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 in Temple, Texas. We are currently seeking to fill Staff Accountant and Financial Analyst positions. Opportunities for advancement. 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.
Required Skills and Qualifications
• Attention to detail.
• Proficiency with standard systems and spreadsheets for invoicing and billing.
• Ability to effectively manage multiple priorities at the same time, whether working independently or as part of a team.
• Excellent communication and member service skills.
• Ability to maintain strict confidentiality of company financial information.
• Past fraternal involvement and/or community outreach volunteerism a plus.
Preferred Skills and Qualifications
• Bachelor’s degree in finance or accounting.
• MS Excel Skills, MS Word Skills, PowerPoint Skills.
What SPJST Offers
• Competitive benefits package.
• Supportive work environment.
• Opportunities for professional growth and development
We are an equal opportunity employer and value diversity at our company.
Job Type: Full-time
Benefits
• Salary commensurate with education and experience.
• 401(k) 5 percent matching
• Flexible work schedule
• On-the-job training
• Professional development assistance
Ability to Commute
• Positions are in Temple, Texas (required).
Sales and Service Leader
Position Overview
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!
Assistant to the Chief Financial Officer
Department: CFO Department
FLSA Status: Exempt
Reports to: Chief Financial Officer
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.
SPJST is proud to be an equal opportunity employer.