TruStage

Compliance

• Consult with various company areas on privacy compliance
• Assist business areas and project teams with developing controls for appropriate and compliant use of personal information
• Deliver research, analysis, maintenance, training and education on compliance topics
• Collaborate with, educate and advise business partners on risk identification and mitigation strategies
• Assess and monitor programs, processes and initiatives related to ethics and compliance
• Identify business, product, work and associate risks, opportunities and solutions
• Perform complex compliance reviews, enterprise assessments and policy/procedure reviews
• Analyze existing and pending legislative activities
• Review service products, marketing materials and business processes for compliance
• Provide strategic direction for regulatory filings and forms across all states
• Act as a resource for less experienced colleagues and potentially lead small projects
• Improve products, processes and services using best practices and business knowledge
• Solve complex problems using existing solutions, tools and approaches
• Work independently with proactive leadership and decision-making
• Develop and implement training and education programs

Consultant I, Regulatory Privacy Compliance

Chief of Staff

• Serve as a trusted advisor and strategic thought partner to the CEO on enterprise priorities, risks, opportunities, and decisions
• Shape executive discussions and key stakeholder engagements, including Executive Team, Board, and partner interactions
• Drive alignment and execution of enterprise priorities across the Executive Team and business units
• Translate decisions into clear ownership, plans, milestones, and measurable outcomes
• Identify barriers, dependencies, and resource needs; facilitate timely resolution
• Strengthen Executive Team operating rhythms, decision-making, accountability, and follow-through
• Create transparency across priorities, risks, dependencies, resource needs, and progress
• Bring structure, analysis, and sound judgment to complex or ambiguous enterprise issues
• Build trusted cross-functional relationships that accelerate collaboration and outcomes
• Rotate into another position in the organization within a 12–24-month timeframe

VP, Chief of Staff

• Partner with Compliance leadership to mature Privacy program capabilities, processes and strategic initiatives
• Lead complex privacy initiatives and drive execution of program priorities across the enterprise
• Serve as a subject matter expert on privacy compliance, data use, records management and emerging regulatory requirements
• Provide guidance and management on California privacy compliance obligations, including program execution, monitoring, reporting, notice management and regulatory change implementation
• Provide informal leadership, coaching, mentorship and strategic guidance to team and business partners
• Identify and assess risks, opportunities and solutions, recommending program improvements
• Consult with business, technology and data teams to design compliant, practical privacy-by-design solutions
• Drive innovation and continuous improvement with automation, artificial intelligence, analytics and technology-enabled compliance solutions
• Develop and maintain monitoring, reporting, metrics and governance activities
• Lead cross-functional efforts to interpret and operationalize new laws, regulations and industry expectations
• Influence enterprise decision-making through consultation, relationship management and communication
• Deliver privacy, data use, records management and compliance training and awareness initiatives

Consultant III, Privacy Program Compliance

Claim Specialist

• Handle and document incoming/outgoing claim calls
• Provide resolution to customer questions and educate customers on the claim process
• Initiate and complete claim settlement transactions fitting the express claim criteria
• Deliver an unparalleled customer service experience
• Follow documented department claim procedures and good faith claim handling guidelines
• Handle escalated calls with complex problems
• Assist with procedure and policy documentation
• Make claim determinations and settle express claims
• Identify claims for follow-up or complex claim handling
• Educate members on policy provisions and exclusions
• Interpret financial and non-financial information online and follow claim requirements and procedures

Claim Specialist I

Attorney

• Research new or revised regulations
• Implement policies, procedures, processes, and forms supporting business lines
• Communicate regulatory and process changes
• Participate in periodic audits and compliance reviews
• Partner with the team and attend meetings
• Work on cross-functional teams
• Review data and communicate solutions to stakeholders, facilitators, and partners
• Assist with business cases, organizing requirements, translating and simplifying requirements, and requirements analysis
• Support design or review of test cases, process change requests, and project scope, acceptance, installation, and deployment
• Participate in preparing regulatory filings and forms
• Support Compliance team objectives, initiatives, and projects under guidance of senior team members

Legal Compliance Intern

Account Executive

• Execute account and territory strategies for assigned broker dealers distributing TruStage Annuities
• Acquire, optimize and retain business
• Provide strategic support to wholesalers to enhance face-to-face product distribution
• Develop strategic business-development plans with investment advisors
• Manage relationships with key managers at external broker dealers
• Support retail sales activities and increase sales and market share within an assigned geographic region
• Manage day-to-day activities of designated wholesalers, including setting appointments and developing sales plans
• Provide marketplace feedback and assist in building market strategies
• Allocate financial resources from the territory business-development budget
• Build and expand advisor relationships through virtual and face-to-face channels
• Educate advisors and support product sales programs and strategies
• Advise on appropriate use of annuity products, literature and sales tools
• Answer product questions, follow up on information and proposal requests, and troubleshoot product and process issues
• Participate in field schools, training meetings, sales conventions, trade shows and marketing presentations
• Partner with Regional Vice Presidents, wholesalers and product marketers on marketing plans, sales strategies and recognition campaigns
• Analyze internal, industry, economic and competitive information to provide marketing support
• Support new-product and product-enhancement projects, training-material revisions and promotional campaigns
• Maintain knowledge of TruStage’s annuity portfolio, investment-advisor and broker/dealer operations, service areas and vendor relationships
• Document field contacts using contact-management tools

Annuity Sales Consultant – Internal Wholesaler

Call Center Representative

• Manage a high volume of inbound customer calls
• Educate customers on policy provisions
• Interpret financial and non-financial information
• Investigate transaction or policy/certificate change statuses
• Address questions and resolve customer issues
• Facilitate policy changes as needed
• Generate timely, customer-focused leads for sales representatives
• Manage peer calls through the Help Line
• Provide one-on-one or small-group training and coaching to colleagues
• Diagnose and resolve customer issues in a timely, professional manner
• Demonstrate empathy and professionalism in customer interactions
• Maintain accurate records of all customer interactions
• Meet or exceed performance targets for Efficiency, Quality, Attendance, Adherence, and Cross Sales

Contact Center Representative II

• Perform complicated tax research and data analysis to identify and implement tax planning strategies
• Review significant tax elements of GAAP and Statutory accounting and ensure adherence to tax accounting policy
• Manage significant processes, projects or process improvements within the Tax Department
• Ensure timely, accurate and complete performance of tax processes and work product
• Interact with the IRS, external auditors, regulatory bodies and vendors
• Manage external resources, including consulting and outsourcing engagements
• Indirectly manage others within tax
• Identify potential control weaknesses and take action to remedy them
• Lead tax integration efforts for specific subject processes or matters
• Operate with a reasonable degree of autonomy in organizing, supervising and controlling tax processes and work product

Manager – State Tax

Full-stack Engineer

• Lead, mentor, and develop a team of software development team members
• Manage team workload and ensure work is completed on time and within scope
• Conduct performance reviews, provide constructive feedback, and create development plans
• Facilitate communication between the development team and other departments
• Plan and execute IT development activities aligned with business objectives
• Monitor work progress, identify risks, and remove team impediments
• Ensure adherence to quality standards and best practices
• Manage timelines, budgets, and resources as needed
• Provide technical guidance and troubleshoot complex issues
• Ensure code reviews, testing, and documentation follow industry best practices
• Evaluate emerging technologies and trends for organizational application
• Collaborate with senior management on technology strategy and team roadmap
• Translate business needs into technical solutions with product owners, business analysts, and stakeholders
• Communicate work status, challenges, and solutions to stakeholders
• Liaise with other IT teams to ensure integration and alignment
• Manage relationships with external vendors and partners
• Improve development processes, methodologies, and tools
• Promote continuous learning and professional development
• Implement and monitor key performance indicators for team performance and delivery success

Manager I, IT Software Engineering – Enterprise Data

Executive Assistant

• Manage calendars and activities for multiple senior management members
• Assist with agendas, presentation materials, meeting deliverables and follow-up items
• Assist with responses to internal and external inquiries under senior management direction
• Participate in internal and external activities and assigned projects with senior management
• Streamline and improve administrative workflow processes
• Support migration to new technologies for process improvements and efficiencies
• Compose routine correspondence and correct grammar, punctuation and spelling
• Maintain and update office supplies
• Compile data for routine reports
• Answer telephone calls
• Coordinate travel arrangements as required
• Perform other duties as assigned

Executive Assistant, Bilingual French

• Deliver high-quality compliance services to clients through research, analysis, and training/education
• Collaborate with, educate, and advise business partners on risk identification and mitigation strategies
• Assess and monitor programs, processes, and initiatives related to ethics and compliance
• Identify risks to the business, products, work, and associates
• Perform complex compliance reviews, enterprise assessments, and policy/procedure reviews
• Provide technical analysis of existing and pending legislative activities
• Review service products, marketing materials, and business processes for compliance
• Provide strategic direction in preparing regulatory filings and forms for all states
• Develop and implement training/education programs
• Support regulatory examinations, data calls, regulatory inquiries, audits, and complaint responses across multiple insurance product lines
• Partner with business, operations, data, and technology teams to support regulatory response activities and proactive compliance monitoring
• Draft response narratives, summaries, exhibits, submissions, and supporting materials
• Gather and organize data, documentation, business records, procedures, and other materials for regulatory responses
• Support remediation and follow-up activities arising from examinations or regulatory inquiries
• Develop familiarity with recurring reporting obligations and regulatory response practices across multiple product areas
• Act as a flexible resource deployed where regulatory workload is greatest

Consultant I, Compliance

• Plan, organize and implement administrative activities for multiple assigned senior management members
• Act in a confidential capacity regarding employee relations, labor relations, compensation, staffing and other corporate activities
• Manage senior management calendars and activities
• Assist with agendas, presentation materials, meeting deliverables and follow-up items
• Assist with internal and external inquiries under senior management direction
• Participate in internal and external activities to complete assigned projects
• Streamline and improve administrative workflow processes
• Support migration to new technologies for process improvements and efficiencies
• Compose routine correspondence and correct grammar, punctuation and spelling
• Maintain and update office supplies
• Compile data for routine reports
• Answer telephone calls
• Coordinate travel arrangements