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<p>The workforce coordinator for our Inbound Call Center is the primary contact at National Life Group for meeting the daily metrics of the call center as well as working with leadership on handling overall call volume. They will manage the daily skill routing for the call center, communicate with back-up representatives, and assist with call volumes as needed.</p><p>Key Responsibilities</p><ul><li>Handling daily call volume via our Avaya CMS system by changing skills and rerouting calls during peak call time frames</li><li>Tracking historical call data and assisting with forecasting future call volume and identifying staffing gaps</li><li>Working with leadership daily regarding call volumes and needed assistance throughout the day</li><li>Obtaining assistance from back-up representatives as needed to meet the daily Service Level Agreements</li><li>On a daily basis, reporting key metrics for the call center as a whole as well as individual representatives</li><li>Providing historical summaries for policyholder and agent inbound call volumes</li><li>Assist with incoming calls and other customer touch points as needed</li><li>Coordinate complex after-issue service requests with the production units, such as New Business, Contract Change, Title and Claims</li></ul><p>Requirements</p><ul><li>Bachelor’s Degree</li><li>Strong customer-centric focus</li><li>Previous Avaya CMS knowledge</li><li>Previous team lead/supervisor experience preferred</li><li>Previous Work Force Management experience</li><li>Strong people/communication skills</li><li>Ability to multi-task/handle various assignments at once</li><li>Knowledge of MS Office 2010 / Windows 7</li><li>Excellent written and verbal communication skills required</li><li>Ability to meet established deadlines; must be a self-starter and be able to work independently as well as being a team player</li><li>Ability to work in a fast-paced environment; strong organizational skills a must</li><li>Must be able to pass a background check</li></ul><br><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Workflow Coordinator - Customer Experience Center

<p><strong>Associate Director, Product Management, ESI</strong></p><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p><strong>Role Summary</strong></p><p>At Equity Services, we create confidence in the financial future of everyone we work with. As the Director of Product Management, you will lead the evaluation and implementation of technology solutions to bridge the gap between existing systems and emerging innovations. This ensures seamless integration and optimal performance across our technology platform. Your role will involve collaborating with field representatives through targeted presentations and consultations, providing insights to tailor our technology solutions to their evolving needs and ensuring the effectiveness of these solutions.</p><p>Additionally, you will work closely with our technology partners to understand their product roadmaps, provide feedback on future developments, and incorporate new features that enhance our platform’s capabilities. The successful candidate will possess strong knowledge of the wealth management industry and experience in implementing new technology solutions. You will be adept at translating complex technical requirements into clear, actionable business solutions, collaborating closely with ESI’s VP of Technology and other key stakeholders to drive the successful implementation of critical technology initiatives.</p><p><strong>Essential Duties and Responsibilities</strong></p><ul><li>Collaborate with ESI’s VP of Technology to develop and refine the long-term technology roadmap, ensuring alignment with business goals.</li><li>Envision, evaluate, and articulate how new tech solutions can be seamlessly integrated into our existing technology platform to create the gift of time.</li><li>Cultivate and manage strategic relationships with key technology partners and industry leaders to co-develop solutions that advance our business objectives and technological capabilities.</li><li>Oversee the adoption of new technologies and custom enhancements, working closely with vendors and internal teams to ensure seamless integration.</li><li>Act as the key decision-maker on technology upgrades, identifying areas where enhancements can increase efficiency, reduce costs, or improve service offerings.</li><li>Foster collaboration across departments to ensure smooth execution and rollout of technology solutions, maintaining an open line of communication between development teams, business units, and end-user.</li><li>Promote a culture of continuous improvement by monitoring and evaluating the performance of technology solutions post-implementation, recommending further enhancements or adjustments as needed.</li><li>Partner with National Life’s IT organization and manage strategic relationships to co-develop solutions that advance our business objectives and technological capabilities.</li></ul><p><strong>Minimum Qualifications </strong></p><ul><li>Minimum of 7 years of experience in product management, technology integration, or a related field, with a proven track record of evaluating and implementing technology solutions.</li><li>Experience working in the wealth management, broker dealer, or RIA industry.</li><li>Strong background in working with complex technology ecosystems, with a demonstrated ability to integrate new solutions effectively.</li><li>Deep understanding of wealth management technology functions with an ability to identify and address deficiencies and inefficiencies.</li></ul><p><strong>Preferred Qualifications </strong></p><ul><li>Bachelor’s degree in Computer Science, Information Technology, Business, or a related field. Advanced degree or MBA preferred</li><li>Prior experience collaborating with senior leadership and cross-functional teams to drive technology strategy and execution.</li><li>Exceptional project management skills, with experience overseeing multiple concurrent technology initiatives from concept through to execution.</li><li>Strong analytical mindset with the ability to synthesize data and derive actionable insights.</li><li>Excellent communication skills, with the ability to engage and influence stakeholders at all levels, including executives.</li></ul><p></p><p><strong>Benefits</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-HYBRID</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Associate Director, Product Management, ESI

<p><strong>Talent Acquisition Coordinator</strong></p><p>The Talent Acquisition Coordinator will provide both administrative and project support to the Talent Acquisition Team with the stated mission of delivering high quality service to candidates and internal stakeholders. The primary focus of the Talent Acquisition Coordinator will be to schedule interviews while maintaining a high service-standard and accuracy, ensure flawless candidate experience, as well as assist with special projects as assigned. The successful candidate will thrive in a fast-paced, customer-centric environment, be highly flexible, organized and demonstrate sound judgment.&nbsp; We are looking for someone who is always ready to jump in and lend a hand!&nbsp;</p><p><strong>Responsibilities:</strong></p><ul><li>Manage scheduling and logistics (including candidate travel) with a high level of accuracy and attention to detail. Proactively follow up with candidates and hiring teams as changes arise to ensure a seamless recruiting process</li><li>Greet and orient candidates for interviews and provide a outstanding candidate experience ensuring proactive and timely updates to all stakeholders regarding changes</li><li>Monitor and execute recruitment processes including running background checks and onboarding/I9 process. Evaluate and recommend improvements on an ongoing basis</li><li>Generate recruitment reports and analyze key metrics</li><li>Provide support to the intern program, career fairs and college recruiting initiatives</li><li>Open and close staffing requisitions, including setting up files and posting jobs to job boards</li><li>Provide on-going support to Recruiters as needed</li><li>Order and maintain inventory of recruiting collateral</li><li>Experience in organizing and coordinating logistics for career fairs, including booth setup, promotional materials, and attendee engagement</li><li>Ability to represent the company professionally and enthusiastically at career fairs, effectively communicating the organization's values, culture, and job opportunities</li></ul><p><strong>Qualifications:</strong></p><ul><li>Minimum 3 years of experience in an administrative role requiring high volume scheduling</li><li>Demonstrates a high level of attention to detail, accuracy, customer service and flexibility while proactively and positively impacting candidate and hiring manager experience</li><li>Bachelor’s degree or equivalent experience</li><li>Proficiency with Microsoft Office Suite with advanced knowledge of MS Office Calendar</li><li>Adept at utilizing Excel for data reporting and visualization</li><li>Knowledge of video conferencing technology, Teams and Zoom preferred</li><li>Experience with applicant tracking systems and recruiting tools</li><li>Must be highly engaged as a team player with a strong drive for results</li><li>Ability to manage competing and urgent priorities simultaneously and complete projects within deadline</li><li>Strong organizational, time management, and problem-solving skills</li><li>Flexibility to work outside of normal office hours on occasion</li><li>High level of confidentiality and discretion required</li></ul><p><strong>What You’ll Find at National Life Group:</strong></p><ul><li>Competitive pay and outstanding health, wellness and insurance benefits</li><li>Genuine opportunities for growth and career advancement</li><li>Fun collaborative, team-based environment</li><li>Paid training and development through NL University</li><li>Over $5k in annual tuition reimbursement, including&nbsp;full tuition sponsorship&nbsp;for completing your undergraduate and graduate degrees with&nbsp;University of Arizona World Campus</li><li>Paid time off and holidays</li><li>40 hours of paid community service hours annually</li><li>Onsite fitness center</li><li>A culture committed to inclusion and diversity</li></ul><p>We’ve been keeping our promise to our people, customers, community and environment since 1848.&nbsp; Come join our cause!</p><p>#LI-CS<br>#LI-Hybrid</p><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Talent Acquisition Coordinator

<p><strong>Senior Project Manager</strong></p><p><strong>Summary</strong></p><p>The Senior Project Manager is responsible for leading, supporting and coaching teams to deliver large and complex project(s) and/or program(s) that span across one or more business units. Responsible for leading teams in driving overall delivery execution; manage resources, schedules, financials and adhere to quality and control guidelines throughout the full systems development life cycle. The ideal candidate will have financial services experience, preferably life insurance and annuity.</p><p><strong>Responsibilities</strong></p><ul><li>Manage strategic, continuous improvement, and transformation initiatives; effective in leading all aspects of a project and/or program to ensure timely and effective Work with multiple development methodologies such as waterfall, iterative and agile (scrum, kanban) to support project teams. Have awareness of agile techniques such as automated testing, user stories, test driven development, continuous integration, agile games, etc.</li><li>Business partner who possesses critical thinking skills in order to define practical solutions that align with strategic objectives. Understands the business needs of the project and its interaction with other projects/programs to make decisions that are in the best interest of the Ability to think creatively to drive innovation, perform situational analysis which leads to well thought out decisions.</li><li>Must establish strong working relationships with executive sponsors, business owners and stakeholders across the organization to manage expectations and project delivery.</li><li>Monitors performance and recommends schedule changes, cost or resource adjustments. Establishes and provide timely updates to the management team for each project for escalating issues, reporting and managing risks, issues and status reporting. Management of project change requests that impact scope, schedule,</li><li>Lead or coordinate project planning, including resource, staff, supply and subcontract management, progress reporting, troubleshooting and team management. Ensure that project resources are following established processes as well as participate in strengthening internal tools, artifacts and other governance aspects.</li><li>Directly or indirectly manage/mentor team members and colleagues in techniques such as leadership, methodology, tools, and people and communication skills. Able to teach many of the skills—both hard and soft—that are required for the successful planning, execution, delivery and support of projects and their products or Lead and support in the facilitation of improvement methodology to diverse audiences and tailor communication style and information.</li></ul><p><strong>Requirements:</strong></p><ul><li>Bachelor’s Degree in related field or equivalent related work experience required. Master’s Degree preferred.&nbsp;</li><li>Project Management Professional (PMP) Certification, Certified Scrum Master similar certifications desired</li><li>10+ years financial services desired (preferably life insurance and annuity), LOMA ALMI or FLMI a plus</li><li>10+ years experience managing cross-functional projects in a matrixed environment desired</li><li>Experience in coaching and mentoring</li><li>Skilled in multiple project management methodologies (e.g. agile/scrum, waterfall) desired</li><li>Must be a self-starter and be able to work independently as well as being a team player</li><li>Ability to understand, interpret and communicate complex subject matter.</li><li>Ability to work in a fast-paced environment; strong organizational skills a must</li><li>Results oriented, excellent verbal and written communication skills</li><li>Able to interact and communicate with C-Level executives and senior leadership</li><li>Must be proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Project, SharePoint) and tools like Jira/Confluence</li><li>Must be able to pass a background check</li></ul><p>#LI-CS<br>#LI-Hybrid</p><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</h6><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Senior Project Manager

<p>Payment Center Workflow Coordinator</p><p><strong>Company Summary </strong></p><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p><strong>Role Summary</strong></p><ul><li>Join our Customer Innovation Group to provide workforce coordination to customer-facing payment center team. This role reports to the Manager of the Life Inbound Payment Center.</li><li>The Payment Center Workflow Coordinator uses data to proactively plan for effective departmental workflow coverage to drive productivity. This teammate’s effective planning improves the seamless service experience for NLG customers and agents.</li><li>This person educates staff and management on priorities and results. This person helps the team to plan for commission runs, sales incentive plans, holidays, and changes to workforce availability (holidays, weather events, technology outages, etc.) and ensures that plans are in place to meet Service Level Agreements. This person is curious and stays closely connected to people in various roles to understand how processing times, technology investments, and process improvements will affect team productivity.</li></ul><p><strong>Essential Duties and Responsibilities</strong></p><ul><li>This position is presently&nbsp;onsite/hybrid with the expectation that you are in the office three days per week with current campus days being Tuesday, Wednesday and Thursday (subject to change with advance notification and manager discretion).</li><li>Manages day-to-day workflow for the department and proactively adjusts resource allocations as needed to meet customer expectations and maintain service-levels.</li><li>Uses data tools to anticipate changing business needs and future planning requirements for immediate day-to-day and longer-term quarterly planning.</li><li>Independently identifies and analyzes trends which will help the unit operate more efficiently and effectively drive data-based solutions to manage performance and workflow volumes.</li><li>Participates on cross-collaborative projects between various business units, communicating and coordinating with all organizational levels, to ensure positive business momentum and effective planning.</li><li>Maintains foundational knowledge within the queues. Has mastery understanding of how work moves through queues and why.</li></ul><p><strong>Minimum Qualifications </strong></p><ul><li>3-5 yrs. of relevant work experience in a Life Insurance/Annuity/Financial services environment.</li><li>Proven track record using data to make recommendations for process change and workflow plans and present findings.</li></ul><p><strong>Preferred Qualifications </strong></p><ul><li>Bachelor’s degree with business, science, or math focus</li><li>5+ years analytical roles in production environment.</li></ul><p><strong>Benefits</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><br><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Payment Center Workflow Coordinator

<p>Senior Business Analyst</p><p><strong>Company Summary </strong></p><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p><strong>Role Summary</strong></p><p>As a Senior Business Analyst with NLG, you will be a leader within the business analyst community and be a go-to contact for business partners.&nbsp; You will rely on your experience and ability to breakdown complexity to clearly articulate business needs and translate those needs into business value. You will serve as the functional lead for project efforts and drive cross-team collaboration to execute some of the most complex initiatives within NLG.&nbsp; You will partner with NLG’s internal and external IT teams and business partners, along with project management, to identify and solve business needs to deliver improved business outcomes. You will support all aspects of business analysis and communicate your findings effectively to both technical and non-technical team members. In this position you will serve as a leader to the BA community by partnering in recruiting efforts and leading professional development and training activities. To thrive in this position, a candidate will possess a deep comprehension of the Life and Annuity industry and be viewed as a thought leader who can drive/lead business process change within the organization.</p><p><strong>Essential Duties and Responsibilities</strong></p><ul><li>Lead functional analysis and develop related deliverables for projects broad in scope with moderate to high complexity</li><li>Lead process mapping sessions with key stakeholders by applying knowledge of business process analysis and modeling practices, identifying current state gaps, developing process improvement solutions considering value, risks, costs, and other factors</li><li>Elicit, document, analyze and validate business requirements and user acceptance criteria of current and proposed process solutions to define project scope and offer appropriate business recommendations</li><li>Drive the adoption of business analysis standards and promote maturation and enhancements to PMO processes</li><li>Support user acceptance testing planning through requirements traceability analysis and test-scenario identification; assist business partners in defining and establishing performance frameworks and KPIs</li><li>Establish and build relationships with various stakeholders, acting as the liaison between all areas of the company and NLIT</li><li>Communicate complex concepts and results in a clear and effective manner, including key deliverables such as requirements documentation and functional specifications, and presentations to summarize information for broader or executive audiences</li><li>Support all aspects of business analysis activities as needed (e.g., lean documentation, current state analysis, roadmap development, customer interviews, workshop facilitation, customer journey mapping, etc.)</li><li>Facilitate professional development training and learning opportunities for team members, including new hires; work to improve delivery practices of the organization by introducing and establishing best practices</li><li>Support the recruitment of new talent as needed</li><li>Understand and manage organizational changes, provide leadership to the team of business analysts, and promote company vision</li><li>This position is presently&nbsp;onsite/hybrid with the expectation that you are in the office three days per week with current campus days being Tuesday, Wednesday and Thursday (subject to change with advance notification and manager discretion).</li></ul><p><strong>Minimum Qualifications </strong></p><ul><li>8 - 10 years of progressive experience as a Business Analyst, Systems Analyst or other relevant work experience.</li><li>Bachelor’s degree in Business Administration, Business Management, Information Systems, or related field.</li><li><strong>Proven understanding of the Life and Annuity insurance industry required.</strong></li><li>Business Analyst designation (CBAP) is a plus.</li><li>Experience working directly with all stakeholders to understand requirements and translate them into functional and technical specifications or new features.</li><li>Experience or knowledge of eliciting requirements, analyzing and developing solutions that meets the business needs or writing effective user stories (business requirements) with acceptance criteria.</li><li>Exceptional problem solving, critical thinking, and analytical skills needed to define and understand business needs and determine appropriate solutions to support organization-wide change.</li></ul><p><strong>Preferred Qualifications </strong></p><ul><li>Proven proficiency in a variety of quantitative analysis, data analysis, and process modeling techniques; experience with Tableau, Alteryx, and similar analysis tools preferred</li><li>Exceptional leadership, facilitation and collaboration skills with a servant leader’s mindset within a team environment.</li><li>Ability to influence stakeholders and work closely with them to determine acceptable solutions</li><li>End-to-end experience and knowledge of the delivery lifecycle of various implementation methodologies (such as Agile, Scrum, Waterfall), project management, quality assurance and testing methodologies for both large, complex, and small deliveries.</li><li>Strong written and verbal communication skills; able to convey complex information to business users and communicate findings to business leaders.</li><li>Self-motivated and independent individual with a sense of ownership and accountability for work; proven ability to adapt to shifting priorities and work through ambiguity.</li><li>Ability to function in a fast-paced collaborative environment and work independently.</li><li>Licenses / Certifications: LOMA FLMI Certification, preferred.</li></ul><p><strong>Benefits</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><p>#LI-CS<br>#LI-Hybrid</p><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Senior Business Analyst

<p><strong>Payment Center Customer Service Rep</strong></p><p><em>This role is located on our Vermont Campus</em></p><p><strong>Summary </strong></p><p>We will train you to work directly with customers across America to ensure they have a positive experience in understanding and optimizing their life and annuity policies with National Life Group.&nbsp; You will empower customers by providing information, help to solve important issues, and collaborates with the team to reach our full potential and achieve results. &nbsp;You will build skills that allow you to complete first-call resolution by having experience in call handling and payment processing.&nbsp; Ultimately, you will be an active and engaged member of a team dedicated to bringing peace of mind to all we serve.</p><p><strong>Responsibilities:</strong></p><p>Identifies, understands, and interprets customer needs, responding to a variety of questions (e.g. payment related statuses, requirements needed, policy value inquiries, product structure etc.) from a diverse group of agents, policyholders, and customers, in a high-volume inbound call environment, and implements resolutions in a way that provides quality customer service with urgency and caring curiosity.&nbsp;</p><p>Navigates multiple technology systems (e.g. mainframe, CRM, SalesForce, Five9, etc.) to research customer questions and concerns, notate the policy after each interaction, and submit work items (e.g. disbursement of money, requests, payments, etc.) to accurately service the variety of transactions that occur over the lifetime of a customer.&nbsp;</p><p>Processes payment-related transactions (e.g. inbound payments and disbursements on life and annuity policies) in accordance with expectations and is able to meet standards on quality, timeliness, and accuracy. &nbsp;</p><p>Utilizes significant product knowledge (e.g. legacy product knowledge, life insurance, annuity) to guide and educate agents on both simple and complicated requests (e.g. submitting applications, offering options, self-service, how to use technology or processes, etc.), asking questions to provide information relevant to the customer’s wants and needs.</p><p><strong>Factors that lead to success:</strong></p><p><strong>Customer Focus: </strong>You get excited, and feel rewarded in helping people</p><p><strong>Detailed-oriented with a focus on quality and timeliness: </strong>You are proud of providing quality work in a timely manner</p><p><strong>Resiliency: </strong>You quickly adapt to business needs (new information/processes, pivoting from one task to another) under pressure, bouncing back from setbacks easily</p><p><strong>Nimble Learner: </strong>You are naturally curious and eager to learn with the ability to navigate ambiguity to arrive at the answer, even when not all the information is readily available</p><p><strong>Self-Development: </strong>You take ownership of issues and instill confidence in the caller while collaborating across multiple departments</p><p><strong>Demonstrate Self-Awareness: </strong>You are empathetic and intuitively relate to others</p><p><strong>Communicates effectively/Interpersonal Savvy: </strong>You can clearly convey your message verbally and written and demonstrate strong listening skills with customers and internal teammates&nbsp;</p><p><strong>Tech-savvy: </strong>You are great at multi-tasking in a fast-paced environment and are computer savvy (web searches, MS Office and Mainframes)</p><p><strong>Collaborative: </strong>You easily build positive, professional relationships with our customers and internal stakeholders</p><p><strong>Thinks critically: &nbsp;</strong>You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous improvement and change</p><p></p><p><strong>Minimum Qualifications:</strong></p><ul><li>Associates degree or higher (preferred)</li><li>You have 2+ years of professional work experience interacting with customers</li><li>Basic ability to read and interpret information</li><li>Perform arithmetic, ratios, rates and percentages</li></ul><p><strong><br>What You’ll Find at National Life Group</strong></p><ul><li>Competitive pay (starting at $21/hr.) and outstanding health, wellness, and insurance benefits</li><li>Genuine opportunities for growth and career advancement</li><li>Full tuition sponsorship&nbsp;for completing your undergraduate and graduate degrees with University Arizona World Campus; additional $5K in annual tuition reimbursement</li><li>Paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li></ul><p><strong>Environmental:</strong></p><ul><li>Work schedule hours: Monday-Friday 8am-7pm ET (9a-6p CT) Monday-Friday</li><li>Structured schedule, with built in breaks</li><li>Time spent on the phone speaking with customers and processing customer and agent requests</li></ul><h6>The starting rate listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Payment Center Customer Service Rep - Vermont Campus

<p><strong>Director, Site Management</strong></p><p><strong>Summary </strong></p><p>Responsible for the coordination of facilities related enterprise activities for National Life Group on the Vermont campus. This position ensures that all office moves and events impacting the campus are effectively and efficiently supported and managed in conformity with established policies and performance standards.&nbsp; This position manages the company’s relationships with numerous service providers and vendors and is the main point of contact with the campus tenants and manages those relationships.&nbsp; The position reports to the Head of Facilities.</p><p></p><p><strong>Responsibilities</strong></p><ul><li>Influence policy making relative to facility usage for all internal and external meetings/events and ensures enforcement of those policies in all National Life owned space.</li><li>Work with departments to plan for strategic utilization of space that meets evolving business needs.</li><li>Coordinate and manages office moves in accordance with established policies and performance standards.</li><li>Responsible for all events on campus to ensure they both comply with established policies and performance standards as well as provide the consummate client experience.</li><li>Manage relationships with service providers and vendors. This includes negotiation of contracts and costs, processing of invoices, evaluation of performance and providing feedback to continually improve the experience of those on campus.</li><li>Assist leaders in the preparation of long-range strategic goals and necessary resource projections.</li><li>Develop plans, budgets, reports, and oversee activities for all the supported services provided on campus including food, janitorial and lodging services.</li><li>Evaluate purchase of equipment and participate in negotiation of vendor contracts and agreements in support of food, janitorial and lodging services.</li><li>Develop direct reports by fostering and supporting career development, motivating, engaging and capitalizing in employee strengths.</li><li>Build cross-functional partnerships with other business units and teams throughout the organization to deliver results through vision, strategic planning and implementation of thoughtful solutions.</li><li>Ensure cross campus coordination such that associates, partners and visitors all have similar experiences when visiting NLG offices.</li><li>Behavioral - Self-motivated, team player, follows guidelines, treats others with respect. Holds self and others accountable. Communicates effectively. Manages conflict appropriately.</li><li>Manage relationship with tenants to ensure company needs and fiscal obligations are met in accordance with the lease agreements. This includes invoicing tenants for services provided, coordinating regularly with tenants to understand needs and communicate rules and procedures, conduct regular notification to tenants of operational information that may affect their day to day business, and manage response to tenant complaints and requests for information.</li><li>Responsible for management of adjacent properties, including four (4) residential properties and the childcare. This includes coordination of work, planning for guests and entering into short term leases where appropriate.</li></ul><p></p><p><strong>Requirements</strong></p><ul><li>Ten years management / leadership experience, including five years of experience in business management.</li><li>Bachelor’s degree in Business Administration, or an additional 5 years of experience in business management (10 years total)</li><li>Valid (VT or TX) drivers license. Must have and maintain clean driving record.</li></ul><p><strong>Knowledge, Skills and Abilities</strong></p><ul><li>Working knowledge of basic business practices.</li><li>Working knowledge of vendor management and contract oversight and negotiations.</li><li>Must be able to work with all levels within the organization on development and implementation of policies, procedures and performance standards.</li><li>Strong verbal and written communication skills.</li><li>Strong interpersonal and customer service skills.</li><li>Strong organizational and planning skills.</li><li>Ability to make decisions independently.</li><li>Ability to prioritize and manage multiple projects and initiatives simultaneously.</li><li>Ability to resolve complex problems positively and professionally.</li><li>Ability to work effectively with all levels of staff and management with tact and diplomacy.</li><li>Effective management skills, including ability to lead and motivate people</li><li>Advanced knowledge of Windows, MS Word, Excel and PowerPoint.</li><li>Very strong project management experience.</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Director, Site Management

<p><strong>Customer Service Representative at National Life Group&nbsp;</strong></p><h5><em>Starting rate is $22/hr with additional pay for relevant skills and experience.&nbsp; &nbsp;After training this position allows for a hybrid work schedule with three days onsite (Monday, Tuesday and Wednesday) in our Vermont office.</em></h5><p><strong>The Opportunity to Make a Difference</strong></p><p>We will train you to work directly with our customers across America to ensure they have a positive experience in understanding their life and annuity policies with National Life Group.&nbsp; You will empower customers by providing information, help to solve important issues, and collaborate with the team to reach our full potential and achieve results. &nbsp;Ultimately, you will be an active and engaged member of a team dedicated to bringing peace of mind to all we serve.</p><p>The shift we are hiring for is 8-4:45 Monday-Friday. Alternative shifts are available as well, based on business need.</p><p><strong>&nbsp;Successful Candidates We’re Seeking</strong></p><ul><li>Associate’s degree or higher preferred&nbsp;</li><li>You have 2+ years of professional work experience interacting with customers</li><li>You are passionate about working for a company with a cause-driven culture</li><li>You are able to successfully pass a background check that may include fingerprinting</li></ul><p><strong>The Skills to Succeed</strong></p><ul><li>You are great with people</li><li>You enjoy delighting customers with exceptional service</li><li>You are an excellent communicator, with strong listening skills</li><li>You have solid computer and math skills</li><li>You are strong with solving problems&nbsp;and working in a collaborative environment</li><li>You are great at multi-tasking in a fast paced environment and are computer savvy (web searches, MS Office and Mainframes)</li><li>You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous improvement and change</li></ul><p><strong>What You’ll Find at National Life Group</strong></p><ul><li>Competitive pay (<em>Starting rate is $22/hr with additional pay for relevant skills and experience</em>) with quarterly bonus opportunities (based on performance)&nbsp;and outstanding health, wellness and insurance benefits</li><li>Genuine opportunities for growth and career advancement</li><li>Over $5K in annual tuition reimbursement, including&nbsp;full tuition sponsorship&nbsp;for completing your undergraduate and graduate degrees with University Arizona World Campus</li><li>Paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li></ul><h6>The starting rate listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6><h6>#LI-BL1</h6><p><strong>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</strong></p>

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