Open Positions

Open positions

Vantis Life Insurance Co (Windsor, CT)

AS400 Programmer Analyst

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Position Overview 

Vantis Life (a member of the Penn Mutual family of companies) is looking for an AS400 Programmer Analyst.  In this role, you will perform the operational and support functions including but not limited to: GIAS Life and Annuity Administration system, General Ledger System, AS/400 programs/reports, monitoring off hours systems processing, systems availability, etc.

 

Responsibilities 

  • Supports all facets of processing, reporting, programming, installing updates, etc. for GIAS Policy Admin system, GLP Ledger system, and programs running on an AS/400 platform.
  • Monitors and supports daily operations with Computer Operator for off-hours processing.
  • Maintains knowledge of current insurance technical regulations and ensures departmental compliance.
  • Maintains effective communication with other departments and employees to reach mutually agreeable goals.
  • Communicates effectively with representatives of internal and external users and management.
  • Demonstrates a collaborative approach to meet optimum performance levels.
  • Recommends enhancements to improve system operations and efficiency.
  • Assumes additional duties as assigned

Required Skills 

  • Substantial knowledge of the life insurance admin system and peripheral systems to ensure compliance with all state, federal and industry requirements
  • Strong problem resolution skills
  • Outstanding written and verbal communication skills
  • Excellent organizational skills and strong aptitude for identifying and setting priorities
  • Ability to efficiently handle changing demands and high volume
  • Proficient in systems programming needed to support the company needs
  • 5 years technical experience working with IBM AS/400, and Intel based systems
  • Experience with SQL and DB2 databases, and with integration of these database and other systems are required
  • Programming skills with RPG, and scripting languages are required
  • Experience with life insurance and annuity policy administration systems is required
  • Familiarity with Java and experience deploying software ear updates are desired
  • Reporting package experience including Crystal Reports, Cognos are desired

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree or equivalent technical/programming experience

 

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. 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:
2021-04-13T17:44:09Z
Location:
Windsor, Connecticut
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Career Agency System

Office Manager - Houston TX

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Position Overview: 

The Penn Mutual Office Manager is accountable for assisting the Field Manager in operating a financially successful office by leading and developing an effective and efficient staff of associates, overseeing daily office operations and enhancing the productivity of the sales force so that the office achieves sales, recruiting and profitability goals.

 

Position Expectations & Responsibilities:

  • Manages on-boarding of new financial professionals and office staff by explaining benefits, policies and procedures, coordinating fingerprinting, training on computer and phone system.
  • Partners with Human Resources (HR) for associate relations, performance management issues, benefits, staffing requirements, interviewing and hiring. Maintains associate and financial professionals files and promptly notifies Home Office (HO) of all changes related to staff, salary and status.
  • Writes and delivers associate performance reviews and provides ongoing coaching and development.
  • Trains associates in all aspects of their duties in conjunction with the company’s policies and procedures.
  • Responsible for overseeing new business processing and related operations.
  • In conjunction with the Field Leader, prepare, develops and monitors office budget. Manages expenses and authorizes payment of bills.
  • Maintains financial information for the office in QuickBooks according to company guidelines. Submits reconciliation reports to Home Office timely.
  • Keeps current with resident and non-resident state insurance securities regulations and requirements for licensing and application. Shares relevant information with office associates to ensure they understand regulations and can apply knowledge to their jobs.
  • Processes Contract/Licensing and Registration documents for all financial professionals and assists the financial professionals with their E&O and continuing education requirements.
  • Adheres to all industry compliance regulations (e.g., insurance, FINRA, SEC) and performs compliance related functions as needed as appropriate to the position. Complies with all company and field office policies and procedures.
  • Assists in the recruiting of financial professionals by providing information and support as required.
  • Ensures office remains current in profession and industry trends.
  • Successfully completes job training requirements.
  • Performs other duties as assigned.

Required Skills 

Skills & Abilities: 

  • Customer Service Orientation – works with field partners to understand their needs and provide services that reflect the values of the Penn Mutual Life Insurance Company
  • Effective Communication skills with an ability to use the right tools, resources and messaging to build relationships and communicate clear, timely, professional information
  • Multi-tasking – ability to handle multiple priorities in the same timeframe
  • Strong Attention to Detail
  • Strong organizational skills
  • Strong technology skills – ability to adapt to changing technology and capable of working with electronic systems which include MS Office, Order Entry, CRM, Document Imaging/Scanning, Email and Websites.
  • Demonstrated ability to work as a collaborative team member and achieve positive results/outcomes.
  • Ability to make a positive contribution as demonstrated by; making suggestions for improvement and learning new skills, procedures and processes.

 

Experience: 

  • 3-5 years of experience in an office environment. Industry Experience a plus. 

 

Education/Licenses/Professional Designations: 

  • High school diploma or equivalent education required. College degree preferred.
  • LOMA or industry courses or certifications 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” 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 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:
2021-04-13T15:11:18Z
Location:
Houston, Texas
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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 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 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.

 

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:
2021-01-25T18:09:34Z
Location:
Pittsburgh, Pennsylvania
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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 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 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.

 

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

 

Job type:
Full-Time/Regular
Date posted:
2020-08-21T14:12:44Z
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 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” 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 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:
2020-08-21T14:12:19Z
Location:
Edison, New Jersey
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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 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.

 

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

 

Job type:
Full-Time/Regular
Date posted:
2020-08-21T14:11:12Z
Location:
Akron, Ohio
Apply

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 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.

 

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

 

Job type:
Full-Time/Regular
Date posted:
2020-08-21T14:10:37Z
Location:
Charlotte, North Carolina
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 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.

 

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

 

Job type:
Full-Time/Regular
Date posted:
2020-08-21T14:08:33Z
Location:
Columbus, Ohio
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Financial Management

Accounting Analyst

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Position Overview

Penn Mutual is looking for an Accounting/Senior Accounting Analyst.  In this role, you will utilize general auditing, internal controls, accounting and financial principles and techniques to support various activities within and outside of our Financial Management department, covering moderately difficult assignments with diverse scope.  You will apply problem-solving and innovation techniques to enhance process efficiency and control.  A successful candidate will be able to consult and collaborate with the process owners to deliver value and reduce risk. 

 

Responsibilities

  • Responsible for assessing internal control effectiveness and efficiency of key financial and operational controls over moderately high risk processes
  • Documents business processes, identify controls and deficiencies in business processes, and tests identified controls
  • Provides risk control self-assessment and annual evaluation, ensuring processes represent and correspond to periodic key control evaluations
  • Assists in the planning, execution, and completion of internal control testing
  • Reperforms general ledger account reconciliations to ensure balance sheet integrity and accuracy
  • Partners with management to remediate control deficiencies
  • Prepares and analyzes internal and external ad hoc financial requests
  • Interprets financial data and/or results for users and may offer recommendations to management
  • Serves as the system administrator for the Company’s account reconciliation software (Blackline)
  • Supports internal and external audit requests
  • Provide information to support Management, Regulatory, and GAAP reporting
  • May be required to keep apprised of the changing accounting and regulatory landscape through research of technical guidance; assist in documenting and informing management of potential impacts
  • Complies with all company and site policies and procedures
  • Provides guidance and coaching to college co-op students and/or staff
  • May participate on project teams
  • Identifies, recommends and implements ongoing process improvements
  • Performs various other related duties, assignments and special projects as assigned

 

Required Skills 

  • Strong data analysis skills including the ability to work with pivot tables, advanced formulas and modeling
  • Ability to effectively communicate 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
  • Minimum of 2-3 years (Accounting Analyst) or 3-5 years (Senior Accounting Aanalyst) of related experience
  • Experience working at a Life Insurance company or auditing Life insurance companies is preferred
  • Experience working with Blackline is a plus

 

Education/Licenses/Professional Designations

  • Bachelor’s degree in Accounting
  • CPA / MA / MBA designation or path is preferred
  • Fellow, Life Management Institute (FLMI) is a plus

 

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.

 

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:
2021-04-09T15:40:02Z
Location:
Horsham, Pennsylvania
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Hornor, Townsend & Kent

Manager, Supervision

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Position Overview

We are looking for 2 Managers, Supervision for our broker/dealer subsidiary, Hornor, Townsend & Kent (HTK).  The Manager, Supervision is responsible for leading a field or home based supervision team.  This team supervises the daily activities of Registered Representatives and Investment Advisor Representatives and provides ongoing support to Financial Professionals and Field Leadership. The Manager, Supervision will lead and provide direction to the Field Supervision Team Leads or to the HO Supervision team. 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.  

 

Responsibilities 

  • Provides direct leadership to the Field Supervision Team Leads or Home Office field supervision team
  • Provides training and education on company policies and procedures; trading and operations, state insurance and securities regulations, and FINRA/SEC rules and regulations
  • Supervises 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
  • Performs initial reviews of outside business activities and private securities transactions
  • Performs review of advertising and sales literature
  • Reviews and approves securities related correspondence
  • Reviews and approves electronic communications and social media
  • Assists in Field-related investigations as needed/requested
  • Reviews RR responses to annual compliance and outside business activity questionnaires
  • Documents RR activity and issues and provide monthly report to Field Leadership
  • Oversees the workload distribution of the FSS teams
  • Provides training to team members on new policies and procedures
  • Manages the performance of team members and provide guidance and training when necessary
  • Performs 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.
  • Ability to lead a successful team
  • 10+ years supervisory experience with a Broker/Dealer or RIA.
  • Experience managing and leading a successful team
  • 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, 66 required
  • FINRA Series 53, or ability to obtain within 6 months
  • Life Insurance license a 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 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.

 

About HTK:  Hornor, Townsend & Kent, LLC (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.

 

 

Job type:
Full-Time/Regular
Date posted:
2021-04-07T15:15:41Z
Location:
Horsham, Pennsylvania
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Director Investment Advisory Services

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Position Overview 

We are looking for a Director, Investment Advisory Services for Hornor, Townsend & Kent, LLC (HTK), our wholly owned broker/dealer subsidiary of Penn Mutual.  The Director, Investment Advisory Services, will provide oversight to HTK’s products and services, and is responsible for the design and implementation of oversight controls of RIA business.  This position will provide leadership surrounding HTK’s sponsored programs and third party asset managers. The successful candidate will have strong technical skills, is execution-focused with a collaborative style, has a passion for learning and a desire to develop.

 

Responsibilities 

  • Leads in the design, implementation and monitoring of RIA activity including HTK sponsored programs and third party asset managers
  • Provides guidance and assistance to portfolio managers, traders, analysts, product, sales and operations on any matters requiring clarity on RIA compliance issues.
  • Collaborates with Ethics & Compliance and the Law Departments to complete annual Form ADV and related brochures and any required updates, as applicable
  • Provides guidance to the business areas regarding controls, policies and procedures and changes in regulations
  • Remains current with regulations affecting the RIA, and maintain working knowledge of the Investment Advisers Act of 1940, and any related amendments, state requirements and other relevant regulations surrounding investment advisory activities
  • Communicates and/or serves as liaison with regulators or auditors, as necessary, in facilitating independent assessment of RIA business
  • Maintains an active presence in industry associations to remain informed of changes in the marketplace and industry standards/best practices
  • Performs other duties as assigned

Required Skills 

  • Well organized and focused
  • Excellent prioritization and time management skills
  • Excellent oral and written communication skills
  • Excellent analytical and problem solving skills
  • Follow up and follow through; have a sense of urgency and take ownership to get the job done, be responsible and accountable for outcomes
  • Build effective business relationships with business partners throughout the organization and external to the organization
  • Be able to create, document and monitor processes
  • Strong teamwork and collaboration skills in a fast paced working environment
  • Ability to work effectively in a collaborative, team-oriented environment
  • 7+ years’ experience in a similar role in a Registered Investment Advisor
  • Extensive knowledge of Investment Advisor, operations, and products
  • Knowledge of Broker/Dealer supervision helpful.
  • Solid understanding of FINRA, SEC, and State Securities regulations

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree in business or business related field or equivalent work experience
  • FINRA Series 65 required
  • FINRA Series 7 and 24 preferred, but must be obtained within 120 days of hire

 

Salary Level = 23

 

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

 

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.

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

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

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

 

 

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:
2021-03-24T21:40:48Z
Location:
Horsham, Pennsylvania
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HTK Marketing Communications Intern

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Position Overview

Over the course of 10- to 12-week internship, you will have the opportunity to support the marketing communications and sales support teams at Penn Mutual’s broker-dealer subsidiary, Hornor, Townsend & Kent (HTK). You will gain broad exposure to a comprehensive marketing communications program within financial services and an understanding of HTK’s investment platform. Through hands-on experience in a highly collaborative culture, you will support the HTK teams in their objective to engage with our independent financial professionals, create awareness around HTK’s investment solutions and help advance the HTK story.

 

Responsibilities

  • Assists with writing, proofreading and deploying email communications
  • Creates and posts social media content
  • Helps prepare for webinars and virtual events, and provides production support during events
  • Supports HTK relationships with strategic product sponsors/investment partners
  • Researches and supports public relations opportunities for the company, including updating online listings, and stays current on industry trends and news
  • Reviews and updates product listings and materials
  • Assists with firm processes to develop marketing and training resources, including preparing web requests and submissions for supervision advertising review
  • Provides other ad hoc communications, sales support and administrative tasks, and completes any regulatory training as applicable
  • 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 written and verbal communication skills
  • Excellent proofreading abilities
  • Good eye for graphic design; familiarity with Canva a plus
  • Strong competency using Microsoft Word and Microsoft PowerPoint
  • Competent using Microsoft Excel
  • Strong editorial skills and ability to grasp technical concepts and translate them to compelling end-user content
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for enhancements to the HTK marketing communications program
  • Ability to work with others in a collaborative team environment
  • Strong organizational and time management abilities; sense of urgency to support time-sensitive communications and projects
  • Ability to manage multiple tasks, assignments in a changing environment with competing priorities
  • Desire to learn more about financial services
  • Critical thinking
  • High standards of ethics and integrity
  • Demonstrated experience with professional writing and social media platforms
  • Experience or interest in financial services a plus

 

Education/Licenses/Professional Designations 

  • Pursuing a bachelor’s degree in communications, marketing or related area of study
Job type:
Intern
Date posted:
2021-03-05T16:02:45Z
Location:
Horsham, Pennsylvania
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Client Services/Customer Service

Policy/Contract Administration Specialist

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WE ARE CURRENTLY SEEKING INTERNAL CANDIDATES ONLY.

 

Position Overview 

The Policy/Contract Administration Specialist delivers complex policy administration support, which promotes a positive client/adviser experience. This position works under limited supervision and may act as a coach to others in the department.

 

Responsibilities 

  • Processes complex client/adviser service requests within the established service level agreements
  • Using our workflow, imaging, and processing systems; handles complex in-bound requests for financial and non-financial transactions
  • Applies expertise, established procedures and regulatory rules to determine if requests are in ‘good order’
  • Contacts our advisers or clients for additional requirements when necessary
  • Uses knowledge of complex transactions to problem-solve and address unusual situations and escalates concerns when necessary
  • Processes complex transactions and documents records with a consistent and high caliber of quality and attention to detail
  • Handles complex requests from our financial professionals/end clients and answers questions regarding their life or annuity product and/or servicing needs
  • Recommends and facilitates process changes to continuously improve the customer experience
  • Works with leadership team to develop business processes and service standards
  • Evaluates and refines performance measures as they align to industry standards and a changing market
  • Recommends and facilitates process changes to continuously improve the customer experience
  • Works with leadership team to develop business processes and service standards
  • 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 

  • A customer service attitude that translates professionalism and positivity
  • Ability to comprehend and articulate complex information to clients/advisers
  • Ability to work cross-functionally as the business dictates
  • Executes with urgency and professionalism
  • Ability to learn and adapt in ever changing and upgrading technology
  • Solid math 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
  • Strong MS Excel skills (beginner/intermediate)
  • Excellent analytical and organizational skills with attention to details
  • Excellent communication skills, both verbal and written, required
  • Willingness and proven ability to work on multiple tasks and adapt to a changing work environment
  • Willingness and ability to work under pressure and meet deadlines
  • Proven ability to share knowledge and mentor others
  • Minimum of 3-5 years of related work experience in the insurance industry preferred

 

 Education/Licenses/Professional Designations 

  • High School diploma required
  • College degree strongly preferred

 

Salary Level = 19/20

 

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.

Job type:
Full-Time/Regular
Date posted:
2021-04-02T12:38:36Z
Location:
Horsham, Pennsylvania
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Manager, Regulatory Controls

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CURRENTLY, WE ARE ONLY LOOKING AT INTERNAL CANDIDATES

 

Position Overview

The Manager, Regulatory Controls role is a highly specialized position responsible for the coordination and oversight of all regulatory and audit control functions within Adviser and Client Services. This includes working across the organization to ensure that the appropriate regulatory and audit controls are being met along with developing recommendations and remediation strategies as regulatory needs change.

 

Responsibilities

  • Provides oversight and tracking for recommendations and remediation strategies for internal audit, internal controls, and regulatory findings. Includes partnering with business leads in the review, analysis, and development of recommendations and remediation strategies as regulatory needs change with a key focus on State Market Conduct Exams
  • Monitor enacted legislation and adopted regulations which impact Penn Mutual’s lines of business and operations and coordinate plans of action
  • Examine policies, procedures, and practices to ensure compliance with laws and regulations and implement any needed changes
  • Participates in special projects to support the business strategy especially as they relate to audit, compliance, and legal initiatives
  • Works with the Compliance Department in identifying areas of risk and makes recommendations on operational improvements, processes for compliance, quality assurance and any additional training essential to mitigate risk
  • Actively manages the Unclaimed property function; which includes but is not limited to the Death Master File reconciliation process
  • Collaborates with Product Owners and/or vendors to pursue streamlined audit solutions that are aligned with budget and performance requirements
  • Demonstrate courage to challenge the status quo and to make difficult decisions necessary to support the organization’s strategy
  • Leads the Shared Services Quality Assurance team to ensure all regulatory and audit items are incorporated into each teams workflow
  • 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 leadership skills
  • Excellent verbal and written communication skills
  • Excellent negotiation and collaboration skills
  • Experience with driving positive change
  • Exceptional attention to detail and comfortable with complex legal analysis
  • Excellent interpersonal, written and verbal communication skills
  • Strong work ethic, positive attitude and a high degree of initiative
  • Highly effective organization and time management skills
  • The ability to consistently manage multiple projects /cases and work within fixed time frames
  • Ability to effectively partner across the organization and at multiple levels by building and maintaining strong relationships
  • Accepts ownership of all interactions and provide a high caliber of service excellence and follow-through
  • Demonstrates drive for results
  • Listens and encourages suggestions, improvements, concerns, innovations from others.
  • Able to create an environment that encourages two-way communication and in which associates feel it is safe to speak up
  • Actively and openly leads change and continually assesses impact
  • Provides cost-effective and customer-focused solutions
  • 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
  • Minimum 5-7 years’ experience with annuity and life insurance knowledge
  • Past work experience with audit and compliance a plus
  • Insurance Education (LOMA) a plus
  • Management experience a plus

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree preferred

 

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 federal, state and local laws in every location in which the company has facilities. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, leaves of absence, 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. We also make all reasonable accommodations to meet our obligations under laws protecting the rights of the disabled.

 

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:
2021-04-01T13:21:37Z
Location:
Horsham, Pennsylvania
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Production Support Analyst, Shared Services

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CURRENTLY SEEKING INTERNAL CANDIDATES ONLY

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 Life New Business Platform. 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 core values.  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/ focus on our Life New Business Platform
  • 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 Life New Business Operation Leaders and the Agile Product Owner for day-to-day Life NbA 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 with a focus on Life NbA
  • 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
  • Think 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

 

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 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:
2020-12-23T15:19:29Z
Location:
Horsham, Pennsylvania
Apply

Information Management & Technology

Quality Assurance Engineer

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Position Overview

WE ARE CURRENTLY SEEKING INTERNAL CANDIDATES ONLY!

Penn Mutual is committed to the success of our Financial Professionals.  This starts with onboarding and continues with each sale that the Financial Professional celebrates.  Their incentive to sell is based on their expectation to be commissioned.  The sales compensation team is directly responsible for getting our Financial Professionals paid.  As a member of the team, you will be responsible for the stability of the systems that make up the corporate compensation platform. These systems are primarily Java-based web applications.  As enhancements to the platform make their way through the software development lifecycle, it is the job of the Quality Assurance Engineer to verify expected results and perform regression tests.  We are looking for someone who can also act as a SME or subject matter expert on the platform and assist the business as challenges arise. The ideal candidate will have significant experience in the commissioning or contracts and licensing side of the life insurance business.

 

Responsibilities

  • Develops, executes, and maintains accurate and concise bug reports/tickets and test cases for the corporate compensation platform
  • Manually tests responsive and accessible web design, content, and interactivity across multiple breakpoints
  • Monitors and debugs issues during development and after launch
  • Supports automation scripting processes and tool usage
  • Executes front-end and back-end tests, including Web API testing
  • Works in an agile, fast-paced environment with two-week sprint/release cycle
  • Collaborates with product owners, front and back-end developers, and vendor teams to identify issues and create stories and plans for the resolution of defects
  • Helps product owners with issue prioritization and contributes to project scoping
  • Works with developers, subject matter experts, and product owners to understand business requirements and resolve application issues
  • Produces reports and documentation for testing efforts, results, activities, data logging, and tracking
  • Develops, enhances, and documents UI and API testing methodologies
  • Plans, estimates, prioritizes, and coordinates testing activities
  • Executes manual and/or automated unit, integration, performance, and regression testing according to the test plan and established timelines
  • Leverages technical analytical skills and tools to assist in resolving application responsiveness issues
  • Manages time and expectations to reliable meet sprint commitments
  • Communicates test progress, results, and project relevant information to team members and management on a frequent basis
  • Reviews requirements, specifications, and technical design documents to provide timely and meaningful feedback

 

 

Required Skills 

  • Assertive communicator with strong verbal and written skills
  • Ability to work with others in a collaborative team environment
  • Excellent organizational and planning skills
  • Strong interpersonal and communication skills

Required Experience

  • 2+ years manual testing web applications
  • Understanding of QA processes and testing/defect management
  • Ability to test APIs using tools like Postman as well as test UI details in Chrome browser’s inspection tool
  • Knowledge of industry testing best practices
  • Familiarity with JIRA or similar bug tracking tool

 

Desired Experience

  • Working knowledge of the DCM sales compensation platform
  • Experience creating automated tests
  • Experience working with Agile delivery methodology
  • Life Insurance industry experience a plus

 

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.

 

 

Job type:
Full-Time/Regular
Date posted:
2021-03-23T21:50:10Z
Location:
Horsham, Pennsylvania
Apply

Software Engineer

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Position Overview

An ideal candidate should be able to speak intelligently about the process of software development, while getting their hands on the keyboard to deliver real functionality. We need strong developers that are familiar with modern best practices, who can develop code in a disciplined way that meets project needs and won’t sacrifice quality just to get something shipped quickly.  We’re also looking for somebody that can understand the larger picture, and has experience dealing with back-end services, enterprise-level systems architecture, and collaborating in a cross-team environment.

 

This position will participate in all stages of software design, development, testing, release, and support.  The types of systems include content management systems, API integrations, security/identity-related features, and user experience design.  The core technology stack used by this team includes: Java 8+/Groovy, Spring / Spring Boot, Git, and MongoDB/Oracle databases.  Because we work collaboratively, strong interpersonal and communication skills are essential.  We also use Agile delivery methodologies, so Agile experience is also desirable. 

 

Responsibilities 

  • Delivers code on time and with quality
  • Ensures all new code is delivered with adequate unit test coverage
  • Participates in the discussion and documentation of best practices and standards
  • Participates in all team meetings
  • 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 

  • Ability to use an IDE or alternative Java debugger
  • Strong analysis, judgement, decision making, and planning 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
  • 5-7 years working in web development and associated technologies
  • Expertise in core Java 8+
  • Expertise in Spring framework
  • Experience with NoSQL databases (Mongo a plus)
  • Experience with Git or other version control systems
  • Experience with Java/Groovy unit test frameworks (Junit, Spock, Spring Test, Selenium, etc.)

 

Desired Experience

  • Full-stack application architecture and development experience a real plus
  • Experience with Groovy
  • Experience with Spring Boot
  • Experience securing web applications (Spring Security a plus)
  • Experience with application architecture (clustering, session management, performance-tuning)
  • Experience with Could Services / Architecture (AWS a plus)
  • Familiarity with Relational Databases
  • Familiarity with SSO implementations (SAML 2.0, OAuth2 a plus)
  • Familiarity with authentication implementations (LDAP, SPNEGO / GSS-API, Kerberos)
  • Familiarity with JavaScript
  • Familiarity with Continuous Integration systems (Jenkins a plus)

 

Education/Licenses/Professional Designations

  • Bachelor’s degree or equivalent in Comp Sci, Information Technology, or related discipline

 

Salary Level = 21

 

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 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:
2021-01-22T15:18:35Z
Location:
Horsham, Pennsylvania
Apply

Product Management

Systems Assurance Specialist-Temporary Position

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Position Overview

The Systems Assurance Specialist creates, 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.  This role requires a basic understanding of the mechanics of Penn Mutual’s Life Insurance and Annuity products and how they are represented in our sales illustrations.  The position supports product development, system enhancements and regulatory changes by providing quality assurance signoff of our sales illustration software.

 

 Responsibilities

  • Responsible for the testing of illustration system software to support product development, system enhancements, sales concepts and legal requirements. Works with more senior team members on more complex tasks
  • Completes assignments in accordance with defined schedules, tasks, and deliverables and with high quality
  • Creates and executes test plans and documents testing results
  • Communicates with illustration system third party software vendors during system development and troubleshooting
  • Works with other product management teams, including Product Implementation and Product Actuaries to resolve discrepancies
  • Communicates with team members and management regarding project/issue status
  • Provides accurate work-effort estimates and weekly testing status updates including the escalation of issues to management.
  • Participates in weekly Illustration Team meetings to discuss planned system releases, open issues and prioritization. Contributes system knowledge and insight during these meetings
  • Performs various other related activities and special projects as required in meeting department or corporate objectives
  • Works with more 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 make suggestions for process and procedure improvement
  • The ability to work with others in a collaborative team environment

Experience

  • A minimum of 2-3 years experience in a life insurance/annuity illustrations support role
  • Basic knowledge of both Life Insurance and Annuity products and experience with their associated sales illustrations is required
  • Automated testing experience is a plus
  • Life Insurance and/or Annuity designation(s) a plus

 

Education/Licenses/Professional Designations

  • Associates or Bachelor's Degree or relevant work experience
  • Industry designations preferred

 

 

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” 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 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:
2021-02-05T16:58:55Z
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

Marketing & Communications

Assistant Vice President Product & Concept Marketing

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Position Overview

In this role, you will be responsible for leading a team of marketing professionals on initiatives related to insurance (product and underwriting) and proprietary technology solutions. In addition, you are responsible for leading initiatives related to in-force marketing opportunities with an eye towards driving revenue and efficiency. The successful candidate will develop and deliver plans to promote, enhance, and educate Penn Mutual’s product portfolio to employees, financial professionals, and consumers.

 

 Responsibilities 

  • Develops an integrated marketing strategy and annual calendar for all product, technology, and in-force marketing initiatives and campaigns
  • Develops and executes product launch communications plans and marketing programs that support key business priorities
  • Oversees a high volume of product marketing materials, including digital and print materials to promote insurance concepts and product benefits, and educates on the most compelling features
  • Collaborates with key stakeholders throughout the organization to ensure complete alignment on initiatives.  Stakeholders include:
    • Product Management (Product content)
    • Distribution (Product content)
    • Service Operations & Underwriting (ACE & InSight content)
    • Advanced Markets (Concept content)
    • Finance (Inforce initiatives)
    • Other Marketing Areas (All content)
  • Explores opportunities to enhance policyholder engagement and recommends targeted marketing solutions
  • Provides training communication and presentation support where needed
  • Provides updates to product project team on marketing content creation for new product launches
  • Provides product marketing and sales strategy subject matter expertise and guidance across the home office and field
  • Leads a team with diverse skills and responsibilities providing clear direction and support, as well as professional development support and opportunities
  • Performs other duties as assigned

Required Skills 

  • Strong business acumen coupled with a thorough understanding of life insurance and annuity product features and functionality, along with a deep understanding of the insurance industry
  • Direct experience working with independent insurance distribution leaders and financial professionals
  • Exhibits a strong professional presence with the ability to interact and communicate with all levels of the organization, including executive leadership
  • Ability to effectively influence others, develop credibility and build relationships inside and outside the organization (executives, leaders, employees, external parties)
  • Excellent collaborator with other areas of Marketing, stakeholders, other departments across the organization and third party resources
  • Able to deliver clear guidance, including via the development of excellent business and project briefs for use by internal and external creative resources
  • Ability to effectively navigate across the organization, and build consensus across functions to achieve common goals
  • Sound judgment and decision-making capabilities
  • Strong results orientation-effectively prioritizing work, managing to deadlines, and tracking business impact
  • Inspirational, empowering and coaching leadership style
  • Able to effectively manage change and inspire others to embrace and adapt to change
  • Exceptional written, oral, interpersonal and presentation skills
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • Minimum of 10 years’ leadership in product marketing, with strong experience in the life insurance industry
  • Experience promoting highly competitive products to both financial professionals and high-net worth consumers
  • Experience working closely with field distribution systems and a deep understanding of life insurance sales concepts
  • Experience in building and leading high-performing teams, both internal and external

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree in Marketing, Business Administration or other relevant discipline required
  • Advanced degree a plus
  • Life insurance industry designations a plus

 

Salary Level = 24

 

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 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:
2021-01-13T15:19:03Z
Location:
Horsham, Pennsylvania
Apply

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.