Wellabe

Vice President

• Provide leadership and operational oversight for actuarial data modeling
• Oversee the design, development, and maintenance of actuarial models across product lines
• Ensure modeling practices align with regulatory standards, internal governance, and industry best practices
• Collaborate with actuarial, finance, underwriting, and data science teams
• Drive innovation in modeling techniques, including integration of advanced analytics and machine learning
• Manage model documentation, validation, and audit readiness
• Present modeling results and insights to senior leadership and stakeholders
• Evaluate and implement modeling software and tools

AVP Modeling

Actuary

• Develop and maintain actuarial models for valuation, forecasting, pricing, and risk analysis
• Support cash flow testing (CFT), sensitivity tests, and risk-based capital (RBC) projections
• Prepare experience studies, actuarial analyses, and summary reports for management
• Document methodologies, assumptions, and data sources
• Ensure compliance with regulatory requirements and internal governance standards
• Lead model governance and continuous process improvement initiatives (Senior Actuary Analyst)
• Prepare actuarial portions of financial statements and statutory exhibits (Senior Actuary Analyst)
• Explain results and make recommendations for management actions and product design (Senior Actuary Analyst)
• Provide technical guidance and mentorship to junior analysts (Senior Actuary Analyst)

Senior Actuary Analyst

Insurance

• Review, analyze and process claims, adjustments, coordination of benefits and refunds on routine life or health claims including accurate entry of codes and data to applicable system
• Work may be reviewed for accuracy and more complex claims referred to a more experienced specialist
• Respond to general inquiries by agents, policyholders, and providers concerning policy coverage and other related information by phone, email, letter or other communication channels
• Health - Cross train on one or more other products and/or back up medical records, transmittal, provider files or other related duties

Claims Specialist

Financial Planning and Analysis

• Support a range of investment functions to optimize, analyze, and support Wellabe’s investment portfolio.
• Work closely with external asset managers to facilitate performance reporting and cash management.
• Analyze and report on portfolio performance vs. targets.
• Conduct quarterly watchlist and impairment assessments.
• Ensure compliance with internal control procedures and maintenance of evidence of controls.
• Assist with enterprise risk management processes and analysis.
• Conduct data validation, ensuring accuracy and compliance with regulatory standards.
• Prepare and manage investment book of record (Clearwater) files for various reports, including management, board, and regulatory reporting.

Investment Portfolio Analyst

Attorney

• Assist with legal reviews, research, and projects in a wide variety of areas including powers of attorney, trusts, employment law, insurance law, contracts, and corporate regulatory work
• Participate in regular meetings with the in-house legal team
• Assist in-house legal team in supporting the legal needs of business units such as sales, finance, human resources, and operations
• Other tasks as assigned by supervisor or team

Legal Intern

Director

• Lead the design and development of enterprise-level reporting solutions that enable data-based decision-making across the organization.
• Oversee the development of intuitive, well-governed dashboards and reports.
• Establish design frameworks that support consistency and clarity.
• Champion a culture of self-service and data literacy across the company.
• Collaborate with business stakeholders to ensure our reporting framework supports evolving business needs.
• Identify trends, risks, and opportunities that inform long-term business strategy.
• Lead and mentor a high-performing team of analytics professionals.
• Design and deliver high-quality dashboards, scorecards, and business performance reports across key insurance domains.
• Build and manage a self-service analytics environment, empowering business users to access and explore data independently.
• Define and enforce reporting standards, KPIs, and data definitions to ensure consistency and accuracy across the organization.

Director, Analytics

• Provide leadership and direction to the actuarial function of the organization.
• Establish proper reserves for Wellabe companies and explain financial results.
• Provide expertise and support for asset adequacy testing, annual audit, and quinquennial state exam.
• Oversee continuous improvement and modernization of actuarial processes.
• Ensure adherence to all departmental, regulatory, and actuarial guidelines for supported product lines.
• Oversee preparation and interpretation of actuarial data and related formulae.
• Ensure compliance with statutory reserve requirements.
• Direct monthly/quarterly/annual close for actuarial items.
• Support financial reporting and analysis for management and the board.

AVP Actuary Valuation – Modernization

• Lead the actuarial modeling team, providing strategic direction, mentorship, and performance management
• Oversee the design, development, and maintenance of actuarial models across product lines
• Ensure modeling practices align with regulatory standards, internal governance, and industry best practices
• Collaborate with actuarial, finance, underwriting, and data science teams to ensure models are accurate, scalable, and aligned with business needs
• Drive innovation in modeling techniques, including the integration of advanced analytics and machine learning where appropriate
• Manage model documentation, validation, and audit readiness
• Present modeling results and insights to senior leadership and stakeholders
• Evaluate and implement modeling software and tools to enhance efficiency and accuracy

Director, Modeling

Accountant

• Perform complex accounting duties including ad hoc journal entries, reconcile ledger accounts to source systems, investigation and follow up on discrepancies.
• Work with leaders across the organization to provide value-added insight into the business through an analytical approach.
• Compile, review and analyze complex statutory financial statements, notes to the financial statements and various exhibits and supplemental information timely and in accordance with Statement of Statutory Accounting Principles (SSAP).
• Assist in the monthly, quarterly, and yearly financial close process including preparing balance sheets, income statements, variance analysis, complex general ledger account reconciliations, journal entry preparation, and other related duties.
• Assist in the preparation of complex monthly/quarterly reporting package and/or external audit reports for executive leadership, external stakeholders and to support Model Audit Rules; ensure high quality reports such as selected financial statements, KPI’s, analysis on key business trends, etc. are delivered timely and accurately.
• Research and apply accounting techniques and standard practices to ensure appropriate classification and recording of financial transactions.
• Support a culture of financial transparency and continuous improvement by actively supporting initiatives and identifying opportunities for process improvements.