Role Description We are seeking a versatile and detail-oriented Director, Valuation and Inforce Management to act as the owner of the valuation function for the company and support the Stat & GAAP actuarial reporting requirements. This role owns the integrity and structure of inforce model populations — ensure population inputs are auditable, consistently structured, and aligned across valuation, projection, and reporting. Additionally, this role is a key support function for the financial reporting needs of the company including asset adequacy testing, annual statement, ORSA, FP&A, and risk management. The ideal candidate thrives in a small-company environment where wearing multiple hats is the norm. You are equal parts technical expert, project wrangler, and cross-functional partner. You build strong relationships across marketing, operations, technology, legal, and third-party vendors, and you are willing to roll up your sleeves and dive deep into the details to get the job done. You will be the go-to authority on how reserve calculations work technically and will lead the effort to ensure they are built, tested, documented, reported, and maintained correctly. What You’ll Do - Reserving & Financial Reporting: - Own the actuarial valuation for life & annuity reserves process and calculations for Stat and GAAP valuations including VM-20, VM-22, CRVM, SOP 03-1, FAS-133, DAC, Dividend Liability, and Riders. - Support actuarial & financial reporting for PBR VM-31, Annual Statement, Asset Adequacy Testing, GAAP disclosures, new business value, Income Statement, Balance Sheet, Gains by Source, and ad-hoc requests. - Experience Studies, Assumption Setting, Risk Management: - Strengthen experience studies & annual assumption review recommendations to comply with VM-31 statutory requirements. - Lead testing, monitoring, & sensitivity analysis of financial impacts from experience studies on inforce & industry business. - Create & Own ongoing measurement tools of economic market impacts, regulatory change, and other risk drivers to the inforce business. - Documentation & Process Management: - Create and maintain a best-in-class automated process for all actuarial reserving valuation & reporting requirements, ensuring processes are auditable, navigable, and efficient in providing stakeholders with real time actionable information. - Document new & existing processes and provide clear, auditable proof for reserve & reporting compliance with regulations. - Cross-Functional Collaboration & Strategic Support: - Support pricing & forecasting activities by acting as a subject matter expert on reserve & product functionality for modeling & analysis. - Contribute to strategic planning efforts by providing actuarial and product perspective on initiatives, market developments, and operational improvement opportunities. - Serve as the internal authority on actuarial modeling platform capabilities — advise on platform configuration and use; identify opportunities to expand utility as the business scales. - Own variable product financial management — be the go-to expert on VUL mechanics, reserve behavior, and income dynamics across Finance, FP&A, and product leadership. - Consult on product design trade-offs — connect guarantee structures, premium flexibility, and rider features to their downstream reserve, capital, and behavioral assumption impacts. - Build actuarial and financial literacy across the organization — translate technical concepts into accessible frameworks that sharpen decision-making at every level. - Own VM-31 statutory documentation — ensure all PBR actuarial reports are accurate, complete, and audit-ready. Qualifications - Bachelor’s degree in actuarial science, mathematics, finance, or a related quantitative field. - Fellow of the Society of Actuaries (FSA) or career ASA. - 12+ years of experience in the life insurance industry, with hands-on exposure to valuation, modeling, financial reporting, assumption setting, and experience studies. - Strong working knowledge of life insurance and annuity reserve and capital regulations with a focus on modeled reserves, individual life and annuity product mechanics, features and benefits. - Demonstrated ability to manage multiple workstreams, track deadlines, and coordinate across teams in a collaborative manner. - Excellent written and verbal communication skills, with the ability to translate technical actuarial concepts for non-technical audiences. - High attention to detail and a strong sense of ownership over work quality. Requirements - Experience working in a small or mid-size insurance company environment where broad scope and flexibility are essential. - Experience with variable product design & risk management. Benefits - Employees are eligible for an annual incentive bonus designed to reward for performance. - Flexible paid time off for PTO, plus paid holidays, Days of Significance, and a Volunteer Day. - Paid parental leave eligible after 3 months of service. - Medical, Dental & Vision Insurance. - 401k with company match. - Profit Sharing & Savings Plan. - Short-term and long-term disability insurance. - Flexible spending account. - Life insurance. - Educational Assistance. - Associate Assistance Programs and more!

• Manages the entire life cycle of the Digital Channels product and capability portfolio • Owns a growing portfolio of digital channel products including Programmatic, Paid Search, Paid Social, and Hyperlocal • Accountable for digital channel P&L and partners with solution Product Directors and Sales • Lead cross-functional capability development projects • Conduct financial analyses to assess product viability • Collaborate with the Product VP and senior leaders to develop digital channel capability strategies • For capability launches, lead support functions through the entire go-to-market process • Evaluate digital channel capability ideas and opportunities • Support the quarterly digital channel capability roadmap planning processes • Maintain or improve digital channel capability efficacy and media delivery efficiency

• Develop and execute a multi-year account strategy aligned to customer priorities. • Connect GEHC capabilities across Imaging, AVS, PCS, and Service into a coherent roadmap for Care Alliance partnership. • Translate strategy into quarterly priorities and opportunity plans that the account community can execute. • Build and sustain senior relationships (C-suite and key executives). • Anticipate changing needs, and shape customer decision-making as a trusted advisor. • Present complex information clearly—verbally and in writing—to executive decision makers. • Serve as the single point of contact and decision maker for Enterprise Accounts. • Connect customers to the right GEHC resources to meet needs and resolve challenges. • Lead and align cross-functional teams around account priorities.

• Develop and execute a multi-year account strategy aligned to customer priorities, connecting GEHC capabilities across Imaging, AVS, PCS, and Service into a coherent roadmap for Care Alliance partnership. • Translate strategy into quarterly priorities and opportunity plans that the account community can execute. • Build and sustain senior relationships (C-suite and key executives), anticipate changing needs, and shape customer decision-making as a trusted advisor. • Present complex information clearly—verbally and in writing—to executive decision makers. • Serve as the single point of contact and decision maker for Enterprise Accounts, ensuring alignment on who engages whom, when, and why across GEHC. • Connect customers to the right GEHC resources to meet needs and resolve challenges while maintaining strategic coherence and message discipline. • Lead and align cross-functional teams around account priorities, clear roles, and operating cadence. • Owns the coordination with USCAN and Global Segment teams / Sales GMs to ensure the right level of engagement from front line sellers. • Identify and shape enterprise opportunities; engage the Enterprise Solutions team to build large-scale strategic deals (e.g., Care Alliance / Care Pathway-type constructs where applicable). • Lead cross-segment alignment to improve win rate, deal velocity, and customer confidence in GEHC as a strategic partner. • For assigned Enterprise Accounts, own funnel health and conversion within accounts, driving Enterprise Solutions funnel, Share of Wallet, Visibility rate, and Win rate. • Deliver outcomes with explicit accountability for Price discipline / accretion (protecting value and avoiding relationship-discounting).