Open Positions

Open positions

Product Management

Manager and Actuary

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Position Overview

The Manager and Actuary will manage a small team with experience and skills in pricing related to individual life insurance and/or annuity products.

 

Responsibilities

  • Manages and develops a staff of 1-2 people (Actuarial Analyst, Senior Actuarial Analyst)
  • Remains apprised of regulatory updates and industry practices
  • Responsible for adherence to the company’s framework of internal controls
  • Works collaboratively and may participate on or lead project teams
  • Performs the necessary duties in the product development process:
    • Obtains market and competitive analyses
    • Reviews pricing assumptions and recommends changes if necessary
    • Reviews book profit analyses to determine if prototype designs meet financial and competitive objectives
    • Produces alternative design options for review by leader
    • Upon product design approval, manages the creation of supporting actuarial documentation for the policy forms filing process
    • Provides detailed specifications to systems resources for product implementation
    • Provides product support to internal business areas and to the field
    • Manages the development of life new business models to be provided to the Financial Projections area
  • Performs analyses of the effect of experience changes on product profitability
  • Provides product support to our field force, sales and customer service personnel
  • Identifies and recommends ongoing process improvements
  • Sets clear objectives for direct reports
  • Formally coaches and mentors with a focus on employee development and career pathing
  • Performs various other related duties, assignments and special projects as assigned
  • Complies with all company and site policies and procedures

Required Skills 

  • Modeling skills – proficiency in MG-ALFA preferred but not required.
  • Extensive understanding of life insurance and/or annuity products
  • Knowledge of Principals Based Reserving
  • Strong analytical, problem solving and critical thinking skills
  • Must be detail-oriented and be able to handle multiple tasks/projects as well as exercise initiative and follow-through to meet deadlines
  • Ability to effectively communicate with all levels and present information (written and verbal) clearly, consistently and accurately
  • Excellent written and verbal communication skills
  • Ability to establish and sustain positive relationships
  • Ability to think strategically by innovating, initiating and understanding how work connects to others’
  • Strong communicator who uses varied techniques to craft messages/presentations to reach audiences effectively
  • Uses effective influencing skills to share expertise and persuade others
  • Values, promotes and acts with integrity
  • 5+ years of relevant experience
  • Life or Annuity product development/pricing experience required
  • ASA required
  • FSA or near FSA preferred

 

Education/Licenses/Professional Designations

  • Bachelor’s degree required with major/concentration in Actuarial Science, Mathematics, Finance or related discipline

 

Salary Level = 22

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-07-23T13:23:52Z
Location:
Horsham, Pennsylvania
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Senior Underwriting Consultant

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Position Overview

The Senior Underwriting Consultant will manage all aspects of the underwriting process.

 

Responsibilities 

  • Selects and classifies risks according to company philosophy and standards
  • Assists with developing initiatives for revision and updating of underwriting practices
  • Acts as an information resource and assists with training and development of less experienced underwriters
  • Manages retention
  • Helps to maintain profitable mortality experience
  • Analyzes and interprets medical, non-medical and financial information
  • Make decisions within approval limits up to $7,500,000 - $10,000,000
  • Determines appropriate requirements
  • Reviews and provides co-signatures on referrals from other underwriters
  • Coaches, mentors and provides performance feedback to Underwriting Analysts and Consultants
  • Reviews and provides co-signatures on referrals from other underwriters
  • Identifies and assists in providing solutions to work related problems and issues
  • Communicates and collaborates with the field and home office to provide the highest quality service levels to customers
  • Maintains positive and effective relationships with internal and external partners
  • Participates in major projects
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned.

 

Required Skills 

  • Highly developed knowledge of underwriting function
  • General awareness of current affairs, industry issues and trends, both corporate and external
  • Solid knowledge of insurance contract law and state legislative requirements
  • Strong knowledge of insurance products (plans, riders, benefits) and illustrations and how they are marketed
  • Strong knowledge of reinsurance marketplace to work proactively with the field where reinsurance is an opportunity
  • Thorough understanding of automatic reinsurance agreements
  • Highly developed knowledge of medical science, technology and terminology and their impact on mortality
  • Highly developed knowledge of financial and other non-medical underwriting factors
  • Thorough knowledge of financial and non-financial underwriting factors
  • Thorough knowledge of product pricing
  • Strong organizational, communication and interpersonal skills
  • Strong analytical kills, ability to define, research and resolve problems
  • Excellent knowledge of mainframe and PC environment
  • Ability to create and maintain customer relationships
  • Ability to prioritize and work effectively under deadlines balancing published service times with an appropriate customer focus
  • Ability to comprehend, retain and apply current technical information to daily work issues
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • Ability to work with others in a collaborative team environment

Experience 

  • Minimum 6 - 8 years underwriting experience

 

Education/Licenses/Professional Designations 

  • Bachelor's degree required, equivalent work experience in life Underwriting may be considered
  • FLMI, FALU and ACS designations or current coursework toward earning certificates

 

Salary Level: 21

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-06-29T16:32:47Z
Location:
Horsham, Pennsylvania
Apply

Systems Assurance Specialist-Temporary Position

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Position Overview

The Systems Assurance Specialist executes and maintains deliverables for systems assurance initiatives primarily focusing on the execution and delivery of manual and automated testing responsibilities.  The Systems Assurance Specialist supports all activities identified by the Product Management team to deliver the team’s initiatives. 

 

 Responsibilities

  • Responsible for the testing of illustration system software to support product development and system enhancements Works with senior team members on complex tasks.
  • Completes assignments in accordance with defined schedules, tasks, and deliverables and with high quality.
  • Executes test plans and documents testing results.
  • Communicates with illustration system software vendors during system development and troubleshooting.
  • Works with other product management teams such as Product Implementation and Product Actuaries to resolve discrepancies.
  • Communicates with team members and management regarding project/issue status.
  • Participates in weekly Illustration Team meetings to discuss planned system releases, open issues and prioritization.
  • Performs various other related activities and special projects as required in meeting department or corporate objectives.
  • Works with senior team members to increase knowledge about PML’s products and systems.
  • Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Successfully completes regulatory and job training requirements.
  • Performs other duties as assigned.

Required Skills 

  • Excellent organizational and time management skills required.
  • Intermediate PC skills, with MS Excel, MS Word, Adobe Acrobat. Defect Tracking Software experience a plus.
  • Excellent oral and written communication skills required.
  • Strong attention to detail required.
  • Ability to identify and solve problems.
  • Excellent interpersonal skills and the ability to work well with people from different disciplines and departments.
  • The ability to work with others in a collaborative team environment.

Experience

  • Experience in the life insurance industry and related sales illustration software is preferred.
  • Automated testing experience is a plus.
  • Life Insurance and/or Annuity designation(s) a plus.

 

Education/Licenses/Professional Designations

  • Associate or Bachelor's degree or relevant work experience.
  • Industry designations preferred.

 

 Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

 

About the Penn Mutual Life Insurance Company

Penn Mutual helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Temp
Date posted:
2021-02-05T20:18:11Z
Location:
Horsham, Pennsylvania
Apply

Actuarial Analyst

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Penn Mutual’s Actuarial Analysts will gain valuable experience in at least three different areas of practice, gain management experience, hone business and leadership skills, and ultimately attain the FSA designation. Penn Mutual develops future leaders and is willing to invest in bright, talented individuals to help them achieve life’s possibilities.

 

PRIMARY RESPONSIBILITIES:

  • Performs actuarial tasks, which are mathematical and/or higher level clerical nature
  • Compiles and categorizes data for experience analyses and prepared related reports
  • Prepares schedules of statistics, financial statements, premiums, reserves and benefits, documenting and verifying the factors used in related computations
  • Active team member accountable for working towards shared goals and objectives

Required Skills 

  • Strong communicator in both written and verbal context.
  • Ability to collaborate and build relationships.
  • Ability to plan and prioritize work towards the achievement of personal and corporate objectives.
  • Value, promote and act with integrity.
  • Preferred:
    • Actuarial internship
    • One exam towards the eventual attainment of an ASA
    • Committed to pursuing the FSA designation
  • 4-year degree with a major/concentration in Actuarial Science, Mathematics or a related discipline. Business coursework a plus.

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused—Gets it done.  Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. Inspires, motivates and persuades others through their decisions and actions.

 

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2018-05-23T16:29:44Z
Location:
Horsham, Pennsylvania
Apply

Actuarial Summer Intern

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Penn Mutual’s Actuarial Interns will gain valuable experience in one of four areas of practice – pricing, valuation, modeling or product management – and have the following opportunities:

  • Executive leadership speaker luncheons including discussions with the Chief Actuary, SVP of Product Management, CFO, COO and CEO
  • Paid Housing
  • Department Information Sessions
  • Advanced Excel and Access training
  • Mentoring program

 

PRIMARY RESPONSIBILITIES:

  • Performs actuarial tasks, which are mathematical and/or higher level clerical nature
  • Compiles and categorizes data for experience analyses and prepared related reports
  • Prepares schedules of statistics, financial statements, premiums, reserves and benefits, documenting and verifying the factors used in related computations
  • Active team member accountable for working towards shared goals and objectives

Required Skills 

  • Passing an exam is not required for program eligibility, but candidate should be working towards passing exams
  • Strong communicator in both written and verbal context
  • Ability to plan and prioritize work towards the achievement of personal and corporate objectives
  • Working towards a degree with a major/concentration in Actuarial Science, Mathematics or a related discipline. Business coursework a plus.

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused—Gets it done.  Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. Inspires, motivates and persuades others through their decisions and actions.

 

 

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2015-09-30T19:46:33Z
Location:
Horsham, Pennsylvania
Apply

Career Agency System

Case Designer - 1847 Financial

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* Please note that this position is being offered as an onsite, Hybrid or fully remote location role anywhere within the continental United States.

 

Position Overview 

The Field Case Designer provides illustrations, advance sales concepts, and marketing support to the financial professionals in order to increase life insurance and annuity sales.

  

Position Expectations 

Responsibilities 

  • Assists financial professionals with the design of their cases, which includes illustration preparation, use of advance sales concepts, and insuring that all appropriate marketing materials are available for the sale.
  • Implements marketing program lead generation programs, and the development and organization of seminars and informational meetings.
  • Participates in joint work opportunities where needed
  • Monitors progress and measures advanced sales results
  • Insures office has the most current versions of all marketing materials.
  • Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Successfully completes regulatory and job training requirements.
  • Performs other duties as assigned.

 

Required Skills 

Skills & Abilities 

  • Proficient in Microsoft Office Suite, Outlook, Internet and software applications, including illustrations, advanced sales software and proposals
  • Strong communication skills (written & oral); and presentation skills
  • Excellent planning and organizational skills and the ability to meet deadlines.
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
  • Ability to work with others in a collaborative team environment.

Experience 

  • 3 or more years of experience in life insurance and other related advanced sales concepts

 

Education/Licenses/Professional Designations 

  • College degree required

 

 

All Employees Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and inspires, motivates and persuades others through their decisions and actions.

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and employees, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2021-07-22T20:12:04Z
Location:
Conshohocken, Pennsylvania
Apply

Financial Professional - Pittsburgh, PA

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Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Pittsburgh, PA and you will be working for our locally known agency 21st Century Financial.

 

This career can take off quickly with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. Successful financial professionals build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Pittsburgh area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

All Employees Exemplify Our Penn Mutual Values: 

 

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

Tags: Financial Advisor, Financial Adviser, Wealth Advisor, Life Insurance, Life Insurance Agent, Insurance Agent, Life Insurance Sales Representative, Insurance Sales Representative

Job type:
Full-Time/Regular
Date posted:
2021-01-25T15:15:38Z
Location:
Pittsburgh, Pennsylvania
Apply

Financial Professional - Columbus, OH

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Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Columbus, OH and you will be working for our locally known agency 21st Century Financial.

 

This career can take off quickly with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. Successful financial professionals build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Columbus, OH area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

All Employees Exemplify Our Penn Mutual Values:  

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and employees, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

 

Job type:
Full-Time/Regular
Date posted:
2020-08-21T15:27:40Z
Location:
Columbus, Ohio
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Financial Professional - Charlotte, NC

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Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Charlotte, NC and you will be working for our locally known agency Penn Mutual Carolina Partners.

 

This career can take off quickly with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. Successful advisers build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Charlotte area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new financial professionals as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 


About Penn Mutual 

Established in 1847, The Penn Mutual Life Insurance Company is committed to the noble purpose of helping individuals, families and small businesses make the most of life’s possibilities. As an original pioneer of mutual life insurance in America, we believe that our financial strength and mutual advantage support our ability to consistently deliver on our promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation and distribution needs of their clients. Whether in our Home Office or Field, Penn Mutual is proud to work together in a values-driven and relationship-based culture.

 

All Employees Exemplify Our Penn Mutual Values: 

 

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and employees, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

 

Job type:
Full-Time/Regular
Date posted:
2020-08-21T15:26:26Z
Location:
Charlotte, North Carolina
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Financial Professional - Akron, OH

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Penn Mutual is looking for talented individuals who seeks to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Akron, OH and you will be working for our locally known agency 21st Century Financial.

 

This career can take off quickly with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. Successful financial professionals build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Akron, OH area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new financial professionals as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 


About Penn Mutual

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

All Employees Exemplify Our Penn Mutual Values: 

 

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and employees, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

 

Job type:
Full-Time/Regular
Date posted:
2020-08-21T15:25:19Z
Location:
Akron, Ohio
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Financial Professional - Cincinnati, OH

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Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Cincinnati, OH and you will be working for our locally known agency 21st Century Financial.

 

This career can take off quickly with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. Successful financial professionals build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Cincinnati area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

All Employees Exemplify Our Penn Mutual Values:  

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and employees, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

 

Job type:
Full-Time/Regular
Date posted:
2020-08-21T15:22:10Z
Location:
Cincinnati, Ohio
Apply

Financial Professional - Edison, NJ

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Position Overview:

Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 This career can take off quickly with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. Successful financial professionals build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

  

Position Responsibilities:

 

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

 

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 

  

All Employees Exemplify Our Penn Mutual Values: 

Acting With Integrity—we have the conscious intention to do the right thing.

Respecting One Another—we see each other’s distinctiveness as a valued asset.

Focusing on Relationships—we foster meaningful connections with others.

Sustaining Our Legacy—we are trusted guardians for what we promise.

A Shared Sense of Belonging—we evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and inspires, motivates and persuades others through their decisions and actions.

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and employees, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2020-08-21T15:19:13Z
Location:
Edison, New Jersey
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Vantis Life Insurance Co (Windsor, CT)

Customer Service Representative (Life or Annuity)-PIA New York

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Position Overview

Penn Insurance and Annuity of New York (affiliate of Vantis Life Insurance Company, member of Penn Mutual Life Insurance family of companies is forming a new client services team to process and service our life and annuity business.  The team will be located in our Windsor, CT location.  This team is essential to our business, as they are the face of our company, providing critical interactions with our financial professionals and their clients.  Our Customer Service Representatives own the relationship with our valued customers and have the rewarding responsibility of shaping the image of our company.  You will handle a variety of in-bound calls from our clients via an 800 line providing stellar service as well as delivering policy/contract administration support. We are searching for candidates with all levels of experience for this role, from entry-level to more seasoned representatives. 

 

Responsibilities 

  • Learns all facets of universal & variable life insurance and/or annuities and the products sold
  • Handles simple to complex in-bound calls from our clients/financial professionals and answers questions regarding their life or annuity product and/or servicing needs
  • Processes routine non-financial transactions and documents records with consistent quality, attention to detail, and according to department policies and procedures
  • Investigates and follows up on questions/issues to resolve concerns in an accurate and timely manner
  • Accepts ownership of the interaction and provides a high caliber of service and follow-through, escalating more complex issues as appropriate
  • Interprets each request and navigates multiple administration systems as well as our workflow and imaging tools to gain and document needed information
  • Recommends and facilitates process changes to continuously improve the customer experience
  • Adheres to Service Level of Agreements (SLAs) and individual/team metrics
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned
  • Must be able to provide coverage until 6:00 pm EST

Required Skills 

  • A customer service attitude that translates professionalism, confidence as well as a ‘smile’ over the phone
  • Ability to comprehend and articulate information
  • Ability to learn and adapt in ever-changing and upgrading technology
  • Executes with urgency and professionalism
  • Excellent analytical and organizational skills with attention to detail
  • Excellent communication skills, both verbal and written, required
  • Willingness and proven ability to work on multiple tasks and adapt to a changing work environment
  • Strong technical skills with the ability to navigate within multiple systems
  • Excellent problem-solving skills – the ability to see beyond the obvious into what may be intended
  • Willingness and ability to work under pressure and meet deadlines
  • Ability to make a positive contribution as demonstrated by learning new skills
  • Ability to work with others in a collaborative team environment

Experience

  • 1-3 years of customer service experience with universal and variable life insurance/annuity products required
  • Knowledge of NY life and annuity products preferred

 

Education/Licenses/Professional Designations 

  • High School diploma required
  • Bachelor’s degree preferred

 

Penn Insurance of New York is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veteran’s status, or genetic information.  Opportunities throughout the company are available to Penn Mutual Associates and external candidates and are evaluated on the basis of position qualifications. 

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

Job type:
Full-Time/Regular
Date posted:
2021-07-20T21:22:31Z
Location:
Windsor, Connecticut
Apply

Account Executive

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Position Overview

 

The Account Executive promotes the sale of Vantis Life’s Term and Whole Life Products to new and existing clients through incoming calls generated by Marketing Campaigns and by making outbound calls to existing customer lists. In this role, you will be trained to capture, develop, qualify and conduct a needs analysis in order to determine eligibility/rating class for each consumer and make recommendations based on which product (graded/non-graded whole life or term insurance) best meets their need. You will ensure each consumer has the insurance protection in-force by following through on each case.

 

Responsibilities 

  • Call Center Environment
    • Manages time well by answering incoming calls and maximizing slower periods with making outbound calls
    • Utilizes exceptional phone skills and exudes a likeable and confident personality
    • Follows script to ensure compliance, call control and to maximize sales performance
  • Sales Effectiveness
    • Utilizes sales script which follows the building blocks of making sales
    • Self motivates and has a passion for continually exceeding personal best performance
    • Adapts quickly and implements feedback shared individually, through emails or meetings
    • Achieves and exceeds monthly, quarterly and annual sales goals
    • Ensures each consumer has the insurance protection by following through on each case by working closely with the Senior Sales Coordinator

 

  • Customer Relationship Management (CRM) System/Lifetime System
    • Utilizes the CRM to input leads, update notes and set tasks to follow-up on prospects and cases that have been submitted to move along to an in-force status
    • Reviews data on CRM dashboard to improve and maximize performance
    • Inputs information accurately and real-time
    • Utilizes Lifetime System to process applications

 

  • Licensing / Product Knowledge / Procedures
    • Keeps current with all licensing requirements
    • Is resourceful and takes ownership of learning products and procedures
    • Must maintain a Connecticut Life Insurance license

 

  • Other Duties as Assigned

Required Skills 

  • Ability to effectively communicate both in oral and written format
  • Basic computer skills which include company sales specific software applications
  • Adapts well to new procedures
  • Ability to develop and maintain favorable relationships with internal and external customers including new and existing clients in order to increase revenue
  • Ability to ensures that Vantis Life products consistently meet the client’s needs
  • Adheres to company’s sales standards and practices at all times
  • 1-2 years Sales Call Center experience
  • Experience in life insurance sales preferred

 

Education/Licenses/Professional Designations 

  • Bachelor's degree preferred
  • Must have a valid Connecticut Life Insurance License or obtain this within 4 weeks from date of hire
Job type:
Full-Time/Regular
Date posted:
2021-07-20T21:18:31Z
Location:
Windsor, Connecticut
Apply

Customer Service Representative (Life or Annuities)

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Position Overview

Vantis Life (a member of Penn Mutual Life Insurance Co) is looking for a Customer Service Representative. Our employees own the relationship with our valued customers and have the rewarding responsibility of shaping the image of Vantis Life.  Individuals with a passion for service will handle a variety of in-bound calls from our clients via an 800 line and process transactions and documents. This position works under immediate supervision.  This position can be fully flexible and work out of our Windsor, CT campus or remotely.

 

Responsibilities

  • Learns all facets of Life Insurance or Annuities and the products sold
  • Handles simple to more complex in-bound calls from our clients and answers questions regarding their life or annuity product and/or servicing needs
  • Investigates and follows up on basic or routine questions/issues to resolve concerns in an accurate and timely manner
  • Accepts ownership of the interaction and provides a high caliber of service and follow-through
  • Interprets each request and navigates multiple administration systems as well as our workflow and imaging tools to gain and document needed information
  • Processes routine financial and non-financial transactions and documents records with consistent quality, attention to detail, and according to department policies and procedures
  • Recommends and facilitates process changes to continuously improve the customer experience
  • Adheres to Service Level of Agreements (SLAs) and individual/team metrics
  • Escalates more complex issues as appropriate
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned
  • Ability to work between the hours of 8am and 6pm (hours may vary)

 

 

 

 

 

Required Skills 

Skills & Abilities

  • A customer service attitude that translates professionalism, confidence as well as a ‘smile’ over the phone.
  • Ability to comprehend and articulate
  • Ability to learn and adapt in ever changing and upgrading technology.
  • Executes with urgency and professionalism.
  • Excellent analytical and organizational skills with attention to detail.
  • Excellent communication skills, both verbal and written, required.
  • Willingness and proven ability to work on multiple tasks and adapt to a changing work environment.
  • Strong technical skills with the ability to navigate within multiple systems.
  • Excellent problem-solving skills – the ability to see beyond the obvious into what may be intended.
  • Willingness and ability to work under pressure and meet deadlines.
  • Ability to make a positive contribution as demonstrated by learning new skills.
  • Ability to work with others in a collaborative team environment.
  • Bilingual ability a plus
  • Minimum of 0-2 years of customer service experience
  • Experience with life insurance/annuity products preferred

 

Education/Licenses/Professional Designations

  • High School diploma required
  • Bachelor’s degree preferred

 

Salary Level = 18

 

Vantis Life Insurance Company/Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

 

 

Job type:
Full-Time/Regular
Date posted:
2021-06-16T21:09:15Z
Location:
Windsor, Connecticut
Apply

Hornor, Townsend & Kent

Product Specialist

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Position Overview

We are looking for a Product Specialist in Hornor, Townsend & Kent, LLC (HTK), our broker/dealer subsidiary, to manage our proprietary investment advisory platforms.  This includes review of third party investment managers, risk management and the managing of our financial planning programs.

 

Responsibilities 

  • Manages HTK’s proprietary investment advisory (IA) platforms including the advisor as portfolio manager programs and web based applications
  • Performs regular due diligence of third party investment managers, including a detailed review of manager responses to HTK’s questionnaires, public disclosures (ADV), IA agreements and may also include on-site visits with firms
  • Researches and proposes new IA product offerings
  • Partners with RIA Compliance to ensure updating amendments, ADV’s, policy & procedures, client agreements, are current with respect to HTK’s product offerings
  • Updates and enhances policy/procedures and materials for conducting business through the RIA
  • Manages HTK’s financial planning programs supported through the RIA including the periodic oversight of the supervision of financial plans
  • Partners with distribution and field leadership regarding product requests/submissions to help ensure HTK maintains an appropriate and competitive product offering, complimentary of the products and services offered through the Penn Mutual Life Insurance Company
  • Performs due diligence and provides detailed analysis on requests/submissions from our field offices, to include, but not limited to, assessing the various risk factors with a given product, carrier, and/or investment platform
  • Manages HTK’s Product Committee in line with a written committee Terms of Reference (ToR) to ensure all pertinent information regarding any product, carrier, and/or investment platform request(s) have been collected, analyzed, and presented to committee members allowing for informed decisions and appropriate risk assessments.  Assist HTK’s Product Committee regarding how HTK might mitigate undue risks
  • On-boarding of approved products and selling agreements by working with various functional areas (Legal, Compliance, Commissions, Operations, etc.)
  • Engages with industry forums to keep knowledge current
  • Provides leadership to other team members
  • Performs other duties as assigned

 

 

Required Skills 

  • Strong understanding of the financial planning process and knowledge of planning software
  • Effectively and efficiently use various data analysis software and research tools to accomplish needed tasks including Morningstar, Vital Signs, Python, Power BI etc., and spreadsheet and database applications
  • Detailed knowledge of investment products including UMAs, SMAs, mutual funds, variable annuities/life, ETFs, non-traded REITs, alternative investments, etc.
  • Thorough understanding and working knowledge of investment concepts including but not limited to:
    • Financial and economic markets/ drivers
    • Performance attribution and style analysis for quantitative/qualitative analysis
    • Modern Portfolio Theory (MPT) and portfolio measurements
    • Beta, Sharpe ratio, Alpha, Standard Deviation, etc.
    • Strategic and tactical management styles
    • FFO/ MFFO and applicable alternative investment measurements
  • Knowledge of broker dealer/RIA operations, compliance, and asset management platforms
  • Proven ability to build relationships at all levels across the organization
  • Excellent organizational skills and demonstrated ability to manage multiple tasks simultaneously under tight deadlines
  • Ability to work with others in a collaborative team environment
  • Strong detail orientation
  • Process improvement experience
  • Excellent verbal and written communication skills
  • Proven leadership capabilities and the ability to build a high performing team
  • Strong training, coaching and feedback skills
  • 7-10 years of experience in financial services, preferably as a product manager or similar position with a full service broker/dealer RIA

 

 

Education/Licenses/Professional Designations 

  • Bachelor’s Degree in Finance or related discipline
  • FINRA Series 7, 24 and 65/66 required
  • CFA or working towards CFA a strong plus

 

Salary Level = 22

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

 

About the Penn Mutual Life Insurance Company

Penn Mutual helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-07-01T20:37:43Z
Location:
Horsham, Pennsylvania
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Field Supervision Specialist

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Position Overview

The Field Supervision Specialist (FSS) is responsible for supervising the daily actives of Registered Representatives and Investment Advisor Representatives and providing ongoing support to advisors and Field Leadership. This individual must be proficient in the processes and procedures that relate to the compliance/supervision functions within the office and must possess strong leadership skills and the ability to work independently.  

 

Department Overview/Expectations

Hornor, Townsend & Kent, Inc. (HTK) is a wholly owned broker/dealer subsidiary of Penn Mutual, with access to a full range of registered investment products and services, including mutual funds, stocks, bonds, variable life insurance products and annuities. HTK supports its representatives with a highly trained staff who are dedicated to providing the resources needed to help them meet their clients’ financial goals.

 

Responsibilities 

  • Provide training and education on company policies and procedures; trading and operations, state insurance and securities regulations, and FINRA/SEC rules and regulations
  • Supervise sales activities of assigned registered representatives including the review of daily trade activity and performing suitability reviews for all investment sales including stocks, bonds, mutual funds, ETFs and Annuities.
  • Perform initial reviews of outside business activities and private securities transactions
  • Perform an initial review of advertising and sales literature
  • Review and approve securities related correspondence
  • Review and approve electronic communications and social media
  • Assist in Field related investigations as needed/requested
  • Review RR responses to annual compliance and outside business activity questionnaires
  • Document RR activity and issues and provide monthly report to Field Leadership
  • Perform other related duties as assigned
  • Ability to travel as needed

Required Skills 

  • Must have excellent oral and written communication skills and the ability to communicate and present to senior leaders
  • Experienced and skilled at relationship building
  • Adept at technology and proficient in Excel, Word, and PowerPoint
  • Excellent customer service orientation
  • Strong organizational skills and ability to multitask
  • Detail oriented
  • Ability to influence others
  • Ability to collaborate with others and work in a team environment
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • 3-5 years supervisory experience with a Broker/Dealer or RIA.
  • Working knowledge and understanding of rules and regulations related to securities and insurance industries

 

 Education/Licenses/Professional Designations 

  • Bachelor’s degree preferred
  • FINRA Series 7, 24 required
  • FINRA Series 53, 66 preferred
  • Life Insurance license preferred

 

Salary Level = 20/21

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

Job type:
Full-Time/Regular
Date posted:
2021-05-10T22:41:56Z
Location:
Horsham, Pennsylvania
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Assurance (Internal Audit)

Senior Assurance Analyst

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Position Overview

In this role, the successful candidate will be part of a team responsible for monitoring the operational risks at Penn Mutual and its affiliates. In partnership with the business and the other assurance groups (Financial Controls, Compliance, and Information Protection), our team provides assurance over risks and controls to meet the needs of our stakeholders.  The successful candidate will work with our team as well as employees from across the organization to understand the processes and be a resource in helping align our focus to areas of highest risk. You will gain broad exposure to the Penn Mutual Life Insurance Company and its subsidiaries, which include Broker Dealers, Asset Managers and other Life Insurance Companies. The successful candidate will have strong technical skills, a passion for learning and a desire to develop and grow their comfort zone.

 

Responsibilities 

  • Utilize critical thinking, information gathering and problem solving skillsets to understand and assess business processes and operational risk focus areas throughout the organization in support of our corporate initiatives
  • Design and implement testing of business processes and controls
  • Effective communication of issues identified, impacts and solutions related to operational risk
  • Relationship building and partnering with team members, business partners and other assurance groups for execution of our aligned approach
  • Perform assurance engagements and continuous audit procedures across all affiliates
  • Perform and /or assist with other department initiatives as required

Required Skills 

  • Strong analytical and critical thinking skills
  • Strong planning and organization skills
  • Demonstrated ability to develop effective working relationships within a team and stakeholders
  • Possesses strong written, oral, interpersonal and presentation skills
  • Ability to effectively interact and build relationships inside and outside the department at a range of levels (executives, leaders, employees)
  • Demonstrates flexibility, adaptability, collegiality and team player orientation
  • 2-5 years of assurance (audit) and/or business experience in the operations of financial services company(s) (life insurance, investments, asset management and/or broker-dealer operations)

 

Education

  • CISA, CIA or CPA a plus (one is required to be obtained within first two years of employment)
  • Other industry certifications to be determined as needed

 

Salary Level = 20

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-06-30T17:43:05Z
Location:
Horsham, Pennsylvania
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Compliance

Compliance Data Analyst

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Position Overview

The data analyst assists the Compliance Manager in the collection and aggregation of company data to perform compliance related quantitative and qualitative data analyses, identify trends, and generate key metrics and reporting.  The purpose of our Compliance Program is to comply with laws and regulations, as well as our internal policies and procedures designed to prevent, detect, and correct any violation of laws, regulations, or policies.  Our Compliance Program is dynamic, and we periodically review the Compliance Program to provide assurance that it remains current with applicable laws and regulations and relevant to our business model. 

 

Responsibilities

  • Drive the utilization of data analyses, visualizations, and predictive analytics in order to ensure we develop and maintain standard reporting to develop a repository of usable metrics reports
  • Evolve existing and newly developed set(s) of reports to include data analytics and provide stakeholders with compliance trends and insights
  • Be a constant learner, active listener; advancing the practice of analytics and enabling compliance and business leaders to become more data-savvy.
  • Seek to identify and understand regulatory compliance requirements and help frame them into actual research questions that can be answered with data
  • Bring together internal data, as well as external data and research, to help business leaders understand and act on compliance issues
  • Assist in the creation of quarterly compliance reports utilizing business level data in support of board and executive level presentations and briefings
  • Communicate compliance technology/automation needs to Penn Mutual’s IT system owners and developers
  • Assist with the rollout and implementation of technology-based solutions in support of the Company’s compliance with laws, regulations, and policies
  • Promote a risk-aware culture when it comes to data; keep on top of changing requirements and practices for maintaining ethical data handling
  • Participates in compliance oversight efforts and projects across the company
  • Conduct risk-based compliance testing and monitoring of multiple areas of the company’s business, including Sales, Underwriting, Claims, and Servicing
  • Presents key findings, and demonstrates initiative and creativity in independently recommending and implementing solutions
  • Develops, maintains, and broadens effective working relationships with business partners
  • Handles multiple assignments simultaneously from conception through execution and implementation of recommendations
  • Maintains a broad working knowledge and awareness of the industry and regulatory and/or policy changes with potential impact on compliance monitoring or reporting
  • Participates in special projects and performs other duties as assigned

Required Skills 

  • Excellent analytical skills, with an inquisitive mind to explore data and identify critical issues and trends
  • Advanced skills with Microsoft Excel, and tools such as Tableau, with the ability to manage/manipulate large datasets
  • Ability to intuit, understand and communicate the meaning of analyses to a range of technical and non-technical audiences in both strategic and operational roles
  • Excellent analytical and problem-solving skills, including the ability to disaggregate issues, identify root causes, and recommend solutions
  • Strong interest in new technology, devices, apps, data science and other uses of data
  • Ability to create, document and monitor processes
  • Excellent prioritization and time management skills
  • Excellent analytical and problem solving skills
  • Dedicated attention to detail, consistency, and thoroughness
  • Ability to manage various assignments and efforts simultaneously
  • Ability to build effective business relationships, at all levels
  • Ability to work effectively in a collaborative, team-oriented, and fast-paced environment
  • Minimum of three years in data analytics preferred
  • Experience in the insurance industry a plus

 

Education/Licenses/Professional Designations

  • Bachelor's Degree in information technology, accounting, finance or a related field

 

Salary Level = 20

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-06-29T17:15:51Z
Location:
Horsham, Pennsylvania
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Compliance Manager

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Position Overview

The Compliance Manager assists the Associate Chief Compliance Officer (ACCO) in the design, development and implementation of our ethics and compliance program (Program), focusing on the insurance company and its insurance affiliates.  The purpose of our Program is to comply with laws and regulations, as well as our internal policies and procedures designed to prevent, detect, and correct any violation of laws, regulations, or policies.   

 

Principal Responsibilities

  • Supports the CECO and ACCO in the design, development, implementation and monitoring of the Program
  • Works collaboratively with business areas to ensure compliance with applicable laws and regulations
  • Utilizes risk management techniques and business area knowledge to create, maintain, and test relevant policies and procedures
  • Acts as a liaison with regulators and impacted business areas by preparing for meetings, coordinating the production of documents and responses in connection with examinations or other regulatory inquiries
  • Manages required state filings including annual Market Conduct Annual Surveys and responds to informational requests/inquiries
  • Works with internal business areas to collect and analyze data and manage timely reporting
  • Performs and/or facilitate risk assessments in accordance with the company's risk assessment process to identify deficiencies and testing needs
  • Presents key findings, and demonstrates initiative and creativity in independently recommending and implementing solutions to business leaders and the CCO
  • Tracks the remediation of findings to ensure that they are appropriately remediated
  • Participates in developing and delivering training and education to the business, including presentations at department meetings
  • Manages staff, provides guidance, education and motivation as necessary to develop team
  • Maintains a broad working knowledge and awareness of the industry and regulatory and/or policy changes with potential impact on compliance monitoring or reporting
  • Participates in special projects and performs other duties as assigned

Required Skills 

  • Ability to create, document and monitor processes
  • Excellent prioritization and time management skills
  • Excellent written and communication skills
  • Excellent analytical and problem solving skills
  • Dedicated attention to detail, consistency, and thoroughness
  • Manage various assignments and efforts simultaneously
  • Ability to build effective business relationships, at all levels
  • Ability to work effectively in a collaborative, team-oriented, and fast-paced environment
  • Strong leadership skills and the ability to lead a small team, including senior management, throughout the organization as well as external to the organization
  • Minimum of 5 years of related experience
  • Regulatory, compliance, or auditing experience preferred
  • Insurance industry experience strongly preferred

 

Education/Licenses/Professional Designations

  • Bachelor’s degree in Business, Finance, Accounting, or other related field required
  • Interest and motivation in pursuing professional designations or registrations (ex: CFE, Series 7,66,24)

 

Salary Level = 22

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-06-29T16:48:37Z
Location:
Horsham, Pennsylvania
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Compliance Manager

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Position Overview 

The Compliance Manager assists the CCO, PMAM/Penn Series in the design, development and implementation of our asset management Compliance Program.  The purpose of our Compliance Program is to comply with laws and regulations that apply to investment advisers, as well as our internal policies and procedures designed to prevent, detect, and correct any violation of laws,  regulations, or policies.  The Compliance Manager role is within the Ethics and Compliance Penn Mutual Life Insurance and also interacts with teams covering compliance matters of the Penn Mutual Life Insurance and its affiliates

 

Responsibilities 

  • Support the design, development, implementation and monitoring of our Compliance Program
  • Support the design, development, implementation and monitoring of the proprietary fund complex compliance program relating to 29 funds including ten directly-managed funds and 19 equity and fixed income strategies managed by external advisers (sub-advisers)
  • Specific day-to-day activities include:
    • Collaborate in the maintenance of policies and procedures
    • Manage the quarterly and annual update and filings of adviser and fund registration and governing documents, for example, Form ADV, prospectus, Form PF, CTA/CPO filings, SAI, PPM and EM, among others
    • Execute transactional, periodic and forensic testing surrounding investment advisory activities
    • Execute periodic testing and monitoring of third-party partners or service providers related to accounting, transfer agency, custody, and administrator functions
    • Co-facilitate the execution of comprehensive due diligence and onsite visit compliance program for external asset managers in accordance with Investment Company Act of 1940, including annual 15c due-diligence review for the Penn Series Funds
    • Assist the CCO in the annual reviews under 206(4)-7 and under 38(a)-1 and develop annual reports
    • Assist the CCO in the Board and Committees reporting including preparing meeting materials and presenting to the governance bodies
    • Remain current with regulations and  maintain working knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940, and any related amendments, state investment requirements and other relevant regulations surrounding PMAM activities
    • Periodic monitoring of liquidity classifications for the Fund’s Liquidity Risk Management Programs, supporting the Fund’s LRMP Program Administrator
    • Conduct periodic oversights of compliance rules programmed in Bloomberg’s AIM, while assist Operations on any coding and new rules setup and maintenance
    • Manage Compliance Analyst(s) for testing and monitoring and other activities
    • Perform other compliance activities as assigned

Required Skills 

  • Ability to create, document and monitor processes
  • Excellent written and verbal communication skills
  • Strong prioritization and time management skills
  • Proven ability to build effective business relationships with business partners at all levels,
  • The ability to work effectively in a collaborative, team-oriented, fast-paced environment
  • Strong leadership skills and the ability to lead a small team.
  • including senior management, throughout the organization as well as external to the organization
  • Excellent analytical and problem solving skills
  • Dedicated attention to detail, consistency and thoroughness
  • Strong time management skills and the ability to manage various assignments and efforts simultaneously
  • Knowledge of the Bloomberg system and other related applications and tools
  • 5+ years of investment adviser compliance experience in a similar role

 

 Education/Licenses/Professional Designations 

  • Bachelor’s degree in Business, Finance, Accounting, or other related field required
  • FINRA Series 7, 24, 66 preferred, but must be obtained with 120 days of hire
  • Interest and motivation in pursuing professional designations (ex: CFE, CFA)

 

Salary Level = 22

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

 

About the Penn Mutual Life Insurance Company 

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2021-05-11T14:56:25Z
Location:
Horsham, Pennsylvania
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Financial Management

Senior Accounting Analyst

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Position Overview

Subject matter expert performing complex finance functions including, but not limited to accounting, financial reporting, or analysis with minimal instruction or guidance.  Utilize general accounting and financial principles and techniques to support various activities within and outside of financial management covering complex assignments with diverse scope.

 

Responsibilities

  • Verify the accuracy of journal vouchers and accounting classifications, and complete associated account reconciliations
  • Participate in processes to ensure accuracy and completeness of financial records
  • Prepare and analyze internal and external ad hoc financial requests
  • Interpret financial data and/or results for users and may offer recommendations to management
  • Support internal and external audit requests
  • Provide highly complex information to support Management, Regulatory, and GAAP reporting
  • Keep apprised of the changing accounting and regulatory landscape through research of technical guidance; document and inform management of potential impacts
  • Document business processes, identify controls and deficiencies in business processes, and test identified controls
  • Offer leadership and direction to others and may have supervisory responsibilities
  • Comply with all company and site policies and procedures
  • Maintain a strong control environment in adherence with the company’s framework of internal controls
  • May participate on or lead project teams
  • Identify, recommend and implement ongoing process improvements
  • Perform various other related duties, assignments and special projects as assigned

 

Reinsurance Focus:

  • Actively participate in more complex reinsurance administration and accounting for the Company and its subsidiaries
  • Ensure company systems/processes are in compliance with treaties
  • Ensure new treaties comply with regulatory and accounting requirements for treatment as reinsurance
  • Work closely with Actuarial to implement reinsurance on new products
  • Prepare complex accounting and reporting for all reinsurance activity, including management reporting, profitability analysis and regulatory requirements
  • Participate in reinsurance administration audits including claims, in-force, and facultative

 

Required Skills 

  • Strong data analysis skills including the ability to work with pivot tables, advanced formulas and modeling
  • Ability to effectively communicate with all levels and present information (written and verbal) clearly, consistently and accurately
  • Strong critical thinking and problem solving skills
  • Must be detail-oriented and be able to handle multiple tasks/projects as well as exercise initiative and follow-through to meet deadlines
  • Ability to work collaboratively in a team environment
  • 5+ years of related experience
  • Experience working at a Life Insurance company is a strong plus
  • A minimum of 3 years of reinsurance accounting experience

 

Education/Licenses/Professional Designations

  • Bachelor’s degree in accounting/finance, required
  • CPA/MBA designation or path is preferred

 

Salary Level = 21

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Job type:
Full-Time/Regular
Date posted:
2021-06-28T21:19:37Z
Location:
Horsham, Pennsylvania
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Information Management & Technology

Solution Center Technician

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Position Overview

The Solution Center Technician will provide a high quality, first and second level phone support for technology related issues along with desk side support for hardware and software related issues. S/He will provide guidance and support for hardware, software and application issues submitted by the customer.

  

Responsibilities 

  • Acts as the initial telephone contact for all calls, emails and voicemails coming into the Solution Center and provide technical support.
  • Provides 2nd level desk side support for hardware and software related issues.
  • Supports the installation of hardware, software and SmartPhone support.
  • Logs all calls into the problem management system and provide routine follow up for calls not closed on 1st
  • Significantly contribute to team standard SLA’s including:
    • Initial response time
    • Abandonment rate
    • 1st level closure
  • Resolves all issues or escalate unresolved, complex or critical technical issues to the appropriate 3rd level support.
  • Maintains ownership of issues ensuring service levels and customer satisfaction are met.
  • Assesses Severity 1 calls and effectively implement crisis management procedures.
  • Schedules warranty work with vendor for hardware issues throughout the organization.
  • Identifies and documents the root cause analysis and resolution in the SC knowledgebase.
  • Stays abreast of current technologies and products supported by the Solution Center along with new technology being introduced to our clients and environments.
  • Ensures continuous communication throughout the Solution Center of trends, resolution of issues, and new processes or technologies that will benefit the team.
  • Maintains a professional and courteous relationship with clients along with internal support staff such as 3rd level support teams, business partners and vendors.
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

Required Skills 

  • Strong analytical skills and ability to research various options and alternatives including the ability to determine root cause and define resolutions.
  • Ability to take ownership of issues from initiation through resolution.
  • Demonstrate initiative to identify and implement improvements in issue management policies and procedures
  • Strong interpersonal skills with the ability to communicate with all levels of the organization
  • Strong organizational, planning and prioritization skills
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
  • Ability to work with others in a collaborative team environment.

Experience 

  • 3-5 years of work experience in a related field or IT environment.
  • Experience in customer support, help desk support, or hands on technical support of computing equipment.
  • Understanding of multiple operating systems including Windows XP and Windows 7. Particular knowledge of desktops, laptops, printer, and PDA devices. Software knowledge in Microsoft Internet explorer and office 2003, 2007 and 2010
  • Experience in minor issues related to office equipment, e. MFP’s, network printers, scanners, etc.

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree in Information Technology preferred or 3-5 years of work experience in a related field or IT environment.

 

 Salary Level = 19

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

Job type:
Full-Time/Regular
Date posted:
2021-06-07T13:26:01Z
Location:
Horsham, Pennsylvania
Apply

Client Services/Customer Service

Production Support Analyst, Shared Services

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Position Overview 

The Production Support Analyst is a highly specialized position responsible for the coordination and oversight of all system production support and enhancements within Adviser and Client Services with a focus on our Annuity and Life Administrative Platforms. This includes working across Adviser and Client Services and IM&T to ensure that all production needs and enhancements are completed in a timely manner.  This role will closely monitor system performance and provide recommendations to Management on enhancing the overall Business experience.

 

Departmental Expectations 

Shared Services is a relationship based department of skilled professionals that is committed to upholding Penn Mutual’s shared commitment.  There is a strong focus on service excellence, product expertise and a consistent client experience.  Shared Services associates work each day to meet both our internal and external customer’s needs through acting with integrity and adding value to every interaction.

 

Responsibilities 

  • Tier 1 support for front-end service and operations users during and outside of hours of operation w/ a focus on our Annuity and Life Administrative Platforms.
  • Ensure that documented issues are analyzed and investigated for root cause. In doing this:
    • Find temporary work around in search of permanent solutions
    • Reduce the chance of reoccurrence
    • Reduce overall number of issues through permanent solutions and pattern identification
  • Act as a primary point of contact between Annuity and Life Service Operation Leaders and the Agile Product Owners for day-to-day Annuity and Life issue resolution, as well as business application design, support, testing, and process improvement
  • Conduct regularly scheduled meetings with operations leaders to prioritize initiatives and to keep them abreast of projects and business application performance
  • Define, implement, and sustain Key Performance Indicators for production support monitoring
  • In partnership with reporting specialist, support daily, weekly, monthly and ad-hoc service and operations reporting needs
  • Act as the primary point of contact for any initiatives across A&CS that requires DocuSign support which includes and not limited to; DocuSign mailing initiatives, DocuSign support, DocuSign enhancements
  • Acts as a Subject Matter Expert for A&CS operational applications
  • Collaborate with operational leaders and Agile teams in developing appropriate communications and/or training documentation prior to the release of any business application enhancements
  • Is approachable and provides hands-on support to the business through handling escalated or complex situations, and providing guidance
  • Thinks creatively and strategically to drive process changes to continuously improve our Financial Professionals and clients experience of doing business with us, reduce costs, and/or improve timeliness. Challenge others to think creatively.
  • Demonstrate courage to challenge the status quo and to make difficult decisions necessary to support the organization’s strategy
  • Participate in corporate and department projects and other related duties
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

Required Skills 

  • Excellent verbal and written communication skills
  • Excellent negotiation and collaboration skills
  • Experience with driving positive change
  • Ability to effectively partner across the organization and at multiple levels by building and maintaining strong relationships
  • Accept ownership of all interactions and provide a high caliber of service excellence and follow-through
  • Demonstrated drive for results
  • Listens and encourages suggestions, improvements, concerns, innovations from others.
  • Creates an environment that encourages two-way communication
  • Actively and openly leads change and continually assesses impact
  • Provides cost-effective and customer-focused solutions
  • Makes a quick but systematic analysis to find the root cause of an issue
  • Respects others’ knowledge and abilities; encourages personal and professional learning
  • Must have 5-7 years’ experience within Insurance industry
  • Financial services industry experience required
  • Knowledge of Penn Mutual products, Life New Business processes and transactions a plus

 

Salary Level = 21

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

Job type:
Full-Time/Regular
Date posted:
2021-04-23T13:20:03Z
Location:
Horsham, Pennsylvania
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Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.