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<p><strong>Associate, Producer Contracting</strong></p><p>This position is accountable for ensuring accurate and timely processing of contracts, amendments and appointments in compliance with state and federal licensing rules and regulations.&nbsp; The incumbent must provide customer service oriented contracting services to the distributors and fellow employees of National Life Group, while supporting the company’s growth and expense management initiatives.</p><p><strong>Key Responsibilities </strong></p><ul><li>Evaluates prospective agents qualifications to represent the company through thorough criminal and credit background review, as well as reviewing any state licensing regulatory issues; judgment is used to determine what requirements may be needed to process negative information</li><li>Works with Recruiters, Marketing, GA’s, MGA’s, Office Managers and management to obtain appropriate support or release letters; notifies Legal and Marketing of issues or transfers</li><li>Governs the issuance of new business and payments of commissions until agents are legally licensed and contracted</li><li>Evaluates and interprets state insurance regulatory requirements to ensure that all agents are in compliance</li><li>Evaluates agent’s prior history with any of the company’s entities to determine eligibility for rehire or transfer</li><li>Reviews vendor generated reports to determine if corporation is at risk by any regulatory actions against current agents</li><li>Continually make adjustments for changes in workflow and demand for services; find efficiencies and recommend improvements as appropriate&nbsp;&nbsp;</li><li>Participates in cross-training within the unit</li><li>Notifies field force of changes in state regulations concerning licensing for life, annuity, long term care, indexed annuities and variable products</li><li>Ensures ALC, AMS and payroll systems are correctly coded to reflect agent’s licensing status, commissions to be paid and companies representing to protect company and agent from state regulatory actions and penalties</li><li>Ensure quality and time service standards are met</li><li>Participate in new distribution initiatives</li><li>Participate in process and efficiency improvement initiatives</li><li>Ensures MAR compliance</li><li>Directs web security access for agents</li><li>Researches errors and questions from producers; ensures timely response.</li></ul><p><strong>Job Requirements </strong></p><ul><li>Qualified candidates will have 1-2 years experience in a home office or field office setting, preferably in the insurance or other regulated financial services industry; familiarity in dealing with state regulations, contracts, etc.</li><li>High School Diploma, college degree preferred</li><li>Must have an intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook); mainframe processing, and the ability to utilize dual monitors</li><li>LOMA courses or related life insurance experience/training preferred</li><li>Ability to meet established deadlines; must be able to work independently as well as being a team player</li><li>Ability to work in a fast-paced environment; strong interpersonal skills a must</li><li>Establish and maintain effective working relationships with those contacted in the course of work</li><li>Must be able to pass a background check that may include fingerprinting</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>

National Life Group

Associate, Producer Contracting

<p><strong>Project Management Office Intern – Summer 2025</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>ROLE SUMMARY:</strong></p><p>As a Summer Project Management Intern at National Life Group, you will play a vital role in supporting our Project Management Office (PMO) team to ensure smooth and effective project delivery. This hands-on role provides a unique opportunity to work on strategic projects, build your project management skills, and gain valuable industry knowledge in the insurance field. You’ll collaborate with cross-functional teams, helping to track project progress, analyze data, and support communication efforts across departments.</p><p><strong>RESPONSIBILITIES: </strong></p><ul><li><strong>Project Support</strong>: Assist project managers with planning, executing, and closing projects, including managing project schedules, timelines, and resources.</li><li><strong>Documentation</strong>: Help maintain project documentation, such as status reports, meeting minutes, and task lists to ensure clear communication and up-to-date project tracking.</li><li><strong>Data Analysis &amp; Reporting</strong>: Compile and analyze project data to create reports that assess project progress, risks, and overall performance. Present insights and recommendations for improvements.</li><li><strong>Stakeholder Communication</strong>: Work with internal teams to gather project updates, support in preparing presentations, and assist with stakeholder communication on project status and milestones.</li><li><strong>Risk Management</strong>: Support risk identification and mitigation processes, including tracking risks, documenting issues, and updating risk logs as needed.</li><li><strong>Process Improvement</strong>: Contribute to initiatives aimed at optimizing project management processes and workflows within the team.</li></ul><p><strong>QUALIFICATIONS: </strong></p><ul><li>A rising senior currently pursuing a Bachelor’s degree in Business, Project Management, Insurance, or related field.</li><li>Strong organizational and time-management skills, with keen attention to detail.</li><li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with project management tools like Asana, JIRA, or MS Project is a plus.</li><li>Excellent verbal and written communication skills, with the ability to communicate clearly and concisely.</li><li>Strong analytical and problem-solving skills with a proactive approach to identifying solutions.</li><li>Enthusiastic about learning, with a genuine interest in project management and the insurance industry.</li></ul><p><strong>HOW YOU SHOW UP</strong><em>: </em></p><p>Success within project execution demands that our practitioners deliver with both hard and soft skills. Strong candidates will have soft skills including the ability to adjust their engagement styles to build relationships and connections with collaborators, find creative and analytical ways to navigate uncertainty, and be comfortable communicating via multiple forms to land their intended messages. Critical hard skills will involve critical analysis skills, comfort in&nbsp;navigating financial and budgetary data, and an ability to be organized and follow through on tasks and activities promptly.</p><p><strong>PROGRAM HIGHLIGHTS: </strong></p><ul><li>10-week paid internship (June 3-Aug 8) with formal orientation and onboarding</li><li>Networking opportunities with peers and leaders throughout the summer</li><li>Cross-departmental group project focused on an enterprise-wide solution presented at a&nbsp;company-wide event</li><li>Presentation skills coaching sessions</li><li>Learning opportunities throughout the&nbsp;program</li><li>Access to mentors (former program participants)</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>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>

Project Management Office Intern – Summer 2025

<p><strong>Corporate Strategy Analyst Intern – Summer 2025</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>ROLE SUMMARY:</strong></p><p>Join National Life's Business Strategy team for an immersive summer experience that will help shape the future of our organization. As a Strategy Intern, you'll work alongside senior leaders to drive strategic initiatives, analyze market opportunities, and develop recommendations that directly impact our business trajectory. This role offers unparalleled exposure to executive decision-making and strategic planning processes.</p><p><strong>RESPONSIBILITIES: </strong></p><ul><li>Support market research initiatives by gathering and analyzing industry data to identify key trends and competitive insights</li><li>Assist in developing strategic presentations by conducting research, creating compelling visualizations, and synthesizing findings</li><li>Learn to build and maintain financial models under mentor guidance to evaluate business opportunities</li><li>Own and execute a focused capstone project that addresses a specific business challenge, with guidance from the strategy team</li><li>Contribute to team discussions and brainstorming sessions on strategic initiatives</li><li>Shadow senior team members in cross-functional meetings to gain exposure to strategic decision-making processes</li></ul><p><strong>QUALIFICATIONS: </strong></p><ul><li>Currently pursuing an undergraduate degree (Junior/Senior)</li><li>Major in Business, Economics, Finance, Engineering, or related analytical field</li><li>Exceptional analytical and quantitative skills with proficiency in Excel and PowerPoint</li><li>Demonstrated leadership experience through academic or extracurricular activities</li><li>Advanced proficiency in data analysis and financial modeling</li><li>Knowledge of strategic frameworks and business analysis methodologies</li></ul><p><strong>HOW YOU SHOW UP</strong><em>: </em></p><ul><li>Demonstrate intellectual curiosity and strategic thinking in approaching complex business challenges</li><li>Excel in ambiguous environments with the ability to structure and solve unstructured problems</li><li>Exhibit a growth mindset with strong desire to learn and adapt quickly</li><li>Drive results through both independent work and collaborative team efforts</li><li>Approach challenges with creativity and innovative thinking</li><li>Maintain high standards of excellence in all deliverables</li></ul><p><strong>PROGRAM HIGHLIGHTS: </strong></p><ul><li>10-week paid internship (June 3-Aug 8) with formal orientation and onboarding</li><li>Executive mentorship and networking opportunities with senior leaders</li><li>Cross-departmental group project focused on enterprise-wide solutions</li><li>Professional development workshops and presentation skills coaching</li><li>Exposure to multiple business units and strategic initiatives</li><li>Access to peer mentors (former program participants)</li><li>Structured feedback and career development guidance</li></ul><p>National Life is committed to creating an inclusive environment that welcomes and values diverse perspectives. We encourage applications from candidates of all backgrounds who are passionate about transforming our business and industry.</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 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>

Corporate Strategy Analyst Intern - Summer 2025

<p><strong>Senior Case Manager at National Life Group</strong></p><p><strong>The Opportunity to Make a Difference</strong></p><p>Our Case Managers deliver a superior customer experience to the distribution channels—agent or agencies—by ensuring life insurance applications are processed with the speed, accuracy and caring curiosity that gives our customer peace of mind.&nbsp; In addition to&nbsp;assessing basic life insurance risk, you will empower our customers by providing information, help to resolve application issues, and collaborate with the team to reach our full potential and achieve results.</p><p>A typical day finds the Case Manager assessing medical, nonmedical and financial risk factors and determining appropriate rating for life applications, processing applications in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone, email, and CRM.&nbsp;&nbsp; You will be the primary liaison with the producing agent(s)/agency throughout the&nbsp;life cycle of each application.</p><p>We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University.&nbsp; In addition, you will be part of a small, but mighty, work-family working toward our annual goals and developing yourself and teammates along the way…and all for a common Cause!</p><p><strong>Successful Candidates We’re Seeking</strong></p><ul><li>You have 2+ years of processing life case applications</li><li>You are passionate about working for a company with a cause-driven culture</li><li>A college degree is not required, but it is preferred; ultimately, we value high quality skills, experience and a winning attitude as much as an earned degree</li><li>Must be 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 detail-oriented and great at multi-tasking in a fast-paced environment</li><li>You are an excellent communicator, with empathy and strong listening skills</li><li>You are results-oriented, are great with people and not afraid to lead</li><li>You are an intuitive problem-solver who thinks critically and creatively to deliver the right solution</li><li>You enjoy delighting customers with exceptional service</li><li>You exercise sound judgement&nbsp;and independent thinking in decision making, make while balancing the need for collaboration in a team</li><li>You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous&nbsp;improvement and change</li><li>You demonstrate a healthy curiosity and passion to continually learn and improve business acumen</li><li>You are adaptable and can roll with change that occurs within a rapidly growing company</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><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>

Senior Life New Business Case Manager

<h4>L&amp;A Solutions Product Associate Actuary</h4><h5><strong>Company Summary</strong></h5><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years.&nbsp; At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.&nbsp; As a mission-driven business, our promises are as important as the products we sell.&nbsp; 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.&nbsp; 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><h5><strong>Role Summary</strong></h5><p>This individual will mainly support Life Product Development and Life and Annuity Product Delivery teams. This includes actuarial modeling, pricing, and actuarial support of regulatory filings for new indexed and fixed/traditional life products as well as ad-hoc analysis to support in force policy holders, potential large cases, and analysis of new sales ideas. This position will work closely with the broader L&amp;A Solutions team, Customer Innovation Group and Distribution/Field Leaders to ensure agent and policyholder questions are answered, and product design and pricing are aligned with the company’s strategic goals.</p><h5><strong>Essential Duties and Responsibilities</strong></h5><ul><li>Partner with others in L&amp;A Solutions, operations, legal, marketing, underwriting, and distribution as needed to support ad-hoc product requests. This includes reviewing large cases; special requests; profitability analysis; evaluating marketing programs; illustration and competitor product deep dives to understand competitor illustrations and features and optimal designs for National Life life and annuity products.</li><li>Understands pricing practices, and develops as well as oversees modeling to set appropriate rates, understand profitability, and analyze sensitivities.</li><li>Understands and is able to reverse engineer key features of competitor products.</li><li>Provide support to other business areas. Recommends or advises on actuarial and business matters based on business function and actuarial expertise.</li><li>Able to solve unique and complex problems that have an impact on the business.</li><li>Prepare or review product specifications and actuarial reports, actuarial memos for filings, regulatory documentation, with a focus on life product expertise. Review marketing material as appropriate.</li><li>Proactively ensures compliance with legal and regulatory requirements related to project assignments.</li><li>Experience study review and pricing assumption analysis and support.</li></ul><h5><strong>Minimum Qualifications</strong></h5><ul><li>Minimum of 6 years of Actuarial experience with in-depth knowledge of life products and benefits, including pricing experience</li><li>FSA designation from The Society of Actuaries required, or an ASA with a significant amount of additional experience</li><li>Working knowledge of Nonforfeiture, 7702/7702A, Illustration, and other relevant standards.</li><li>Solid financial modeling experience and ability to independently create pricing engines using actuarial software.</li><li>Extensive experience with Microsoft Office suite especially Excel.</li><li>Excellent communication skills to be able to explain complex actuarial topics to nontechnical audiences.</li><li>Self-motivated and results-focused.</li><li>All other duties as assigned.</li><li>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</li></ul><h5><strong>Preferred Qualifications</strong></h5><ul><li>Member of the American Academy of Actuaries preferred.</li><li>Experience with MG-ALFA</li><li>Annuity product knowledge a plus.</li></ul><br><h5><strong>Benefits</strong></h5><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><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>

L&A Solutions Product Associate Actuary

<p><strong>Case Manager at National Life Group</strong></p><p><strong>The Opportunity to Make a Difference</strong></p><p>Our Case Managers deliver a superior customer experience to the distribution channels—agent or agencies—by ensuring life insurance applications are processed with the speed, accuracy and caring curiosity that gives our customer peace of mind.&nbsp; In addition to&nbsp;assessing basic life insurance risk, you will empower our customers by providing information, help to resolve application issues, and collaborate with the team to reach our full potential and achieve results.</p><p>A typical day finds the Case Manager assessing medical, nonmedical and financial risk factors and determining appropriate rating for life applications, processing applications in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone, email, and CRM.&nbsp;&nbsp; You will be the primary liaison with the producing agent(s)/agency throughout the&nbsp;life cycle of each application.</p><p>We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University.&nbsp; In addition, you will be part of a small, but mighty, work-family working toward our annual goals and developing yourself and teammates along the way…and all for a common Cause!</p><p><strong>Successful Candidates We’re Seeking</strong></p><ul><li>You have 2+ years of professional work experience interacting with customers in life insurance and/or annuity field(s)</li><li>You are passionate about working for a company with a cause-driven culture</li><li>A college degree is not required, but it is preferred; ultimately, we value high quality skills, experience and a winning attitude as much as an earned degree</li><li>Must be 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 detail-oriented and great at multi-tasking in a fast-paced environment</li><li>You are an excellent communicator, with empathy and strong listening skills</li><li>You are results-oriented, are great with people and not afraid to lead</li><li>You are an intuitive problem-solver who thinks critically and creatively to deliver the right solution</li><li>You enjoy delighting customers with exceptional service</li><li>You exercise sound judgement&nbsp;and independent thinking in decision making, make while balancing the need for collaboration in a team</li><li>You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous&nbsp;improvement and change</li><li>You demonstrate a healthy curiosity and passion to continually learn and improve business acumen</li><li>You are adaptable and can roll with change that occurs within a rapidly growing company</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><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>

Life New Business Case Associate

<p><strong>Life and Annuity Claims Associate or Advisor</strong></p><p><em>This position will be based on our Vermont or Texas campus and is currently not offering relocation.</em></p><p><strong>National Life Group</strong></p><p>At National Life, do work that matters in a culture where people matter. Join a growing organization where our people have been bringing peace of mind to families and our communities for 175 years.</p><p><strong>Claims Team</strong></p><p>Our Claims Team is central to serving National Life Group’s ultimate mission of keeping the promises we make to our customers, and we do so with pride, compassion, and a caring heart. As National Life grows, we have an exciting opportunity to create the claims function of the future, and we’re looking for new teammates to help us explore and deliver that vision.</p><p>Claims examiners have an opportunity to intimately learn the industry products we sell and build a rewarding career in the field of insurance. At National Life Group, we also offer world-class benefits that extend beyond competitive compensation and health and retirement benefits.</p><p><strong>Position Summary</strong></p><p>The Life and Annuity Claims Associate or Advisor works within the Claims Team to plan, investigate and adjudicate moderately complex to complex life and annuity claims, with a level of independence, and in accordance with the contract, company policy, and state regulations. Examiners are customer facing and central to creating and delivering seamless service excellence in support of the mission of the business.</p><p><strong>Key Responsibilities</strong></p><ul><li>Evaluate and assess claims caseload of some product breadth and more complexity, including contestable claims, living benefit riders, and advanced beneficiaries</li><li>Collect, evaluate, and interpret claim submission documentation and supporting medical records and investigative materials in a clear and concise manner to assure adherence to the contract</li><li>Communicate claims action/processing via telephone, email, and mail with external and internal interested parties, with the ability to handle more varied customer service situations</li><li>Manage caseload of in-process claims commensurate with experience level using effective and efficient process and time management</li><li>Authorize appropriate payment, deny claim, or refer claim to a more senior examiner or legal counsel as appropriate</li><li>Support other examiners and leaders with large or more complex claims</li><li>Mentor less experienced examiners as well as co-approve claims</li><li>Commit to professional growth and development, including taking more advanced industry courses and obtaining industry designations</li></ul><p></p><p><strong>Experience</strong></p><ul><li>Approximately 4 – 7 years of industry experience as a Claims Examiner, preferably in Life, Annuity, Disability, Long Term Care or Health insurance</li><li>Candidates with medical/health care administration experience will be considered</li><li>Associate’s or bachelor’s degree preferred, but applicants of various backgrounds are encouraged to apply</li></ul><p><strong>Key Competencies</strong></p><ul><li>Customer focus – deliver the highest standards of quality service through effective and compassionate listening, communication, and responsiveness</li><li>Technical aptitude – carefully read and apply product contracts and procedure documents and navigate internal computer systems</li><li>Critical thinking – apply judgment and exercise sound reasoning to make and support claim decisions</li><li>Professionalism and work ethic – demonstrate urgency of execution, independent initiative, and ethical behavior</li><li>Interpersonal savvy – maintain patience and composure while using diplomacy and tact in all customer interactions and to resolve situations of tension</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 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>

Claims Associate or Advisor

<p><strong>The Opportunity:&nbsp;</strong>Field Supervision Principal</p><p><strong>Summary</strong></p><p>The Field Supervision Principal (FSP) is a first line supervisor for assigned Equity Services, Inc. (ESI) Registered Representatives (RR), Investment Advisor Representatives (IAR) and Non-Registered Fingerprinted (NRF) staff throughout the country.&nbsp; This position is responsible for maintaining ongoing relationships with assigned personnel to educate, guide and support their compliance responsibilities.&nbsp; The FSP will serve as the supervisory point of contact for operational procedures to help ensure compliance with all applicable Equity Services, Inc. and industry requirements.</p><p><strong>Key Responsibilities</strong></p><p>The FSP will have responsibility for providing day to day supervision, including:</p><ul><li>Maintenance of required Field Office of Supervisory Jurisdiction (OSJ) books and records</li><li>Training based on Registered Representative's business needs and opportunities</li><li>Proactive communication of all applicable ESI and industry requirements</li><li>On-site supervisory office inspections of assigned ESI branch offices/non-branch locations as prescribed, with follow up and resolution of audit findings</li><li>Regular interaction with RRs to proactively address potential compliance issues and minimize risk</li><li>Investigation of potential compliance or sales practice issues, taking appropriate corrective action as needed in collaboration with Compliance and other internal business units</li><li>Acting as a conduit of information between Home Office and field members to problem solve</li><li>Vetting of new recruits, including supervisor review and sign off on related licensing and registration paperwork, and compliance and regulatory reporting requirements such as branch office disclosure, office sharing arrangements, outside business activities, etc.</li><li>Principal review and sign off for all assigned supervisory reviews such as weekly blotter and correspondence, retail communications, seminars and public speaking events, gifts, incentives, etc.&nbsp;</li><li>Other supervisory responsibilities as assigned</li></ul><p>The FSP will also serve as the first line operational contact for RRs, providing support that may include:</p><ul><li>Business submission requirements and workflow best practices</li><li>Approved Firm technology tools, platforms and requirements</li><li>Ability to implement and enforce regulatory and supervisory-based decisions</li><li>Proactive collaboration and service-based responses for escalated items</li></ul><p><strong>Requirements</strong></p><ul><li>Bachelor’s degree or an equivalent combination of relevant field experience</li><li>Knowledge of insurance and annuities, mutual funds, general securities and other investment products, markets, and distribution required, previous experience with insurance affiliated entities a plus</li><li>Minimum 3 years of direct broker dealer supervisory experience required, investment advisory and/or compliance experience a plus.</li><li>FINRA Series 7 &amp; 24 (or Series 9/10) required, Series 53 a plus</li><li>Strong oral and written communication skills to effectively communicate with field and home office at all organizational levels</li><li>Strong presentation skills</li><li>Detail oriented with demonstrated project management skills</li><li>Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment</li><li>Experience with all Microsoft applications, particularly Word, Outlook, Excel, PowerPoint; knowledge of social media platforms a plus</li><li>Ability to travel 25-30% of the time</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 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><p>#LI-DO1</p><p>#LI-Hybrid</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Field Supervision Principal

<p><strong>Contact Center - Quality Associate I</strong></p><p>What’s it like to work here?</p><p>At National Life, do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isn’t just about numbers, it's about keeping promises to our customers and each other. We see ourselves as “do gooders” who have been contributing to our company, our cause and our communities for over 170 years. Watch a few videos to get to know us.</p><p>National Life Group currently has an opening for a Quality Associate to work with the Contact Center to help to ensure that we are delivering positively transformative experiences through monitoring the transactions performed by our Contact Center associates. The Quality Associate also helps to proactively identify opportunities for process improvement, technological investment, and enhanced training to drive positive change to the customer and agent experience.&nbsp;&nbsp;</p><p>Key Responsibilities&nbsp;</p><ul><li>Observe, review, and record Contact Center transactions to ensure that the transaction was complete, accurate and in line with internal and external requirements</li><li>Provide management reporting of Contact quality data (Calls, emails, chat, text, etc.)</li><li>Assist with follow-up to policyholder or agent inquiries in regard to transactions</li><li>Proactively seek process improvement opportunities</li><li>Understand customer and agent needs and requirements to execute effective quality control processes</li><li>Implement quality assurance standards and assure ongoing compliance with quality and industry standards</li></ul><p>Qualifications: Does this sound like you?</p><ul><li>Strong Industry-specific product and process technical expertise</li><li>Outstanding analytical and problem detection and solving skills</li><li>Ability to work in a fast-paced environment, independently and as a team player.Must be comfortable providing reports and presentations to Leadership team</li><li>Thorough and observant, with an eye for detail</li><li>Customer focused with exceptionally strong communication skills</li><li>Organized, driven, innovative and able to set and meet deadlines</li><li>Proficient with the Microsoft Office suite (Outlook, Word, PowerPoint, Excel)</li><li>Must be able to pass a background check</li><li>College degree preferred</li></ul><br><h6>National Life requires all new hires to record their vaccination status and, if applicable, submit acceptable proof of vaccination, within 3 business days of their start date.&nbsp;</h6><h6>The base compensation range represents the low and high end of the compensation 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. 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, paid holidays, and a generous paid time off plan, as well as other benefits.</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</h6>

Contact Center Quality Assurance Associate

<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>

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