Protective Life

• Support the front-end accounting and compliance activities of the reinsurance program • Prepare, maintain, and coordinate reinsurance and custodial agreements and related documentation • Partner closely with internal teams such as sales, legal, and reinsurance • Collaborate with external stakeholders, including agents, dealer customers, banks, and outside attorneys • Organize, upload, and maintain documentation in the scanning database and central repository • Maintain accurate company records and agreement documentation • Perform administrative and compliance-focused tasks in a high-volume, fast-paced environment • Support additional duties and projects as assigned

• Serve as an internal consultant assisting with understanding the competitive landscape for annuities • Develop and execute ongoing mixed method research programs • Support development of new ongoing annuity competitive intelligence programs • Analyze competitor products and capabilities • Create and improve tactical-level product battlecards and comparisons • Develop persuasive reports and presentations to communicate research findings • Conduct Win-Loss evaluations and catalog findings • Execute ad-hoc research for competitors’ products and capabilities • Collaborate with the Market Research Team

• Build deep relationships and partnerships across the company and industry to gain alignment on strategy and execution • Define and drive the product roadmap and execution strategies based on insights, data, and business needs. • Build strong partnerships within the company, industry and our customers to align on strategy and execution. • Ensure all products comply with state and lender regulations. • Establish best practices to guide teams and promote continuous process improvement. • Lead initiatives to analyze business problems using internal and external data. • Identify or bring in subject matter experts to interpret data and offer actionable recommendations. • Advise business leaders with data-driven insights to address key business issues and opportunities. • Provide leadership with relevant data to support strategic decision-making. • Manage, coach, and develop employees, ensuring they understand their role in achieving the company's vision and goals. • Drive improvements in product performance, service standards, quality, and market deployment • Drives improvements in product metrics, service standards, quality results and measurements in deploying products into the market

• Develop and execute a comprehensive strategic partnership roadmap designed to expand ShelterPoint’s national distribution footprint. • Identify emerging distribution models, technology platforms, and market opportunities that support long-term growth. • Design partnership frameworks that convert strategic relationships into sustainable premium-producing distribution channels. • Establish executive-level relationships with leaders across broker organizations, technology platforms, general agents, and carrier partners. • Lead strategic initiatives that position ShelterPoint within the evolving digital benefits and employee benefits ecosystem. • Develop structured partnership strategies including joint business plans, distribution commitments, and growth objectives. • Monitor partner performance and identify opportunities to expand relationships and drive incremental revenue.

• support research and development of leading-edge quantitative risk models and practices • work collaboratively with different functional areas of the organization touching on all aspects of investment, market, and capital risk • expand and enhance processes and models for the efficient measurement and monitoring of investment, market, and capital risk • research and leverage AI to build advanced analytical techniques to examine and derive risk insights, metrics, and attribution • expand understanding of the company’s financials under different accounting and capital regimes, product mixes, and investment strategies • produce thoughtful, accurate analysis to support all strategic and tactical Enterprise initiatives, including large-scale portfolio trades, M&A, reinsurance, strategic business partnerships, stress-testing, and quantitative model reviews • work with Inforce Projections, Valuation, Pricing, ALM, Investments and Finance teams on any relevant projects

Title: Director, Actuarial - UL Valuation Location: Birmingham United States Job Description: The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most. The Directors, Actuarial - UL Valuation are responsible for leading the valuation and financial reporting of the Universal Life (UL) product lines. This role oversees the preparation and review of Stat, GAAP, and Tax reserves; manages quarterly valuation and earnings analysis; and ensures sound model governance and SOX control execution. Directors provide leadership to actuarial students and valuation team members, partner closely with Finance, ALM Actuarial, Risk, and other internal actuarial teams, and support ongoing model, process, and reporting enhancements. The position requires strong independent judgment, the ability to manage cyclical quarter‑end demands, and a commitment to maintaining well‑controlled valuation processes and models. Approximately three weeks each quarter are dedicated to financial reporting activities. The remaining time is focused on team leadership, model maintenance and improvements, and ad hoc analysis. - We welcome credentialed actuaries from a variety of actuarial backgrounds, including pricing, valuation, and rotational development programs. - Direct valuation experience or experience with our current valuation systems is not required for candidates who demonstrate strong technical, analytical, and problem-solving capabilities. - Candidates with transferable experience across life and annuity products, including UL pricing or annuity valuation, are encouraged to apply. - Hybrid Work Opportunity: This role follows a hybrid schedule with 3 days per week in the office and 2 days eligible for remote work. While preference will be given to candidates able to work in the hybrid arrangement, fully remote candidates may also be considered for an interview based on experience and qualifications. Key Responsibilities: - Guide quarterly UL valuation and earnings variance analysis. - Provide guidance and review for Statutory, Tax, and GAAP reserve and intangible asset calculations. - Prepare, review, and maintain Sarbanes-Oxley (SOX) controls. - Maintain, enhance, and govern valuation and business plan models. - Direct, supervise, and validate model updates and analyze their financial impacts. - Identify and implement process improvements within valuation workflows. - Perform specialized actuarial testing, including X‑factor testing, Preferred Mortality studies, and Actuarial Guideline 38 (AG38) 8D testing. - Support implementation of new products and related valuation requirements. - Develop new valuation, reporting, and analytical tools as needed. - Collaborate closely with other Valuation, Modeling, Finance, and Financial Reporting teams. - Prepare ad hoc management reports and complete additional duties as assigned. - Manage, mentor, and develop actuarial students and early‑career staff. - Build strong cross-functional relationships across the organization. Skills, Abilities, and Knowledge Required: - Strong knowledge of Statutory, GAAP, and Tax valuation principles. - Expertise with actuarial modeling for life insurance products. - Strong spreadsheet and database capabilities; ability to analyze large datasets. - Demonstrated ability to learn and master new software quickly. - Analytical, inquisitive mindset with strong problem‑solving skills. - Ability to balance independent work with collaborative team leadership. - Excellent verbal and written communication skills. - Ability to manage deadlines in a cyclical reporting environment. - Experience with PolySystems is preferred. Qualifications: - Bachelor's degree required. - ASA or equivalent designation required, FSA designation preferred. - Minimum of 3 years of experience as a credentialed actuary within the insurance industry. - Prior staff management or mentoring experience a plus. $115,000 - $161,000 a year Protective's targeted compensation for this position is $115,000 - $161,000k. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective's total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards. Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans. Accommodations for Applicants with a Disability: If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process. Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process. We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.

• Assist the Director of Business Development in entering, tracking, and reporting on sales leads within Sales CRM tool. • Serve as a resource to the external Sales teams during the dealer acquisition period. • Support with generating sales presentation materials and organizing campaigns. • Research dealerships and competitors. • Confirm availability of sales targets to avoid duplicate efforts and conflict. • Maintain a database of information on competitor programs and insurance platforms. • Assist in facilitating virtual and in-person sales meetings. • Provide sales support for Global Administrators regarding pricing and marketing inquiries from agents.

• strategize, implement and evaluate sales-process effectiveness • manage wholesaler tech adoption maturity progress • stay apprised of sales tech evolutions and future capabilities • own enablement of core sales systems: M365 Dynamics for Sales (DRM); M365 Copilot; PowerBI • own enablement of ancillary/third party sales tools • facilitate UAT (User Acceptance Testing) for new enhancements to sales tech • build relational networks with Sales Teams • execute technology adoption engagement routines • coordinate sales tech strategies with marketing tech

• Reporting directly to the Divisional Sales Director • responsible for providing external wholesaling support to a select group of distributors • primary focus on wire house and Independent Broker Dealer market • accountable for achieving aggressive premium growth targets within designated territory • comprehensive management of all aspects of the carrier and distributor relationship • entails sales, marketing, pending case advocacy, and other related responsibilities • requires substantial overnight travel, with a minimum expectation of 50% • significant virtual engagement with distributors • responsible for managing specific accounts across multiple states

• Support the design, development, implementation, and ongoing management of statutory disability, paid family and medical leave, and group disability and life insurance offerings. • Lead end-to-end development and launch of group insurance products in alignment with business strategy. • Support market analysis to define product features. • Develop detailed product specifications, supporting tools, and related documentation, aligned with EB methodologies and practices. • Develop and submit product filings while leading the overall filing process and interactions with consultants and regulators. • Plan, forecast, and support the development and marketing of EB products in all stages of the product lifecycle. • Coordinate resources and work with cross functional areas to ensure product launch success. • Manage activities spanning from strategic to tactical. • Support and lead product strategy initiatives as assigned by management. • Support analytical studies on profit feasibility of existing and new products. • Collaborate with the Project Management Office to implement company-wide go-to-market plans. • Provide support to ensure effective coordination and communication among stakeholders. • Partner with Sales and Marketing to develop product related sales tools and collateral material. • Train internal staff on new products and features, as needed. • Lead end-to-end survey development and results analysis to evaluate product features, services, and capabilities.