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ADAPTED_NOW

Operations Specialist

Focus is on “working families”, “everyday Americans”, “ordinary citizens”, “mainstream population” “average income households”, providing life insurance products that truly impact people's lives (more information will be provided in the interview). Purpose: A leading professional services firm found that AAA Life associates demonstrate some of the highest levels of commitment, empathy, and dedication when compared to top U.S. companies in a benchmark analysis.

KBSkills

ACTIVE

Annuity Operations Specialist US-MI-Livonia Job ID: 2025-1805 Type: Regular Full-Time # of Openings: 1 Category: Operations Livonia, MI Hybrid Overview Why join?Join us in revolutionizing an entire industry's customer engagement. We prioritize human connection through technology. If you're driven by purpose and want to make a meaningful impact on people's lives, this is the place for you. Our team challenges norms with the support of a trusted American brand.<ul><li>Purpose: A leading professional services firm found that AAA Life associates demonstrate some of the highest levels of commitment, empathy, and dedication when compared to top U.S. companies in a benchmark analysis.</li><li>Growth: We have the privilege to offer our products to tens of millions of Americans that make up the AAA member base</li><li>Focus is on “working families”, “everyday Americans”, “ordinary citizens”, “mainstream population” “average income households”, providing life insurance products that truly impact people's lives (more information will be provided in the interview).</li><li>Team (Culture): USA Today named us a 2024 top US workplace</li></ul>The Annuity Operations Specialist supports the processing and servicing of annuity contracts by executing well-defined tasks related to annuity applications, policy modifications, and payment processing. This role serves as an experienced processor and peer mentor, helping ensure accurate and timely execution of daily annuity operations while upholding regulatory standards. The Specialist collaborates primarily within the department and supports process improvements initiated by management or senior-level consultants. Please note, later hours will be required during mid-month and month-end times.  Responsibilities How will you contribute?<ul><li>Accurately process standard and moderately complex annuity applications and policy service requests.</li><li>Support annuity payment processing, including annuitization and scheduled disbursements, under defined guidelines.</li><li>Ensure compliance with established procedures, regulatory standards, and internal controls.</li><li>Act as a team resource for operational questions and help coach newer processors on day-to-day procedures.</li><li>Escalate non-standard, high-risk, or complex cases to management or the Annuity Processing Consultant for review.</li><li>Maintain documentation and follow up on outstanding items to ensure processing completion.</li><li>Communicate with sales agents, internal partners, and customers to clarify application details or gather missing information.</li><li>Participate in training programs and contribute to onboarding of new team members by sharing best practices.</li><li>Identify recurring processing issues and make recommendations for minor workflow improvements to leadership.</li><li>Assist with department-level projects and initiatives under the direction of management or a Consultant.</li><li>Provide operational support during system or process transitions (e.g., testing, data cleanup, process walkthroughs).</li></ul> Qualifications What do you offer?<ul><li>Bachelor’s degree in Business Administration, Finance, Insurance, or related field (preferred).</li><li>4–6 years of experience in annuity operations, financial services, or life insurance processing.</li><li>Familiarity with annuity products and common processing systems (e.g., policy administration platforms).</li><li>Proficiency in Microsoft Office (Excel, Word, Outlook).</li><li>Strong attention to detail, organizational skills, and follow-through.</li><li>Effective communicator with a focus on delivering quality service.</li><li>Ability to work independently on routine tasks while collaborating effectively with peers and supervisors.</li></ul>What do we offer?<ul><li>Enjoy a hybrid work environment that promotes work-life balance.</li><li>Comprehensive medical, dental, and vision coverage starting from your first day.</li><li>Employer 401k match and employer contribution to a pension plan.</li><li>Generous PTO and paid parental leave to support your family needs.</li><li>Opportunities for associate engagement in various social programs and community involvement initiatives backed by the company.</li></ul> PM21 PI7f52dd3261ae-25401-37435213

AAA Life Insurance Company

Annuity Operations Specialist

Analysis Skills

Annuities

Benchmarking

Best Practices

Business Administration

Coaching

Communication Skills

Consulting

Data Cleaning

Detail Oriented

Disbursements

Documentation

Establish Priorities

Finance

Financial Services

Follow Through

Identify Issues

Inside Sales

Insurance

Leadership

Life Insurance

Maintain Compliance

Maintenance Services

Management Consulting

Mentoring

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Onboarding

Operational Support

Operational Support Systems (OSS)

Operations

Organizational Skills

Partner Sales

Payment Processing

Policy Development

Procedure Development

Process Improvement

Professional Services

Regulations

Risk

Service Delivery

Systems Administration/Management

Test Data

Time Management

Training Program

JobTarget

YEAR

Chief Operations Officers

Process Innovation: Drive continuous improvement by assessing and optimizing workflows, integrating advanced technologies (e.g., claims management systems, AI-driven analytics), and automating processes to enhance accuracy, reduce resolution times, and improve client outcomes. The COO will be a key member of the executive leadership team, reporting directly to the CEO, and will be responsible for driving operational efficiency, fostering a culture of innovation and collaboration, and ensuring the delivery of superior claims outcomes for our clients.

Salary

Since 1924, our firm has been a trusted leader in public adjusting, serving homeowners and businesses across multiple regions. With a network of regional offices, we specialize in representing policyholders to maximize insurance claim settlements for property damage, business interruption, and extra expenses. Our nearly century-long legacy is built on operational excellence, unparalleled customer service, and deep expertise in navigating the complexities of the property insurance and claims adjustment industry. We are seeking a dynamic and visionary Chief Operating Officer (COO) to lead our operations, drive strategic growth, and elevate our commitment to excellence in public adjusting. We are seeking an exceptional Chief Operating Officer (COO) to oversee the strategic and operational leadership of our public adjusting firm. The COO will be a key member of the executive leadership team, reporting directly to the CEO, and will be responsible for driving operational efficiency, fostering a culture of innovation and collaboration, and ensuring the delivery of superior claims outcomes for our clients. This role demands a seasoned leader with deep expertise in insurance claims adjustment, a proven track record of operational excellence, and the ability to inspire cross-functional teams to achieve ambitious growth objectives. The COO will play a pivotal role in scaling our operations, enhancing client satisfaction, and positioning our firm as a premier leader in the public adjusting industry.<h3>Key Responsibilities</h3><ul><li>Strategic Leadership: Partner with the CEO and executive team to develop and execute the company’s strategic vision, aligning operational initiatives with long-term business goals. Drive the expansion of service offerings and geographic reach while maintaining a client-centric focus.</li><li>Operational Excellence: Oversee all aspects of the firm’s operations, including claims adjustment processes, client relations, and regional office performance. Implement best-in-class operational frameworks to enhance efficiency, scalability, and service quality.</li><li>Claims Adjustment Oversight: Provide strategic direction for the claims adjustment process, ensuring thorough documentation, compliance with industry regulations, and maximized settlements for clients. Leverage deep expertise to refine claims evaluation, negotiation, and settlement strategies.</li><li>Team Leadership & Development: Lead, mentor, and inspire a diverse team of claims adjusters, department heads, and support staff across multiple locations. Foster a collaborative, high-performance culture that prioritizes professional growth, accountability, and innovation.</li><li>Process Innovation: Drive continuous improvement by assessing and optimizing workflows, integrating advanced technologies (e.g., claims management systems, AI-driven analytics), and automating processes to enhance accuracy, reduce resolution times, and improve client outcomes.</li><li>Client Relationship Management: Champion exceptional client experiences by overseeing client interactions, resolving escalated issues, and building long-term relationships that reinforce trust and loyalty. Ensure consistent delivery of high-quality service across all touchpoints.</li><li>Financial & Performance Management: Develop and monitor key performance indicators (KPIs) such as claims resolution times, settlement success rates, client satisfaction, and operational costs. Provide data-driven insights to optimize performance and support financial objectives.</li><li>Stakeholder Engagement: Collaborate with external stakeholders, including insurers, policyholders, and industry partners, to strengthen relationships and enhance the firm’s reputation as a leader in public adjusting.</li><li>Risk Management & Compliance: Ensure adherence to public adjusting standards, insurance regulations, and internal policies. Mitigate operational risks by implementing robust controls and proactive strategies.</li><li>Growth Initiatives: Identify and pursue opportunities for operational expansion, including new service lines, technology investments, and market penetration. Lead cross-functional initiatives to support the firm’s growth strategy.</li></ul><h3>Qualifications</h3><ul><li>Education: Bachelor’s degree in Business Administration, Insurance, Finance, or a related field required; MBA or advanced degree preferred. Relevant certifications (e.g., AIC, CPCU, SPPA) are highly desirable.</li><li>Experience: Minimum of 10 years of progressive leadership experience in insurance claims adjustment, public adjusting, or a related field, with at least 5 years in a senior operational or executive role (e.g., VP of Operations, Director of Claims).</li><li>Industry Expertise: Extensive knowledge of insurance claims adjustment processes, including claims evaluation, negotiation, and settlement maximization. Proven ability to drive superior claims outcomes and navigate complex insurance policies.</li><li>Leadership Acumen: Demonstrated success in leading cross-functional teams, fostering a culture of collaboration, and driving organizational change in a dynamic, growth-oriented environment.</li><li>Operational Expertise: Strong background in process optimization, technology integration, and performance management, with experience implementing claims management systems and automation tools.</li><li>Analytical Skills: Exceptional ability to analyze operational data, identify trends, and make strategic decisions under pressure in a fast-paced environment.</li><li>Communication & Interpersonal Skills: Outstanding verbal and written communication skills, with the ability to build rapport with clients, colleagues, and external stakeholders at all levels.</li><li>Adaptability: Flexibility to thrive in a rapidly evolving industry, with a proactive mindset to anticipate and address emerging challenges.</li><li>Travel: Willingness to travel occasionally to regional offices, client meetings, or field operations as needed.</li></ul><h3>Work Environment</h3>This is a full-time, executive-level position based at the company’s headquarters, with occasional travel required to regional offices, client meetings, or field oversight of claims operations. The role offers a blend of office-based work and hands-on engagement with claims teams and clients.<h3>Compensation</h3>The COO position offers a competitive salary of $175,000 - $225,000 annually, commensurate with experience and qualifications. A strong bonus structure is available, tailored to the candidate’s experience and candidacy, rewarding exceptional performance and contributions to firm growth. Additionally, the role includes a comprehensive benefits package, featuring health, dental, vision, retirement plans, and other competitive perks designed to support employee well-being and professional success.#J-18808-Ljbffr

Wealthy Group of Companies LLC

Chief Operating Officer (Midwest Adjusters)

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JobLeads

Retirement Planner

Lead annual review process to educate the plan sponsor on fiduciary duties, assist with understanding compliance testing results, legislative issues and plan design enhancements. Sentry has a team of Retirement Plan Consultants dedicated to educating individual customers and participants on the advantages of participating in a retirement plan and operating an efficient Plan.

At Sentry, we focus on the future and want to help you do the same! Sentry has a team of Retirement Plan Consultants dedicated to educating individual customers and participants on the advantages of participating in a retirement plan and operating an efficient Plan. The territory for this position includes: Ohio, Indiana, Michigan, Western Pennsylvania, Virginia and West Virginia.What You'll Do<div><div><div><div><ul><li>Lead group enrollments for assigned employer-sponsored retirement plans</li><li>Provide accurate and timely customer service to ensure a quality customer experience with a goal of customer retention</li><li>Meet with individual participants to educate them on why retirement planning is important</li><li>Conduct group education meetings to educate on the benefit of saving for retirement</li><li>Lead annual review process to educate the plan sponsor on fiduciary duties, assist with understanding compliance testing results, legislative issues and plan design enhancements.</li></ul>What it Takes<ul><li>Bachelors’ Degree or equivalent work experience</li><li>2-5 years of related work experience</li><li>Ability to speak, write and understand Spanish is strongly preferred</li><li>Poised public speaker with proven ability to engage and present to diverse audiences of all sizes</li><li>Currently licensed in life and health insurance products or the ability to obtain a license in a reasonable amount of time</li><li>Excellent verbal and written communication and organizational skills are required</li><li>Ability to meet the travel requirements of the job and maintain an acceptable motor vehicle record</li><li>Proficient knowledge and use of PC software applications such as PowerPoint, Excel and Word.</li></ul>Based on experience and qualifications, the base salary pay range for this position is $66,700-$91,800 annually.What You'll ReceiveAt Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.<ul><li>Company Car with permitted personal use</li><li>401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.</li><li>Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program.</li><li>Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time Off.</li><li>Group Medical, Dental, Vision, Life Insurance, Parental Leave, and our Health and Wellness benefits to encourage a healthy lifestyle.</li><li>Well-being and Employee Assistance programs.</li><li>Sentry Foundation gift matching program to encourage charitable giving.</li></ul>About SentryWe take great pride in making Forbes’ list of America’s Best Midsize Employers since. A lot of different factors go into that honor, many of which contribute to your job satisfaction.Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority.Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.Get ready to own your future at Sentry. Opportunities await!Casey Van Der GeestCasey.VanDerGeest@sentry.com </div></div></div></div>Equal Employment OpportunitySentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

Sentry Insurance

Retirement Plan Consultant

Customer Experience

Customer Retention/Renewal

Customer Support/Service

Customer Training

Employee Assistance Plan

Fiduciary

Futures

Health Insurance

Information Technology & Information Systems

Marketing

Matching Gift Programs

Microsoft PowerPoint

PC Software

Presentation/Verbal Skills

Retirement Plan

Retirement Planning

Sales

Spanish Language

Team Lead/Manager

Testing

Training/Teaching

Willing to Travel

Writing Skills

JobAdX

Support Representative

Initiative and Creativity - Plans work and carries out tasks without detailed instructions; makes constructive suggestions; prepares for problems or opportunities in advance; undertakes additional responsibilities; responds to situations as they arise with minimal supervision; evaluates new technology as potential solutions to existing problems; tests new ideas and processes adjusts to assure success. Communication - Speaks with clarity and conviction in a variety of internal and external settings; prepares clear and concise written communication; listens to associates, peers, customers, vendors and agents; builds internal and external relationships and leverages network.

Agent Distribution Support Specialist US-MI-Livonia Job ID: 2025-1790 Type: Regular Full-Time # of Openings: 1 Category: Sales Livonia, MI Hybrid Overview AAA Life Insurance is seeking an Agent Distribution Support Specialist who will be responsible for maintaining and managing Agent and Manager hierarchy, which is integral to reporting accuracy, ensuring proper system access, and operational efficiency.  This individual will effectively collaborate with external business partners, internal teams, and leadership across the country to ensure proper agent and manager relationships are reflected in our systems.  In conjunction with internal and external stakeholders, the associate will regularly audit and ensure our Agent and Manager relationships are accurate, and updates or changes are processed in a timely fashion. Responsibilities <ul><li>Work with club partners, agents, managers, and internal teams to verify and maintain accurate agent and manager hierarchies.</li><li>Input, update, and validate hierarchy data in systems of record to ensure accuracy in reporting, system access, and downstream processes.</li><li>Work with third-party agency vendors to maintain alignment of internal and external agent and manager hierarchy.</li><li>Troubleshoot hierarchy-related issues, determine necessary changes, and collaborate with stakeholders to implement solutions.</li><li>Serve as the primary point of contact and subject matter expert (SME) for agent hierarchy-related inquiries and updates.</li><li>Leverage technology, including such as relational databases, Power BI, and others to analyze data and ensure alignment between hierarchy records and operational outputs.</li><li>Communicate with external business partners, agents, and managers, as needed to provide support and guidance on hierarchy-related matters.</li><li>Create, document, and maintain processes and procedures for hierarchy changes.</li><li>Prepare and deliver reports or presentations related to agent hierarchy, system updates, or process improvements.</li><li>Other duties as assigned</li></ul>Communication - Speaks with clarity and conviction in a variety of internal and external settings; prepares clear and concise written communication; listens to associates, peers, customers, vendors and agents; builds internal and external relationships and leverages network. Problem Solving - Anticipates problems; sees how a problem and its solution will affect the business; gathers information before making decisions; weighs alternatives against objectives and arrives at reasonable decisions; adapts well to changing priorities, deadlines and directions; works to eliminate all processes which do not add value; is willing to take action, even under pressure, criticism or tight deadlines; takes informed risks; recognizes and accurately evaluates the signs of a problem; analyzes current procedures for possible improvements; notifies supervisor of problems in a timely manner. Initiative and Creativity - Plans work and carries out tasks without detailed instructions; makes constructive suggestions; prepares for problems or opportunities in advance; undertakes additional responsibilities; responds to situations as they arise with minimal supervision; evaluates new technology as potential solutions to existing problems; tests new ideas and processes adjusts to assure success. Qualifications <ul><li>Bachelor degree in Business, Marketing, Communications or similar field preferred.</li><li>Prior experience in life insurance, annuities or financial services preferred.</li><li>High technical aptitude and experience working with Microsoft Office, PowerBI, SQL, and relational databases.</li><li>Excellent written, verbal and presentation skills</li></ul>What We Offer:<ul><li>A collaborative, energetic work environment where you can put your passion for people to work</li><li>Medical, Dental, Vision, Life and Disability coverage available day one</li><li>Pension Plan</li><li>Performance-based incentive plan</li><li>401k available with a Company match</li><li>Holidays and Paid Time Off</li><li>AAA Basic Membership</li></ul>PM21 PIc25e262ac2b8-25401-37323082

Agent Distribution Support Specialist

Data Analysis

Data Collection

Data Quality

Incentive Programs

Marketing Communications

Needs Assessment

Operations Management

Power BI

Public/Media/Press/Analyst Relations

Relational Databases (RDBMS)

SQL Databases

System Operations

System Validation

Systems Maintenance

Sales Representative

Sales support activities including basic product information, supporting marketing campaigns, presenting product and program changes, production information, and technical computer application assistance. Assist in proactively identifying sales opportunities by promoting the use of various sales concepts and marketing material that lead to suitable sales.

Sales Consultant I US-MI-Livonia Job ID: 2025-1819 Type: Regular Full-Time # of Openings: 1 Category: Marketing Livonia - Remote Overview We are seeking a Sales Consultant who will provide outstanding customer service to our external life agents across the US. Technical support activities including illustration and application assistance. Sales support activities including basic product information, supporting marketing campaigns, presenting product and program changes, production information, and technical computer application assistance. The position reports to the Agent Support Team (AST) Manager and supports all efforts relating to the AST function. By joining AAA Life, you will have the opportunity to strengthen the name and reputation of the brand that millions have come to rely upon for financial piece of mind. We are company dedicated to our members and our associates. We value the outstanding attributes and contributions to build an inclusive, collaborative and innovative workplace where all employees are engaged and feel they belong. Delivering our company’s promise to members is what drives each of our associates every day. Responsibilities <ul><li>Field incoming calls from AAA Life agents across the country.</li><li>Get results and raise awareness of AAA Life’s products.</li><li>Develop a deep understanding of the sales process, the life insurance industry and best practices in field sales.</li><li>Support broader corporate initiatives; participate in special projects and other duties as assigned</li><li>Maintain and update the Learning Management System and the Lifeline databases by supervising new hires and terminations and running comparisons.</li><li>Detail each call and correspondence and identify trends in field feedback.</li><li>Assist field agents with password resets and level 1 technical inquiries.</li><li>Assist in proactively identifying sales opportunities by promoting the use of various sales concepts and marketing material that lead to suitable sales.</li><li>Ensure that all support is in compliance with Company policy and state insurance department rules and regulations. Assists in implementing and enforces market conduct standards.</li><li>Work with Hybrid Wholesalers to generate new business and increase Agent Sold sales.</li></ul> Qualifications <ul><li>2 year College Degree in Finance, Business or Economics</li><li>1-2 years’ Life Insurance experience (sales experience or strong life insurance sales support and training)</li><li>Knowledge of life and annuity sales preferred</li><li>Obtain an active life insurance license within 3 months of hire</li><li>Proficient in Microsoft Word, PowerPoint and Excel</li><li>Strong communication skills – verbal and written</li><li>Ability to provide strong customer service</li><li>Possesses some technology knowledge of insurance system applications and data</li><li>Willingness to work extended hours and weekends, if required</li><li>Ability to optimally function in a fast-paced team environment</li><li>Demonstrates a high level of independence and creativity, and looks for opportunities to initiate and follow through on new projects and opportunities</li></ul>Benefits:<ul><li>Pension and Retirement Plans</li><li>Medical, Dental and Vision Coverage</li><li>Paid Time Off</li><li>Paid Parental Leave</li><li>Hybrid Work Environment</li><li>401K</li><li>Support for Community Involvement</li></ul>PM21 PI692f775d710e-25401-37478743

Sales Consultant I

Business Development

Community Support

Corporate Compliance

Corporate Policies

Field Sales

Field Trials

Image Editors

Insurance Sales

Learning Management System (LMS)

Marketing Campaign

Product Programs

Product Support

Revenue Growth

Sales Prospecting

Sales Support

Team Player

Technical Support

Trend Analysis

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