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<p><strong>Director of Strategy Role</strong></p><p><strong>Role Value Proposition: </strong></p><p>Take part in defining the future of National Life Group. As part of leadership, drive strategic analyses in support of decision making. Interact with top leaders in the organization. Create opportunities for National Life and your own career.</p><p><strong>Key Responsibilities: </strong></p><p>Reporting to the VP Strategy and Business Transformation, the National Life Director of Strategy Role&nbsp;will be part of an internal team responsible for supporting the creation, communication, and continuous development of National Life Group’s business strategy, market development and business transformation.&nbsp;</p><p>SCOPE</p><ul><li>Influence business unit as well as company’s direction, policy and strategy, contributing to the development of strategies and action plans to drive NLG along a transformational path</li><li>Lead cross-functional strategic projects or initiatives, bringing together teams to deliver meaningful business impact, and managing day-to-day aspects of the effort</li><li>Exhibit a high degree of independence, assisting upper management in generating ideas for future strategy</li><li>Identify, analyze and prioritize potential new business opportunities for the company including potential new markets, distribution, business models and acquisitions. Develop analyses and formal business cases</li><li>Track developments in the industry as well as other industries that may intersect with us, connect these insights to business activities, decisions, and relevant partners</li></ul><p>SKILLS</p><ul><li>Recognized as a strategic thinker who models this behavior for the organization, bringing both long-term visionary thinking as well as near-term strategic decision-making capabilities</li><li>Self-taught, curious, and iterative learner with the ability to quickly synthesize and teach complex topics to diverse audiences</li><li>Anticipate, analyze and solve complex problems facing our business, developing thoughtful and creative solutions that transition smoothly into effective execution</li><li>Facilitation of workshops and discussions to bring alignment among key stakeholders, including Executive Management Team, on topics of critical importance</li><li>Polished and effective communication skills, adaptable to diverse audiences including senior executives</li><li>Comfortable with ambiguity, bringing order and clarity to complexity for projects and teams</li><li>Influence up, down, and sideways in the organization without formal authority</li><li>Build and maintain relationships across all areas of the company, staying connected with key stakeholders and business developments</li></ul><p>DELIVERABLES</p><ul><li>Strategies and action plans for the enterprise and business units</li><li>Design or adapt methodologies, frameworks and processes to address complex problems, teaching them to key stakeholders</li><li>Coaching and guidance for our enterprise partners (including Executive Management Team and Strategy and Business Transformation peers) on strategic thinking and execution</li></ul><p><strong>Essential Business Experience and Education:</strong></p><ul><li>The successful candidate will have an MBA plus 3-5 years relevant experience, ideally with exposure to L&amp;A or financial services. Additional relevant experience may substitute for an MBA.</li></ul><p>#LI-CS<br>#LI-Hybrid</p><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Director, Business Strategy

<p><strong>Team Manager: Operations</strong></p><p><em>Position is located on our Montpelier, Vermont,&nbsp; or Addison, Texas, with a hybrid schedule&nbsp;</em></p><p><strong>Summary</strong></p><p>The Team Manager provides leadership to a team of Case Managers, Replacement Technicians and Policy Support personnel; in addition the Team Manager will partner with the team's distribution partners.&nbsp; &nbsp;The Team Manager must be committed to establishing and sustaining a strong, professional, and focused team engaged in a productive collaboration with the Team’s designated distribution partners.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage a team in order to provide our distribution partners the most efficient, productive, and satisfying life insurance placement experience possible</li><li>Provide leadership in establishing and sustaining focus on winning the profitable business of our most successful distribution partners</li><li>Responsible for the client relationship with the team’s distribution partners, and serves as the primary point of contact for distribution leadership</li><li>Receiver and adjudicator of conflicts and appeals, except those strictly regarding an underwriting decision</li><li>Personnel management, including team and individual performance (goals, metrics, individual development plans, and general performance management) and individual workload management</li><li>Team management, including team workload and capacity management, and team performance and metrics (such as cycle time, placement rate, and persistency)</li><li>Responsible for collaboration across distribution and enterprise-wide teams</li></ul><p><strong>Job Requirements</strong></p><ul><li>Bachelor’s degree in related field</li><li>10 years of business experience in the life and annuity industry preferred; solid understanding of distribution, marketing, and operations required</li><li>Strong Command Skills (Leadership)</li><li>Effective at Motivating and Managing Vision &amp; Purpose</li><li>Exceptional Customer Focus, and a keen appreciation for the needs and interests of our distribution partners appropriate for the size of the cases addressed by the team</li><li>Demonstrated strength in Building Effective Teams and Developing Direct Reports and Others</li><li>Strong written and verbal communication skills and effectiveness in a collaborative work environment; must be able to meet established deadlines</li><li>Commitment to Continuous Improvement is essential</li><li>Ability to successfully pass a background check that may include fingerprinting</li></ul><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6><h6>#LI-MG<br>#LI-Hybrid</h6>

Team Manager - Annuity - Operations

<p><strong>Manager, Life New Business Operations</strong></p><p><em>Position is located in Montpelier, Vermont, or Addison, Texas.&nbsp;</em></p><p><strong>Company Summary </strong></p><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p><strong>Role Summary</strong></p><p>We are seeking a dynamic and experienced leader to join our team as the Manager of Life New Business. The Manager provides leadership to a team of Case Managers, Replacement Technicians and Policy Support personnel.&nbsp; The Manager must be committed to establishing and sustaining a strong, professional, and focused team engaged in productive collaboration with the Team’s designated distribution partners.</p><p>&nbsp;<strong>Essential Duties and Responsibilities</strong></p><ul><li>Lead, mentor and manage Case Managers and transfer representatives, across multiple sites, ensuring efficient processing of Life New Business. Manage the processing team to provide our distribution partners the most efficient, productive, and satisfying life insurance application experience possible</li><li>Implement individual and team goals that align with broader departmental and organizational objectives</li><li>Foster a culture of excellence and high performance by providing advanced coaching and development opportunities to team members</li><li>Provide regular feedback and coaching to team members, supporting their professional development</li><li>Oversee and optimize production activities for multiple production sites, maintaining superior service standards</li><li>Uphold rigorous productivity and quality standards through comprehensive audits and reviews</li><li>Maintain a deep and comprehensive knowledge of our products, services, systems, and business processes to ensure top-tier operational efficiency</li><li>Address high-priority customer and agent inquiries with urgency and efficiency, ensuring their needs are met and exceeded</li><li>Responsible for collaboration across distribution and enterprise-wide teams</li></ul><ul><li>This position is presently onsite/hybrid with the expectation of being in the office three days per week with current campus days being Tuesday, Wednesday and Thursday (subject to change with advance notification and manager discretion).</li></ul><p><strong>Job Requirements</strong></p><ul><li>Bachelor’s degree in related field</li><li>5 -10 years of business experience in the life and annuity industry preferred; solid understanding of distribution, marketing, and operations required</li><li>Strong Command Skills (Leadership)</li><li>Effective at Motivating and Managing Vision &amp; Purpose</li><li>Demonstrated strength in Building Effective Teams and Developing Direct Reports and Others</li><li>Strong written and verbal communication skills and effectiveness in a collaborative work environment; must be able to meet established deadlines</li><li>Ability to successfully pass a background check that may include fingerprinting</li></ul><br><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Manager, Life Operations

<p>Life Operations Workforce Management Coordinator</p><p><strong>Job Summary:</strong></p><p>The NB Workflow Coordinator proactively plans and manages departmental workflow to drive productivity and seamless service excellence for NLG customers and agents.&nbsp; &nbsp;This person educates new business managers to ensure clear understanding of the workflow plans and results, working closely with leadership across the operational department and the data analytic team to ensure thoughtful, data driven plans are in place to meet Service Level Agreements. &nbsp;This position focuses on understanding current and future technology direction to ensure strategic alignment is maintained.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manages day-to-day workflow for the department and adjusts resource allocations as needed to meet customer expectations</li><li>Assists in decision-making concerning resource utilization and proactively makes recommendations to maintain service level expectations</li><li>Utilizes statistical data and reporting and forecasting tools to anticipate changing business needs and future planning requirements.&nbsp;</li><li>Identifies, analyzes, and interprets&nbsp;<em>business/workflow</em>&nbsp;trends, using complex data sets to drive fact-based solutions. Synthesizes data and reporting into useful information to take proactive, informed steps in managing New Business performance/volumes.</li><li>Independently analyzes past&nbsp;<em>business process</em>&nbsp;<em>performance</em>&nbsp;to develop thoughtful, creative solutions for the future and actively informs and educates leader team on findings and recommendations</li><li>Uses a deep understanding of distribution partners, strategic goals, and critical closes/contests to appropriately plan resources and ensure the throughput necessary to process the business.</li><li>Participates on cross-collaborative projects between various business units, communicating and coordinating with all organizational levels, to ensure forward business momentum</li></ul><ul><li>Maintains foundational knowledge within the queues. Has mastery understanding of how work moves through queues and why.</li></ul><p><strong>Job Requirements:</strong></p><ul><li>Bachelor’s degree preferred, and 3-5 yrs. of relevant work experience.</li><li>Life Insurance industry experience required</li></ul><p><strong>Factors that lead to success in this role:</strong></p><ul><li>You readily take on challenges, stepping up to handle tough situations and portray a can-do attitude (Action-Oriented)</li><li>You can clearly convey your message verbally and written (Communicates effectively), and demonstrates strong listening skills</li><li>You are aware of your strengths, weaknesses, opportunities, and limitations while continually seeking feedback to improve yourself (Demonstrates self-awareness)</li><li>You get excited and feel rewarded, for helping people (Customer Focus)</li><li>You bounce back from setbacks easily (Being Resilient)</li><li>You tackle tough assignments, face difficult issues, and challenge the status quo with courage (Courage)</li><li>You readily, and easily, adapt to people and situations, using appropriate empathy (Situational Adaptability, Empathy)</li><li>You ask the right questions, often from multiple sources, to accurately analyze situations, seeking to understand the root cause of problems (manages complexity/problem solving)</li><li>You are great at multi-tasking in a fast-paced, production environment and are technology savvy (web searches, MS Office, databases, and Mainframes)</li></ul><br><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Life Operations Workflow Management Coordinator

<p><strong>Securities Operations Representative</strong></p><p><strong>Summary</strong></p><p>This position is responsible for servicing registered representatives, branch office supervisors, field staff, clients and internal staff. Calls frequently involve researching discrepancies, performing in depth research and problem solving.</p><p><strong>Key Responsibilities</strong></p><ul><li>Effectively and efficiently handle high call volume regarding brokerage accounts, managed accounts and account maintenance items</li><li>Respond to questions from clients, registered representatives, and home office associates</li><li>Research and resolve problems with maintenance requests, trades and commissions</li><li>Open accounts, handle maintenance items and process transfers on the brokerage and managed platforms</li><li>Perform diligent follow up to ensure accuracy of requests processed</li><li>Enter equity, mutual fund and fixed income transactions&nbsp;</li><li>Educate registered representatives regarding Firm procedures</li></ul><p><strong>Requirements</strong></p><ul><li>Bachelors Degree&nbsp; or equivalent combination of education and experience</li><li>FINRA Series 7 license required or ability to obtain license within 90 days of employment</li><li>1-3 years of experience in back-office brokerage operations</li><li>Demonstrated ability to perform quality work in a fast-paced environment</li><li>Must be a team player and have the ability to prioritize tasks</li><li>Strong interpersonal, communication and organizational skills</li><li>Familiarity with PCs and ability to learn new programs quickly</li><li>Maintain confidentiality of company information</li><li>Proficient in MS Office Suite, including Word, Excel, and PowerPoint &nbsp;</li><li>Ability to pass background and fingerprint check</li></ul><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-Hybrid</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

5 Procurement / Operations Jobs in Vermont