Provide excellent day to day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters Assist with workflow of applications for life products, annuities, contract changes, policy billing

Prepare and file estimated and annual state income, premium and retaliatory compliance returns, payments, e filing and any necessary workpapers Assemble and file other various state tax compliance Sales and use, property taxes, assessments and license filings Prepare and file quarterly/annual federal/state/local withheld tax and unemployment returns Provide timely respons

Job Requisition ID 89171 Location Designation Hybrid This position will play a role in all phases of IT audits including planning, scoping, control assessment, test design and execution, and reporting. The position will be based at the Company's headquarters in New York City and expected to follow a hybrid schedule of onsite and remote. The position will report directly t

Location Designation Hybrid When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You'll have the opportunity to grow your career while developing personally and professionally through vario

Lead and mentor a team of professional sales employees across North and South Carolina. Recruit and nurture sales talent, empowering them to exceed sales objectives. Cultivate and maintain effective, long term relationships with key Producers (Brokers/Consultants) within the territory, fostering quality partnerships and access to opportunities. Conduct site visits and Cap

Vendor Management Responsible for supporting the relationship and day to day operations for the medical & pharmacy plans. Attend and coordinate regular vendor calls/meetings as client support person. Recommend process improvements to create efficiencies. Analyze data to evaluate effectiveness/ROI of plans and programs. Monitor the efficiency and competitiveness of each pr

Company Name Apogem Capital Location Designation Hybrid 3 days per week Apogem Capital is a leading alternatives investor, with decades of experience investing in the middle market and approximately $41 billion in assets under management. By offering a full range of capital solutions, Apogem delivers innovative solutions to private equity sponsors and portfolio companies

Oversee the Data Governance Strategy across the Investment organization. Maintain the Business Glossary and understand the data flow lineage and usage. Drive decision making to get to the 'Golden Copy' or 'Single Version of the Truth'. Establish and manage Data Quality KPIs to measure the success of the data management program Ensure testing standards and documentation ar

Manage the day to day Financial Planning Strategy and Solutions Team. Sets activity metrics and sales yearly goals. Works on complex financial planning cases. Handles compliance concerns. Provides thought leadership content. Active participant in training new Advisors. Key Role in webinar series. Aligns and assists in inleading changes in policy and operations. Actively M