Current Job Openings

Job Title:    Associate Accounting Analyst    
Department:    Accounting    
Reports To:    SVP, Treasurer and CFO        
Location:    Vantis Life (Windsor CT) – Fully Flexible Work Location      
 

Position Overview

Perform duties in connection with the processing, reconciliation, and analysis of financial information between the Company’s administration and accounting systems.  Perform other financial activities to support the Finance Department.    


Responsibilities

  1. Develop and maintain understanding of administration systems transactions flowing to the financial statements
  2. Develop and maintain understanding of general ledger systems and transactions flow
  3.  Perform daily reconciliation and review of administration transactions impacting specific suspense and cash accounts
  4.  Act as a liaison between the Policyholder Services and Finance/Treasury functions in reviewing,  investigating, and resolving policyholder transactions
  5. Process and document general ledger entries
  6. Perform month-end reconciliations of certain financial statement accounts
  7. Develop formal accounting policies and procedures for the processes referenced above
  8. Assess and recommend strategies to gain efficiencies within the processes referenced above
  9. Assist the department in other related reconciliation procedures
  10. Assist with covering various functions within the department as needed
  11. Comply with all company and departmental policies and procedures
  12. Assume additional duties as requested

Experience

Approximately 1 year of accounting/finance experience based on educational background

Education/Licenses/Professional Designations

4 Year Degree in Accounting, Math, or Finance or Associates Degree in Accounting, Math, or Finance with a minimum of 3 years of related financial experience.

Skills & Abilities

1.    Required knowledge of:

  • Standard accounting principles
  •  Microsoft Excel
  • Microsoft Word

2.    Desired knowledge of:

  •   Accounting base system  
  •   Strong math aptitude

4.    Detail oriented with strong analytical skills

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, walk, speak and hear.  They are regularly required to use their hands and fingers to handle or feel objects, tools or controls and be able to reach with hands and arms. The employee is occasionally required to stoop or kneel.

 

 

Job Title:    Account Executive    
Department:    Direct Sales    
Reports To:    Manager of Inside Sales    
Location:    Windsor, CT / Remote     


Position Overview

Develops and promotes the sale of Vantis Life’s Term/Whole Life insurance and Annuity products to existing clients and new prospects through leads originated by Direct Marketing Campaigns or through existing customers.  Utilizes the ability to capture, develop, qualify and conduct a needs analysis in order to determine eligibility/rating class for each consumer and make recommendations based on which product (graded/non graded whole life or term insurance) meets their need. 

Responsibilities

Call Center Environment

  • Manages time well by answering incoming calls and maximizing slower periods with making outbound calls.  
  • Utilizes exceptional phone skills and exudes a likeable and confident personality. 
  • Follows script to ensure compliance, call control and to maximize sales performance.

Customer Relationship Management (CRM) System / Lifetime

  • Utilizes the CRM to input leads, update notes and set tasks to maximize sales. 
  • Reviews data on CRM dashboard to improve and maximize performance.
  • Inputs information accurately and real-time. 
  • Utilizes Lifetime to process applications. 

Sales

  • Utilizes sales script which follows the building blocks of making sales. 
  • Self motivates and has a passion for continually exceeding personal best performance. 
  • Adapts quickly and implements feedback shared individually, through emails or meetings.
  • Achieves and exceeds monthly, quarterly and annual sales goals. 
  • Ensures each consumer has the insurance protection by following through on each case by working closely with the Senior Sales Coordinator.

Licensing / Product Knowledge / Procedures 

  • Keeps current with all licensing requirements. 
  • Is resourceful and takes ownership of learning products and procedures. 

Assumes additional duties as requested.

Experience

  • 1-2 years Life Insurance Sales Call Center experience. 

Education/Licenses/Professional Designations

Bachelor’s Degree preferred or Equivalent experience.  Must have a valid Connecticut Life Insurance License or obtain this within 2 months of date of hire.


Skills & Abilities
Ability to effectively communicate both in oral and written format.  Basic computer skills which include company sales specific software applications.  Adapts well to new procedures.  The ability to develop and maintain favorable relationships with new and existing clients in order to increase revenue.  Ensures that Vantis Life products consistently meet the client’s needs.  The incumbent must maintain a producers license and adhere to company’s sales standards and practices at all times.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, walk, speak and hear.  They are regularly required to use their hands and fingers to handle or feel objects, tools or controls and be able to reach with hands and arms. The employee is occasionally required to stoop or kneel or lift/carry up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to focus.
 

 

 

 

Vantis Life Insurance Company/Penn Mutual is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veteran’s status, or genetic information.  Opportunities throughout the company are available to Penn Mutual and Vantis Life Associates and external candidates and are evaluated on the basis of position qualifications. 

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

Let us help you put the pieces together for your career opportunity. For more information, contact or  submit a resume to HR@vantislife.com.