J. R. Peterman Associates, Inc .

Partial List of Current Searches

  This is only a partial list of the available positions.There are many ways you can apply for consideration for one or more of these opportunities.
J. R. Peterman Associates, Inc.
P. O. Box 3083
Stowe, Vermont 05672

Email us:
peterman@jrpeterman.com

Call us:
(802)253-6304


Once we review your information/resume, we will call you to discuss your career goals and let you know of any opportunities we are aware of that may be a match.We will always advise you of a potential opportunity prior to discussing your name, background, or credentials with a client.We look forward to working with you. 


Global Customer Service and International Health claims Leader-Mid-West Insurer  

Lead global multi-channel contact centers and customer facing operational units (service, claims, medical, implementations) in four offices globally.  Focus on providing industry leading service across all our business lines (Insurance, Services). You are a reliable and robust operational expert, with a focus on productivity, MI (Maintainability Index) standardization and multi-channel processes.  This role is focused on ensuring that the Customer Service and Operational Departments develop and deliver on strategies to maximize client/customer and producer satisfaction.  Manage 150 staff. 15-20% international travel. Starting salary: $160- 190K +. Relocation assistance will be provided.

 Qualifications will include:

 Experienced and confident health claims and operations expert, with  strong international expertise. Specific skills in process optimization and productivity.  Experience in managing large and complex budgets and proven ability to manage and control costs effectively.  Proven people management experience and skills, especially in building, leading and motivating large teams and  managing performance and conduct.  Jim. May 2019


Operations and Financial Risk/Compliance Manager- Miami   

 A Miami based global health insurance and wellness benefits provider has a need for an experienced executive to manage compliance, financial, and operations matters for their U.S. based operations.  This is a new position, created a a result of growth. The position should provide a solid foundation for future career growth.  Salary will be in the $150-175K range.

Develop Risk Management Policies focused toward ensuring that regulatory, financial and operational risks are proactively identified and mitigated by the Board and senior management team. Focus will be creating an integrated risk management and governance framework. Develop and implement an annual risk monitoring plan to ensure risks are identified, analyzed, monitored and mitigated. Be capable to stress base line budget models (stochastically or otherwise) to ensure capital and liquidity metrics are met. Understand how KRI impact profitability, and balance sheet metrics. Development of Annual CISSA/ORSA statements. Understand Bermuda, US, Ecuador and any other in-country regulations and Solvency II directives. Identify and review the reliability, integrity and relevance of financial and operational information, used to manage business units. Management of risk based monitoring system to ensure ongoing compliance with risk management policies.

EXPERIENCE REQUIRED: A minimum of five (5) years progressive enterprise risk management experience in an insurance company (health experience a plus). Knowledge of accounting, budgeting, insurance compliance matters is a plus. Strong background and experience with risk management methodologies and techniques. Bilingual English/Spanish, Portuguese a plus. Jim May 2019


Sales Operations Analyst, Arlington, Va.   

This is a great opportunity to coordinate insurance sales leads efforts within the various home office departments. Company sells life and annuity products to retired and active military members and their families. Position will identify potential sources of sales leads and provide input on strategies to turn the leads into sales opportunities. Position will contract and manage third party vendors. Assist in the development of sales processes, especially how they relate to the client relations management software -SalesForce.com.

Candidates will have 5+ years of insurance experience with recent experience focused in a sales support or telemarketing support role. Proficiency in Excel, and in handling large amounts of data.  Starting salary will be in the $76 - 93K range. Local candidates only. Jim.  May 2019


Stop Loss Claims Manager – multiple locations (Northeast) - $80k-$90k.   

Plans and directs the work of Claims unit personnel, including directing work assignments, scheduling and reviewing work-in-progress.  Monitors work flow to ensure continued prompt and accurate claims service.  Supervises staff, with responsibility for hiring, performance management, and coordinating training and development. Reviews and handles all problem, complex, or special claims cases and settles or initiates further action within approved authority limits, ensuring that policyholders are treated fairly and equitably and that the terms and policies are in compliance with state and federal laws. Represents carrier to outside agencies, such as third party administrators, brokers/agents, policyholders vendors, and outside counsel to ensure continued good relations and company image. Demonstrated ability to effectively communicate and negotiate to  achieve results through influencing others within the department/ organization, both bottom up and top down. Superior knowledge of Stop Loss and associated computer systems.  Eight to ten years experience in claims with four to five years of management experience. Jeremy. May 2019



Individual Life Underwriter-International Risks:  

This newly created position-open as a result of growth- will underwrite life and disability insurance risks for individuals who reside outside of the U.S. The position will participate in foreign market analysis, product development to satisfy market demand in specific countries world-wide, as well as underwrite. Life and disability products are underwritten on a stand alone basis or ancillary to IPMI products sold by the company.

Significant life underwriting experience plus experience in underwriting individuals who reside out side the U.S. is required. Disability underwriting experience is a plus. Starting salary will be in the $125K+ range. Position must be based in Princeton, N.J. Jim. May 2019.


International Health and Travel Insurance Claims Leader Position:  

We are presently searching for an experienced health claims executive for a leadership position with a large, well known global health and wellness provider, based in either the Mid-Atlantic or Southeast areas. The position will take a strategic role with topics such as: setting global claims policy and procedure, oversee global provider networks, claims payment systems and processes. Company has three claims offices globally. Extensive experience in development of managed care claims management/provider contracting to treat severe, high dollar medical conditions is required. Most severe claims incurred are  U.S. based. Starting salary will be in the $175-195K range, plus bonus. Relocation assistance is available.. Jim  May, 2019.



Stop Loss Overpayment Recovery Specialist – multiple locations (Northeast) $55k-$65k.  

Track, calculate and pursue overpayments identified within Stop Loss department.  This includes (1) research of files, having full understanding of claims, type of over payment, over payment resolution options and total knowledge of systems used by claims department; (2) follow up of over payment requests which may include discussions with TPA, BA, Broker both internal and external customers via conversation and/or letters, ability to provide detailed descriptions of circumstances around overpayment and provide specific details from claim, conduct discussions with internal claims analysts; (3) provide monthly current recovery reports (analysis, trending, actions, status), contacting external customers (TPA/Broker/outside collection agency) as warranted. 

Receive escheatment report, investigate customer data and provide data to banking for potential stop pay/re-issue of checks. 

Refunds due – work with QA Analysts to investigate potential refunds due to customers and set up system accordingly.

Process deposits for AS checks Additional responsibilities as determined by management and business need. Highly skilled verbal and written communication skills. 5+ years understanding of first dollar medical claims or stop loss claims. Negotiation skills. Jeremy. May 2019.


 Marketing Communications Specialist-Washington, D.C. Area

 I am presently searching for a Marketing Communications Specialist for a life  insurance company located in the D.C. area The position will create and edit  marketing and communications materials for internal use and also on-line, direct
mail, blogs, and print for point of sale use. The position will work with
outside vendors, build an editorial calendar, and manage marketing
communications plans and strategies. Starting salary will be in the $67- 76K
range. Call Jim. May 2019  


Global health and Ancillary Benefits Claims Leader

 We are presently searching for an experienced health claims executive for a leadership position with a large, well known global health and wellness provider, to be based in either the New Jersey or  Florida office. The position will take a strategic role with topics such as: setting global claims policy and procedure, oversee global provider networks, claims payment systems and processes. Company has three claims offices globally. Extensive experience in development of managed care claims management/provider contracting to treat severe, high dollar medical conditions is required. Most severe claims incurred are U.S. based. Starting salary will be in the $175-195K range, plus bonus. Relocation assistance is available. Jim Peterman May 2019


Beneficiary Services and Life Claims Support- Arlington, Va. Insurer  

  Respond to queries from policyholders, members, insured, and annuitants about the claims process, basic IRS rules pertaining to life insurance and annuity death proceeds, and survivor benefits from Federal agencies (Defense, Veterans Affairs, or Social Security Administration) or any other claims-related concerns.   Provide high quality service and the necessary financial education on the options available to the beneficiaries to allow them to make an educated decision on the settlement of the benefits.

·       Appropriately manage members and/or beneficiaries who visit the office seeking claims-related assistance or retrieving documents held by company for safekeeping. Accurately record information related to the death of a Navy Mutual member, insured, or an annuitant on the Claims “Death Report” obtained from a telephone call, facsimile, emails, etc.; file for processing from notification to settlement. Process Change of Beneficiary forms within the policy admin system, archive the  documents in the imaging system, and return confirmations back to the policy owners.

Starting salary: $65-73K

Qualifications: Bachelor’s degree and at least 5 years of prior life insurance claims and benefits experience. Having a professional designation such as CLU, FLMI, ACS, etc. is a plus. Previous experience in a professional customer service environment is a must. Working knowledge of insurance policy administration system including reporting experience is essential. Working knowledge of claims operations, financial services, or financial/estate counseling and education is a plus.  Jim  May 2019