Perform with technical Lead to convey customer needs, establish priorities and manage internal database performance of delivery resources.Maintain and manage regular contact with customers to ensure Client Due Diligence (CDD) along with Investment Profile is in progress and show any changes in background accordingly.Head responsibility to exceed business objectives, customer service satisfaction and account profitability.Attain or exceed objectives for current account… Show more Perform with technical Lead to convey customer needs, establish priorities and manage internal database performance of delivery resources.Maintain and manage regular contact with customers to ensure Client Due Diligence (CDD) along with Investment Profile is in progress and show any changes in background accordingly.Head responsibility to exceed business objectives, customer service satisfaction and account profitability.Attain or exceed objectives for current account revenue and up sell more opportunities to be created from new services and products.Conduct additional transactions in current and new client segments.Ensure to conform to entire Client Due Diligence (CDD) needs for prospective and existing clients.Support team staff adequately to accomplish service needs of client.Negotiate contracts with customers working professionally with sales management, company finance along with contract organization.Develop and maintain relations with Epsilon team to search customer business needs.Formulate solutions to respond to identified needs as well as sell-in recommendations for extra work. Show less

Provide support to Operations group, through information analyses (e.g. current processes, actual performance vs. budget and prior year, budget, etc.), preparation of operational data/analyses for publication to various constituents throughout company (Management, Sales, Product Management, Operations, etc.) Rely on/benefit from the information to make informed business decisions. Primary responsibilities will include assisting Operations team in the Monthly Operations Review, identification of… Show more Provide support to Operations group, through information analyses (e.g. current processes, actual performance vs. budget and prior year, budget, etc.), preparation of operational data/analyses for publication to various constituents throughout company (Management, Sales, Product Management, Operations, etc.) Rely on/benefit from the information to make informed business decisions. Primary responsibilities will include assisting Operations team in the Monthly Operations Review, identification of areas for cost reductions and operational improvements, annual budget process, periodic forecasting, and periodic analysis of operations performance. Prepare monthly analysis of cost of goods sold and operational expenses against prior year and budget, providing explanations and business solutions to help mitigate the risks. Partner with Product Management and Purchasing Team in determining financial impact due to product cost reductions, new product roll out, etc. and prepare periodic forecasts to update management on projected results. Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets. Identify, investigate, and analyze potential operational improvement. As appropriate, based on findings make proposal for operational changes (policy, procedures, processes, etc.) Maintain a safe and clean work environment. Understand and follow company rules and regulations. Perform all other duties as assigned and required Show less

Perform accounting functions as assigned including, but not limited to book, reconcile and report in-force premium, direct written premium and loss fund balance, retro accrual, cash, cash applied to A/R, bad debt allowance and non-admitted A/R on a monthly basis as well as for any GAAP vs. STAT differences.Back-up month-end duties assigned to other Senior Accountants.Reporting & Analysis:Assists in preparation of monthly management report and accompanying schedules… Show more Perform accounting functions as assigned including, but not limited to book, reconcile and report in-force premium, direct written premium and loss fund balance, retro accrual, cash, cash applied to A/R, bad debt allowance and non-admitted A/R on a monthly basis as well as for any GAAP vs. STAT differences.Back-up month-end duties assigned to other Senior Accountants.Reporting & Analysis:Assists in preparation of monthly management report and accompanying schedules, worksheets and narratives, including “Budget vs. Actual” variance reports. Assist in providing follow-up and documentation of significant variances. Assist with completion of the quarterly and annual regulatory filings; preparation of assigned Quarterly and Annual Statutory Statement pages/schedules.Audits & Examinations:Assist with annual external audit and DOI examination. Complete requested materials. Assist in preparing assigned schedules for the annual and interim audit. Show less

Manages assigned retail banking products. Responsible for the marketability and profitability of products. Recommends strategies and goals for the pricing of products. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. May lead and direct the work of others. A wide degree of creativity and latitude. Typically reports to top management.