SPJST Home Office Jobs (Temple, Texas)
SPJST invites motivated individuals with the desire to help others to consider joining our team at the SPJST Fraternal Life Insurance Home Office at 520 North Main Street in Temple, Texas. We are currently seeking to fill several positions. If you are ready to take on a rewarding role in the fraternal life insurance industry and be part of a dynamic team, we encourage you to apply.
Assistant to the Chief Financial Officer
Summary
This position is responsible for assisting the Chief Financial Officer with management of investments, claims settlement, and operations of the Investment Department.
Duties and Responsibilities
- Assist the CFO in managing operations of the Claims and Investment Department.
- Provide backup assistance with death claims, policy assignments, and processing of requests for power of attorney.
- Assist with research in evaluating real estate loans and preparation of a Loan Evaluation Checklist for submission to the Investment Committee.
- Responsible for permanent records of loan approvals and property sales to submit to the Executive Committee.
- Qualify as a notary to attest official documents.
- Assist with preparation of CFO Meeting Agenda and reports to the Executive Committee.
- Generate investment reports from the custodial account at USBank and assist with wiring of funds and cash transfers.
- Be available to provide advice with the process of certificate loans, Universal Life partial surrenders, surrenders, and annuity withdrawals.
- Be familiar with the servicing of real estate loans and processing delinquencies.
- Assist with the management of real estate owned by the SPJST.
- Monitor compliance with federal, state (TDI) and company policies, procedures, and regulations as requested by the CFO.
- All other duties assigned by the Chief Financial Officer.
Education, Qualifications, Experience, Knowledge
- Bachelor’s degree in finance or accounting or work experience.
- Experience with Microsoft applications.
- Must have excellent planning and organizational skills.
- Ability to read and interpret documents.
- Skills in writing routine reports and correspondence.
- Interpersonal and communication skills and the ability to work with a wide range of personalities effectively.
- Familiarity with fraternal benefits society a plus.
This above job description is representative of the duties and responsibilities of the position but may not be inclusive of every aspect of the position.
Communications Specialist
Summary
Provide technical, creative, and editorial support for the organization’s bi-monthly newspaper (Vestnik) and assist with other communications and member engagement projects. This role serves as a stepping stone to potentially oversee the layout and editorial direction of the Vestnik under the guidance of the Vice President of Communications.
Duties and Responsibilities
- Provide administrative and technical support to the Vice President of Communications for Vestnik and other communication projects.
- Input and manage data for Vestnik. Compile and maintain editorial and event calendars for Vestnik.
- Verify and research information to ensure accuracy and relevance.
- Design and layout pages for Vestnik using Quark Xpress and Adobe Photoshop.
- Coordinate with contributors, freelance designers, and others to ensure timely and accurate content delivery for publication.
- Proofread and edit materials for Vestnik and other marketing materials, maintaining strict attention to detail.
- Assist with the development and implementation of communication projects, including digital and print media.
- Prepare and distribute reports and information as directed by the Vice President of Communications.
- Handle professional correspondence and manage calls as appropriate.
- Produce and disseminate media releases and maintain the organization’s website.
- Potentially oversee the complete editorial process for Vestnik, coordinating content, layout, and publication schedules.
- Other duties as assigned by the supervisor.
Qualifications
- Computer literacy in both Macintosh and PC environments is essential.
- Proficiency in Quark Xpress, Adobe Photoshop, and Microsoft Office Suite.
- Strong writing, editing, and proofreading skills with an eye for detail.
- Excellent interpersonal and communication skills, capable of maintaining a professional demeanor.
- Highly organized and capable of working in a fast-paced, deadline-driven environment.
- Ability to prioritize tasks and handle multiple competing demands.
- Demonstrates initiative, dependability, and pride in work.
- Possesses tact, judgment, and the ability to handle sensitive information.
- Flexibility to work extended hours as needed. Travel may be required.
Education, Experience, Knowledge
- Bachelor’s degree in Communication, Journalism, or a related field strongly preferred.
- 3 to 5 years of experience in a communications or publishing environment.
- Prior experience with layout and editorial roles is highly desirable.
- Training and proficiency in Quark Xpress and Adobe Creative Suite.
- Working knowledge of the Czech language is a plus.
This above job description is representative of the duties and responsibilities of the position but may not be inclusive of every aspect of the position.
Sales and Service Leader
Summary
SPJST is seeking a motivated and experienced Sales Leader to drive our growth and oversee a dedicated sales and customer service team. This pivotal, career-track position requires a dynamic individual with a passion for leadership and a thorough understanding of our fraternal organization and the insurance industry. The ideal candidate will possess the skills necessary to manage a diverse customer service team of more than 100 employees and contractors while delivering exceptional service and value to our members.
Key Responsibilities
- Lead and inspire a high-performing sales team, providing guidance, mentorship, and support to achieve sales goals and uphold our organization’s values.
- Manage both W-2 employees and 1099 contractors, ensuring alignment with SPJST’s objectives and fostering a collaborative team environment.
- Develop, implement, and monitor strategic sales initiatives, utilizing strong analytical abilities to assess performance reports and adjust strategies as necessary.
- Maintain a strong focus on customer service, ensuring that team members provide unparalleled support to our members and prospects.
- Conduct regular training and development sessions to enhance the skills of the sales staff, focusing on product knowledge, customer engagement, and relationship management.
- Establish and nurture relationships within the community and among key stakeholders, reinforcing SPJST’s commitment to its members and mission.
- Travel approximately 20 percent of the time to meet with clients, attend events, and support the sales team in the field.
Qualifications
- Valid General Lines Life and Health License in Texas.
- Annuity certification for the state of Texas.
- Minimum of three years of outside sales experience, preferably within the insurance industry.
- Minimum of three years of management experience, with a proven ability to lead both W-2 employees and 1099 contractors.
- Exceptional analytical skills with the capability to assess data and reports to inform decision-making.
- Strong customer service acumen and experience in managing staff to achieve customer satisfaction.
- Demonstrated understanding of fraternal organizations and their unique operational frameworks.
- Outstanding communication and interpersonal skills, capable of building rapport with diverse audiences.
- A valid driver’s license, dependable vehicle, and a clean driving record.
Why Join SPJST?
At SPJST, we are a team dedicated to supporting our members and preserving our heritage. As a Sales Leader, you will play a crucial role in shaping the future of our organization and making a meaningful impact in the lives of those we serve. If you are driven, innovative, and ready to lead a passionate team, we encourage you to apply today!
This above job description is representative of the duties and responsibilities of the position but may not be inclusive of every aspect of the position.
Scanning/Data Entry Clerk
Summary
Performs general scanning, data entry, filing and other clerical duties in addition to specified departmental tasks.
Duties and Responsiblities
- Retrieves source files and work from the data center each day.
- Verifies and logs the receipt of data and obtains any data that is missing.
- Uses data entry equipment to record assigned data.
- Resolves minor processing problems; seeks assistance from supervisor or other appropriate staff for issues beyond immediate expertise.
- Maintains confidentiality of sensitive information.
- Answers telephone calls pertaining to insurance payments and questions from members, agents, lodge officers, and employees related to accounting and miscellaneous items.
- Performs other general office and related duties as assigned.
- Back-up to data entry of all file maintenance of insurance records.
Qualifications
- Excellent and precise data entry and typing skills.
- Excellent verbal and written communication skills.
- Proficient in Microsoft Office Suite or related software.
- Good organizational skills and attention to detail.
- Ability to keep information confidential.
- Ability to work independently.
- Insurance office and bookkeeping experience.
Education, Experience, Knowledge
- High school diploma or equivalent required.
- Data entry experience required.
- Accounting and insurance experience preferred.
- Training in Windows and Microsoft Excel/Word/Outlook required. Adobe Acrobat a plus.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Stand for brief periods of time.
- Sit throughout shift
- Use hands to finger or handle documents.
- Reach with hands and arms periodically.
- Stoop, kneel, or crouch periodically.
- Must be able to communicate orally and hear to assist clients and co-workers.
- Must be able to lift up to 25 pounds periodically.
- Must have the ability to review written documents and read information on the computer.
This above job description is representative of the duties and responsibilities of the position but may not be inclusive of every aspect of the position.
Senior Financial Analyst
Summary
At a senior level, performs financial analysis to enable managers to assess impacts and risks connected to operation and new business opportunities. This position utilizes in-depth knowledge of best practices and experience in own discipline to provide and improve services. Takes a new perspective to solve complex problems. Works independently and receives minimal guidance. Acts as a resource for colleagues with less experience.
Supervision Responsibilities
May direct the work of other staff members.
Summary Duties and Responsibilities
• Financial planning: Develop financial plans and budgets.
• Cash flow management: Plan and track cash flow.
• Risk management: Identify and assess threats to the company’s capital, earnings, and operations.
• Tax management: Monitor the company’s taxes.
• Investing: Monitor the company’s investments
• Financial analysis: Analyze the company’s financial strengths and weaknesses.
• Financial reporting: Prepare financial reports.
• Relationship management: Assist with managing relationships with outside parties, such as investors and lenders.
Detail Duties and Responsibilities
• Exceptional attention to detail and commitment to quality.
• Prepares financial and business-related analyses and research in such areas as financial and expense performance, rate of return, capital spending and debt service projections.
• Uses analytics and business acumen to identify, prioritize, structure, and solve complex business problems and support strategic decision-making throughout the organization. Provides analysis to support potential investments, strategic partnerships, and/or mergers and acquisitions activities.
• Drives fact-based analytics to support strategic decision-making throughout the organization.
• Defines scope, recommends approach, and participates in the execution of major strategic projects.
• Applies creative critical thinking skills to strategic issues.
• Generates forecasts and analyzes trends in sales, expenses, finance, competitive threats, expansion opportunities, internal performance, and other areas of business.
• Provides financial support and analysis during the annual business and capital plan processes.
• Performs financial modeling for cash forecasting and/or debt structuring.
• Performs SWOT analysis in support of SPJST’s departments and in support of strategic and scenario planning activities.
• Influences and educates management on key decisions, business risks and opportunities. Participates in strategy development by providing business and financial strategic insights and recommendations to management. Creates financial models of various scenarios to help future business planning decisions.
• Supports and maintains SPJST’s financial model. Updates the model with new or changed financial strategies. Periodically reviews financial strategies in the model and determines compliance with current financial practices, policies, and procedures. Identifies policy changes and/or additions that are needed to support financial strategies.
• Conducts in-depth analyses of economics, sales, and market data from primary and secondary resources.
• Acts as a resource for colleagues with less experience. May provide day-to-day guidance and direction to less experienced staff.
• Assists with special projects related to property/asset management and maintenance.
• Supports CFO with legal and claims issues related to insurance.
Required Skills/Abilities
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving skills.
• Strong supervisory and leadership skills.
• Thorough understanding of generally accepted accounting principles (GAAP).
• Thorough understanding of generally accepted auditing standards.
• Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in computer and database development.
• Thorough understanding of project management.
• Proficient with Microsoft Office Suite or related software.
Education and Experience
• Seven to nine plus years of experience in finance with a strong preference to experience in the investment banking and/or insurance industry.
• Bachelor’s degree in business, finance, economics, or relevant field. MBA or CPA is required.
• Proven experience performing complex quantitative analysis to support strategic business objectives by forecasting future trends, optimizing operations, improving product offerings, and increasing customer satisfaction.
• Experience in long-term strategic planning.
• Supervisory experience a plus.
• Past fraternal involvement and/or community outreach volunteerism a plus.
• Property/Asset management and maintenance knowledge a plus.
• Legal experience a plus.
This above job description is representative of the duties and responsibilities of the position but may not be inclusive of every aspect of the position.
SPJST is proud to be an equal opportunity employer.