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<p><strong>Portfolio Manager </strong></p><p>Reporting to the PMO Vice President, the Portfolio Manager will play a key role as an advocate and partner with the business and technology teams to develop an integrated view of the enterprise portfolio of projects that deliver strategic advantages to meet growth and operational efficiency objectives.&nbsp;&nbsp;</p><p>The candidate will have broad solution delivery experience and will apply wide-ranging skills in methodologies such as business process re-engineering, full project lifecycle management (including iterative, waterfall, and agile), financial management, technology acumen, and integrating business strategy into delivery.&nbsp; The candidate will partner closely with the business and technology teams to develop an integrated view of the enterprise; this work will link business and technology concepts to deliver value to National Life.&nbsp; The right candidate will be a self-starter with an entrepreneurial mindset to challenge the status quo to create value for the enterprise through innovative ideas, intellectual debate, and collaboration with teams for successful project delivery.&nbsp; The candidate will have executive presence and will be a “roll up the sleeves” individual to be personally engage in the work of the project team, paying attention to details while modeling NLG’s Servant Leadership Tenets.&nbsp;</p><p><strong>Project &amp; Portfolio Management Responsibilities</strong></p><ul><li>Partner with PMO leaders to ensure compliance to established project management processes and technology processes; Perform analysis of non-compliances and identify improvement opportunities</li><li>Create project and portfolio definitions/charters for overall delivery that include alignment to strategy, business benefits, financials, technology design and overall value creation for the enterprise</li><li>Work with the business and technology teams to assess current capabilities and identify high-level requirements</li><li>Translate internal client needs into actionable value by being a key member of the team that creates ideas converts ideas into realistic and well-orchestrated project plans</li><li>Collaborate with PMO leaders to optimize resource planning, resource acquisition and utilization of both employees and contractors</li><li>Provide governance, reporting and oversight for the portfolio to all stakeholders and teams to ensure project goals are accomplished within approved timeframe, scope, and budget</li><li>Use data effectively and accurately to manage the portfolio for resources, timeframe, and scope as well as risks and limitations</li><li>Be metrics driven and improve delivery benchmarks year over year. Responsible for measuring quality, timeliness and benefits realized across delivery of all projects in the portfolio</li></ul><p><strong>Leadership, Collaboration &amp; Communication Responsibilities</strong></p><ul><li>Demonstrate command of the portfolio by maintaining detailed knowledge of the portfolio at all times and being prepared to talk about value, financials and progress with short notice or ad-hoc for various audiences, including Executive Leadership</li><li>Diligently manage to the vision of the portfolio reminding all stakeholders of deviations from the goal and being able to have the foresight to see the “unknown” within the portfolio by connecting the dots, anticipating risks, and not leaving things to chance</li><li>Demonstrate ability to “sell” initiatives; Understand what motivates key stakeholders, listen to their concerns, and address them effectively using influence</li><li>Demonstrate ability to manage and reduce conflict; provide a calming force to project teams</li><li>Invited by the project team / key business stakeholders to participate and advise on important project decisions</li><li>Work closely with the technology team and PMO Team to understand, communicate and effectively manage the connections between business and technology within the portfolio</li><li>Develop and maintain strong relationships with the technology, business partners and key stakeholders especially the executive sponsors of initiatives</li><li>Accountable to ensure all stakeholders needed for the projects and the portfolio overall are informed and are a part of key decisions</li><li>Promote the understanding of project management importance and be a brand ambassador for the project delivery team</li></ul><p><strong>Team Development</strong></p><ul><li>Responsible for mentoring project teams and providing real time feedback</li><li>Accountable for the performance of projects within their portfolio</li><li>Mentor team members in the development of business analysis and project management disciplines, applying industry best practices/standards for continuous improvement</li><li>Work with PMO team to set annual performance objectives and actively communicate progress against those goals. Ensure every member of the team has a comprehensive individual development plan</li></ul><p><strong>Job Requirements </strong></p><ul><li>PMP certification is required</li><li>10 plus years of relevant work experience, with a specific emphasis on strategic solution delivery</li><li>Experience managing programs with budgets of $10+ million</li><li>Master’s degree in Strategy, Finance, Technology or Operations</li><li>Certifications on Life Insurance, Annuities and Retirements from organizations widely recognized within the industry such as LOMA, ACU, AAPA are preferable</li><li>Executive presence with excellent communication skills</li><li>Knowledge of operations functions within life insurance or annuity business is preferred</li><li>In-depth knowledge of technology terms and technical knowledge to interface with IT teams</li><li>Financial acumen is required to report on budgets for large portfolios</li><li>Understanding of industry trends &amp; regulations to ensure accurate governance of projects and financial reporting</li><li>Understanding of Business/IT projects to help in prioritizing certain initiatives over others</li><li>Ability to view short and long-term impacts of different options and make decisions based on cost-benefit analysis, financial judgement, business acumen and experience</li><li>Ability to forecast resource and financial trends based on prevailing environmental conditions</li><li>Ability to anticipate, understand and communicate risks as well as manage change in a way that it minimizes anxiety in the team and any losses for the company/business unit</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 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>

National Life Group

Director, Portfolio Management

<p>Payment Center Workflow Coordinator</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><ul><li>Join our Customer Innovation Group to provide workforce coordination to customer-facing payment center team. This role reports to the Manager of the Life Inbound Payment Center.</li><li>The Payment Center Workflow Coordinator uses data to proactively plan for effective departmental workflow coverage to drive productivity. This teammate’s effective planning improves the seamless service experience for NLG customers and agents.</li><li>This person educates staff and management on priorities and results. This person helps the team to plan for commission runs, sales incentive plans, holidays, and changes to workforce availability (holidays, weather events, technology outages, etc.) and ensures that plans are in place to meet Service Level Agreements. This person is curious and stays closely connected to people in various roles to understand how processing times, technology investments, and process improvements will affect team productivity.</li></ul><p><strong>Essential Duties and Responsibilities</strong></p><ul><li>This position is presently&nbsp;onsite/hybrid with the expectation that you are 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><li>Manages day-to-day workflow for the department and proactively adjusts resource allocations as needed to meet customer expectations and maintain service-levels.</li><li>Uses data tools to anticipate changing business needs and future planning requirements for immediate day-to-day and longer-term quarterly planning.</li><li>Independently identifies and analyzes trends which will help the unit operate more efficiently and effectively drive data-based solutions to manage performance and workflow volumes.</li><li>Participates on cross-collaborative projects between various business units, communicating and coordinating with all organizational levels, to ensure positive business momentum and effective planning.</li><li>Maintains foundational knowledge within the queues. Has mastery understanding of how work moves through queues and why.</li></ul><p><strong>Minimum Qualifications </strong></p><ul><li>3-5 yrs. of relevant work experience in a Life Insurance/Annuity/Financial services environment.</li><li>Proven track record using data to make recommendations for process change and workflow plans and present findings.</li></ul><p><strong>Preferred Qualifications </strong></p><ul><li>Bachelor’s degree with business, science, or math focus</li><li>5+ years analytical roles in production environment.</li></ul><p><strong>Benefits</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</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>

Payment Center Workflow Coordinator

<p>Senior Business Analyst</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>As a Senior Business Analyst with NLG, you will be a leader within the business analyst community and be a go-to contact for business partners.&nbsp; You will rely on your experience and ability to breakdown complexity to clearly articulate business needs and translate those needs into business value. You will serve as the functional lead for project efforts and drive cross-team collaboration to execute some of the most complex initiatives within NLG.&nbsp; You will partner with NLG’s internal and external IT teams and business partners, along with project management, to identify and solve business needs to deliver improved business outcomes. You will support all aspects of business analysis and communicate your findings effectively to both technical and non-technical team members. In this position you will serve as a leader to the BA community by partnering in recruiting efforts and leading professional development and training activities. To thrive in this position, a candidate will possess a deep comprehension of the Life and Annuity industry and be viewed as a thought leader who can drive/lead business process change within the organization.</p><p><strong>Essential Duties and Responsibilities</strong></p><ul><li>Lead functional analysis and develop related deliverables for projects broad in scope with moderate to high complexity</li><li>Lead process mapping sessions with key stakeholders by applying knowledge of business process analysis and modeling practices, identifying current state gaps, developing process improvement solutions considering value, risks, costs, and other factors</li><li>Elicit, document, analyze and validate business requirements and user acceptance criteria of current and proposed process solutions to define project scope and offer appropriate business recommendations</li><li>Drive the adoption of business analysis standards and promote maturation and enhancements to PMO processes</li><li>Support user acceptance testing planning through requirements traceability analysis and test-scenario identification; assist business partners in defining and establishing performance frameworks and KPIs</li><li>Establish and build relationships with various stakeholders, acting as the liaison between all areas of the company and NLIT</li><li>Communicate complex concepts and results in a clear and effective manner, including key deliverables such as requirements documentation and functional specifications, and presentations to summarize information for broader or executive audiences</li><li>Support all aspects of business analysis activities as needed (e.g., lean documentation, current state analysis, roadmap development, customer interviews, workshop facilitation, customer journey mapping, etc.)</li><li>Facilitate professional development training and learning opportunities for team members, including new hires; work to improve delivery practices of the organization by introducing and establishing best practices</li><li>Support the recruitment of new talent as needed</li><li>Understand and manage organizational changes, provide leadership to the team of business analysts, and promote company vision</li><li>This position is presently&nbsp;onsite/hybrid with the expectation that you are 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>Minimum Qualifications </strong></p><ul><li>8 - 10 years of progressive experience as a Business Analyst, Systems Analyst or other relevant work experience.</li><li>Bachelor’s degree in Business Administration, Business Management, Information Systems, or related field.</li><li>Proven understanding of the Life and Annuity insurance industry required.</li><li>The ideal candidate possesses financial accounting project experience, specific to supporting or implementing financial accounting platform changes.</li><li>Business Analyst designation (CBAP) is required.</li><li>Experience working directly with all stakeholders to understand requirements and translate them into functional and technical specifications or new features.</li><li>Experience or knowledge of eliciting requirements, analyzing and developing solutions that meets the business needs or writing effective user stories (business requirements) with acceptance criteria.</li><li>Exceptional problem solving, critical thinking, and analytical skills needed to define and understand business needs and determine appropriate solutions to support organization-wide change.</li></ul><p><strong>Preferred Qualifications </strong></p><ul><li>Proven proficiency in a variety of quantitative analysis, data analysis, and process modeling techniques; experience with Tableau, Alteryx, and similar analysis tools preferred</li><li>Exceptional leadership, facilitation and collaboration skills with a servant leader’s mindset within a team environment.</li><li>Ability to influence stakeholders and work closely with them to determine acceptable solutions</li><li>End-to-end experience and knowledge of the delivery lifecycle of various implementation methodologies (such as Agile, Scrum, Waterfall), project management, quality assurance and testing methodologies for both large, complex, and small deliveries.</li><li>Strong written and verbal communication skills; able to convey complex information to business users and communicate findings to business leaders.</li><li>Self-motivated and independent individual with a sense of ownership and accountability for work; proven ability to adapt to shifting priorities and work through ambiguity.</li><li>Ability to function in a fast-paced collaborative environment and work independently.</li><li>Licenses / Certifications: LOMA FLMI Certification, preferred.</li></ul><p><strong>Benefits</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</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>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>

Senior Business Analyst - IT / Finance

<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>Senior Project Manager</strong></p><p><strong>Summary</strong></p><p>The Senior Project Manager is responsible for leading, supporting and coaching teams to deliver large and complex project(s) and/or program(s) that span across one or more business units. Responsible for leading teams in driving overall delivery execution; manage resources, schedules, financials and adhere to quality and control guidelines throughout the full systems development life cycle. The ideal candidate will have financial services experience, preferably life insurance and annuity.</p><p><strong>Responsibilities</strong></p><ul><li>Manage strategic, continuous improvement, and transformation initiatives; effective in leading all aspects of a project and/or program to ensure timely and effective Work with multiple development methodologies such as waterfall, iterative and agile (scrum, kanban) to support project teams. Have awareness of agile techniques such as automated testing, user stories, test driven development, continuous integration, agile games, etc.</li><li>Business partner who possesses critical thinking skills in order to define practical solutions that align with strategic objectives. Understands the business needs of the project and its interaction with other projects/programs to make decisions that are in the best interest of the Ability to think creatively to drive innovation, perform situational analysis which leads to well thought out decisions.</li><li>Must establish strong working relationships with executive sponsors, business owners and stakeholders across the organization to manage expectations and project delivery.</li><li>Monitors performance and recommends schedule changes, cost or resource adjustments. Establishes and provide timely updates to the management team for each project for escalating issues, reporting and managing risks, issues and status reporting. Management of project change requests that impact scope, schedule,</li><li>Lead or coordinate project planning, including resource, staff, supply and subcontract management, progress reporting, troubleshooting and team management. Ensure that project resources are following established processes as well as participate in strengthening internal tools, artifacts and other governance aspects.</li><li>Directly or indirectly manage/mentor team members and colleagues in techniques such as leadership, methodology, tools, and people and communication skills. Able to teach many of the skills—both hard and soft—that are required for the successful planning, execution, delivery and support of projects and their products or Lead and support in the facilitation of improvement methodology to diverse audiences and tailor communication style and information.</li></ul><p><strong>Requirements:</strong></p><ul><li>Bachelor’s Degree in related field or equivalent related work experience required. Master’s Degree preferred.&nbsp;</li><li>Project Management Professional (PMP) Certification, Certified Scrum Master similar certifications desired</li><li>10+ years financial services desired (preferably life insurance and annuity), LOMA ALMI or FLMI a plus</li><li>10+ years experience managing cross-functional projects in a matrixed environment desired</li><li>Experience in coaching and mentoring</li><li>Skilled in multiple project management methodologies (e.g. agile/scrum, waterfall) desired</li><li>Must be a self-starter and be able to work independently as well as being a team player</li><li>Ability to understand, interpret and communicate complex subject matter.</li><li>Ability to work in a fast-paced environment; strong organizational skills a must</li><li>Results oriented, excellent verbal and written communication skills</li><li>Able to interact and communicate with C-Level executives and senior leadership</li><li>Must be proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Project, SharePoint) and tools like Jira/Confluence</li><li>Must be able to pass a background check</li></ul><p>#LI-CS<br>#LI-Hybrid</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</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 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>

Senior Project Manager

<p><strong>Payment Center Customer Service Rep</strong></p><p><em>This role is located on our Vermont Campus</em></p><p><strong>Summary </strong></p><p>We will train you to work directly with customers across America to ensure they have a positive experience in understanding and optimizing their life and annuity policies with National Life Group.&nbsp; You will empower customers by providing information, help to solve important issues, and collaborates with the team to reach our full potential and achieve results. &nbsp;You will build skills that allow you to complete first-call resolution by having experience in call handling and payment processing.&nbsp; Ultimately, you will be an active and engaged member of a team dedicated to bringing peace of mind to all we serve.</p><p><strong>Responsibilities:</strong></p><p>Identifies, understands, and interprets customer needs, responding to a variety of questions (e.g. payment related statuses, requirements needed, policy value inquiries, product structure etc.) from a diverse group of agents, policyholders, and customers, in a high-volume inbound call environment, and implements resolutions in a way that provides quality customer service with urgency and caring curiosity.&nbsp;</p><p>Navigates multiple technology systems (e.g. mainframe, CRM, SalesForce, Five9, etc.) to research customer questions and concerns, notate the policy after each interaction, and submit work items (e.g. disbursement of money, requests, payments, etc.) to accurately service the variety of transactions that occur over the lifetime of a customer.&nbsp;</p><p>Processes payment-related transactions (e.g. inbound payments and disbursements on life and annuity policies) in accordance with expectations and is able to meet standards on quality, timeliness, and accuracy. &nbsp;</p><p>Utilizes significant product knowledge (e.g. legacy product knowledge, life insurance, annuity) to guide and educate agents on both simple and complicated requests (e.g. submitting applications, offering options, self-service, how to use technology or processes, etc.), asking questions to provide information relevant to the customer’s wants and needs.</p><p><strong>Factors that lead to success:</strong></p><p><strong>Customer Focus: </strong>You get excited, and feel rewarded in helping people</p><p><strong>Detailed-oriented with a focus on quality and timeliness: </strong>You are proud of providing quality work in a timely manner</p><p><strong>Resiliency: </strong>You quickly adapt to business needs (new information/processes, pivoting from one task to another) under pressure, bouncing back from setbacks easily</p><p><strong>Nimble Learner: </strong>You are naturally curious and eager to learn with the ability to navigate ambiguity to arrive at the answer, even when not all the information is readily available</p><p><strong>Self-Development: </strong>You take ownership of issues and instill confidence in the caller while collaborating across multiple departments</p><p><strong>Demonstrate Self-Awareness: </strong>You are empathetic and intuitively relate to others</p><p><strong>Communicates effectively/Interpersonal Savvy: </strong>You can clearly convey your message verbally and written and demonstrate strong listening skills with customers and internal teammates&nbsp;</p><p><strong>Tech-savvy: </strong>You are great at multi-tasking in a fast-paced environment and are computer savvy (web searches, MS Office and Mainframes)</p><p><strong>Collaborative: </strong>You easily build positive, professional relationships with our customers and internal stakeholders</p><p><strong>Thinks critically: &nbsp;</strong>You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous improvement and change</p><p></p><p><strong>Minimum Qualifications:</strong></p><ul><li>Associates degree or higher (preferred)</li><li>You have 2+ years of professional work experience interacting with customers</li><li>Basic ability to read and interpret information</li><li>Perform arithmetic, ratios, rates and percentages</li></ul><p><strong><br>What You’ll Find at National Life Group</strong></p><ul><li>Competitive pay (starting at $21/hr.) and outstanding health, wellness, and insurance benefits</li><li>Genuine opportunities for growth and career advancement</li><li>Full tuition sponsorship&nbsp;for completing your undergraduate and graduate degrees with University Arizona World Campus; additional $5K in annual tuition reimbursement</li><li>Paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li></ul><p><strong>Environmental:</strong></p><ul><li>Work schedule hours: Monday-Friday 8am-7pm ET (9a-6p CT) Monday-Friday</li><li>Structured schedule, with built in breaks</li><li>Time spent on the phone speaking with customers and processing customer and agent requests</li></ul><h6>The starting rate listed is just one component of our total compensation package for employees. 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>

Payment Center Customer Service Rep - Vermont Campus

<p><strong>Project Manager</strong></p><p>The Project Manager is responsible for leading and supporting teams to deliver project(s) that span across one or more departments. The Project Manager is responsible for the planning of project resources, scope, schedules, and financials while adhering to quality and control guidelines throughout the full systems development life cycle.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage all aspects of strategic, continuous improvement, and business and IT transformation projects to ensure timely and effective project execution with multiple development methodologies such as waterfall, iterative and agile (scrum, kanban) to support project teams.</li><li>Create/establish/maintain project artifacts such as project charter, project change requests, project schedules, project budget, risks/issues, project status report, variance reporting, etc.</li><li>Business partner who possesses critical thinking skills to define practical solutions that align with strategic objectives. Understands the business needs of the project and its interaction with other projects/programs to make decisions that are in the best interest of the Ability to think creatively to drive innovation, perform situational analysis which leads to well thought out decisions.</li><li>Must establish strong working relationships with executive sponsors, business owners and stakeholders across the organization to manage expectations and project delivery.</li><li>Monitors performance and recommends schedule changes, cost, or resource adjustments. Establishes and provide timely updates to the management team for each project for escalating issues, reporting, and managing risks, issues and status reporting. Management of project change requests that impact scope, schedule,</li><li>Lead project planning, including resource, staff, supply and subcontract management, progress reporting, troubleshooting and team management. Ensure that project resources are following established processes as well as participate in strengthening internal tools, artifacts, and other governance aspects.</li><li>Work with multiple development methodologies such as waterfall, iterative and agile (scrum, kanban) to support project teams.</li><li>Establish strong working relationships with executive sponsors, business owners and stakeholders across the organization to manage expectations and project delivery.</li><li>Have the confidence and competency to turn around small and some medium-sized, troubled projects.</li><li>Contribute toward continuous improvement in project management principles, strengthening internal tools, artifacts, and other governance aspects to improve project delivery.</li><li>Support/assist teams to embrace NLG’s learning organization culture to mature teams into highly productive, self-sufficient project teams capable of delivering work that crosses various systems and business processes.</li><li>Directly or indirectly manage/mentor team members and colleagues in techniques such as leadership, methodology, tools, and people and communication skills. Able to teach PM skills—both hard and soft—that are required for the successful planning, execution, delivery and support of projects and their products or services.</li><li>Be able to turn around small and some medium-sized troubled projects.</li></ul><p><strong>Qualifications:</strong></p><ul><li>5+ years financial services desired (preferably life insurance and annuity)</li><li>5+ years’ experience managing cross-functional projects in a matrixed environment desired</li><li>Bachelor’s degree required</li><li>Project Management Professional (PMP) Certification, Certified Scrum Master similar certifications or working towards desired</li><li>LOMA ALMI expected; FLMI a plus</li><li>Skilled in multiple project management methodologies (e.g. agile/scrum, waterfall) desired</li><li>Must be a self-starter and be able to work independently as well as being a team player</li><li>Ability to understand, interpret and communicate complex subject matter.</li><li>Ability to work in a fast-paced environment; strong organizational skills a must</li><li>Results oriented, excellent verbal and written communication skills</li><li>Able to interact and communicate with C-Level executives and senior leadership</li><li>Must be proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Project, SharePoint) and tools like Jira/Confluence</li><li>Must be able to pass a background check</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>

7 Project Management / Professional Services Jobs in Vermont