Qureos Mentor

Kuvare Holdings LLC

<div>About Kuvare<div> 
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers&rsquo; retirements, and are simplified for distributor partners and financial professionals to sell and service. 
 
Kuvare family of companies: 
 
Retail Annuity and Life Insurance Solutions: 
<ul><li>United Life Insurance Company</li><li>Guaranty Income Life Insurance Company</li><li>Lincoln Benefit Life</li></ul> 
Institutional Insurance: 
<ul><li>Kuvare Life Re</li></ul> 
Bespoke Insurance Solutions: 
<ul><li>Ignite Partners</li></ul></div> 
About the role
The Director of Financial Analysis drives high quality analysis, reporting and story-telling for consumption by senior management and other parties. The Director will research key findings in the financial statements for one or more of Kuvare&rsquo;s business segments through drilldowns into financial data, discussions with key stakeholders throughout the organization including Financial Reporting, Actuarial, Investment Accounting, Reinsurance and Treasury, and the assembly of dynamic schedules and exhibits to tell the story. The focus will be on analysis and documentation of key performance indicators, and explanations for deviations from expectations such as the Annual Plan to aid in management decision-making, as well as comparisons to industry benchmarks and competitors where appropriate. This may include performing and documenting new audit queries, enhancing standard reporting, and performing other ad-hoc assignments to define proper analysis, trouble-shooting problem-areas and establishing adequate controls over reporting. The Director will also play a key role in coordinating the development of the Annual Financial Plans for one or more business segments on both a GAAP and STAT basis. The Director will guide junior staff using their industry and analytical expertise. This position reports to the FP&amp;A AVP but has a dotted line to leadership of the business segment(s) (s)he reports on.
What you'll do
Duties and responsibilities include, but are not limited to<ul><li> Develop and maintain key analysis to be distributed to management quarterly (statutory and GAAP reporting) in the form of a Management Reporting Package. The reporting must be written at a level that can be consumed by senior management, outside investors and other key stakeholders to the Company. This requires collaboration with other departments within the organization to provide a total picture of the performance of the underlying business. Create standard templates for collection of information and support to establish an efficient process with consistent results.</li><li> Identify and leverage external information, such as industry publications, competitive intelligence and other benchmarks to enhance the telling of Kuvare&rsquo;s operating results story.</li><li> Coordinate with Actuarial, Investment Accounting, Reinsurance, and the broader Finance team to assemble an Annual Financial Plan for one or more segments of the Kuvare group of companies. Provide meaningful comparative analysis of the Plan results vis-&agrave;-vis current year forecasted results.</li><li> Assist in the development of executive summaries and business reports to be presented to the board, rating agencies and other internal/external parties.</li><li> Lead or participate in periodic special projects and deep dives to explain unexpected results or significant shifts in the business or external environment. These projects may be requested by Finance leadership or other leadership of the business segment(s).</li><li> Establish strong rapport with Financial Reporting teams to help drive continuous improvement in accounting and financial reporting practices by identifying areas for improvement, consistency and granularity of financial information to support analysis.</li></ul> 
Upon request, reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Qualifications
Experience<ul><li>
Bachelor&rsquo;s degree or equivalent experience in Accounting/Finance related discipline</li><li> CPA and Master&rsquo;s degree both strongly preferred</li><li>
10+ years of progressive accounting, financial reporting and FP&amp;A experience, with at least 3&ndash;5 years in a leadership role.</li></ul><ul><li> Strong background in the life insurance or financial services industry. Knowledge of and/or experience interfacing with actuarial partners using modeling and valuation concepts is desired.</li><li> Proven experience with GAAP, statutory accounting, and regulatory reporting.</li></ul> 
Skills/Competencies<ul><li>
Strong organizational skills with elevated level of attention to detail</li><li>
Demonstrated persistency and ability to deliver results under pressure</li><li>
Excellent interpersonal, written &amp; verbal communication and proofreading skills</li><li>
Must be a flexible self-starter who can prioritize tasks, follow through and meet deadlines</li><li>
Ability to work independently with minimal supervision</li><li>
Strong knowledge of Microsoft Office Suite and exposure to other business-related systems is preferable, including but not limited to Oracle General Ledger, VENA, Workiva. Exposure to and use of Artificial Intelligence (AI) applications is a plus.</li></ul> 
Physical Demands<ul><li>
Normal office working environment, full time with some flexibility</li><li>
Occasional evening and weekend hours to meet deadlines</li><li>
Occasional travel may be required</li><li>
Ability to type / perform data entry</li><li>
Ability to read from a computer screen and paper reports</li><li>
Express ideas and otherwise communicate with the spoken word</li></ul></div>

Director, Financial Analysis

<div>About Kuvare<div> 
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers&rsquo; retirements, and are simplified for distributor partners and financial professionals to sell and service. 
 
Kuvare family of companies: 
 
Retail Annuity and Life Insurance Solutions: 
<ul><li>United Life Insurance Company</li><li>Guaranty Income Life Insurance Company</li><li>Lincoln Benefit Life</li></ul> 
Institutional Insurance: 
<ul><li>Kuvare Life Re</li></ul> 
Bespoke Insurance Solutions: 
<ul><li>Ignite Partners</li></ul></div> 
About the role
This position is part of the Actuarial Development Program for Kuvare Corporate Management (KCM). The Program offers students an array of experiences including Life and Annuity Valuation, Modeling and Forecasting, Product Management, Asset Liability Management, and Enterprise Risk Management. The Program is designed with the objective to develop Fellows in the Society of Actuaries.
What you'll do
As an employee in the Actuarial Development Program, your day-to-day activities will be dependent on the function you are supporting and are expected to change throughout your employment. 
Duties and responsibilities include, but are not limited to 
Valuation tasks<ul><li> Prepare and help monitor reserve trends monthly on GAAP, statutory, and tax accounting bases</li><li> Develop management reporting for existing business</li><li> Assist in preparation of Statutory Annual and Quarterly Statements</li><li> Update Valuation models and organize results for management.</li><li> Assist in gathering information and analysis for external auditor inspections</li></ul> 
Pricing &amp; Product Development<ul><li> Support rate setting and other non-guaranteed elements (NGE) process; perform analysis to support business decisions, coordinate signoff, and monitor implementation.</li><li> Monitor emerging product experience, manage actuarial assumptions and identifying any new risks</li><li> Coordinate and assist with cross-functional initiatives related to product development and reporting</li><li> Oversee Life and/or Annuity product illustrations; provide support to Customer Service on exemptions and escalated requests</li><li> Develop relationships with internal and external distribution (sales) stakeholders</li><li> Manage projects and stakeholders to promote timely and effective progress on key initiatives</li><li> Assist Pricing Actuaries in designing new products</li><li> Leading cross-functional teams in education, objectives, and project decisions relevant to the product</li><li> Managing and communicating pricing risks, profitability, scenario analysis</li><li> Key contributor in implementation of product across downstream teams</li><li> Reinsurance: developing RFP for risk sharing, analysis of existing and potential treaties, developing relationships with counterparts at reinsurers</li><li> Support development and review of contract language and other filing requirements</li><li> Ensure products are built appropriately in administration system and validating test cases</li></ul> 
Product Management tasks<ul><li> Produce, present, and improve monthly business monitoring reporting</li><li> Provide insight and analysis to enforce experience trends</li><li> Produce monthly crediting rate package and process</li><li> Coordinate with ALM and System on data and result analysis</li><li> Assist in the development and analyze annual Illustration Actuary testing models</li><li> Assist on special policy illustration requests</li><li> Assist on Product related projects and requests</li></ul> 
Modeling and Forecasting tasks<ul><li> Build and review model inputs to support financial projection capability</li><li> Execute and monitor model projections including troubleshooting model calculations</li><li> Analyze model output ensuring accuracy with intended model purpose</li><li></li></ul>
Risk and Investments tasks<ul><li> Update quarterly stress testing results and compare versus risk appetite and limit</li><li> Research and implement modeling of complex asset types (structured securities, hybrid securities), investment/reinvestment strategies, cash flow behaviors, and regulations in Moody&rsquo;s AXIS</li><li> Monitor asset and liability duration, report mismatches outside of tolerance</li><li> Prepare weekly hedging file, monitor hedge position and results</li><li> Assist with competitive analysis and manager performance benchmarking</li></ul> 
Ancillary Responsibilities:<ul><li> Assess reasonableness of reserves as new blocks of business are acquired</li><li> Assess product features and determine product management strategies as new blocks of business are acquired</li><li> Build efficiencies through programming solutions in all aspects of model input and output data manipulation</li><li> Assist in the development and production of the Own Risk and Solvency Assessment</li><li> Assess the impacts of an alternate investment or reinvestment strategy</li><li> Serve as SME to actuarial data warehouse development, operations, IT, customer support and other functions</li><li> Assist in the development of optimization macros to improve hedging and ALM efficiency</li></ul> 
Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications
Experience<ul><li> BS in Actuarial Science, Mathematics, Finance, Statistics, or related area</li><li> ASA designation</li><li> 2-5 years of full-time insurance actuarial experience. Modeling, analyzing, reporting experiences preferred.</li><li> Demonstrated ability with Actuarial software (e.g., AXIS, MG-ALFA, ARCVal)</li><li> Experience managing project(s) and/or significantly contributing to the completion of team-oriented tasks.</li></ul> 
Skills/Competencies<ul><li>
Strong organizational skills with elevated level of attention to detail</li><li>
Demonstrated persistency and ability to deliver results under pressure</li><li>
Excellent interpersonal, verbal communication and proofreading skills</li><li>
Proficient with Microsoft Office, etc.</li><li>
Must be a flexible self-starter who can prioritize tasks, follow through and meet deadlines</li><li>
Ability to work independently with minimal supervision</li><li>
Proven track record of actuarial exam success</li></ul> 
Physical Demands<ul><li>
Normal office working environment, full time with some flexibility</li><li>
Occasional evening and weekend hours to meet deadlines</li><li>
Occasional travel is required</li><li>
Ability to type / perform data entry</li><li>
Ability to read from a computer screen and paper reports</li><li>
Express ideas and otherwise communicate with the spoken word</li></ul></div>

Actuary Assistant

<div>About Kuvare<div> 
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers&rsquo; retirements, and are simplified for distributor partners and financial professionals to sell and service. 
 
Kuvare family of companies: 
 
Retail Annuity and Life Insurance Solutions: 
<ul><li>United Life Insurance Company</li><li>Guaranty Income Life Insurance Company</li><li>Lincoln Benefit Life</li></ul> 
Institutional Insurance: 
<ul><li>Kuvare Life Re</li></ul> 
Bespoke Insurance Solutions: 
<ul><li>Ignite Partners</li></ul></div> 
About the role
This position is part of the Actuarial Development Program for Kuvare Corporate Management (KCM). The Program offers students an array of experiences including Life and Annuity Valuation, Modeling and Forecasting, Product Management, Asset Liability Management, and Enterprise Risk Management. The Program is designed with the objective to develop Fellows in the Society of Actuaries.
What you'll do
As an employee in the Actuarial Development Program, your day-to-day activities will be dependent on the function you are supporting and are expected to change throughout your employment. 
Duties and responsibilities include, but are not limited to 
Valuation tasks<ul><li> Prepare and help monitor reserve trends monthly on GAAP, statutory, and tax accounting bases</li><li> Assist in preparation of Statutory Annual and Quarterly Statements</li><li> Update Valuation models and organize results for management.</li><li> Assist in gathering information and analysis for external auditor inspections</li></ul> 
Pricing &amp; Product Development<ul><li> Support rate setting and other non-guaranteed elements (NGE) process; perform analysis to support business decisions, coordinate signoff, and monitor implementation.</li><li> Manage projects and stakeholders to promote timely and effective progress on key initiatives</li><li> Assist Pricing Actuaries in designing new products</li><li> Leading cross-functional teams in education, objectives, and project decisions relevant to the product</li><li> Managing and communicating pricing risks, profitability, scenario analysis</li><li> Ensure products are built appropriately in administration system and validating test cases</li></ul> 
Product Management tasks<ul><li> Produce and improve monthly business monitoring reporting</li><li> Produce monthly crediting rate package and process</li><li> Coordinate with ALM and System on data and result analysis</li><li> Assist in the development and analyze annual Illustration Actuary testing models</li><li> Assist on special policy illustration requests</li><li> Assist on Product related projects and requests</li></ul> 
Modeling and Forecasting tasks<ul><li> Build and review model inputs to support financial projection capability</li><li> Execute and monitor model projections including troubleshooting model calculations</li><li> Analyze model output ensuring accuracy with intended model purpose</li></ul> 
Risk and Investments tasks<ul><li> Update quarterly stress testing results and compare versus risk appetite and limit</li><li> Build quarter end asset model staging for production, for multiple lines of business</li><li> Research and implement modeling of complex asset types (structured securities, hybrid securities), investment/reinvestment strategies, cash flow behaviors, and regulations in Moody&rsquo;s AXIS</li><li> Monitor asset and liability duration, report mismatches outside of tolerance</li></ul> 
Ancillary Responsibilities:<ul><li> Build efficiencies through programming solutions in all aspects of model input and output data manipulation</li><li> Assist in the development and production of the Own Risk and Solvency Assessment</li><li> Assess the impacts of an alternate investment or reinvestment strategy</li><li> Assist in the development of optimization macros to improve hedging and ALM efficiency</li></ul> 
Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications 
Analyst<ul><li> BS in Actuarial Science, Mathematics, Finance, Statistics, or related area</li><li> Proven ability to pass actuarial exams; preferably 1 exam pass achieved</li><li> 0-2 years of full-time insurance actuarial experience (including prior internships). Little prior significant experience expected, although a plus.</li><li> Understanding of Actuarial software, a plus (e.g., AXIS, MG-ALFA, ARCVal)</li></ul> 
Skills/Competencies<ul><li>
Strong organizational skills with elevated level of attention to detail</li><li>
Demonstrated persistency and ability to deliver results under pressure</li><li>
Excellent interpersonal, verbal communication and proofreading skills</li><li>
Proficient with Microsoft Office, etc.</li><li>
Must be a flexible self-starter who can prioritize tasks, follow through and meet deadlines</li><li>
Ability to work independently with minimal supervision</li><li>
Proven track record of actuarial exam success</li></ul> 
Physical Demands<ul><li>
Normal office working environment, full time with some flexibility</li><li>
Occasional evening and weekend hours to meet deadlines</li><li>
Occasional travel is required</li><li>
Ability to type / perform data entry</li><li>
Ability to read from a computer screen and paper reports</li><li>
Express ideas and otherwise communicate with the spoken word</li></ul></div>

Actuary Analyst

Join Kuvare Holdings LLC and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Kuvare Holdings LLC

About Company

Director, Financial Analysis

Actuary Assistant

Actuary Analyst