journal entries
• Process remote bank deposits and ensure timely and accurate financial processing
• Work within Protective's Corporate Mailroom and meet routinely with managers and training teams
• Meet production-based time service goals and set minimum production standards
• Research and resolve complex customer payment-related issues and trends

Financial Processing Specialist

Manager

• Lead and manage a team of Claims and Team Specialists, ensuring high performance and engagement.
• Oversee day-to-day workforce management, including scheduling, workload balancing, and prioritization of claims.
• Ensure compliance with DBL, PFL, PFML regulations and other relevant state mandates.
• Serve as a subject matter expert (SME) for DBL , PFL, PFML claims and escalated issues.
• Conduct regular one-on-one meetings, performance appraisals, and coaching sessions.
• Analyze KPIs and reporting to identify trends and inform action plans.
• Drive continuous improvement initiatives and cross-training efforts.
• Support onboarding, training, and development plans for new and existing team members.

Claims Manager – State Mandated Leave, DBL, PFL, PFML

Account Executive

• Source new sales opportunities through brokers, producers, and prospects to develop and manage a pipeline of PFML opportunities
• Make a minimum of 30 new outreaches daily via telephone, email, and virtual meetings
• Conduct virtual webinars for brokers and company sponsored as needed
• Build and maintain relationships with employee benefit and P&C producers, guiding them through our product offerings and sales process
• Achieve personal and team goals by securing new sales opportunities and positioning company offerings within defined profitability guidelines
• Review and qualify RFPs, ensuring all necessary information is gathered for timely and accurate quoting
• Coordinate with a Sales Support Specialist to ensure smooth proposal delivery, follow-ups, and broker communication
• Follow up on all issued quotes
• Collaborate closely with Underwriting, providing all necessary data and context to ensure the most accurate and competitive rates are offered
• Collaborate with External team counterparts in given territories as needed
• Ensure flawless new business submissions sent to underwriting for expedited approvals
• Educate broker partners on PFML legislation, product features, and market positioning to increase product adoption
• Leverage data and market intelligence tools to improve broker prospecting, profiling, and planning activities
• Maintain accurate and up-to-date records in the CRM system (e.g., Salesforce), including pipeline activity, call logs, broker notes, and opportunity status
• Monitor state-specific PFML regulatory updates to ensure accurate product positioning and compliance

Senior Sales Consultant, Employee Benefits

Sales

• Purpose: This role serves Protection & Retirement Distribution through the design, development, and delivery of learning solutions that empower our key stakeholders to drive meaningful business results. This role will report to the Director of Sales Training and work closely with sales leaders, operations partners, and their respective teams. The successful candidate will be involved in all aspects of sales training, including planning, building, delivering, supporting, and measuring the programs we offer. The ideal candidate will be organized, well-versed in life insurance and annuities, a skillful communicator using considered and appropriate means, and able to convey advanced sales skills and concepts simply and meaningfully, using adult learning practices and visual communication. The Senior Associate Sales Training plays a strategic role in facilitating high-impact learning experiences that drive sales performance, support enterprise-level initiatives, and accelerate the speed to productivity for new Protectors. This role combines strong facilitation skills, deep industry expertise and strong relationship skills to deliver scalable, innovative, and measurable learning solutions. This role is ideal for someone passionate about adult learning, skilled in communication, and eager to help others grow in their sales careers.
• Responsibilities:
• Owns Protection & Retirement Distributions end-to-end sales onboarding program, including provisioning, scheduling, and sales training for newly hired employees as a part of their onboarding experience, helping to accelerate their acclimation to their role.
• Collaborates with Sales Leaders in Protection & Retirement to align training content, delivery, pacing, and sequencing across multiple deliverables to support strategic goals.
• Leads ongoing training and development opportunities and programs to support firstyear employees as they acclimate to the organization, business, and role, and experienced wholesalers in advancing their careers through sales capabilities.
• Consults and collaborates with sales leadership and the training team to identify training needs and to ensure course content, training methods, and materials meet those needs. [2]
• Facilitates engaging, experiential, collaborate sales training sessions with diverse stakeholder groups through Selling with Conviction and IDEA programs, with a focus on expanding across multiple business lines.
• Develops learning solutions that support sales strategies, integrating competitive intelligence, marketing, and adult learning concepts, including but not limited to webinars, digital content, micro-learning, and job aids, and thought documents.
• Partners with Lead Trainers and Subject Matter Experts to create and update content and materials.
• Utilizes content delivery systems to ensure timely, consistent, and measurable execution of training.
• Supports execution of Sales Training strategy aligned to Distribution Goals and Objectives.
• Collaborates with Distribution Operations partners to identify training needs and opportunities appropriate to varied experience levels and with external partners
• Supports project work strategic projects and partnerships under the direction of Lead Trainers and/or Director of Sales Training with little supervision.
• Supports external training opportunities in partnership with wholesalers and sales leaders.

Sales Trainer

• Project Management: Able to self manage smaller projects. Work closely with Project Managers and Product Owners on larger initiatives as a member of Project teams. Some familiarity working in an Agile Software Development is beneficial.
• IT Influence/Leadership: Represents the team in interdepartmental projects and corporate initiatives; consults with the business area on the low to moderately complex system-related issues and makes recommendations for better utilizing the available technology. Recognized by peers and business partners as a subject matter expert in their assigned area(s) and shares business and systems knowledge with others.
• Enterprise Analysis: Identifies business opportunities or solutions to complex business problems and helps determine the optimum project investment path for the enterprise including implementation of new business and technical system solutions. Acts as a resource to define with the scope and objectives of complex system-related projects using various analysis, research and fact-finding techniques, and evaluates the proposed new systems or enhancements for estimates and feasibility. Challenges the status quo and recommends innovative solutions that provide the most valuable outcome the fastest and poses the least risk to the enterprise. Understands the pros and cons and the corresponding impact of proposed solutions/changes for complex projects to the business and other systems. Consults with the business area on system-related issues and makes recommendations for better utilizing the available technology.
• Quality Assurance/Testing: Ensures complex products, goods and services satisfy customer requirements using a standard process methodology. Actively participates in reviews of code, specifications, requirements, etc. to develop, document and implement repeatable test plans. Proactively diagnoses problems through research, analysis, and understanding of structured languages. Absorbs the project documentation to gain an in-depth understanding of the requirements and how Quality Assurance will be used for each individual project.
• Requirement Process: Using a structured approach, develops a comprehensive set of requirements or business models necessary to create the desired sustainable “to be” business environment. Translates end-user requirements into workflow and procedural changes and specifications for low to moderately complex system modifications as appropriate. Ensures that requirement statements are complete, consistent, concise, traceable, unambiguous and verifiable and that they conform to defined standards. Uses a variety of analysis tools to resolve moderately complex business problems.
• Production Support: Diagnoses and manages software defects and system anomalies to a successful resolution. Works with software developers to resolve complex problems and provides detailed diagnostic information.
• Application Configuration: Creates, maintains and coordinates updates to a moderately complex critical system data elements and configurable applications, including rules, values, tables and output with little or no development resource assistance. Understands the moderately complex data structure and database schemas. Creates and runs queries to generate, validate, and analyze data from various applications.
• Training: Prepares end-user procedures and manuals and provides end-user training for moderately complex new or changed system functionality. Motivates fellow team members through knowledge sharing and mentoring.

Business System Analyst - Insurance, APD

Engineer

• Analysis and Design. Research, compiles, and evaluates information used in the development and maintenance of large and complex systems and processes to satisfy business needs. Designs large and complex systems and/or support processes that meet customer requirements while effectively interacting with existing systems/support processes.
• Programming and Testing. Constructs, modifies, and tests large and complex system changes.
• Problem determination and resolution. Quickly diagnoses complex problems; determines and implements quality solutions in a timely fashion. This covers all areas of production support and daily problem research and resolution. Production incidents need prompt attention and correction to reduce impact on the business area.
• Documentation. Provides thorough and complete documentation for all programming changes and enhancements. Documentation must meet corporate standards.
• Business Knowledge and Interaction: Understands the business needs of the customer and provides quality customer support by providing appropriate communication, anticipating customer needs and/or problems, and understanding the broad impact of changes on all customer processes. Provides appropriate solutions and proactively suggests process improvements.
• Project / Task Management. Performs project management duties for the technical aspects of large and complex projects as needed depending on the nature of the project. Manages individual tasks on large projects to ensure that all tasks are delivered according to the project plan.
• IT Influence/Leadership. Provides leadership as a model of how others should interact and accomplish tasks. Is considered 'a top expert' by peers in one or more important areas of expertise, such as, a programming language, computer system, data base, etc. Provides an appropriate level of feedback to peers, support and interface areas, and management. Willingly shares and assists in the development skills of others.

Senior Application Development Engineer, RPG

Business Analyst

• Help protect customers against life’s uncertainties at Protective
• Define business and functional requirements for new and existing IT applications, downstream systems and reports
• Identify and translate business needs into clearly defined requirements, user stories/use cases, process and data flows, and report mock-ups
• Plan, facilitate, and conduct requirements gathering sessions and presentations
• Collaborate with development and testing teams and provide subject matter expertise
• Participate in development and planning of User Acceptance Testing activities, including test plans and scripts
• Facilitate UAT execution and work with business lead and project manager to obtain user acceptance test signoff
• Build strong relationships within business units and support functions to understand needs

Business Analyst, SQL, UAT, Requirements Gathering

Operations

• Protective Life role helping protect customers against life’s uncertainties and providing peace of mind
• Senior Operations Specialist in Executive Benefits focused on BOLI/COLI policy administration
• Support operational backbone: processing financial transactions, reporting, and client service functions
• Manage daily workflow of incoming tasks, premium administration, titles, and quality control
• Monitor bank accounts, reconcile transactions, distribute monthly billing statements, and handle ACH/NOC activity
• Generate manual and specialized reports to support analysts and reporting needs
• Provide backup coverage for Workflow & Delivery Coordinator and Premium Administration
• Perform quality control checks on contractual tasks and maintain tracking of Quality Control activities
• Contribute to team productivity and support manager-assigned initiatives

Senior Operations Specialist, BOLI/COLI Executive Benefits

• The Enterprise Risk Management (ERM) group manages, monitors, reports and provides oversight of risk at an enterprise level
• The Financial Risk team quantifies and communicates sensitivities of the Company’s financial condition to changes in the capital markets
• The Risk Analyst provides hands-on support for Financial Risk initiatives via regular reporting, analytical functions, and ad hoc projects
• Collaborates with ALM, Investments, Actuarial and Finance to ensure end-to-end integrity of deliverables
• Role offers deep exposure to fixed-income investing, portfolio management, market/investment risk, and liquidity and asset-liability management
• Reports to the Senior Associate – Risk Management, Investment Risk & Modeling

Investment Risk Analyst

The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
We are seeking an experienced and analytical Sr. Analyst - Investments FP&A to join our dynamic FP&A team. Reporting directly to the VP of FP&A, you will play a crucial role in the financial analysis, reporting, and forecasting of the Company’s investment income and Stable Value business. This position serves as a vital partner across the organization, providing critical financial insights that support both corporate-wide performance and specific business segments while enhancing our investment and ALM capabilities.
The Sr. Analyst – Investments FP&A will be an integral member of the FP&A team, contributing to the delivery of clear, focused information to senior management and the board. This role will collaborate extensively with teams such as ALM, Treasury, Finance, Product Development, Operations, Valuation, and Risk.
This role offers an exciting opportunity to deepen your expertise in investments and FP&A within a high-impact, growth-oriented environment. You will be a key contributor to the strategic financial management of our business, gaining exposure to senior leadership and playing a significant role in supporting our investment strategies and financial direction.

Senior Analyst – Investments, Financial Planning & Analysis

Accounting Manager

Reconcile general ledger accounts and bank transactions; Monitor daily bank activity and match transactions; Collaborate with internal departments to resolve reconciling items; Use Cadency software; Investigate and resolve discrepancies; Prepare journal entries and reports; Support month/quarter/year-end close processes; Analyze financial trends and recommend improvements; Assist with audit documentation; Maintain compliance with accounting standards; Participate in team projects and serve as backup; Maintain organized documentation.

Accounting Analyst

• The External Sales Consultant (Sr Associate Sales) in Emerging Markets will drive growth, retention, and brand development within an assigned geographic territory
• Working with top national and regional brokers in Colorado and Oregon, you will serve as both the marketing and technical expert, educating and motivating distribution partners to recommend our products to their employer clients
• Must be located in Maryland and travel 3+ days per week throughout the territory
• This position will be titled Sr Associate Sales within our organization

External Sales Consultant (Maryland/Delaware Territories)

DevOps Engineer

• Strategic DevOps leader who combines deep technical expertise with proven leadership skills
• Oversees a limited number of engineers to support enterprise adoption and maturity; establish CI/CD, infrastructure automation, and site reliability
• Foster collaboration between development, operations, security, and business teams to meet regulatory and operational requirements of the insurance industry
• Drive adoption and optimization of DevOps practices for efficient, scalable software delivery in corporate insurance environment
• Focus on leveraging Microsoft development environments, GitHub, and Azure to streamline CI/CD pipelines and ensure seamless integration with SAP financial systems; extend to other platforms and core policy systems and custom developed applications

DevOps Leader, Insurance Business

• Build, maintain, and strengthen broker relationships through superior product knowledge, effective territory management, and exceptional service.
• Achieve personal and team goals by securing new sales opportunities and positioning company offerings within defined profitability guidelines.
• Manage a high volume of quality quote activity, primarily focusing on small to mid-sized employers, while maintaining discipline in pipeline management, sales forecasting, and win/loss analysis.
• Execute the company’s annual renewal strategy to retain existing business.
• Leverage data and market intelligence tools to improve broker prospecting, profiling, and planning activities.
• Collaborate seamlessly with Inside Sales colleagues, Sales Support partners, and Underwriting to acquire and retain business.
• Apply consultative selling skills by understanding broker and employer challenges and effectively articulating our value proposition.
• Foster a high-performance sales culture by maintaining a sense of urgency, a positive attitude, and a team-first mindset.

External Sales Consultant

External Sales Consultant (Massachusetts/Maine Territories)

Vice President

• Reporting to the Divisional Vice President; the Regional VP is accountable for achieving aggressive life premium sales goals and will provide external wholesaling support to a select group of distributors focusing on BGAs
• Manage all aspects of the distributor relationship including sales, marketing, underwriting, pending case advocacy, etc.
• Minimum 25% overnight travel; substantial voice-to-voice and web-based distributor contact
• Territory will cover Eastern PA, Southern NJ, DE, MD and VA
• FINRA Series 6 or 7 and state life and health licenses are required
• CLU, ChFC, or other professional designations highly desired
• Competitive compensation package with base salary, benefits and commissions

Regional VP

• Make a minimum of 30 outbound calls per day to brokers, producers, and prospects to develop and manage a pipeline of PFML opportunities.
• Build and maintain relationships with employee benefit and P&C producers, guiding them through our product offerings and sales process.
• Achieve personal and team goals by securing new sales opportunities and positioning company offerings within defined profitability guidelines.
• Review and qualify RFPs, ensuring all necessary information is gathered for timely and accurate quoting.
• Coordinate with a Sales Support Specialist to ensure smooth proposal delivery, follow-ups, and broker communication.
• Collaborate closely with Underwriting, providing all necessary data and context to ensure the most accurate and competitive rates are offered.
• Educate broker partners on PFML legislation, product features, and market positioning to increase product adoption.
• Leverage data and market intelligence tools to improve broker prospecting, profiling, and planning activities.
• Maintain accurate and up-to-date records in the CRM system (e.g., Salesforce), including pipeline activity, call logs, broker notes, and opportunity status.
• Monitor state-specific PFML regulatory updates to ensure accurate product positioning and compliance.

Sales Consultant, Inside Sales

• The Investment Operations Associate II provides investments information services to support the Investment Management business at Protective Life, collaborating with Operations and Strategy teams within the Middle Office.
• Responsibilities: Trade Management—Support for securities and derivatives data management operations; Assist in the development, management, and maintenance of Investment related data used for internal management reporting including transactions, positions, performance, analytics, and limits; Perform regular deep dive data analysis to manage the accuracy, completeness, and timeliness of investments data; Improve the quality control of all reference and analytical investments data; Trade settlement, Custodian and Middle Office communication, Trade Monitoring; KYC and AML knowledge, security regulations, compliance framework.
• Reporting and Analysis—Responsible for securities and derivatives reporting and analysis operations; Reports include Transactions, Positions, Performance Measurement & Attribution, Scenario Analysis/Stress Testing, Counterparty Margin/Collateral Liquidity & Credit Analysis, Limits & Compliance; Participate in process gap analysis; Perform daily reconciliations and reporting across multiple platforms and product lines.
• Systems / Data Management—Support the development of the Systems Management Framework; Liaise between Investments Front Office and IT; Identify and propose technology enhancements; Support development of new investment management derivatives & securities systems; Facilitate initiatives and lead projects; Systems administration tasks.
• Other—Participate in special projects/initiatives of Investments Operations; Corporate-wide strategy initiatives.