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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 employees, 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 employee relations, performance management issues, benefits, staffing requirements, interviewing and hiring. Maintains employee and financial professionals files and promptly notifies Home Office (HO) of all changes related to staff, salary and status.
  • Writes and delivers employee performance reviews and provides ongoing coaching and development.
  • Trains employees 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 employees 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 Employees Exemplify Our Penn Mutual Values: 

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

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

Focusing on Relationships—We foster meaningful connections with others.

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

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

  

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

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

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

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

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

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

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

 

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

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

 

About the Penn Mutual Life Insurance Company

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

 

Job type:
Full-Time/Regular
Date posted:
2021-06-18T17:22:11Z
Location:
Houston, Texas
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Case Designer - 1847 Financial

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

 

Position Overview 

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

  

Position Expectations 

Responsibilities 

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

 

Required Skills 

Skills & Abilities 

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

Experience 

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

 

Education/Licenses/Professional Designations 

  • College degree required

 

 

All Employees Exemplify Our Penn Mutual Values: 

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

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

Focusing on Relationships—We foster meaningful connections with others.

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

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

 

 

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

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

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

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

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

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

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

 

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

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

About the Penn Mutual Life Insurance Company

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

 

Job type:
Full-Time/Regular
Date posted:
2021-06-15T14:01:45Z
Location:
Conshohocken, Pennsylvania
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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
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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
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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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Vantis Life Insurance Co (Windsor, CT)

Vantis Customer Service Representative (Life or Annuities)

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Position Overview

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

 

Responsibilities

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

 

 

 

 

 

Required Skills 

Skills & Abilities

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

 

Education/Licenses/Professional Designations

  • High School diploma required
  • Bachelor’s degree preferred

 

Salary Level = 18

 

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

 

 

Job type:
Full-Time/Regular
Date posted:
2021-06-16T16:21:39Z
Location:
Windsor, Connecticut
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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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Information Management & Technology

Solution Center Technician

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Position Overview

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

  

Responsibilities 

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

Required Skills 

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

Experience 

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

 

Education/Licenses/Professional Designations 

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

 

 Salary Level = 19

 

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

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

 

About the Penn Mutual Life Insurance Company

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

 

Job type:
Full-Time/Regular
Date posted:
2021-06-07T13:26:01Z
Location:
Horsham, Pennsylvania
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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
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Assurance (Internal Audit)

Assurance Data Analyst

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Position Overview

In this role, the successful candidate will continue to advance Assurance’s data analytics and automation initiatives and support the departments’ ongoing audit activities. Our department has an existing Continuous Audit and Data Analytics program that we will continue to develop and refine.

The successful candidate will have strong data analysis skills.  Using these skills, they will have the ability to use available data to discern insights and conclusions around operating effectiveness and outlier situations.  They will also have a passion for learning and a desire to grow their skillset.  The successful candidate will work with our team as well as employees from across the organization to understand the processes they will be analyzing.  Through this understanding they will be able to assist the team in planning audits and continuous monitoring around key business processes.

The successful candidate will gain broad exposure to the Penn Mutual Life Insurance Company and its subsidiaries, which include Broker Dealers, Asset Managers and other Life Insurance Companies. They will also have the opportunity to work collaboratively with employees from across the organization.

 

Responsibilities 

  • Analyzes business data and works with other team members to assist in planning future audits by gathering data and performing analytics
  • Assists in developing different data visualization options for results and risk monitoring
  • Understands business processes and data in order to optimize efficiencies in using analytics tools and identifies additional analytics that can be performed
  • Maintains existing tools and scripts that are utilized to perform data analytics (e.g. exception reporting, trending and outlier analysis)
  • Learns and applies new analysis techniques to our analytics programs and helps to refine our analytics infrastructure
  • Performs and/or assists with other testing, monitoring and audit activities as required

 

Required Skills 

  • Can visualize data to communicate the right information to different targeted audiences
  • Possesses strong written, oral, interpersonal and presentation skills
  • Is able to effectively interact and build relationships inside and outside the department at a range of levels (executives, leaders, employees)
  • Demonstrates flexibility, adaptability and collegiality 
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • Ability to work with others in a collaborative team environment

Experience 

  • 2-4 years of experience working with data analytics and/or automation related activities
  • 1 year experience in communicating insights through data visualization techniques
  • Experience with analytics techniques and analytics tools (e.g. R, Python, MS PowerBI, Tableau, SQL Developer)
  • Audit or testing experience a plus

 

Education

  • Bachelor's Degree or equivalent in Management Information Systems (MIS), Business Analytics, Computer Science, Statistics, Data Science, Technology or Mathematics required

 

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:
2021-06-04T18:44:26Z
Location:
Horsham, Pennsylvania
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Human Resources

Human Resources Coordinator

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Position Overview

The Human Resources Coordinator will provide administrative support to the HR Team and play a key role in the employee life cycle, from hiring and onboarding to leaving the organization.

 

Department Overview

The HR department at Penn Mutual partners with the business areas to create a values-driven, relationship based culture.  It is expected that any employee who joins this department be customer service oriented, trustworthy and responsive to all employees.

 

Responsibilities 

  • Processes Penn Mutual new hires; performs background checks for new employees through third-party vendor, responsible for the collection and verification of new hire documentation (I-9, W-4 etc.)
  • Creates and manages new hire offer letters & onboarding packets, internal promotion or transfer letters
  • Creates and maintains new hire personnel files in EDM
  • Assists in the scheduling of candidate interviews
  • Maintains candidates status in Applicant Tracking system when needed
  • Establishes and maintains relationships with internal business partners to effectively coordinate the hiring, onboarding, and termination of employees
  • Manages employee status changes throughout the organization
  • Coordinates departmental organization of records and operations: manages employee files and ensures compliance, manages shared HR directory with regard to updating templates, archiving older documents/templates and posting new information with proper naming conventions for ease of use
  • Tracks and process Special Recognition Awards (SRAs) for employees
  • Create and maintain active lists of job codes
  • Support LOMA administrations and tuition reimbursement process
  • Facilitates search/acquisition of temporary staff and company/agency relationships
  • Monitors and responds to the benefits@pennmutual.com email box
  • Administer vendor contracts in company system and process all applicable invoices
  • 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 

  • Proficient in Microsoft Office
  • Ability to communicate effectively to a wide range of audiences in a positive and professional manner
  • Strong customer service orientation
  • Must be able to keep confidential information and be a trustworthy resource
  • Accessible and approachable
  • Highly organized and efficient
  • Takes initiative, acts with a sense of urgency and follows through
  • Ability to juggle tasks simultaneously, prioritize and work effectively under pressure and to meet deadlines effectively and efficiently
  • Able to maintain personal productivity under pressure and display calm and confident manner during times of stress
  • Desire to learn and develop a professional career in HR
  • 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
  • 2-3 years of working in a fast-paced service oriented department required
  • 1-3 years prior administrative experience
  • Experience with ADP a plus

 

Education/Licenses/Professional Designations 

  • College degree preferred or equivalent work experience

 

Salary Level = 19

 

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

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

 

About the Penn Mutual Life Insurance Company

Penn Mutual 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:
2021-05-18T21:21:05Z
Location:
Horsham, Pennsylvania
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Compliance

Compliance Specialist/Analyst

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Position Overview 

The Compliance Specialist/Compliance Analyst role is in the Ethics and Compliance, for the Penn Mutual Life Insurance Company. The Compliance Specialist /Analyst will work with the Compliance Manager for our Registered Investment Adviser and Broker/Dealer, Hornor, Townsend & Kent with the branch office inspection program, and advertising and marketing material review as well as testing/monitoring for the insurance company and its affiliates. Advertising and Marketing material review and branch inspection are critical elements of our compliance program. The purpose of our Compliance Program is to comply with laws and regulations that apply to investment advisers, broker/dealer and insurance, as well as our internal policies and procedures designed to prevent, detect, and correct any violation of laws, regulations, or policies. 

 

Responsibilities 

Advertising and Marketing Review

  • Assists with compliance oversight including monitoring and testing controls related to the review and filing of advertising and sales literature by the insurance company, broker-dealer, investment adviser and related financial professionals
  • Identifies and communicates ongoing changes related to SEC, FINRA and other federal state securities and insurance rules and regulations
  • Maintains regulatory change management log for state insurance advertising and sales literature rules
  • Prepares and deliver reporting and documentation for management
  • Works with business areas to provide guidance related to advertising reviews as well as books and records best practices
  • Coordinates access for and train new users on technology and systems for advertising and sales literature submissions and filing

 

Branch Exams 

  • Assists in the development, implementation, and maintenance of the branch office inspection program
  • Manages relationships with third party vendors and consultants, including performing quality assurance on their process and findings
  • Refers issues to management or business areas, as appropriate
  • Identifies gaps in controls and procedures and develop solutions to assist in remediation
  • Assists in monitoring and testing
  • Remains current in professional and industry trends
  • Performs other duties as assigned
  • Prepares and delivers reporting and documentation for management
  • Reviews, analyzes and follows up on escalated issues.

Required Skills 

  • Ability to create, document and monitor processes
  • Excellent written and verbal communication skills
  • Proven ability to build effective business relationships with business partners at all levels,
  • The ability to work effectively in a collaborative, team-oriented, fast-paced environment
  • Excellent analytical and problem solving skills
  • Dedicated attention to detail, consistency and thoroughness while maintaining a big picture orientation
  • Strong time management skills and the ability to manage various assignments and efforts simultaneously
  • 3-5 years experience in a similar role
  • Experience and knowledge of state insurance and securities rules and regulations
  • Experience and knowledge of SEC, FINRA and other securities related federal laws and regulations

 

 Education/Licenses/Professional Designations 

  • Bachelor’s degree in Business, Finance, Accounting, or other related field required
  • Demonstrated compliance, supervision or legal experience with a broker/dealer or registered investment advisor preferred, variable and fixed annuity compliance experience a plus
  • FINRA Series 7 and 24 registrations, LIMRA/LOMA or other (FLMI & AIRC) insurance designations preferred

 

Salary Level = 20/21

 

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

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

 

 

About the Penn Mutual Life Insurance Company 

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

 

Job type:
Full-Time/Regular
Date posted:
2021-05-14T17:18:32Z
Location:
Horsham, Pennsylvania
Apply

Compliance Manager

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Position Overview 

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

 

Responsibilities 

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

Required Skills 

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

 

 Education/Licenses/Professional Designations 

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

 

Salary Level = 22

 

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

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

 

 

About the Penn Mutual Life Insurance Company 

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

 

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

Hornor, Townsend & Kent

Field Supervision Specialist

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Position Overview

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

 

Department Overview/Expectations

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

 

Responsibilities 

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

Required Skills 

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

 

 Education/Licenses/Professional Designations 

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

 

Salary Level = 20/21

 

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

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

Job type:
Full-Time/Regular
Date posted:
2021-05-10T22:41:56Z
Location:
Horsham, Pennsylvania
Apply

Client Services/Customer Service

Director, Operational Support

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Position Overview

The Director Operational Support position will play an integral part in leading and directing the following Adviser and Client Services functions: Document Management Center, Forms Management, Outbound Print, Production Support, Reporting, and Vendor Onboarding.  The successful candidate will have a proven track record in leading these key functions and will deliver tangible, business results that strategically improve the Penn Mutual Financial Professional and client experience.  This department will be leveraged as a shared resource for Adviser and Client Services (A&CS) as well as for the broader organization.  As a key member of the Adviser and Client Services leadership team, the candidate will be a team player accountable for enhancing processes and engaging associate involvement in further building a highly motivated service culture that promotes ease of doing business. 

 

Responsibilities

  • Provides leadership oversight to the Document Management Center (DMC). Includes day-to-day management of the DMC along with partnering with our third party vendors to ensure that the DCM continues to successfully align to the overall business strategy.
  • Provides leadership oversight over the Forms Management area in ensuring that all A&CS service forms are adequately updated in a timely fashion and reflect the appropriate regulatory and/or product changes.
  • Provides leadership oversight of our outbound print production which includes but not limited to managing multiple print vendors for both regulatory and transactional print.
  • Provides leadership oversight for our Production Support team. This position will lead the coordination and oversight of all system production support and enhancements within A&CS.  This includes collaborating with leaders across the organization to ensure all production needs and enhancements are met and aligned with the overall business strategy.
  • Provides leadership oversight for all reporting needs of A&CS. This position will collaborate with leaders across the organization in prioritizing and delivering operational reports that are need to support each business areas goals and objectives. 
  • Leads sourcing and onboarding efforts of new vendor relationships for A&CS

Required Skills 

  • Strong leadership skills
  • Ability to work with others in a collaborative team environment
  • Superior organizational and follow-through skills
  • Demonstrates initiative, self motivation and excellent organization skills, ability to set priorities, work under pressure, multi-task, and meet deadlines.
  • Adaptable to a changing environment and flexibility around work assignments.
  • Demonstrates attention to detail
  • Strong interpersonal, verbal, and written communication skills
  • Ability to influence without direct authority
  • The ability to consistently manage multiple projects and work within fixed time frames
  • Demonstrates drive for results
  • Listens and encourages suggestions, improvements, concerns, innovations from others.
  • Creates 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
  • Demonstrate courage to challenge the status quo and to make difficult decisions necessary to support the organization’s strategy.
  • Ability to interface effectively with other departments and operate in a fast paced environment with minimum supervision.
  • Ability to recognize and focus on critical issues. Flexibility to balance and respond to competing needs within the organization.
  • Attention to detail, with the ability to plan strategically and execute tenaciously.
  • Complies with all company and site policies and procedures.
  • Ability to manage third party relationships
  • 5+ years’ experience in the financial services industry
  • At least 5 years’ experience in leadership
  • Prior experience within a customer service operation required
  • Prior experience managing third party relationships required

 

Education

  • Bachelor's degree preferred or equivalent work experience

 

Salary Level = 23

 

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.

 

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

Job type:
Full-Time/Regular
Date posted:
2021-05-05T13:16:26Z
Location:
Horsham, Pennsylvania
Apply

Production Support Analyst, Shared Services

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Position Overview 

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

 

Departmental Expectations 

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

 

Responsibilities 

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

Required Skills 

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

 

Salary Level = 21

 

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

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

 

About the Penn Mutual Life Insurance Company

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

 

Job type:
Full-Time/Regular
Date posted:
2021-04-23T13:20:03Z
Location:
Horsham, Pennsylvania
Apply

Marketing & Communications

Digital Marketing Intern

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Position Overview

 

We are looking for an intern to join our team with a strong work ethic to help support our team in creating world-class experiences across all of Penn Mutual’s digital platforms. As an intern, you’ll help support our team in creating content, managing projects and reviews, crafting new site features, and more. This position is a flex position for candidates eligible to candidates within US Eastern and Central time zones, and offers the perfect opportunity to launch your career in marketing. You’ll receive six months of hands-on experience filled with ample opportunities to expand your leadership skills, facilitate your professional development, and mastering industry standard digital marketing processes and tools.

 

Core Responsibilities

 

  • Participate in facilitating user research and interaction studies
  • Create and edit the content on Penn Mutual websites
  • Manage open tickets and related items in a timely and transparent manner
  • Communicate with stakeholders and partners to publish content
  • Assist in Quality Assurance (QA) testing for each of our public websites as needed
  • Help instill a human-centered and collaborative culture in the company
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Completes regulatory and job training requirements
  • Performs other duties as assigned

 

Required Skills 

Experience

 

  • Preferably a candidate is pursuing a degree in marketing, business, project management, or business administration.
  • Experience in UI/UX design is a plus
  • Basic understanding of HTML/CSS
  • CMS experience a plus (preferably Crafter)

 

Skills & Abilities

 

  • Strong attention to detail
  • Ability to work with others in a collaborative remote team environment
  • Strong organizational and time management abilities
  • Excellent research and data analysis skills
  • Ability to manage multiple tasks, assignments in a changing environment with competing priorities
  • Excellent written and verbal communication skills
  • High standards of ethics and integrity 

 

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.

 

 

 

 

 

*Fingerprinting will be required for:

 

  • Any position that requires FINRA licensing
  • Any position that has access to HTK client account information

 

Job type:
Intern
Date posted:
2021-04-30T15:33:42Z
Location:
Horsham,
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

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.