Analyze and validate valuations of private investments, oversee third-party valuation deliverables, and prepare valuation committee materials and supporting analyses. Monitor portfolio company performance, produce reporting, perform financial modeling, and help improve valuation processes, technology, and data quality.
The manager leads a team of 10-15 representatives to oversee daily billing operations, ensure service standards, and resolve complex client inquiries. They are responsible for staff development, performance management, and fostering cross-functional partnerships to improve the client experience.
The In-Market Internal Wholesaler will partner with an External Wholesaler to drive sales and deepen relationships with financial advisors in Georgia. This role involves providing consultative support, delivering market insights, and implementing strategic sales plans to grow the territory.
The Associate will perform valuation analyses of private market investments and support the oversight of third-party valuation providers. They will also contribute to process enhancements, portfolio monitoring, and the preparation of valuation committee materials.
The Associate Underwriter evaluates life insurance applications to determine risk classification and approval status based on medical and non-medical data. They manage agent interactions, document decisions, and maintain mortality risk selection standards while adhering to company guidelines.
The Sr. Specialist is responsible for ensuring the accuracy of financial coding, calculations, and processing within the claims lifecycle. They will coordinate with vendors, manage overpayment recoveries, and communicate financial decisions to claimants.
The National Account Executive manages large national accounts by developing strategic engagement plans to drive revenue, persistency, and profitability. They oversee the implementation of new business, lead client meetings, and provide consultative support to ensure customer satisfaction and cross-sell opportunities.
The Life Insurance Concierge provides compassionate, personalized support to survivors navigating the life insurance claims process. They coordinate with internal partners and employers to resolve issues and guide survivors through complex documentation and benefit requirements.
The Survivor Support Specialist provides compassionate guidance to survivors navigating life insurance claims and connects them with necessary resources. They partner with internal teams to resolve complex issues and ensure a seamless, supportive experience for beneficiaries.
The RIA Senior Specialist handles incoming calls from advisers and clients regarding product information, account performance, and financial processing requests. They also provide subject matter expertise on platforms, assist with training new staff, and identify process improvements to increase productivity.
The RIA Specialist will manage account administration and facilitate transaction requests for advisors and clients. They will also provide subject matter expertise for investment platforms and identify process improvements to increase productivity.
The Nurse Case Manager conducts comprehensive clinical reviews of disability claims to evaluate medical evidence and functional impairment. They collaborate with claims professionals and healthcare providers to provide objective clinical recommendations and support consistent claim evaluations.
The Nurse Case Manager conducts comprehensive clinical reviews of short-term and long-term disability claims to evaluate functional impairment and medical necessity. They collaborate with claims professionals, treating providers, and internal consultants to provide objective clinical recommendations and support return-to-work considerations.
The Absence Leave Manager is responsible for managing a caseload of leave requests, including FMLA, ADA, and PFML, while ensuring compliance and timely eligibility determinations. They collaborate with clients, medical professionals, and claimants to facilitate return-to-work processes and provide ongoing absence administration.
The Absence Subject Matter Expert serves as the strategic authority for complex absence and leave implementations, partnering with managers to ensure seamless onboarding and operational design. This role leads discovery, translates business requirements, and provides expert guidance on compliance and system configurations for large-scale clients.
The Investment Solutions Consultant is responsible for driving investment sales by providing product information, sales concepts, and technical guidance to agents. They work closely with the agency sales force to develop business relationships and support case design.
The LTD Claim Manager is responsible for managing an assigned caseload of long-term disability claims by developing strategic case plans and determining customer eligibility. They will communicate with customers, employers, and medical providers to facilitate return-to-work opportunities and ensure accurate, timely claim decisions.
The Product Owner will design and deliver wealth-focused digital experiences within the NYL360 platform to simplify advisor workflows. They will collaborate with cross-functional teams to translate user needs into prototypes, manage the product backlog, and oversee the delivery of features through agile cycles.
The attorney will serve as a principal legal resource for the Group Benefit Solutions Absence Management business, providing strategic advice on leave administration and related insurance products. They will partner with cross-functional teams to translate complex regulatory requirements into practical operational guidance and business solutions.
The Group Claim Associate Analyst conducts disability determinations for Life Waiver of Premium benefits and manages ongoing claims by reviewing medical documentation. They also communicate eligibility decisions and status updates to customers, business partners, and employers while ensuring compliance with contractual provisions.
The Associate Account Executive manages a portfolio of clients, focusing on retention, growth, and service while partnering with brokers and internal teams. They facilitate policy renewals, identify upsell opportunities, and represent the company at industry events.
The Director manages a team of service professionals to ensure high-quality service delivery for national accounts with over 5,000 lives. They are responsible for driving operational excellence, fostering client and broker relationships, and overseeing performance management and talent development within the department.
Provide expert case consultation and strategic planning support to agents regarding estate, business, and retirement strategies. Collaborate with internal stakeholders to develop marketing and training materials that drive life insurance sales.
The Senior Associate evaluates life and disability insurance applications to determine risk classification and eligibility for coverage. They also communicate with third-party administrators and manage complex underwriting cases while meeting production and quality standards.
Direct sales efforts for Stable Value Investment Only products within an assigned geographic territory by building relationships with consultants and advisors. Manage the full sales process, including prospecting, pipeline management, and delivering client presentations to meet annual sales targets.
The National Account Executive manages complex national account relationships to retain and grow business through strategic partnership and consultative insights. They orchestrate cross-functional teams to deliver integrated solutions while driving profitability, persistency, and client satisfaction.
The Corporate Vice President will lead an operational team responsible for absence and disability claims, ensuring high-quality service delivery and client satisfaction. This role involves driving continuous improvement, implementing technology and AI initiatives, and fostering a culture of accountability and performance excellence.
Develop and execute a strategic business plan to drive asset growth and market share for investment solutions across the assigned territory. Collaborate with internal teams to represent mutual funds, SMAs, ETFs, and alternatives to financial advisors while maintaining strong professional relationships.
The External Wholesaler will develop and execute strategic business plans to drive asset growth and market share for investment solutions across the Dallas/Fort Worth territory. They will serve as a strategic partner to financial advisors by delivering technical product information and market insights.
The Product Owner will design and deliver digital experiences for field managers by translating business needs into actionable features. They will coordinate across cross-functional teams, manage the product backlog, and facilitate the delivery of prototypes and user-centric solutions.
The Integrated Absence Manager is responsible for managing a caseload of absence and disability claims, including verifying eligibility and determining benefits. They collaborate with customers, medical professionals, and clients to facilitate return-to-work plans while ensuring compliance with legal and corporate guidelines.
The National Account Client Liaison serves as the primary operational coordinator for assigned accounts, managing service execution and complex workflows. They act as a subject matter expert and liaison between the client and New York Life to ensure seamless administration of benefit programs.
The Associate Advisor Consultant will partner with an External Wholesaler to drive sales and deepen relationships with financial advisors through consultative engagement. Responsibilities include managing territory growth, providing market insights, and implementing strategic sales plans across various investment channels.
The Regional Advisor Consultant is responsible for developing and executing sales strategies to acquire new business and maintain existing relationships within the assigned territory. They will present investment products to advisors and act as a liaison between sales, marketing, and business intelligence teams.
The Market Administrator provides administrative and operational support to the Sales and Client Management teams throughout the presale and proposal process. Responsibilities include managing RFP submissions, maintaining Salesforce data, coordinating meetings, and supporting team onboarding activities.
The Senior Investment Solutions Consultant partners with local consultants to drive investment sales by providing technical guidance, product information, and sales support to agents. They are responsible for delivering sales presentations and developing strong business relationships within their assigned territory.
The Informatics Consultant provides analytical support and consultative messaging to large clients by interpreting claims data to identify trends and actionable insights. They also lead the development of new reporting capabilities and collaborate with cross-functional teams to improve service value and productivity.
The National Account Manager supports a large book of business by resolving complex service issues and educating clients and brokers on benefit programs. They collaborate with Account Executives to drive client loyalty and profitability through service excellence.
Review medical records and clinical data to assess mortality and morbidity risks for life insurance applicants. Partner with underwriters to determine risk classifications and contribute to the development of medical underwriting guidelines.
Develop and maintain relationships with brokers and consultants to drive new business and quote activity for group insurance products. Manage the full sales process for Life, Accident, Disability, and Supplemental Health solutions while ensuring client retention and upselling opportunities.
Manage a team of 8-10 Claim Managers to ensure operational goals, quality standards, and fair claim practices are met. Drive operational efficiency by leveraging AI tools and collaborating with leadership to resolve complex client and organizational challenges.
Manage the end-to-end implementation process for complex group benefit products for specialty clients with over 5,000 lives. Coordinate between clients, brokers, and internal business partners to ensure timely delivery of enrollment, data exchange, and contract administration.
Evaluate life insurance applications to determine mortality risk and decide on approvals, declines, or the need for further information. Collaborate with agents and internal partners to ensure accurate underwriting decisions and contribute to process improvement projects.
Provide expert case consultation and strategic planning support to agents and management in the Pacific Zone. Design customized solutions for estate, business, charitable, and retirement strategies to drive life insurance sales.
The Associate Advisor Consultant will build and manage relationships with financial advisors, supporting an External Wholesaler in driving sales and territory growth. They will provide market insights and tailored solutions to enhance advisor engagement and business growth.
