Unclaimed Property Compliance Manager

Resolution Life
West Chester, PA Full Time
POSTED ON 4/5/2022 CLOSED ON 9/28/2022

Job Posting for Unclaimed Property Compliance Manager at Resolution Life

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Profile Summary:

We are hiring an Unclaimed Property Manager. This position reports into the Chief Compliance and Ethics Officer's Department at Resolution Life US. This position supports the business to properly identify, assess and manage unclaimed property for all divisions of the company. This will include working with various third parties outside the company, including other insurance companies.

Profile Description:

  • Assist with the transition and standup of a new unclaimed property process

  • Manage the ongoing supervision of various company areas and third parties to ensure compliance with unclaimed property laws

  • Point of contact for outside third parties to assist in the execution of unclaimed property payments to states

  • Point of contact, working closely with the Chief Compliance Officer, in the management of unclaimed property examinations

  • Create awareness materials and perform training to staff and executives, as needed.

  • Position will have the opportunity to grow into a subject matter expert into other areas of state insurance compliance

Knowledge and Experience

  • Minimum 3 years’ experience in unclaimed property or similar discipline required. Former life insurance or annuity compliance experience is not required but is 'a plus'.

  • Excellent analytical and problem-solving skills, with the ability to break down complex business processes, analyze potential risks and think outside the box to recommend appropriate solutions

  • Highly disciplined, able to make independent decisions and work with limited supervision

  • Experience in leading and delivering cross-functional initiatives, with the ability to collaborate with business and functional experts to provide guidance, recognize risks and design enhancements.

  • Proven track record of fostering relationships across all levels and operating through influence to formulate, advocate and drive ideas forward

  • Proficiency in reporting tools including Microsoft Office suite of products

Critical Skills
At Resolution Life, we have identified the following critical skills which are key to success in our culture:

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.

  • Critical Thinking: Thoughtful process of analyzing data and problem-solving data to reach a well-reasoned solution.

  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.

  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.

  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Critical Skills
At Resolution Life, we have identified the following critical skills which are key to success in our culture:

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
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Salary.com Estimation for Unclaimed Property Compliance Manager in West Chester, PA
$94,063 to $121,069
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