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Category Administration Description Who we are: Prosperity Group Holdings, LP ("Prosperity") is a holding company with three U.S. insurance entities: Shenandoah Life Insurance Company ("SHEN"), SBLI USA Life Insurance Company, Inc. ("SBLI"), S.USA Life Insurance Company, Inc. ("S.USA"); one Bermuda reinsurance entity, Prosperity Life Assurance Limited ("PLAL"); as well as an asset manager, Prosperity Asset Management, LLC ("PAM"). Through the three U.S. insurance entities, Prosperity provides financial security to customers and their families through innovative protection, asset accumulation, and supplemental health insurance products. Through its reinsurance entity, it provides customized and innovative capital, investments and risk management solutions to its reinsurance clients. All Prosperity insurance/reinsurance entities are rated A- by A.M. Best and Kroll. Since 2019, assets under management by Prosperity entities have grown from $2.3 billion to $16 billion. Prosperity is owned by funds affiliated with Elliott Investment Management L.P. ("Elliott") and has access to flexible capital through Elliott. The funds that make up the capital provided by Elliott to Prosperity have no maturity date and therefore no time horizon to exit. This allows Prosperity to grow at their own pace over a long period of time. Prosperity's asset management team established a distinct business, PAM, under the Prosperity umbrella representing the investment management and asset origination team of Prosperity in 2022. In this capacity, PAM manages over $10 billion in assets for Prosperity's insurance and reinsurance businesses. As part of the company's vision to continue its expansion of its insurance business and grow to $25 billion in assets by 2025, Prosperity has entered into a definitive merger agreement to acquire National Western Life Group, Inc. At the close of the transaction, expected in the first half of 2024, Prosperity will have more than $25 billion assets under management and will be servicing more than 1 million policies. Prosperity is a high-growth insurance holding company led by a seasoned management team with significant experiences in the insurance and asset management sectors. Job Summary: The Policy Compliance Specialist II is a mid-level customer support position that reviews and investigates Insurance Dept. inquiries or complaints including decisions in preparing appropriate correspondence; requesting and reviewing agent responses; and providing final position or resolution to the Insurance Dept. By statute, these complaints require timely and thorough communication. Untimely or incorrect responses could subject the company to penalties and/or lawsuits. Essential Job Functions: <ul> <li>Consult with NWL Legal Dept. and Marketing Dept. regarding Insurance Dept inquiries or complaint responses</li> <li>Make recommendations to management regarding agent actions discovered in Insurance Dept. complaints</li> <li>Log in consumer and Insurance Department complaints and maintain detailed complaint file for the Company as required by statute.</li> <li>Review complaint history for previous agent complaints</li> <li>Open and determine disposition of incoming mail received by POS Vice Presidents</li> <li>Mail correspondence and send faxes for Vice Presidents</li> <li>Indexes mail and transfers work to the proper Vice President</li> <li>Responsible for providing Schedule A information to qualified plans and administrators</li> <li>Make qualified plan trustee, address, and administrator changes to mainframe</li> <li>Assist agents and policyholders with general policy information</li> <li>Order Universal Life projections for International and Domestic agents</li> <li>Handle annual IRS and SEP mailings and follow-up research</li> <li>Research unidentified checks and deliver to proper department</li> <li>Prepare verification letters to auditors for Qualified Plans</li></ul>Knowledge, Skills &amp; Abilities: <ul> <li>Strong organizational skills</li> <li>Demonstrated skill and ability in dealing with the public</li> <li>Knowledge and skill at applying customer service theories and practices</li> <li>Strong written and oral communication skills necessary</li> <li>Basic Computer skills.10-Key by touch or sight.</li> <li>Aware of updates that may change Insurance Dept. requirements.</li> <li>In depth knowledge of NWL products, supporting product documents and company policies.</li> <li>Knowledge of Insurance Dept. requirements for inquiry or complaint responses, including time limits, penalties, format and other required information that varies by state.</li></ul>Education and Experience: <ul> <li>High school or GED required, associate degree preferred</li> <li>2-3 years customer service experience</li> <li>Prior insurance industry experience</li> <li>Completion of LOMA insurance courses preferred</li></ul>Supervision &amp; Leadership: <ul> <li>No Supervision responsibilities</li></ul>Work Environment: <ul> <li>Regular and predictable attendance is required. Position allows for remote or in office attendance based on location</li> <li>Standard office environment</li> <li>Hybrid Work Schedule</li></ul>Position Requirements Full-Time/Part-Time Full-Time Compensation Range $47,000-$52,000 Position Policy Compliance Specialist Exempt/Non-Exempt Non-Exempt About the Organization National Western Life provides high quality insurance products on a global basis to meet the financial security needs of well-defined market segments. We provide professional and friendly service to our policyholders and agents and are responsive to the needs of our employees, shareholders and the community. EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. This position is currently accepting applications.

Policy Compliance Specialist

The Amherst Group's companies are comprised of leading real estate investment and advisory firms with a mission to transform the way real estate is owned, financed and managed. Amherst leverages its proprietary data, analytics, technology, and decades of experience to seek solutions for a fragmented, slow-to-evolve real estate ecosystem and to materially improve the experience for residents, buyers, sellers, communities, and investors. Today Amherst has over 1000 employees and $14.1 billion in assets under management. Over the past decade, Amherst has scaled its platform to become one of the largest operators of single-family assets and has acquired, renovated, and leased more than 46,000 homes across 32 markets in the U.S. The firm delivers customized, stabilized cash-flowing portfolios of assets to its investors, wrapped in all the ongoing services required to manage, own, and finance the asset including property management, portfolio management, and a full capital markets team. In addition to its single-family rental platform, Amherst's debt business pursues two distinct credit strategies in mortgage-backed securities and commercial real estate lending. Over its 25-year history, Amherst has developed a deep bench of research and technology talent, and leverages data and analytics at every stage in the asset lifecycle to improve operations and preserve long-term value for our investors and the more than 188,000 residents the firm has served. The Compliance Officer will assist the CCO with the effective implementation and administration of Amherst Residential's compliance program. This position works closely with Amherst Residential's Investment Banking, Portfolio Management, and Investment Operations areas. This position proactively works with subject matter experts to identify and escalate compliance risks and achieve strong compliance results. In addition, s/he will support the business in developing appropriate controls and procedures to mitigate business and product specific risks and primarily responsible for developing and performing compliance monitoring/testing of the business's controls. Primary Responsibilities: <ul><li>Support Amherst Residential's compliance program, including identification of key risks, assisting with developing/updating policies, as required and extending program to subsidiaries and other related entities</li><li>Conduct compliance risk assessments, testing and monitoring in accordance with client agreements, regulatory requirements and best practices</li><li>Conduct review and approval of marketing/advertising materials</li><li>Coordinate the development and administration of compliance training initiatives for the firm</li><li>Foster strong partnerships with other support functions whose teams execute required compliance program components</li><li>Responsible for production of assigned regulatory deliverables, reports, and ad hoc requests</li><li>Support response to due diligence questionnaires and investigations related to various third party business relationships</li><li>Assist Chief Compliance Officer and other in-house counsel with ad hoc research and projects as necessary</li><li>Prepare appropriate documentation and respond to compliance questions internally and externally</li></ul>Required Skills: <ul><li>MBA degree or professional certification preferred</li><li>5+ years' relevant auditing or compliance experience in real estate or alternative asset management preferred (SEC-registered investment adviser a plus)</li><li>Understanding of Enterprise Compliance Risk Management and best practices</li><li>Excellent investigative, problem solving, analytical ability, oral and written communication skills</li><li>The ability to manage stressful situations with internal clients and regulators, while maintaining a professional approach to problem solving</li><li>Ability to effectively communicate with senior management and executives</li><li>Strong interpersonal skills to influence and impact business decisions</li><li>Ability to evaluate federal laws and regulations and evaluate financial, transactional or other data to determine trends</li><li>Strong analytical mindset with an ability to synthesize data and quickly identify and resolve issues and with attention given to detail and accuracy</li><li>Technical and professional skills or knowledge of testing methodology, risk and controls analysis</li><li>Ability to lead and execute multiple projects (short and long term) and tasks independently, accurately and on time</li><li>Experience with drafting, implementing and testing policies and procedures</li><li>Advanced proficiency with Microsoft Office Suite</li></ul>Our full-time employee benefits include: <ul><li>A competitive compensation package, annual bonus, 401k match</li><li>Flexible PTO including 7 paid holidays, 1 floating holiday, and 1 volunteer day</li><li>Employer-paid benefits (medical, dental, vision, health savings account)</li><li>Professional career development and reimbursement</li><li>Up to 16 weeks paid maternity leave; up to 4 weeks of paid parental leave</li><li>Backup childcare offered through Bright Horizons</li></ul>Amherst is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information or veteran status, and encourage all applicants to apply.

2 Jobs in Austin, TX, USA