Insurance

• Responsible for leading the Cross-Domain architecture team within Bond & Specialty Insurance, spanning shared platforms and integration capabilities that serve multiple business lines and align with enterprise technology divisions.
• Define target state technology architecture and roadmaps.
• Serve as primary architecture liaison to Prod & Tech Value Stream and Customer Value Stream leadership.
• Drive cross-domain architecture decisions that affect multiple business lines.
• Ensure alignment of initiatives to target state, enterprise standards and business objectives.
• Identify opportunities to capitalize on technology advances.
• Champion adoption of Agentic AI/ML, cloud-native, and event-driven architecture patterns.
• Define and lead technology proof of concepts.
• Collaborate with Technology and Business leadership to develop architecture priorities and direction.
• Optimize talent strategy to ensure proper mix of resources.

Director, Bond and Specialty Insurance Architecture

• Responsible for architecture within one or more segments or domains for a single business unit.
• Help define and lead technology proof of concepts to ensure feasibility of architecture solutions.
• Participate in driving continuous technology transformation to minimize technical debt.
• Conduct hands-on prototyping and technology proof of concepts.
• Partner with leadership to ensure proper alignment with technology direction and execution of proof of technologies.
• Define target state architecture and roadmaps.
• Proactively identify opportunities from emerging technology trends to minimized technical debt.
• Support technology modernization initiatives.
• Deliver comprehensive communications about architectural direction.
• Cultivate strong relationships and secure buy-in.
• Perform other duties as assigned.

Senior Cyber Insurance Architect

• Provide support in unifying the direction of cyberspace operations
• Strengthening DoD cyberspace capabilities
• Integrating and bolstering DoD's cyber expertise
• Developing, implementing, and maintaining continuity plans, procedures, and policies
• Conducting meetings and exercises in support of mission assurance, emergency management, and Continuity of Operations (COOP)

Mission Assurance/COOP Support

• Transforming data into decision‑ready insights to drive business performance
• Performing complex analyses to inform data‑driven decisions
• Identifying trends, evaluating performance, and developing recommendations
• Collaborating with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology

Commercial Insurance Analyst

• Establish credibility and trust with senior management and audit stakeholders, providing assurance, advice, insight, and foresight to strengthen control processes, decision-making, and ability to achieve objectives.
• Leverage industry leading practices, trends, emerging and top risk insights; strategic priorities; data analysis; internal risk and control environment indicators; and stakeholder input to inform the audit risk assessment, plan, and engagement strategy for core insurance value streams.
• Own the identification, prioritization, and risk-based scoping of audit engagements.
• Oversee the audit lifecycle from planning through testing and reporting, ensuring quality and alignment with established methodologies and audit standards.
• Prepare and present clear, concise, and insightful audit reports to senior management and the Audit Committee.

Senior Director, Internal Audit – Insurance Value Streams

• Consult on life insurance products to customers.
• Assist customers with life insurance applications and claims.
• Provide customers with information on life insurance plans and options.
• Maintain compliance with life insurance regulations.

Life Insurance Agent Team Member

• Lead and develop a high-performing Insurance and Claims Advocacy team
• Own program strategy, service delivery standards, and key performance indicators across insurance navigation and claims resolution.
• Oversee resolution of complex medical billing and insurance issues (denials and appeals, billing errors/coding discrepancies, out-of-network disputes)
• Guide proactive insurance navigation, including benefits education, coverage guidance, and pre-service support to remove barriers and improve member outcomes.
• Build and optimize scalable workflows, leveraging data, technology platforms, and responsible AI-enabled tools to improve quality, efficiency, and turnaround time.
• Ensure accurate, audit-ready documentation and adherence to SOPs, regulations, and quality standards.
• Partner cross-functionally (Sales, Client Service, Member Services, Analytics, and clinical teams) to implement improvements, support growth, and elevate the member experience.

Senior Manager, Insurance and Claims Advocacy

• Serve as a trusted advisor to commercial business leaders, using advanced analytics and strong consulting skills to shape strategy and drive measurable business outcomes.
• Lead complex, cross-functional analytical initiatives from problem definition through recommendation and implementation.
• Proactively identify emerging trends, risks, and opportunities within the commercial book of business and influence decisions at senior leadership levels.
• Regularly lead and contribute to enterprise-impact initiatives, mentor and develop less experienced analysts, and ensure analytical rigor, consistency, and business relevance across deliverables.

Commercial Insurance Analytics Consultant

• Support accreditation and authorization efforts by auditing security procedures, reviewing system compliance, monitoring RMF-related controls, and helping maintain the documentation and evidence needed to support an Authority to Operate (ATO).
• Work with system owners and system administrators to audit standard operating procedures, checklists, and policies.
• Review and analyze audit logs to ensure compliance with Security Technical Implementation Guides (STIGs) and Information Assurance Vulnerability Alerts (IAVAs) in support of achieving and maintaining authorization to operate.
• Review and audit system configuration management, including system documentation, user manuals, and database versions.
• Define, review, and audit policies to help ensure system access, user accounts, and other security controls are properly managed.
• Support the maintenance of existing Authority to Operate (ATO), physical security controls, and required protection of sensitive or classified information.
• Ensure RMF compliance with SOPs, media sanitation procedures, contingency planning, incident response, and insider threat policies and protocols.
• Audit and manage all outstanding open compliance items through completion and/or risk acceptance.
• Review and ensure compliance with information security boundaries through interconnection security agreements and service level agreements.
• Understand and monitor agreements with FedRAMP cloud and services providers and associated controls.

Information Assurance Specialist

• Utilize online systems, phone communication, and other resources to determine eligibility and benefits prior to scheduled appointments in accordance with Vail Health timelines
• Accurately identify and assign payer plan codes in the organization’s electronic health record system
• Verify medical necessity in accordance with Centers for Medicare & Medicaid Services (CMS) standards and communicate coverage and eligibility details to patients
• Communicate with patients, physicians, clinicians, front-end staff, and translators to gather any additional required information
• Identify and obtain missing patient demographic, insurance, or pre-authorization details
• Coordinate benefits by determining primary and secondary liability when applicable
• Obtain pre-certifications and pre-authorizations from third-party payers per payer requirements
• Escalate complex cases and notify patients or physician offices of any issues impacting verification or eligibility
• Communicate patient financial responsibility directly or partner with appropriate staff to review payment and financial assistance options
• Demonstrate and uphold the principles of a Just Culture
• Perform other duties as assigned; must remain HIPAA compliant

Insurance Verification Representative

• Drive sales through one-on-one sales meetings by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems.
• Partner with internal wholesaler to develop a business plan, handle the territory, and drive regional sales goals and objectives.
• Demonstrate an understanding of RiverSource's products, including features and benefits; sells solutions provided by RiverSource to address client needs.
• Build and maintain relationships with business partners (marketing, senior leaders, field leaders).
• Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
• Develop and handle systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.).
• Prioritize and handle daily, weekly, and monthly workload.
• Use software, including proprietary programs, to aid advisor business and identify opportunities to offer RiverSource solutions.
• Analyze advisor and territory sales trends to ensure execution of the territory sales plan and make modifications to the plan so that goals are achieved; leverage the information to prepare for face-to-face sales calls.
• Travel within territory to conduct one-on-one Ameriprise Financial Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training.
• Complete required coursework in order to maintain compliant with state and federal regulations and licenses.

Insurance Regional Vice President – External Wholesaler

• Analyze insurance coverage for commercial loans in accordance with Investor guidelines
• Assist borrowers in acquiring appropriate coverage
• Inform, and educate borrowers about coverage, exclusion, and exposure
• Provide technical support to Production/Underwriting/Closing staff specifically in analyzing borrower needs against investor guidelines and risk to the company
• Review Investor insurance guidelines and loan documents to establish baseline requirements
• Review Appraisals, Engineering, Seismic, and Phase I Environmental Reports and Lender Requirements to determine loan-specific insurance requirements
• Perform review of insurance certificates, policies, statement of values and invoices to determine compliance with Investor guidelines
• Process Insurance waivers/Exceptions with supporting documentation for non-compliant insurance issues
• Resolve non-compliant insurance issues with borrowers and insurance agents
• Work closely with Production, Underwriting, Closing and External Consultants to approve coverages while meeting tight deadlines
• Perform other duties as assigned

Pre-Closing Insurance Analyst

• Manage and develop a team of Business Technology Strategists, setting clear expectations, priorities, and performance metrics
• Build team capabilities in strategic thinking, analysis, and stakeholder engagement
• Ensure high-quality, consistent strategic outputs including analysis, roadmaps, and executive communications
• Lead talent development, performance management, and succession planning
• Partner with Insurance leadership to align technology strategy with business goals (growth, efficiency, risk management)
• Translate Insurance strategy into multi-year technology roadmaps and capability plans
• Advise executives on tradeoffs across cost, risk, speed, and value
• Anticipate future needs and shape strategic options proactively
• Own the Insurance technology strategy portfolio, including roadmap development, prioritization, sequencing, and dependencies
• Lead technology investment planning, business case development, and governance
• Prioritize initiatives based on value, alignment, risk, and capacity
• Track outcomes, benefits realization, and KPI performance
• Assess current-state systems, processes, and architecture to identify modernization opportunities
• Partner with enterprise architecture, delivery, analytics, and operations to ensure execution alignment
• Provide oversight for major digital transformation initiatives
• Lead executive discussions, strategy sessions, and workshops
• Communicate complex technology topics in clear, business-friendly terms
• Act as liaison across business, IT, vendors, and partners; influence without direct authority
• Oversee vendor strategy, alignment, and performance

Business Strategy Manager – Insurance Systems

• Discuss needs with clients and advisors of accounts supported by Crump’s Financial Institutions channel
• Manage daily activities and drive sales activity and pending business
• Handle incoming calls directly from referral sources
• Complete insurance applications and take responsibility for following cases through the underwriting process
• Explain to clients and advisors how various insurance products work and describe solutions to meet client needs
• Explain the basics of estate planning, business planning, asset leveraging, and insurance planning including handling 1035 exchanges

Insurance Strategist

• Conduct learning needs analysis to determine need, scope, and required resources based on business needs.
• Gather and synthesize information and data to identify recommendations for learning solutions.
• Partner to develop objective statements, understand personas, intended outcomes, processes and systems, and measurements for supported line of business, program, or function.
• Maintain consistent learning processes, procedures, and standards to ensure consistency across Travelers.
• Support and inform curriculum development which may include planning, designing, developing, and outlining solutions to learning objectives.
• Evaluate effectiveness of learning solutions.
• Assist with planning and execution of projects and resources to ensure projects are delivered on-time, within scope and within budget.
• Leverage change management methodologies, processes, and tools to create strategies to support adoption of changes.
• Write business processes and procedures leveraging knowledge of business/product specific methodologies and tools.

Learning Partner, Personal Insurance

• support research and analysis efforts in support of a DOD customer.
• operate in a Joint and or DoD unique environment.
• execute both scheduled and unscheduled Assessment, Risk Management, and Due Diligence assessments across diverse plans, platforms, programs, and operational functions.
• support task areas while coordinating closely with engagement team management and client leadership on strategy, planning, execution, status, and review processes.
• adapt to a changing client environment while meeting client expectations.
• manage priorities and work effectively to initiate correspondence and task completion.
• support multiple efforts through flexible multi-task coordination.
• provide summary recommendations to team leadership regarding assigned work stream.
• apply fundamental industry knowledge and standards to support client reviews, improvements, and/or implementations.
• prepare presentations, briefings, and actively participate in client meetings and day-to-day interactions.
• communicate with team management through effective status reporting and demonstrate ownership and accountability for assigned task areas and work products.
• establish professional rapport with clients and other organizations.
• evaluate work products for technical accuracy, deliverable quality, and overall value to the client.
• attend relevant training, business seminars, and/or conferences to stay current with technical skills that align with client’s needs and changes in the industry.

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