ShelterPoint Life Insurance – Formerly First Rehab Life 1972 Located at
1225 Franklin Avenue, Ste. 475, Garden City, NY.
Phone: 516-82908100

Available Positions

ShelterPoint Life Insurance Company's home office is based in Garden City, New York. Would you like to learn more? Visit "About Us".

To apply for a position with ShelterPoint, please send your resume and a cover letter to jobs@shelterpoint.com.


Department: Product Development and Management

Function:  Responsible in supporting all aspects of analytical, research and project work for the development, implementation and sales success of ShelterPoint’s product portfolio. 

Performance Expectations:

  • Conducts research and analysis on market conditions to define competitive features or product function
  • Performs industry and product competitive analysis to support product, marketing and sales strategies
  • Assists in project work to facilitate product and/or business development to increase revenue
  • Coordinates all resources necessary and works with all applicable departments within the organization to ensure product and sales success.
  • Works with Marketing and Technology departments to develop sales tools and collateral material 
  • Tracks external vendor project budget and forecast 
  • Assists in reviewing new product filing works and manages database and approvals
  • Interacts regularly with marketing, sales and IT analysts in development of product implementations and new market opportunities
  • Performs analytical work and produces reports to track results and performance metrics for senior management review
 
Education/Experience:

  • Strong organizational, teamwork and management skills
  • Ability to multi-task, meet deadlines and reporting requirements established internally and externally 
  • Excellent written and verbal communication skills
  • Excellent skills in Excel, PowerPoint and Word 
  • Bachelor’s degree
  • Industry or related experience preferred
  • 0-3 years of working experience

Reports Directly To:  Assistant Vice President of Product Management

Department: Information Technology

Function
Responsible for enterprise wide forms and letters management and maintenance.  This includes forms and letters design, development, and delivery, ensuring regulatory and compliance requirements, meeting internal branding standards, proper archiving, and version control management.  Position will be responsible for assuring current forms are available within the various systems, product packages and/or mediums, and champion the use of technology whenever appropriate.  

Performance Expectations: 
 
  • Maintain a complete inventory of all forms and documents; must also retire/archive obsolete forms and letters from inventory.
  • Work collaboratively across the organization with all departments to assure forms and letters are properly developed, properly updated as required and meeting all necessary compliance and regulatory requirements. 
  • Collect, share and apply insight from industry and competitive landscape around customer interactions with forms, letters and documents to assure alignment with current standards. 
  • Develop all required forms and letters for new markets, products or regulatory requirements. 
  • Prioritize forms and letters enhancements to ensure alignment with process needs in order to enhance the internal performance of the department and/or enhance the overall customer experience (brokers, planholders, claimants).
  • Work closely with IT and marketing to champion the latest mediums and capabilities for form distribution, presentation and receipt.  
  • Secure necessary approvals from Legal department to ensure forms and letters conform with regulatory and compliance standards (new, revised and updated). 
  • Champion the use and development of latest capabilities around forms and letters management when necessary. (i.e., fillable, on-line, OCR, eSignature) 
  • Participate in enterprise-wide projects and initiatives to understand and represent the impact and needs around form development, distribution and mediums.

Position Competencies:

  • Ability to work in a fast paced and flexible environment
  • Ability to collaborate with all levels of management and staff, across multiple disciplines, in order to build productive and enduring professional working relationships
  • Ability to champion and drive change 
  • Ability to communicate effectively both verbally and written
  • Ability to think at a broader strategic level as well as into the details of day to day operations
  • Ability to set both short-term and long-term plans, prioritize and continually move forward
  • Self-motivated to improve knowledge, personal skills, processes and identify opportunities
  • High attention to detail
  • Exemplary organizational skills 

Hiring Recommendations:
  • 2- or 4-year college degree preferred  
  • Previous experience working in the insurance industry 
Reports directly to:   AVP, Technical Operations & Infrastructure

Department: Information Technology

Function:
The Business Analyst will be responsible for business and functional requirements definition for various new and existing IT applications, downstream systems and reports. The business analyst will also be responsible for planning and facilitating user acceptance testing.

Performance Expectations:

  • Identify and translate business needs into clearly defined requirements for insurance software applications.
  • Develop requirements documentation inclusive of user stories/ use cases, process flows, data flows and report mock-ups.
  • Plan, facilitate, and conduct requirements gathering sessions, meetings, and presentations.
  • Build strong relationships within the business units and support functions to understand the business needs.
  • Collaborate with development and testing teams to provide subject matter expertise, ensure that out of the box functionality is leveraged and to assist in troubleshooting and resolving issues.
  • Ensure that proposed solutions are focused on improving efficiency and effectiveness of the business processes, and are consistent across products where possible.
  • Participate in the development and planning of the User Acceptance Testing activities, including test plans and scripts, based on requirements.
  • Facilitate UAT execution phase and work with business lead and project manager to obtain user acceptance test signoff.
  • Team player who works well with technical and business resources.

Education/Experience:

  • Bachelor’s Degree
  • Experience in Business Analysis – Requirements documentation, Functional testing, Reporting tools, Relational databases, SQL.
  • Experience in programming is a plus.
  • Knowledge of Agile Methodologies is a plus.
  • Experience working in Insurance/Benefits industry is a big plus.

Reports Directly To: Director, Technical Planning and Development.
 

Department: Internal Audit

Function:  Audit & Compliance

Performance Expectations:
The Senior Internal Auditor (SIA) position will add value and improve our operations by bringing a systematic and disciplined approach to the effectiveness of compliance, risk management, control, and governance processes. The successful candidate will possess a thorough knowledge of both accounting/auditing and operational procedures as well as sound judgement.

Key Responsibilities:
The SIA will report directly to the Chief Auditor and will assist the Chief Auditor in the discharge of his/her duties.  The IA will protect the Company’s assets by performing reviews of the Company’s compliance practices; planning and completing financial and operational audits; identifying inadequate, inefficient, or ineffective internal controls; recommending improvements.  In addition, the IA will contribute to team results by welcoming new and different work requirements; exploring new opportunities to add value to the organization; helping others accomplish related job results as and where needed

This position is specifically responsible for the following:
  • Perform reviews of compliance procedures established by the Company including but not limited to statutory filings; vendor financial stability, record retention; insurance regulations; Cybersecurity; Human Resource policies and training requirements.
  • Perform and control the full audit cycle including risk management and control management over operations’ effectiveness, financial reliability and compliance with all applicable directives and regulations.
  • Plan financial and operational audits by understanding organization objectives, structure, policies, processes, internal controls, and external regulations; identifying risk areas; preparing audit scope and objectives; preparing audit programs.
  • Assess compliance with regulations and controls by executing audit program steps.
  • Assess risks and internal controls by identifying areas of non-compliance; evaluating manual and automated processes; identifying process weaknesses and inefficiencies and operational issues.
  • Complete audit work papers and memoranda by documenting audit tests and findings.
  • Communicate audit progress and findings by providing information in status meetings; highlighting unresolved issues; reviewing working papers; preparing final audit reports.
  • Improve protection by recommending changes in management monitoring, assessment, and motivational practices, in the internal control structure, and in operating processes; identifying root causes.
  • Provide control information by collecting, analyzing, and summarizing data and trends.
  • Protect organization's reputation by keeping information confidential.

Education/Qualifications/Experience:
  • BS degree in Accounting and/or Finance
  • 1 – 3 years proven working experience as Internal Auditor, Public Accountant or possibly a Financial Analyst (equivalent coursework in a related specialized field will be considered)
  • Knowledgeable of both financial and process audit techniques as well as compliance policy reviews.
  • Insurance knowledge a plus
  • Strong understanding of internal controls and risk
  • Advanced computer skills on MS Office and process mapping
  • Ability to manipulate large amounts of data and to compile detailed reports
  • Proven knowledge of auditing standards and procedures, laws, rules and regulations
  • Excellent communication technique, both written and verbal
  • High attention to detail and excellent analytical skills
  • Sound independent judgement
  • Performs other duties and/or projects as directed by the Chief Auditor

Reports Directly To:  SVP, Chief Auditor

Department: Solution Center

Function:  Responsible for receiving, evaluating and resolving all incoming calls regarding DBL and PFL in a professional manner while delivering the best Customer Service possible.

Performance Expectations:
  • Provide superior customer service at all times.
  • Uses tactful questioning and listening skills that support effective telephone communication.
  • Determines caller’s needs and acts upon them appropriately.
  • Investigates and proposes solutions to the caller.  Follows through on all promises made to the caller.
  • Answers each call with a positive approach and speaks with a smile in your tone.  
  • Effectively controls all phone calls and aims for a one call resolution.
  • Uses an effective, professional approach when handling call transfers, taking messages, call back, holds, and interruptions.                        
  • Communicates status of claims (DBL and PFL).
  • Document calls.
  • Refers calls to Supervisor when required.
  • Processes emails as required.
  • Documents calls in the Solution Center Call Log.

Education/Experience:
  • Bachelor’s Degree in Business Administration or related field and/or relevant work experience in the Insurance Industry.
  • Excellent Customer Service Skills.
  • Strong Problem Solving Skills.
  • Strong Verbal and Written Communication Skills.
  • Ability to empathize with caller.

Reports Directly To:  Solution Center Manager  

Send resume to jobs@shelterpoint.com