• Prepare and post journal entries based on monthly financial activity • Perform account reconciliations and maintain general ledger accuracy • Support month-end close processes and financial reporting activities • Assist with financial reporting in compliance with US GAAP • Maintain and update general ledger records • Support cash management activities • Oversee company credit card transactions and ensure accurate coding • Track and verify receipts, ensuring complete and compliant documentation • Follow up with internal stakeholders regarding missing or incorrect submissions • Provide guidance on expense submission processes • Perform daily data processing tasks (downloading, organizing, and uploading reports) • Maintain data accuracy across systems (e.g., SharePoint) • Support data tagging and GL coding • Assist with reporting and data validation tasks • Communicate with internal teams to resolve discrepancies • Follow and maintain established workflows • Participate in team reviews and process improvements • Proactively identify opportunities to improve efficiency

Role Description In this role you will be responsible for risk-based underwriting of new and/or existing accounts. You’ll be accountable for the achievement of profit, persistency, and growth goals through financial analysis of employer groups. What you will do - Determine level of risk based on established guidelines. - Analyze information on past claim history and other standard criteria. - Determine needed rate level using multiple tools, including a medical evaluation of ongoing large claimant concerns. - Develop and determine appropriate aggregate factors. - Release final rates and factors. - Accountable for profitability and all risk-based decisions. - Block Management: Manage Performance of New and/or Existing Accounts for assigned territories in the following areas: - Target final effective renewal rate increases - Close ratio - Case premium persistency - Billed to manual ratio - Quote turnaround time - Provide competitive feedback on rates/factors and products to management. Recommend improvements in underwriting and marketing strategies. - Participate in underwriting projects and cross training initiatives. - Daily interaction with agents, field staff, marketing reps and other underwriters to maintain consistency and support department workflow. - Build and maintain excellent client, rep, TPA and internal personnel relations. Qualifications - High School Diploma Required. Bachelor's Degree or equivalent combination of education and work experience highly preferred. - 1-2 years of Stop Loss risk based underwriting experience required. - Sound Knowledge of Stop Loss products/pricing. - Solid knowledge of the underwriting field and understanding of Employee Benefit Plans. - Strong analytical and technical skills. - Strong decision-making skills. - Effective interpersonal and negotiation skills. - Service and sales oriented. - Excellent written and verbal communication skills. - Strong teamwork orientation. - Presentation skills. - Working towards HIA, MHP, or CEBS designation a plus. - Solid understanding of Microsoft Office Products. Benefits - Flexible full-time or hybrid telecommuting arrangements. - Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%. - Paid time away including vacation and sick time, flex days and ten paid holidays. - Give back to your community and double your impact through our company matching. Company Description Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.

Title: Financial Services Sales Specialist Location: New York, NY, United States Remote Job Description: NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Financial Services Sales Specialist to join our team in New York, New York (US-NY), United States (US). About NTT DATA Banking & Financial Services: At NTT DATA, we believe that growth and innovation are essential for all Banking & Financial Services firms. However, relentless compliance, operational, and risk pressures can often hinder progress. Our BFS practices leverage deep industry expertise in areas such as Banking & Financial Services Advisory Consulting, Customer Centric Banking, Data & Intelligence, Digital Banking Transformation & Modernization, Digital Technology Consulting, and IT & Digital Operations. We provide the insights, solutions, and business outcomes our customers need to succeed across all lines of their enterprise. We work to reduce IT complexity and help integrate business strategy with enabling value-add technologies, solutions, and process optimization to produce targeted business outcomes. The Banking/Financial Services Sales Director will play a high-visibility and high-impact role in identifying and pursuing new business opportunities within these verticals. You will drive results by leading market and client acceptance across the complete NTT DATA Services portfolio, including Applications, Business Process Outsourcing, Advisory Consulting, Digital Transformation & Modernization, Infrastructure, Cloud, & Security. This is a highly collaborative role, working closely with customer business sponsors and key internal NTT DATA subject matter experts to lead deal pursuits focused on delivering value-add solutions and key business outcomes. We are looking for someone with an entrepreneurial "run it like you own it" approach to demonstrate NTT DATA's ability to provide value-add offerings that achieve clients' targeted business outcomes. This is an excellent opportunity for individuals with a successful IT sales pedigree to play a significant role in our continued growth, with great upside earning potential. Key Responsibilities: - Hunt new logo opportunities within the Banking and Financial Services vertical, driving new logo revenue and profits by achieving Total Contract Value (TCV), In-Year Revenue, and Gross Margin targets. - Collaborate closely with Client Executives and Consulting and Solution Leads to drive services sales strategies across the NTT DATA portfolio of offerings. - Own executive communication with customer sponsors and NTT DATA senior leadership as the Deal Pursuit Lead. - Leverage the NTT DATA marketing team with focused and targeted campaigns and lead generation activities to create demand for offering specific solutions within new logos and specific target current accounts. - Employ an "offerings" focus with a broad approach to leverage all NTT DATA assets and capabilities to sell unique outcome-based solutions/portfolio for our clients. - Anticipate how market and competitive factors will influence the selling of NTT DATA Services and partner with our clients to create unique and value-based relationships. - Maintain a track record of achieving sales quotas/targets in one or more of the following: TCV, Revenue, or Gross Margin. Qualifications: - 12 years of overall experience in information technology, technology solutions, and/or consulting-related services. - 7+ years of experience in a new business development role with success in signing new logos. - 5+ years selling into Banks and Financial Services companies. - Experience selling IT Services and Consulting offerings, including professional services and intellectual property, in a quota-measured role. - Successful sales experience exceeding annual quotas of $8 million+ TCV. - Industry domain knowledge in Banking/Financial Services and experience selling consulting and/or information technology solutions in this domain. - Experience working with Third Party Advisory firms such as Everest, Gartner, ISG, Forrester, IDC, etc. - Bachelor's degree. - Ability to travel 40% of the time. Why NTT DATA? Join us and be part of a team that is driving innovation and transformation in the Banking & Financial Services industry. We offer a dynamic work environment, opportunities for professional growth, and a chance to make a significant impact on our clients' success. Apply Now: If you are a driven sales professional with a passion for technology and a track record of success, we want to hear from you. Apply today and take the next step in your career with NTT DATA. About NTT DATA NTT DATA is a recognized leader in IT and business services, including cloud, data and applications, headquartered in Texas. As part of NTT DATA, a $30 billion trusted global innovator with a combined global reach of over 80 countries, we help clients transform through business and technology consulting, industry and digital solutions, applications development and management, managed edge-to-cloud infrastructure services, BPO, systems integration and global data centers. We are committed to our clients' long-term success. Visit nttdata.com or LinkedIn to learn more. NTT DATA is an equal opportunity employer and considers all applicants without regarding to race, color, religion, citizenship, national origin, ancestry, age, sex, sexual orientation, gender identity, genetic information, physical or mental disability, veteran or marital status, or any other characteristic protected by law. We are committed to creating a diverse and inclusive environment for all employees. If you need assistance or an accommodation due to a disability, please inform your recruiter so that we may connect you with the appropriate team. Where required by law, NTT DATA provides a reasonable range of compensation for specific roles. The starting pay range for this remote role is $131,625. - 268,125. This range reflects the minimum and maximum target compensation for the position across all US locations. Actual compensation will depend on a number of factors, including the candidate's actual work location, relevant experience, technical skills, and other qualifications. This position may also be eligible for incentive compensation based on individual and/or company performance. This position is eligible for company benefits that will depend on the nature of the role offered. Company benefits may include medical, dental, and vision insurance, flexible spending or health savings account, life and AD&D insurance, short and long term disability coverage, paid time off, employee assistance, participation in a 401k program with company match, and additional voluntary or legally-required benefits.

Role Description We currently have an opportunity for a Senior Underwriter to join our Specialty Property team based in our Atlanta, GA office or remote in the Southeast territory of the United States. Under technical direction and within underwriting authority, reviews complex risks to determine acceptance of an application. The Senior Underwriter determines selection or rejection of new and/or renewal business using underwriting rules and guidelines, manual rating rules, and insurance laws and regulations. Analyzes quality and quantity of risks written and prepares reports accordingly. Monitors and evaluates results of assigned producers and assigned territory. Recommends and implements action plans for improvement of underwriting results for assigned producers and assigned territory. May act as a coach/mentor to newer or less-experienced underwriters and assistants. - Manages a profitable book of business by evaluating results and conducting portfolio reviews for assigned territory and individual producers. - Develops integrated pictures of factors that affect profitability, growth, retention and recommends, implements, and monitors necessary action plans. - Has underwriting responsibility for a book of new and renewal business. - Examines, identifies, and evaluates exposures by analyzing documentation from various sources, such as the insurance application, internet searches, inspection reports, credit reports, etc. - Makes underwriting decisions to accept, decline, or modify risks within assigned underwriting authority level in partnership with underwriting team. - Executes underwriting strategy as determined by management, including portfolio management and self-audits. - Implements underwriting decisions in compliance with state laws and company guidelines. - Develops superior working relationships with producers to successfully promote achievement of mutual operating goals (growth, retention, and profitability). - Determines and executes strategy for account management and agency planning. - Works closely with other departments, including claims, actuary and risk control staff in an effort to better service producers and accounts. - Gathers and analyzes competitor and producer information including producers’ retention, profitability and potential, in support of pricing and appetite. - Collaborates with team members to manage work inventories and all production activities to provide accurate and timely service in accordance with business unit standards. - Processes underwriting decisions. Documents files and reports via automated desktop systems and tools. - Regularly travels to key producers/accounts and remains a visible presence in the marketplace. - Monitors agency action plans and participates in account management, agency planning and marketing meetings to best position the business for the future. - May participate in industry events and/or committees. - Provides training and mentoring to less experienced underwriters and/or underwriting assistants. - Stays abreast of industry, territory and insurance trends. Qualifications - Bachelor's degree - Minimum of 3-5 years of Specialty Property Experience - CPCU, AINS preferred Requirements - The typical base salary range for this position is: $96,000 - $136,000, based on the factors aforementioned. - For candidates located in San Francisco, CA; Washington DC; our Massachusetts based offices and the New York City metro area, the base salary range is $121,000 - $142,000. Benefits - Comprehensive medical, dental and vision insurance with no waiting period - Competitive paid time off programs - 401(k) savings and annual contributions of up to 12% of annual salary - Mental health support programs, life and disability insurance, paid parental leave and a variety of additional voluntary benefits