Insurance

• Provide assistance to client service team members in the billing and processing of all new and renewal clients
• Balance the workload of your own book of business while helping support the larger and more complex accounts of the client service team
• Work independently and on a team

Client Representative – Business Insurance

• 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

• Delivering high quality analysis and deliverables that clearly frame objectives, issues/challenges, and articulate compelling, insightful findings, conclusions, and recommendations
• Managing and delivering analysis and workstreams within high-profile, high-impact strategy projects
• Developing high quality, insightful, and clear analysis and deliverables for Humana’s executive management team and Board of Directors
• Developing hypotheses to be validated or refined through targeted research and analysis
• Conducting interviews and working sessions with stakeholders across the company
• Conducting industry, market, competitor, and financial analysis
• Working collaboratively with fellow team members and leaders across the company
• Leading critical processes to prepare leadership for interactions with Humana’s executive Management Team and Board of Directors
• Being a steward of the strategy team’s operating model, norms and ways of working
• Coordinating and overseeing key meetings to ensure key topics and decisions are communicated to leadership in a timely manner
• Defining and developing opportunities for strategic alignment and consistent reporting across the business segment
• Designing and monitoring key metrics and the reporting cadence across the organization
• Working across operational units to execute strategic planning process and quarterly refinement

Insurance Strategy Consultant

• Responsible for maintaining timeline and process during the new business process and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team, as well as with markets.
• Review insurance policies and contracts and make recommendations for improvement.
• Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts including, but not limited to: Insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc
• Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary.
• Maintain familiarity and working relationships with various insurance companies and wholesalers.
• Handle confidential and non-routine information.
• Rating policies in carrier systems, when applicable, to assist in the quoting and proposal development process.
• Abide by and maintain all licensing requirements, including continuing education.
• Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge.
• Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each client’s specific risk profile.
• Work independently and within a team on special and nonrecurring and ongoing projects.
• Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs.

Insurance Placement Specialist – Commercial, Middle, Large

• 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

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