The Standard

• Lead a high-performing team of actuaries and students • Manage the development of pricing for premium rates and fees • Analyze emerging profit as compared to pricing assumptions • Perform specialized pricing/underwriting for large cases or unique blocks of business • Gather, analyze and develop strong understanding of profitability, growth, risk, customer retention, and expense trends • Create and maintain models used in analysis, risk management, income projection and regulatory requirements • Collaborate with sales, marketing and other functional areas on the financial soundness and design of new products • Communicate and collaborate with various departments across the organization to meet business needs

• Provide consultative support to L&D and business operations leaders, driving recommendations on training approaches and strategies, design methodologies, training distribution and measurement/evaluation of training content • Participate in projects focused on aligning learning and development solutions with strategic business priorities • Provide training, guidance and leadership for team members as well as evaluating program effectiveness through surveys, interviews, focus groups and communication with business leaders • Conduct full business and training needs analysis for large groups and department initiatives to determine optimal learning solutions and work phases • Evaluate existing training programs and leverage industry methodologies to design programs and business readiness strategies to meet the unique needs of each project or business area that align with strategic business objectives and initiatives • Manage the strategy, design, and development of new and continuing education courses and curriculum for both formal and informal training solutions using a variety of methods to enable effective learning for both new and experienced team members • Provide mentoring and skills development opportunities within the learning and development team, supporting all levels of peers • Evaluate and forecast team capacity and provide prioritization guidance to ensure timeliness of deliverables to stakeholders • Serve as a business partner to leadership, project teams, change management office, and stakeholders across the organization to facilitate the learning and development deliverables related to the business strategy • Consult with leaders to identify key stakeholders and conduct gap analysis to assess business readiness and provide recommendations to leaders on learning solutions and opportunities for continuous improvement • Conduct research, analyze data trends, identify root cause(s), and provide information to the business or project teams to initiate training action and ensure that each department’s goals are being met

Role Description The Learning & Development Specialist is responsible for providing consultative support to L&D and business operations leaders, driving recommendations on training approaches and strategies, design methodologies, training distribution and measurement/evaluation of training content. In this role, you will participate in projects focused on aligning learning and development solutions with strategic business priorities, provide training, guidance and leadership for team members as well as evaluating program effectiveness through surveys, interviews, focus groups and communication with business leaders. Key Responsibilities - Conduct full business and training needs analysis for large groups and department initiatives to determine optimal learning solutions and work phases. - Evaluate existing training programs and leverage industry methodologies to design programs and business readiness strategies to meet the unique needs of each project or business area that align with strategic business objectives and initiatives. - Manage the strategy, design, and development of new and continuing education courses and curriculum for both formal and informal training solutions using a variety of methods to enable effective learning for both new and experienced team members. - Provide mentoring and skills development opportunities within the learning and development team, supporting all levels of peers. - Evaluate and forecast team capacity and provide prioritization guidance to ensure timeliness of deliverables to stakeholders. - Serve as a business partner to leadership, project teams, change management office, and stakeholders across the organization to facilitate the learning and development deliverables related to the business strategy. - Consult with leaders to identify key stakeholders and conduct gap analysis to assess business readiness and provide recommendations to leaders on learning solutions and opportunities for continuous improvement. - Conduct research, analyze data trends, identify root cause(s), and provide information to the business or project teams to initiate training action and ensure that each department’s goals are being met. Qualifications - Bachelor’s degree or equivalent work experience in a related field. - Change Management or Project Management Certification is a plus. - 8+ years of relevant, progressive work experience, or the equivalent combination of education and/or relevant experience. - Solid understanding of instructional design principles, adult learning theory, and training methodologies with demonstrated experience in the development of training for adults in a business environment. - Strong design and development skills to create training outputs in various methods and the ability to deliver training sessions effectively, facilitate group discussions, and engage training participants of varying skill levels. - Hands-on experience in conducting research, strategic planning, data gathering and analysis skills to integrate reports and data to support learning strategies. - Strong familiarity with various forms of program evaluation and performance measurement systems and tools as well as managing external vendor partnerships. - Prior experience providing coaching and strategic guidance across multiple stakeholder groups to drive successful learning and development programs from ideation to implementation. Skills - Advanced proficiency with digital adoption platforms (i.e. WhatFix, WalkMe) (required). - Advanced skills with MSOffice platform (Word, Excel, PowerPoint), Adobe Creative Cloud & Articulate 360, and other learning tools (required). Key Behaviors of a Successful Candidate - Winning Together: Excellent verbal and written communication skills with the ability to build trust and effective partnerships with both internal and external stakeholders. Fosters teamwork, maximizes efficiencies, and works to promote collaboration between the L&D team and business partners to ensure team members are equipped with the necessary knowledge and skills to deliver exceptional customer experiences. - Driving Success: Strong organization and project management skills and ability to effectively manage multiple initiatives simultaneously. Works effectively with leadership & stakeholders to address challenges, help drive process improvements, standards, methods, tools, and competencies. Is viewed as a subject matter expert with the ability to negotiate and influence management decision making. - Improvement Mindset: Proactively identifies trends and patterns and provides analysis and recommendations to stakeholders and decision makers, to define, implement, and deliver on learning strategy. Thinks strategically and takes a proactive approach in gaining knowledge across multiple business lines and job functions to create programs that take us “next level.” - Adaptability: Adapts quickly to changing priorities and is comfortable with ambiguity and uncertainty driven by a fast-paced environment and new challenges. Benefits - A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions. - An annual incentive bonus plan. - Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure. - A supportive, responsive management approach and opportunities for career growth and advancement. - Paid parental leave and adoption/surrogacy assistance. - An employee giving program that double matches your donations to eligible nonprofits and schools. Salary Range $88,000.00 - $129,000.00

• Serve as a strategic partner and execution leader to the SVP, Regional Sales & Client Management and the SVP, National Accounts Sales & Client Management • Align priorities, advance key business initiatives, and strengthen leadership effectiveness across the organization • Provide strategic insights, oversee performance reporting and KPI management • Lead cross-functional efforts, and develop a team of Impact Managers focused on critical business priorities • Play a critical part in helping shape and scale the Employee Benefits sales and client management organization • Help create alignment, clarity, and execution discipline through a period of meaningful transition and transformation • Ability to travel occasionally for planning meetings, leadership events, and team engagement activities

• Serve as the main contact for brokers and clients, ensuring timely, accurate support • Manage inquiries and resolve issues by partnering with Sales, Operations, Compliance, and other internal teams • Provide product and process guidance to brokers and clients throughout the transaction lifecycle • Monitor accounts to ensure timely processing of documentation, payments, and transactions • Identify opportunities to improve processes and participate in team or department projects

Role Description This role is responsible for adjudicating and processing supplemental insurance claims from intake through final payment. The position focuses on gathering and analyzing claim information, verifying eligibility, making accurate benefit decisions, and ensuring timely, precise payments. You’ll manage each claim end-to-end while delivering responsive, compassionate service to claimants, policyholders, and partners. The role also contributes to continuous improvement by bringing forward customer insights, identifying process gaps, and collaborating with teammates to enhance the overall claims experience. Key Responsibilities - Manage claim intake, review, and communication across both digital and paper channels. - Verify eligibility, analyze coverage details, and adjudicate supplemental insurance claims. - Complete the full payment process, including distribution, authorization, and lost-check resolution. - Apply claim management strategies to ensure accurate payments and appropriate financial outcomes. - Participate in continuous improvement efforts by identifying issues, sharing customer insights, and supporting workflow enhancements. Qualifications - High School Diploma or equivalent. - 2+ years of experience in supplemental claims processing. - Prior experience with medical billing or CPT coding. - Strong ability to analyze information, interpret policy provisions, and make accurate claim decisions. - Proficiency with Microsoft Office applications (Word, Outlook, Excel, PowerPoint). - Experience collaborating with employers, brokers, TPAs, and other external partners. - Familiarity with continuous improvement practices or customer-experience-focused workflows. Key Behaviors of a Successful Candidate - Adaptability: Adjusts quickly to changing priorities and embraces new ways of working. - Improvement Mindset: Seeks opportunities to streamline processes and enhance the customer experience. - Driving Success: Takes initiative, pursues goals with persistence, and remains resilient when challenges arise. Benefits - A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions. - An annual incentive bonus plan. - Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure. - A supportive, responsive management approach and opportunities for career growth and advancement. - Paid parental leave and adoption/surrogacy assistance. - An employee giving program that double matches your donations to eligible nonprofits and schools. Salary Range 21.63 - 29.45

• Underwrite group ancillary lines and evaluate high levels of risk and complexity for customers with primarily 5,000+ lives in the National Accounts ancillary lines market • Manage an in-force book of business that includes moderate to complex cases, serving as a primary contact and internal consultant to management and external contacts • Provide expert guidance to others in the underwriting family as a key resource to the division; mentor 1:1, classroom train, and identify training gaps and trainee needs in collaboration with leadership within the Mid-Market underwriting teams, field office sales and service partners • Project work as needed

• Underwrite group ancillary lines and evaluate moderate to high levels of risk and complexity for customers with primarily 5,000+ lives in the National Accounts ancillary lines market. • Manage an in-force book of business that includes moderate to complex cases, serving as a primary contact and internal consultant to management and external contacts. • Provide guidance to others in the underwriting family as a key resource to the division; mentor 1:1, classroom train, and identify training gaps and trainee needs in collaboration with leadership within the Mid-Market underwriting teams, field office sales and service partners. • Project work as needed.

• Applies understanding of functional area to complete risk-based analysis used in the development and enhancement of AXIS models and processes supporting VM-22 valuation and communicating results • Design and implementation of model improvements, including structure, assumptions, and runtime optimization • VM-22 interpretation and implementation to drive model governance (change management, controls, validation readiness) • Partnering with valuation, pricing, FP&A, and investment management to ensure consistency and usability of results • Analyzing model output to identify drivers, limitations, and opportunities for improving model performance and scalability (automation, workflow, cloud integration where applicable) • Staying current on VM-22 regulatory developments and translating into model changes • Partners with the core VM-22 team as well as other members of the actuarial community of practice.

• Manage the RFP (proposal) process for new business as well as existing/growing business • Collaborate with internal and external customers (Sales Representatives, Brokers, Underwriters, and Employers) to provide the best possible outcome for all parties involved • Negotiate pricing, rate competitiveness, and product enhancements • Analyze all RFP documents for underwriting feasibility, experience evaluation, and proposal accuracy • Administer re-quotes and corrections • Manage Salesforce data input, stage updates, document uploads, reports, probability, and pipeline