Finance & Insurance Manager offers finance or insurance options to clients through established relationships with lenders/providers. Explains offerings and recommends products to meet the needs of the client. Being a Finance & Insurance Manager negotiates contract terms and rates to meet the goals of the organization. Ensures applications and paperwork are completed correctly and in a timely manner. Additionally, Finance & Insurance Manager may Require a bachelor's degree. Typically reports to a head of a unit/department. The Finance & Insurance Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Finance & Insurance Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes.
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The Insurance Actuary Manager implements policies and procedures to guide statistical analysis and actuarial research and evaluate the likelihood and financial impact of various risks. Manages the analysis and evaluation of potential risks to determine and manage financial impacts. Being an Insurance Actuary Manager evaluates risk exposure data and calculates appropriate insurance rates, premium levels, and rating systems and structures to provide input on product design. Monitors daily operations to ensure regulatory compliance of products and financial operations. In addition, Insurance Actuary Manager leads the preparation of actuarial reports, financial statements, and regulatory filings. Assists with the development of financial budgets, forecasts, and other financial projections. Applies knowledge of mathematics, probability, statistics, principles of finance and business to calculations in life, health, social, and casualty insurance, annuities, and pensions. Requires a bachelor's degree. May require Associate of Society of Actuaries (ASA). May require Fellow of Society of Actuaries (FSA). Typically reports to a director. The Insurance Actuary Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Working as an Insurance Actuary Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes.
The Finance Policy and Operations Manager ensures all financial operations are in compliance with governmental rules and regulations. Manages the daily financial activities and functions for an organization including accounting, budget, credit, insurance, tax, and treasury. Being a Finance Policy and Operations Manager provides guidance to managers in financial reporting objectives and standards to ensure accurate, compliant and useful financial reporting is produced. Forecasts and manages a cash flow that meets the needs of the company. In addition, Finance Policy and Operations Manager oversees the budget process and works with managers to produce and manage effective budgets. Acts as an advisor to management on regulations and other matters that may impact the financial activities of the company, engaging with outside consultants if applicable. Requires a bachelor's degree. Typically reports to a senior manager or director. The Finance Policy and Operations Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Working as a Finance Policy and Operations Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes.