The Hunt Institute’s mission is to secure America’s future through quality public education. Since its establishment in 2001, the organization has emerged as a recognized and credible leader in the movement to transform American public education and a go-to source for reliable, objective, and timely information.
The Senior Policy Analyst – Early Childhood will work with the Institute’s policy analysts as well as Leadership to support the Institute’s policy work and programming related to early childhood. The Senior Policy Analyst – Early Childhood serves as the lead project manager for all early childhood convenings/summits and other policymaker convenings, designing and executing agendas, identifying and preparing speakers, developing materials, and managing the project timeline. As needed, the Senior Policy Analyst supports the development of curriculum for the Hunt-Kean Leadership Fellows and other Institute programming around Early Childhood.
RESPONSIBILITIES
Serve as a key subject matter expert and oversee all early childhood policy matters;
Interpret potential implications of key state and federal policy and finance changes related to Early Childhood policies;
Participate in research projects, either in a lead or supporting capacity, to produce policy briefs, memos, event related materials as required by grants/funders;
Lead development of responses to requests for information on early childhood (birth to eight) received from policymakers and partners;
Represent the Hunt Institute at national conferences, stakeholder meetings, and in discussions with potential partners;
Develop reports for funders and the Institute as needed;
Participate in special projects as directed; and
Perform other duties as assigned
REQUIREMENTS & QUALIFICATIONS
Master’s degree required in related field (MBA, MHA, MPH, MPP);
Minimum of five years’ work experience; 2+ years’ relevant experience in early childhood policies and programs strongly preferred;
Ability to synthesize information and present findings or recommendations to high-level executives and stakeholders;
Ability to work independently and conduct research on Early Childhood policy topics;
Excellent oral and written communication skills;
Demonstrated experience with using data to support policy development;
Knowledge of research methodology, evaluation and statistics to be able to understand and interpret the validity and significance of findings;
Excellent communication and relationship-building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders;
General knowledge of states early childhood programs a plus;
Ability to travel (anticipated between 20-25%);
Demonstrated resourcefulness and good judgment;
Hands-on, leads by example;
Values diversity of thought, backgrounds, and perspectives;
Ability to multi-task while maintaining vigilant attention to details;
Integrity/ethics beyond reproach;
Recognizes the influence of workplace relationships on outcomes and results;
Collaboratively and creatively supports the work efforts of colleagues at all levels and in all areas of the organization;
Willingness to work collaboratively and consider new ideas; and
Commitment to the organization’s mission, financial stability, and success.
Full Time
The Hunt Institute’s mission is to secure America’s future through quality public education. Since its establishment in 2001, the organization has emerged as a recognized and credible leader in the movement to transform American public education and a go-to source for reliable, objective, and timely information.
The Senior Policy Analyst – Early Childhood will work with the Institute’s policy analysts as well as Leadership to support the Institute’s policy work and programming related to early childhood. The Senior Policy Analyst – Early Childhood serves as the lead project manager for all early childhood convenings/summits and other policymaker convenings, designing and executing agendas, identifying and preparing speakers, developing materials, and managing the project timeline. As needed, the Senior Policy Analyst supports the development of curriculum for the Hunt-Kean Leadership Fellows and other Institute programming around Early Childhood.
RESPONSIBILITIES
Serve as a key subject matter expert and oversee all early childhood policy matters;
Interpret potential implications of key state and federal policy and finance changes related to Early Childhood policies;
Participate in research projects, either in a lead or supporting capacity, to produce policy briefs, memos, event related materials as required by grants/funders;
Lead development of responses to requests for information on early childhood (birth to eight) received from policymakers and partners;
Represent the Hunt Institute at national conferences, stakeholder meetings, and in discussions with potential partners;
Develop reports for funders and the Institute as needed;
Participate in special projects as directed; and
Perform other duties as assigned
REQUIREMENTS & QUALIFICATIONS
Master’s degree required in related field (MBA, MHA, MPH, MPP);
Minimum of five years’ work experience; 2+ years’ relevant experience in early childhood policies and programs strongly preferred;
Ability to synthesize information and present findings or recommendations to high-level executives and stakeholders;
Ability to work independently and conduct research on Early Childhood policy topics;
Excellent oral and written communication skills;
Demonstrated experience with using data to support policy development;
Knowledge of research methodology, evaluation and statistics to be able to understand and interpret the validity and significance of findings;
Excellent communication and relationship-building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders;
General knowledge of states early childhood programs a plus;
Ability to travel (anticipated between 20-25%);
Demonstrated resourcefulness and good judgment;
Hands-on, leads by example;
Values diversity of thought, backgrounds, and perspectives;
Ability to multi-task while maintaining vigilant attention to details;
Integrity/ethics beyond reproach;
Recognizes the influence of workplace relationships on outcomes and results;
Collaboratively and creatively supports the work efforts of colleagues at all levels and in all areas of the organization;
Willingness to work collaboratively and consider new ideas; and
Commitment to the organization’s mission, financial stability, and success.
About Sustain Charlotte
As a 501(c) (3) not-for-profit, our mission is to inspire choices that lead to a healthy, equitable, and vibrant community for generations to come. Founded in 2010, the organization has grown to nearly 400 individual members and 100 corporate partners. We are well poised to expand our high impact community sustainability programs. To propel the organization to the next level, we are looking for an experienced non-profit sector fundraiser to step in to the Director of Development (DOD) position.
Position Summary
The DOD serves as a front-line fundraiser responsible for identification, cultivation, solicitation and stewardship of donors to advance the mission and strategic goals of Sustain Charlotte (SC). The DOD will create and oversee implementation of annual development plans to generate revenue through: individual/membership giving, special events, grants, and corporate contributions. The target audience includes individuals, businesses, foundations, and government agencies. The DOD will be innovative in their approach while also understanding best practices, reporting and documentation requirements, excel in goal attainment, minimize risk and maximize outcomes.
This is a full-time position reporting to the Executive Director, but success will require being an independent self-starter and working closely with the entire Sustain Charlotte staff, Board of Directors and community volunteers. The position is based at our office in Charlotte’s South End.
Responsibilities
Strategy and leadership
In conjunction with the Executive Director, design a multi-year development strategy with clear objectives and timelines.
Lead the planning and execution efforts for all contributed revenue activities.
Engage with the board of directors and individual members to leverage their support and networks for revenue generation.
Supervise direct reports and provide coaching to achieve goals, maintain high morale, and retention.
Develop and maintain knowledge of best practices in the cultural and nonprofit sectors as well as the field of philanthropy.
Revenue generation and analysis
Spearhead all fundraising programs and activities including efforts in donor identification, cultivation, solicitation, recognition, stewardship and retention.
Develop and own the annual budget for contributed revenue to meet the strategic needs of SC, its programs and initiatives.
Strengthen our existing corporate partnership program, including an annual menu of sponsorship opportunities and benefits.
Produce and provide monthly detailed accountability reports about the organization’s fundraising operations and status.
Evaluate and analyze effectiveness of fundraising strategies for growing institutional funder support.
Initiate and sustain the cultivation, solicitation and ongoing relationship management of grantmaking organizations.
Conduct regular meetings to build and maintain relationships with major gift donors and prospects.
Collaborate with our Events Manager to plan and execute special events to generate revenue, build relationships, raise awareness and make a case for support.
Collaborate with Marketing and Membership Coordinator to develop stories that help convey the positive impact of our work to inspire more giving.
Lead data evaluation efforts to create accurate fundraising projections.
Develop and maintain gift processing, donor relations and prospect management policies and procedures to ensure the accuracy and quality of information and stewardship practices.
Relationship management
Advance and implement stewardship and engagement strategies for all donors, including review and documentation of donor correspondence.
Oversee and lead efforts to leverage donor management software to ensure donor and prospect records are well maintained, confidential and accurate.
Attend internal and external events (both daytime and evening) to network and build Sustain Charlotte’s brand with potential donors and community members.
Create and sustain relationships with key philanthropic organizations including the Arts and Science Council, Knight Foundation, the Blumenthal Foundation, Foundation For The Carolinas, Wells Fargo, TransitCenter, and others.
Qualifications
Minimum of a Bachelor's degree with CFRE certification preferred.
7 years of development experience preferred with a proven track record in actively securing gifts and grants from individuals, corporations and foundations.
Exceptional leadership, interpersonal, verbal and written communication skills.
Strong financial acumen and budgeting experience.
Ability to meet deadlines in a fast‐paced environment while having the ability to adjust to competing priorities.
Excellent computer skills and fluency with Google’s application suite.
Ability to work evenings and weekends and manage a busy schedule.
Competencies
Communication and relational skills - skilled speaker and writer who balances listening with talking, connects with a variety of individuals and groups and influences others.
Constituent focus - strives for excellent constituent satisfaction, goes beyond what is expected and builds value-added relationships with internal and external stakeholders.
Financial acumen - understands nonprofit financial principles while developing and maintaining budgets and contributing to the organization’s fiscal health.
Innovation - actively embraces change while challenging the status quo and taking appropriate risks.
Leadership - inspires and motivates others to support and engage with the organization’s mission.
Meeting targets - goal oriented with the ability identify, move towards and attain organizational opportunities.
Presentation skills - clearly demonstrates command of subject matter and communicates effectively and appropriately to engage stakeholders.
Professional expertise - possesses knowledge of best practices to solve business problems, meet goals and educate staff and board members.
Strategic direction - actively participates in the development and communication of the organization’s vision and considers long-range goals in daily work and planning.
Team orientation - focuses on building a collaborative atmosphere while understanding the critical role all team members play and valuing partnership.
To Apply
Qualified applicants should email a single PDF document containing a cover letter, résumé, writing sample, and contact information for at least 3 professional references to job@sustaincharlotte.org. The email subject line should say: DOD Candidate – [YOUR LAST NAME]. In your submission email, please let us know specifically where you heard about our job opportunity (e.g., Sustain Charlotte email, personal referral, a specific job website name, etc.). Due to the volume of interested applicants, we ask that you not telephone our office about the position unless specifically invited to do so. Applications will be reviewed as received. Only candidates invited to the next level will be contacted. Posting will remain open until the ideal candidate is hired.
Sustain Charlotte is an Equal Opportunity Employer. We do not discriminate on the basis of ethnic group identification, race, color, language, accent, ancestry, national origin, age, gender, religion, sexual orientation, gender identity, marital status, medical condition, veteran status, physical or mental disability, or on the basis of these perceived characteristics or based on association with a person or group with one or more of these actual or perceived characteristics. All employment is decided on the basis of qualifications, merit, and needs of the organization.
Full Time
About Sustain Charlotte
As a 501(c) (3) not-for-profit, our mission is to inspire choices that lead to a healthy, equitable, and vibrant community for generations to come. Founded in 2010, the organization has grown to nearly 400 individual members and 100 corporate partners. We are well poised to expand our high impact community sustainability programs. To propel the organization to the next level, we are looking for an experienced non-profit sector fundraiser to step in to the Director of Development (DOD) position.
Position Summary
The DOD serves as a front-line fundraiser responsible for identification, cultivation, solicitation and stewardship of donors to advance the mission and strategic goals of Sustain Charlotte (SC). The DOD will create and oversee implementation of annual development plans to generate revenue through: individual/membership giving, special events, grants, and corporate contributions. The target audience includes individuals, businesses, foundations, and government agencies. The DOD will be innovative in their approach while also understanding best practices, reporting and documentation requirements, excel in goal attainment, minimize risk and maximize outcomes.
This is a full-time position reporting to the Executive Director, but success will require being an independent self-starter and working closely with the entire Sustain Charlotte staff, Board of Directors and community volunteers. The position is based at our office in Charlotte’s South End.
Responsibilities
Strategy and leadership
In conjunction with the Executive Director, design a multi-year development strategy with clear objectives and timelines.
Lead the planning and execution efforts for all contributed revenue activities.
Engage with the board of directors and individual members to leverage their support and networks for revenue generation.
Supervise direct reports and provide coaching to achieve goals, maintain high morale, and retention.
Develop and maintain knowledge of best practices in the cultural and nonprofit sectors as well as the field of philanthropy.
Revenue generation and analysis
Spearhead all fundraising programs and activities including efforts in donor identification, cultivation, solicitation, recognition, stewardship and retention.
Develop and own the annual budget for contributed revenue to meet the strategic needs of SC, its programs and initiatives.
Strengthen our existing corporate partnership program, including an annual menu of sponsorship opportunities and benefits.
Produce and provide monthly detailed accountability reports about the organization’s fundraising operations and status.
Evaluate and analyze effectiveness of fundraising strategies for growing institutional funder support.
Initiate and sustain the cultivation, solicitation and ongoing relationship management of grantmaking organizations.
Conduct regular meetings to build and maintain relationships with major gift donors and prospects.
Collaborate with our Events Manager to plan and execute special events to generate revenue, build relationships, raise awareness and make a case for support.
Collaborate with Marketing and Membership Coordinator to develop stories that help convey the positive impact of our work to inspire more giving.
Lead data evaluation efforts to create accurate fundraising projections.
Develop and maintain gift processing, donor relations and prospect management policies and procedures to ensure the accuracy and quality of information and stewardship practices.
Relationship management
Advance and implement stewardship and engagement strategies for all donors, including review and documentation of donor correspondence.
Oversee and lead efforts to leverage donor management software to ensure donor and prospect records are well maintained, confidential and accurate.
Attend internal and external events (both daytime and evening) to network and build Sustain Charlotte’s brand with potential donors and community members.
Create and sustain relationships with key philanthropic organizations including the Arts and Science Council, Knight Foundation, the Blumenthal Foundation, Foundation For The Carolinas, Wells Fargo, TransitCenter, and others.
Qualifications
Minimum of a Bachelor's degree with CFRE certification preferred.
7 years of development experience preferred with a proven track record in actively securing gifts and grants from individuals, corporations and foundations.
Exceptional leadership, interpersonal, verbal and written communication skills.
Strong financial acumen and budgeting experience.
Ability to meet deadlines in a fast‐paced environment while having the ability to adjust to competing priorities.
Excellent computer skills and fluency with Google’s application suite.
Ability to work evenings and weekends and manage a busy schedule.
Competencies
Communication and relational skills - skilled speaker and writer who balances listening with talking, connects with a variety of individuals and groups and influences others.
Constituent focus - strives for excellent constituent satisfaction, goes beyond what is expected and builds value-added relationships with internal and external stakeholders.
Financial acumen - understands nonprofit financial principles while developing and maintaining budgets and contributing to the organization’s fiscal health.
Innovation - actively embraces change while challenging the status quo and taking appropriate risks.
Leadership - inspires and motivates others to support and engage with the organization’s mission.
Meeting targets - goal oriented with the ability identify, move towards and attain organizational opportunities.
Presentation skills - clearly demonstrates command of subject matter and communicates effectively and appropriately to engage stakeholders.
Professional expertise - possesses knowledge of best practices to solve business problems, meet goals and educate staff and board members.
Strategic direction - actively participates in the development and communication of the organization’s vision and considers long-range goals in daily work and planning.
Team orientation - focuses on building a collaborative atmosphere while understanding the critical role all team members play and valuing partnership.
To Apply
Qualified applicants should email a single PDF document containing a cover letter, résumé, writing sample, and contact information for at least 3 professional references to job@sustaincharlotte.org. The email subject line should say: DOD Candidate – [YOUR LAST NAME]. In your submission email, please let us know specifically where you heard about our job opportunity (e.g., Sustain Charlotte email, personal referral, a specific job website name, etc.). Due to the volume of interested applicants, we ask that you not telephone our office about the position unless specifically invited to do so. Applications will be reviewed as received. Only candidates invited to the next level will be contacted. Posting will remain open until the ideal candidate is hired.
Sustain Charlotte is an Equal Opportunity Employer. We do not discriminate on the basis of ethnic group identification, race, color, language, accent, ancestry, national origin, age, gender, religion, sexual orientation, gender identity, marital status, medical condition, veteran status, physical or mental disability, or on the basis of these perceived characteristics or based on association with a person or group with one or more of these actual or perceived characteristics. All employment is decided on the basis of qualifications, merit, and needs of the organization.
Duke University Talent Identification Program
300 Fuller Street, Durham, NC, USA
Duke TIP is seeking a Director of Finance and Administration. This position will be reporting to the executive director. The TIP Director of Finance and Administration will lead and implement the day-to-day financial operations and processes to ensure the continued strength of Duke TIP’s $34M+ operational budget and reserve funds, as well as $10M+ endowment accounts. The director is responsible for a variety of administrative and strategic functions, including budgeting, revenue collection and expense management, e- Commerce operations, policy implementation, grant and endowment administration, transactional workflow, and building operations. The role will lead and execute departmental business and operational activities, and monitor overall compliance with University policies and procedures to ensure required propriety and consistency of actions. This position will also oversee and direct key administrative departments of TIP: Finance, Facilities, and Human Resources. If you are interested in this position, please submit your application via the DUKE HR Career site prior to the close of the position on July 8, 2018. Work Performed: Budgeting/Finance (50%): • Direct, develop and execute departmental budgets by analyzing operating needs, projecting possible levels of support from multiple sources of funding and expenses on both a short and long-range basis. Prepare and manage capital expense budgets as required. • Lead the development, implementation and management of departmental financial systems, cost accounting systems and/or financial policies and procedures to maintain proper controls, promote efficiency, and ensure compliance with university policies and procedures. Manage e-commerce financial operations, activity reporting, credit card security, and PCI compliance. • Liaise with TIP staff to advise units regarding financial matters including revenues, expenses, financial aid, and budget issues. Prepare financial models for new programs, program expansion, and annual program and product pricing decisions. • Maintain checks on financial expenditures and prudent utilization of resources; make recommendations for improving services and reducing cost in all business operations to include developing improved procedures for cost reduction in office activities. • Administer the financial aid process involving calculating total financial aid to be awarded during fiscal year from operational budgets, endowment distributions and named awards. Updating internal spreadsheet tables determining the proper amount of aid to be given per household. Working with the financial aid specialist to administer financial aid awards, monitor available financial aid funds and communicate with families regarding any potential need for a payment plan. • Develop vendor management metrics, including primary monitoring / measurement guidelines. • Monitor, verify and reconcile expenditure of budgeted funds; prepare financial statements reflecting status of programs and activities. • Review invoices and statements and approve payments; supervise maintenance of and conduct checks on accounting records and documents to ensure accuracy information. Financial Reporting (25%): • Collaborate in the preparation of grant proposals to include compilation of data and preparation of budget projections; monitor and verify expenditures; ensure compliance with University and sponsoring agency policies and procedures and prepare financial and administrative reports for submission to sponsoring agency. • Advise Executive Director on key administrative and financial matters. Serve as departmental liaison with administrative and professional personnel concerning university and departmental objectives. Represent Duke TIP in meetings, conferences, and other affairs of administrative nature. • Ensure that the TIP student registration database properly records accounting transaction data and generates accurate reports. • Prepare various financial reports and analyses for senior leadership and external agencies, including appropriate recommendations or conclusions; present complex information clearly in both high-level summaries and detailed form. • Serve as departmental liaison with administrative and professional staff concerning University policies and procedures, personnel compensation, grant administration and budgetary preparation and control. Management and Operations (25%): • Lead finance, HR, and building operations staff to coordinate operational activities to ensure adequate staffing, space and facilities; coordinate purchasing, maintenance and renovation activities for the department; administer a program of property management and accountability. Determine fiscal requirements, make projections and prepare departmental budgets; monitor, verify and reconcile expenditure of budgeted funds; prepare financial statements reflecting status of programs and activities; ensure compliance with University policies and procedures. • Establish relationship with vendors by serving as point of contact on contractual matters. Provide contract-related issue resolution, both internally and externally. • Supervise various personnel actions for the finance and HR team including, but not limited to, hiring, performance appraisals, promotions, transfers and scheduling time off. • Be responsible for the financial, administrative and security operations of the building facilities. Work with the Provost office to ensure that all maintenance and operating expenses are within TIP’s operational budget. Work in partnership with the TIP office manager and the facilities management department to resolve any building issues or concerns. • Perform other related duties incidental to the work described herein. Preferred Skills: • Commitment to Duke TIP’s mission. • Must be able to communicate professionally and confidently with a wide variety of constituents, including parents, vendors, Duke TIP staff and Duke University administrators. • High level of creativity, initiative, and motivation; and team orientation; willingness to set an example for effective leadership. • Demonstrated ability to handle sensitive and confidential information and issues on a daily basis. • Strong interest in staying current with effective financial strategies and utilizing this knowledge to make recommendations regarding financial processes for Duke TIP. • Proficiency in financial systems, project management tools, computer literacy, and database management. SAP preferred and PBF a plus. • Minimum of 3 years of experience with managing direct reports. Have the organized and creative mindset, as well as, leadership, critical thinking, and problem-solving skills that leads him/her to identify and effectively implement innovative solutions to common problems. Possess exceptional project management and facilitation skills, as well as, excellent written and verbal communications abilities. • Proficiency in Microsoft Office Programs: Excel, Word, PowerPoint.
Requisition Number
401437025
Location
Durham
Duke Entity
UNIVERSITY
Job Code
2791 DIR, FINANCE
Job Family Level
16
Exempt/Non-Exempt
Exempt
Full Time / Part Time
FULL TIME
Regular / Temporary
Regular
Shift
First/Day
Minimum Qualifications
Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status. Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values. Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
Education
Work requires a Bachelor's degree in Accounting, Finance, BusinessAdministration or a related field.
Experience
Work requires a minimum of 10 years related business or administrative experience to acquire competence in applying general accounting principles, personnel practices and coordination of major administrative functions. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
Full Time
Duke TIP is seeking a Director of Finance and Administration. This position will be reporting to the executive director. The TIP Director of Finance and Administration will lead and implement the day-to-day financial operations and processes to ensure the continued strength of Duke TIP’s $34M+ operational budget and reserve funds, as well as $10M+ endowment accounts. The director is responsible for a variety of administrative and strategic functions, including budgeting, revenue collection and expense management, e- Commerce operations, policy implementation, grant and endowment administration, transactional workflow, and building operations. The role will lead and execute departmental business and operational activities, and monitor overall compliance with University policies and procedures to ensure required propriety and consistency of actions. This position will also oversee and direct key administrative departments of TIP: Finance, Facilities, and Human Resources. If you are interested in this position, please submit your application via the DUKE HR Career site prior to the close of the position on July 8, 2018. Work Performed: Budgeting/Finance (50%): • Direct, develop and execute departmental budgets by analyzing operating needs, projecting possible levels of support from multiple sources of funding and expenses on both a short and long-range basis. Prepare and manage capital expense budgets as required. • Lead the development, implementation and management of departmental financial systems, cost accounting systems and/or financial policies and procedures to maintain proper controls, promote efficiency, and ensure compliance with university policies and procedures. Manage e-commerce financial operations, activity reporting, credit card security, and PCI compliance. • Liaise with TIP staff to advise units regarding financial matters including revenues, expenses, financial aid, and budget issues. Prepare financial models for new programs, program expansion, and annual program and product pricing decisions. • Maintain checks on financial expenditures and prudent utilization of resources; make recommendations for improving services and reducing cost in all business operations to include developing improved procedures for cost reduction in office activities. • Administer the financial aid process involving calculating total financial aid to be awarded during fiscal year from operational budgets, endowment distributions and named awards. Updating internal spreadsheet tables determining the proper amount of aid to be given per household. Working with the financial aid specialist to administer financial aid awards, monitor available financial aid funds and communicate with families regarding any potential need for a payment plan. • Develop vendor management metrics, including primary monitoring / measurement guidelines. • Monitor, verify and reconcile expenditure of budgeted funds; prepare financial statements reflecting status of programs and activities. • Review invoices and statements and approve payments; supervise maintenance of and conduct checks on accounting records and documents to ensure accuracy information. Financial Reporting (25%): • Collaborate in the preparation of grant proposals to include compilation of data and preparation of budget projections; monitor and verify expenditures; ensure compliance with University and sponsoring agency policies and procedures and prepare financial and administrative reports for submission to sponsoring agency. • Advise Executive Director on key administrative and financial matters. Serve as departmental liaison with administrative and professional personnel concerning university and departmental objectives. Represent Duke TIP in meetings, conferences, and other affairs of administrative nature. • Ensure that the TIP student registration database properly records accounting transaction data and generates accurate reports. • Prepare various financial reports and analyses for senior leadership and external agencies, including appropriate recommendations or conclusions; present complex information clearly in both high-level summaries and detailed form. • Serve as departmental liaison with administrative and professional staff concerning University policies and procedures, personnel compensation, grant administration and budgetary preparation and control. Management and Operations (25%): • Lead finance, HR, and building operations staff to coordinate operational activities to ensure adequate staffing, space and facilities; coordinate purchasing, maintenance and renovation activities for the department; administer a program of property management and accountability. Determine fiscal requirements, make projections and prepare departmental budgets; monitor, verify and reconcile expenditure of budgeted funds; prepare financial statements reflecting status of programs and activities; ensure compliance with University policies and procedures. • Establish relationship with vendors by serving as point of contact on contractual matters. Provide contract-related issue resolution, both internally and externally. • Supervise various personnel actions for the finance and HR team including, but not limited to, hiring, performance appraisals, promotions, transfers and scheduling time off. • Be responsible for the financial, administrative and security operations of the building facilities. Work with the Provost office to ensure that all maintenance and operating expenses are within TIP’s operational budget. Work in partnership with the TIP office manager and the facilities management department to resolve any building issues or concerns. • Perform other related duties incidental to the work described herein. Preferred Skills: • Commitment to Duke TIP’s mission. • Must be able to communicate professionally and confidently with a wide variety of constituents, including parents, vendors, Duke TIP staff and Duke University administrators. • High level of creativity, initiative, and motivation; and team orientation; willingness to set an example for effective leadership. • Demonstrated ability to handle sensitive and confidential information and issues on a daily basis. • Strong interest in staying current with effective financial strategies and utilizing this knowledge to make recommendations regarding financial processes for Duke TIP. • Proficiency in financial systems, project management tools, computer literacy, and database management. SAP preferred and PBF a plus. • Minimum of 3 years of experience with managing direct reports. Have the organized and creative mindset, as well as, leadership, critical thinking, and problem-solving skills that leads him/her to identify and effectively implement innovative solutions to common problems. Possess exceptional project management and facilitation skills, as well as, excellent written and verbal communications abilities. • Proficiency in Microsoft Office Programs: Excel, Word, PowerPoint.
Requisition Number
401437025
Location
Durham
Duke Entity
UNIVERSITY
Job Code
2791 DIR, FINANCE
Job Family Level
16
Exempt/Non-Exempt
Exempt
Full Time / Part Time
FULL TIME
Regular / Temporary
Regular
Shift
First/Day
Minimum Qualifications
Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status. Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values. Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
Education
Work requires a Bachelor's degree in Accounting, Finance, BusinessAdministration or a related field.
Experience
Work requires a minimum of 10 years related business or administrative experience to acquire competence in applying general accounting principles, personnel practices and coordination of major administrative functions. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
Duke University Talent Identification Program
300 Fuller Street, Durham, NC, USA
The Duke Talent Identification Program (TIP) is seeking a Director of Partnerships and Engagement. Reporting to the Executive Director and in collaboration with the leadership team, the Director of Partnerships and Engagement will provide strategic direction for TIP’s efforts to increase its engagement with students, families, schools, and other key stakeholders. The director will manage and oversee the outreach, marketing, and customer service divisions, which communicate with over 400,000 students, and families who participate in TIP, as well as over 10,000 educators and key stakeholders who help identify and enroll students in TIP. Aligned with TIP’s strategic plan, this new position is charged with strategically expanding our outreach methods in order to increase and diversify the students we serve. The director will also lead TIP’s efforts to provide more guidance to our students and families as they move from being identified by the Talent Search to participating in our programming. As a member of the executive leadership team, this role will play an integral role in key decision making across the organization. If you are interested in this position, please submit your application via the DUKE HR Career site https://hr.duke.edu/careers/apply prior to the close of the position on June 10, 2018 .
Work Performed:
Strategy Development and Implementation – 30%
Direct TIP’s outreach, marketing, and customer service teams with a focus on helping TIP meet its strategic goals, while increasing TIP’s engagement with its students, families and communities.
Lead the development of a comprehensive strategy for effectively implementing TIP’s goals for the division. This newly formed division will work together to recruit, diversify, increase, and support our pipeline of talent-search and program students and families.
Establish and maintain strategic partnerships with schools, Duke and partner university sites, and community-based organizations to assist in the successful implementation of the division’s goals.
Work with the director of finance and administration to plan departmental budget needs by analyzing program plans on both a short-term and long-term basis. Review and analyze operational and financial reports setting forth progress, adverse trends and appropriate recommendations.
Liaise with TIP research team to evaluate the success of the division’s efforts, including assisting with surveys, reviewing the results, making suggestions to improve activities, sharing results with key stakeholders, and providing feedback for proposals and reports.
Partner with TIP alumni engagement team to establish effective strategies for maintaining relationships with TIP alumni through opportunities to engage with the division.
Advise TIP Executive Director on matters related to the division and other organization-based decisions as a member of the TIP executive committee.
Participate in thought leadership, innovation and creativity, while maintaining current knowledge of trends in education, outreach, and access with an emphasis on how to engage and support gifted students and families.
Outreach and Engagement Implementation – 40%
Direct the coordination of administrative and operational duties within the TIP outreach, marketing, and customer service divisions. The division includes:
In-house marketing team who provides expertise in communications, design, video, and writing, led by the director of marketing and communications.
Customer service representatives who answer over 60,000 calls annually, led by the office manager.
Outreach team who travel locally and nationally to increase the awareness of TIP, led by the director of outreach.
Project Launch Coordinator focused on serving students from low-income backgrounds.
Supervise and coordinate tasks and work processes of 18+ professional and support staff members at TIP, including, but not limited to, hiring, training, and scheduling to ensure that the services are effectively implemented.
Liaise with parents, families, and educators to gather suggestions and resolve concerns related to the division.
Partnerships – 30%
Collaborate with TIP operational divisions (IT, human resources, and finance) to utilize IT systems and complete financial processes related to implementing outreach and engagement services.
Partner with TIP program and enrollment staff to ensure that the division’s processes are aligned with TIP’s mission, values, and goals, and promote TIP opportunities to students from diverse backgrounds.
Maintain liaison with appropriate university personnel and outside organizations to coordinate divisional business, accomplish directives and facilitate the resolution of problems.
Serve as a representative of Duke TIP in various on and off-campus activities including standing and ad hoc university committees and professional organizations.
Represent Duke TIP in meetings, conferences, and other events.
Perform other related duties incidental to the work described as assigned.
Qualifications:
The position requires a master’s degree or equivalent experience in education, counseling, or related field. Experience with communications and public relations preferred. 10+ years of professional experience in outreach and engagement, including direct experience working in or with schools and community-based organizations. In addition, s/he will have 5+ years of administrative management and supervisory experience with full-time staff. Experience working with gifted and talented students and families from diverse backgrounds preferred.
Skills:
Commitment to Duke TIP’s mission; ability to lead the implementation of partnerships and engagement goals; excellent oral and written communication skills; high level of creativity, initiative, and motivation; team orientation; willingness to set an example for influential leadership; and ability and willingness to travel.
Demonstrated ability to manage to an outcomes-based approach; proven experience in outreach, mobilization, and developing and using data to inform continuous improvement and decision-making; proven record of accomplishment of exceeding goals; and evidence of the ability to make strategic decisions through a combination of analysis, experience, and judgment.
Proven leadership and success in outreach and building partnerships at the individual, community, and organizational levels.
Strong interpersonal and relationship-building skills with the demonstrated ability to engage students and families from diverse communities.
Must be able to communicate professionally and provide positive customer service to students, parents, staff, educators, and university contacts.
Demonstrated ability to handle sensitive and confidential information and issues on a daily basis.
Proficiency in Microsoft Office Programs: Excel, Word, PowerPoint.
Full Time
The Duke Talent Identification Program (TIP) is seeking a Director of Partnerships and Engagement. Reporting to the Executive Director and in collaboration with the leadership team, the Director of Partnerships and Engagement will provide strategic direction for TIP’s efforts to increase its engagement with students, families, schools, and other key stakeholders. The director will manage and oversee the outreach, marketing, and customer service divisions, which communicate with over 400,000 students, and families who participate in TIP, as well as over 10,000 educators and key stakeholders who help identify and enroll students in TIP. Aligned with TIP’s strategic plan, this new position is charged with strategically expanding our outreach methods in order to increase and diversify the students we serve. The director will also lead TIP’s efforts to provide more guidance to our students and families as they move from being identified by the Talent Search to participating in our programming. As a member of the executive leadership team, this role will play an integral role in key decision making across the organization. If you are interested in this position, please submit your application via the DUKE HR Career site https://hr.duke.edu/careers/apply prior to the close of the position on June 10, 2018 .
Work Performed:
Strategy Development and Implementation – 30%
Direct TIP’s outreach, marketing, and customer service teams with a focus on helping TIP meet its strategic goals, while increasing TIP’s engagement with its students, families and communities.
Lead the development of a comprehensive strategy for effectively implementing TIP’s goals for the division. This newly formed division will work together to recruit, diversify, increase, and support our pipeline of talent-search and program students and families.
Establish and maintain strategic partnerships with schools, Duke and partner university sites, and community-based organizations to assist in the successful implementation of the division’s goals.
Work with the director of finance and administration to plan departmental budget needs by analyzing program plans on both a short-term and long-term basis. Review and analyze operational and financial reports setting forth progress, adverse trends and appropriate recommendations.
Liaise with TIP research team to evaluate the success of the division’s efforts, including assisting with surveys, reviewing the results, making suggestions to improve activities, sharing results with key stakeholders, and providing feedback for proposals and reports.
Partner with TIP alumni engagement team to establish effective strategies for maintaining relationships with TIP alumni through opportunities to engage with the division.
Advise TIP Executive Director on matters related to the division and other organization-based decisions as a member of the TIP executive committee.
Participate in thought leadership, innovation and creativity, while maintaining current knowledge of trends in education, outreach, and access with an emphasis on how to engage and support gifted students and families.
Outreach and Engagement Implementation – 40%
Direct the coordination of administrative and operational duties within the TIP outreach, marketing, and customer service divisions. The division includes:
In-house marketing team who provides expertise in communications, design, video, and writing, led by the director of marketing and communications.
Customer service representatives who answer over 60,000 calls annually, led by the office manager.
Outreach team who travel locally and nationally to increase the awareness of TIP, led by the director of outreach.
Project Launch Coordinator focused on serving students from low-income backgrounds.
Supervise and coordinate tasks and work processes of 18+ professional and support staff members at TIP, including, but not limited to, hiring, training, and scheduling to ensure that the services are effectively implemented.
Liaise with parents, families, and educators to gather suggestions and resolve concerns related to the division.
Partnerships – 30%
Collaborate with TIP operational divisions (IT, human resources, and finance) to utilize IT systems and complete financial processes related to implementing outreach and engagement services.
Partner with TIP program and enrollment staff to ensure that the division’s processes are aligned with TIP’s mission, values, and goals, and promote TIP opportunities to students from diverse backgrounds.
Maintain liaison with appropriate university personnel and outside organizations to coordinate divisional business, accomplish directives and facilitate the resolution of problems.
Serve as a representative of Duke TIP in various on and off-campus activities including standing and ad hoc university committees and professional organizations.
Represent Duke TIP in meetings, conferences, and other events.
Perform other related duties incidental to the work described as assigned.
Qualifications:
The position requires a master’s degree or equivalent experience in education, counseling, or related field. Experience with communications and public relations preferred. 10+ years of professional experience in outreach and engagement, including direct experience working in or with schools and community-based organizations. In addition, s/he will have 5+ years of administrative management and supervisory experience with full-time staff. Experience working with gifted and talented students and families from diverse backgrounds preferred.
Skills:
Commitment to Duke TIP’s mission; ability to lead the implementation of partnerships and engagement goals; excellent oral and written communication skills; high level of creativity, initiative, and motivation; team orientation; willingness to set an example for influential leadership; and ability and willingness to travel.
Demonstrated ability to manage to an outcomes-based approach; proven experience in outreach, mobilization, and developing and using data to inform continuous improvement and decision-making; proven record of accomplishment of exceeding goals; and evidence of the ability to make strategic decisions through a combination of analysis, experience, and judgment.
Proven leadership and success in outreach and building partnerships at the individual, community, and organizational levels.
Strong interpersonal and relationship-building skills with the demonstrated ability to engage students and families from diverse communities.
Must be able to communicate professionally and provide positive customer service to students, parents, staff, educators, and university contacts.
Demonstrated ability to handle sensitive and confidential information and issues on a daily basis.
Proficiency in Microsoft Office Programs: Excel, Word, PowerPoint.
Duke University Talent Identification Program
300 Fuller Street, Durham, NC, USA
Duke Tip is seeking an Assistant Director for Academic Year Programming for the Educational Programs department. This position will be reporting to the Director of Program Operations. the Assistant Director for Academic Year Programming manages the development, implementation, and evaluation of Duke TIP’s academic year educational programming. Building on the successful Scholar Weekends, Academic Adventures, and Adventures in STEM programs, this position will expand the incremental reach of academic year programming to diverse locations. This position hires and supervises program site staff, supervises office support personnel, and oversees operations of sites. Some travel is required to maintain site relations and evaluate programming, to develop partnerships with potential sites, and to attend professional development events and conferences If you are interested in this position, please submit your application via the DUKE HR Career site https://hr.duke.edu/careers/apply prior to the close of the position on June 3, 2018.
Responsibilities:
Program Implementation 60%:
Develop the current model of TIP academic year programming, and work to extend its mission with new sites and educational models. Oversee the administration of all academic year programs and occasional summer programming both at Duke and expansion sites. In consultation with the Director of Educational Programs, evaluate talent search and other data, conduct needs assessments, and develop an implementation strategy for deployment at diverse locations. Make recommendations as to program locations and partnerships.
Oversee the development of curricula for academic year programs. Collaborate and assure the recruitment, hiring, training, and supervision of seasonal AYP program employees. Develop and conduct training sessions and create training materials for academic year program staff. Coordinate the scheduling of services with university departments/vendors as well as outside vendors. Negotiate and establish vendor service contracts and ensure the procurement of all incidental supplies necessary for program operations.
Oversee and coordinate planning for logistical aspects of these programs such as, housing, dining, health care, transportation, equipment rentals, special events, materials procurement, and student activities. Maintain a presence on sites during weekends when programs are running.
Develop and recommend policies specific to Academic Year Programming, and interpret existing Duke TIP policies and procedures with regards to the program. Make decisions on specific operating issues in order to develop training programs, staff handbooks, and materials that ensure compliance with TIP regulations and the smooth operation of TIP Educational Programs.
Work with the Director of Program Operations in the development and oversight of appropriate risk management strategies for students and staff attending programs. Manage emergency and crisis situations with students and staff during program sessions.
Collaborations and Communications 20%:
Coordinate the processing of student and staff evaluations at the conclusion of programs. Report evaluations and written summary assessment to the Director of Program Operations and other staff members as directed. Prepare annual report of AYP programming, evaluating the academic, residential, and logistical aspects of the programs, and making recommendations for improvements.
Work collaboratively with TIP marketing to develop materials, strategies, and communications about AYP programming.
Represent Duke TIP Educational Programs at conferences, workshops, Recognition Ceremonies, staff recruitment events, and professional meetings.
Budget and Finance 20%:
Develop budgeting and fiscal accounting processes with Duke TIP Finance. Collaborate in the development, implementation, and ongoing evaluation of admissions protocols and financial aid for AYP programming.
Develop and recommend a budget to the Director of Program Operations. Review and reconcile actual expenses to budget; develop pricing recommendations and models.
Perform other related duties incidental to the work described herein.
Required Qualifications at this Level:
Work requires a general business background generally equivalent to a bachelor's degree in a business related field.
Experience:
Work requires 2 years related business or administrative experience to become familiar with general personnel practices, accounting and budgeting principles and coordination of major office activities.
A master's degree in a business related field may be substituted for 2 years of experience.
OR ANY OTHER EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE.
Preferred Education/Training:
Master’s degree preferred; excellent ability to work collaboratively with people; excellent organizational skills; experience with curriculum development for the academically gifted; ability to use Microsoft Office software; willingness to travel. Minimum of 5 years’ experience in education and/or program management and 3 years management experience of direct reports preferred. Excellent written and verbal communication skills needed, service orientation, and collaborative skills for work with broader teams. Familiarity with talent search-based programs and educational organizations involved with gifted students is a plus.
Full Time
Duke Tip is seeking an Assistant Director for Academic Year Programming for the Educational Programs department. This position will be reporting to the Director of Program Operations. the Assistant Director for Academic Year Programming manages the development, implementation, and evaluation of Duke TIP’s academic year educational programming. Building on the successful Scholar Weekends, Academic Adventures, and Adventures in STEM programs, this position will expand the incremental reach of academic year programming to diverse locations. This position hires and supervises program site staff, supervises office support personnel, and oversees operations of sites. Some travel is required to maintain site relations and evaluate programming, to develop partnerships with potential sites, and to attend professional development events and conferences If you are interested in this position, please submit your application via the DUKE HR Career site https://hr.duke.edu/careers/apply prior to the close of the position on June 3, 2018.
Responsibilities:
Program Implementation 60%:
Develop the current model of TIP academic year programming, and work to extend its mission with new sites and educational models. Oversee the administration of all academic year programs and occasional summer programming both at Duke and expansion sites. In consultation with the Director of Educational Programs, evaluate talent search and other data, conduct needs assessments, and develop an implementation strategy for deployment at diverse locations. Make recommendations as to program locations and partnerships.
Oversee the development of curricula for academic year programs. Collaborate and assure the recruitment, hiring, training, and supervision of seasonal AYP program employees. Develop and conduct training sessions and create training materials for academic year program staff. Coordinate the scheduling of services with university departments/vendors as well as outside vendors. Negotiate and establish vendor service contracts and ensure the procurement of all incidental supplies necessary for program operations.
Oversee and coordinate planning for logistical aspects of these programs such as, housing, dining, health care, transportation, equipment rentals, special events, materials procurement, and student activities. Maintain a presence on sites during weekends when programs are running.
Develop and recommend policies specific to Academic Year Programming, and interpret existing Duke TIP policies and procedures with regards to the program. Make decisions on specific operating issues in order to develop training programs, staff handbooks, and materials that ensure compliance with TIP regulations and the smooth operation of TIP Educational Programs.
Work with the Director of Program Operations in the development and oversight of appropriate risk management strategies for students and staff attending programs. Manage emergency and crisis situations with students and staff during program sessions.
Collaborations and Communications 20%:
Coordinate the processing of student and staff evaluations at the conclusion of programs. Report evaluations and written summary assessment to the Director of Program Operations and other staff members as directed. Prepare annual report of AYP programming, evaluating the academic, residential, and logistical aspects of the programs, and making recommendations for improvements.
Work collaboratively with TIP marketing to develop materials, strategies, and communications about AYP programming.
Represent Duke TIP Educational Programs at conferences, workshops, Recognition Ceremonies, staff recruitment events, and professional meetings.
Budget and Finance 20%:
Develop budgeting and fiscal accounting processes with Duke TIP Finance. Collaborate in the development, implementation, and ongoing evaluation of admissions protocols and financial aid for AYP programming.
Develop and recommend a budget to the Director of Program Operations. Review and reconcile actual expenses to budget; develop pricing recommendations and models.
Perform other related duties incidental to the work described herein.
Required Qualifications at this Level:
Work requires a general business background generally equivalent to a bachelor's degree in a business related field.
Experience:
Work requires 2 years related business or administrative experience to become familiar with general personnel practices, accounting and budgeting principles and coordination of major office activities.
A master's degree in a business related field may be substituted for 2 years of experience.
OR ANY OTHER EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE.
Preferred Education/Training:
Master’s degree preferred; excellent ability to work collaboratively with people; excellent organizational skills; experience with curriculum development for the academically gifted; ability to use Microsoft Office software; willingness to travel. Minimum of 5 years’ experience in education and/or program management and 3 years management experience of direct reports preferred. Excellent written and verbal communication skills needed, service orientation, and collaborative skills for work with broader teams. Familiarity with talent search-based programs and educational organizations involved with gifted students is a plus.
Company Information
Solid reputation, passionate people and endless opportunities. That's Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference.
Job Summary
Under general supervision, responsible for the production and retention of a profitable book of business within an assigned territory that is consistent with overall Bond and Specialty Insurance/Business Unit strategies and objectives. This role does not manage others.
Primary Location: Charlotte - North Carolina - United States
Job Category: Underwriting
Position Type: Experienced/Professional
Target Openings: 1
Primary Job Duties & Responsibilities
General Responsibilities: Underwriting new and renewal business. Building and maintaining productive relationships with agents and brokers. Consistently achieving budgeted financial results. Collaborating with BU and region colleagues as well as internal/external business associates. Sales, agency development and management. Underwriting & Pricing: Underwrites and assesses risk for small to mid-size renewals and new business items in conjunction with BU strategies. May underwrite larger renewals. Considers different approaches toward risks to maximize profitability. Makes appropriate decisions within own underwriting authority. Underwrites moderately complex-to-complex accounts/risks. Manages the submission and underwriting process for own agency plant, working with more experienced underwriters if outside authority. Can easily articulate whether or not account is within or outside underwriting appetite/strategy, along with the reasons for that determination. Independently sets account strategy, occasionally partners with AEO or MD to set account strategy. Makes recommendations to underwriter 2, as appropriate. For P & C, may act as an Underwriter 2 for Processing and Underwriting Procedures for Small Accounts (PUPS). May input financials and is able to calculate key ratios and more complex financial metrics, drawing conclusions about the financial health of an account. In addition to, or in lieu of, financials, may review other key metrics; makes decisions regarding pricing, capacity, terms and conditions based on those analyses on complex accounts. Proactively collaborates with regional and Home Office underwriters Maintains accurate underwriting documentation and information. Meets quality assurance standards May act as a Region or industry resident expert. Underwriting Operations: Manages flow of new and renewal business. Agency Management/Relationship: Lead or participate in agency training sessions. May be sought out by broker/agent for his/her expertise regarding industry and local issues. Primary agency or broker relationship is producer / internal broker. Sales Management/Marketing: Leverages agent/broker relationships to drive new business opportunities via existing relationships as well as where there is no existing relationship; continually prospects for new opportunities. Achieves and/or surpasses agency/broker visibility goals. Acts as a business partner to agents and brokers. Uses strong negotiation skills and deep product knowledge to meet the needs of the account. Develops agency plant sales/business plan. Sales activities should include some of the larger and more important agency/brokers/clients. Participates in, and may lead, underwriting/agency meetings. Actively contributes in Region and/or Business Unit sales meetings. Regularly attends agency/broker events and/or industry functions. Takes the initiative to partner with colleagues in other Bond and Specialty Insurance or Travelers BUs to cross sell all Travelers products. Is able to utilize analytics and tools to assist in the sale and pricing (if applicable) of accounts. Other duties as assigned.
Minimum Qualifications
A minimum of 2 years of underwriting experience is required. A current/valid drivers license is required.
Education, Work Experience & Knowledge
3-6 years of underwriting experience preferred. Bachelor degree preferred. Industry Knowledge: Understands the local insurance marketplace, industry business operations, critical issues and financial drivers that affect the BU, region and local office. Is able to apply that understanding to the sales plan, pricing strategy and underwriting strategy. Continuously seeks out market insight from others and uses acquired knowledge to assist less experienced employees. Product Knowledge: Knowledge of BU products/coverages and pricing and the linkages to strategy and can easily explain them to others. Understands organizational and regulatory rules, policies and procedures and effectively employs that knowledge in day-to-day work.
Job Specific & Technical Skills & Competencies
Able to proficiently use all Bond and Specialty Insurance technology tools. Can negotiate skillfully in routine situations. Able to gain the trust of others quickly. Takes ownership and responsibility for actions and outcomes, performance and results. Can identify current or future problems or opportunities; able to analyze, synthesize and compare information to understand issues; able to identify cause/effect relationships and can explore alternative solutions to support sound decision making. Able to remain energized and focused in the face of ambiguity, change or strenuous demands. Demonstrates effective verbal, written and listening communication skills. Can provide service excellence to internal or external clients. Able to exercise sound judgment, make decisions and commit to a position. Has the ability to work with and include people from different backgrounds, experiences, cultures, races, etc. and views those differences as assets to be leveraged to accomplish business goals and objectives. Can seek out, build, foster and maintain productive relationships, networks or alliances to meet goals and achieve results. Can work with others in situations where a team is mutually responsible to produce a result. Can takes ideas different from own seriously; able to share responsibility and collaborate with others; accepts criticism well. Able to self-reflect on strengths and weaknesses and is willing to improve. Can seek out experiences that may change perspective or provide an opportunity to learn new things. Can act as a role model for employees and keeps a positive attitude. Acts in accordance with stated values; follows through on promises; uses ethical considerations to guide decisions and actions.
Environmental/Work Schedules/Other
Requires travel minimum 20% of time.
Physical Requirements
Operates standard office equipment. Requires extended periods of computer use. Requires extended periods of sitting.
Licensing or Certificates
A current/valid drivers license is required.
Equal Employment Opportunity Statement
Travelers is an equal opportunity employer.
Full Time
Company Information
Solid reputation, passionate people and endless opportunities. That's Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference.
Job Summary
Under general supervision, responsible for the production and retention of a profitable book of business within an assigned territory that is consistent with overall Bond and Specialty Insurance/Business Unit strategies and objectives. This role does not manage others.
Primary Location: Charlotte - North Carolina - United States
Job Category: Underwriting
Position Type: Experienced/Professional
Target Openings: 1
Primary Job Duties & Responsibilities
General Responsibilities: Underwriting new and renewal business. Building and maintaining productive relationships with agents and brokers. Consistently achieving budgeted financial results. Collaborating with BU and region colleagues as well as internal/external business associates. Sales, agency development and management. Underwriting & Pricing: Underwrites and assesses risk for small to mid-size renewals and new business items in conjunction with BU strategies. May underwrite larger renewals. Considers different approaches toward risks to maximize profitability. Makes appropriate decisions within own underwriting authority. Underwrites moderately complex-to-complex accounts/risks. Manages the submission and underwriting process for own agency plant, working with more experienced underwriters if outside authority. Can easily articulate whether or not account is within or outside underwriting appetite/strategy, along with the reasons for that determination. Independently sets account strategy, occasionally partners with AEO or MD to set account strategy. Makes recommendations to underwriter 2, as appropriate. For P & C, may act as an Underwriter 2 for Processing and Underwriting Procedures for Small Accounts (PUPS). May input financials and is able to calculate key ratios and more complex financial metrics, drawing conclusions about the financial health of an account. In addition to, or in lieu of, financials, may review other key metrics; makes decisions regarding pricing, capacity, terms and conditions based on those analyses on complex accounts. Proactively collaborates with regional and Home Office underwriters Maintains accurate underwriting documentation and information. Meets quality assurance standards May act as a Region or industry resident expert. Underwriting Operations: Manages flow of new and renewal business. Agency Management/Relationship: Lead or participate in agency training sessions. May be sought out by broker/agent for his/her expertise regarding industry and local issues. Primary agency or broker relationship is producer / internal broker. Sales Management/Marketing: Leverages agent/broker relationships to drive new business opportunities via existing relationships as well as where there is no existing relationship; continually prospects for new opportunities. Achieves and/or surpasses agency/broker visibility goals. Acts as a business partner to agents and brokers. Uses strong negotiation skills and deep product knowledge to meet the needs of the account. Develops agency plant sales/business plan. Sales activities should include some of the larger and more important agency/brokers/clients. Participates in, and may lead, underwriting/agency meetings. Actively contributes in Region and/or Business Unit sales meetings. Regularly attends agency/broker events and/or industry functions. Takes the initiative to partner with colleagues in other Bond and Specialty Insurance or Travelers BUs to cross sell all Travelers products. Is able to utilize analytics and tools to assist in the sale and pricing (if applicable) of accounts. Other duties as assigned.
Minimum Qualifications
A minimum of 2 years of underwriting experience is required. A current/valid drivers license is required.
Education, Work Experience & Knowledge
3-6 years of underwriting experience preferred. Bachelor degree preferred. Industry Knowledge: Understands the local insurance marketplace, industry business operations, critical issues and financial drivers that affect the BU, region and local office. Is able to apply that understanding to the sales plan, pricing strategy and underwriting strategy. Continuously seeks out market insight from others and uses acquired knowledge to assist less experienced employees. Product Knowledge: Knowledge of BU products/coverages and pricing and the linkages to strategy and can easily explain them to others. Understands organizational and regulatory rules, policies and procedures and effectively employs that knowledge in day-to-day work.
Job Specific & Technical Skills & Competencies
Able to proficiently use all Bond and Specialty Insurance technology tools. Can negotiate skillfully in routine situations. Able to gain the trust of others quickly. Takes ownership and responsibility for actions and outcomes, performance and results. Can identify current or future problems or opportunities; able to analyze, synthesize and compare information to understand issues; able to identify cause/effect relationships and can explore alternative solutions to support sound decision making. Able to remain energized and focused in the face of ambiguity, change or strenuous demands. Demonstrates effective verbal, written and listening communication skills. Can provide service excellence to internal or external clients. Able to exercise sound judgment, make decisions and commit to a position. Has the ability to work with and include people from different backgrounds, experiences, cultures, races, etc. and views those differences as assets to be leveraged to accomplish business goals and objectives. Can seek out, build, foster and maintain productive relationships, networks or alliances to meet goals and achieve results. Can work with others in situations where a team is mutually responsible to produce a result. Can takes ideas different from own seriously; able to share responsibility and collaborate with others; accepts criticism well. Able to self-reflect on strengths and weaknesses and is willing to improve. Can seek out experiences that may change perspective or provide an opportunity to learn new things. Can act as a role model for employees and keeps a positive attitude. Acts in accordance with stated values; follows through on promises; uses ethical considerations to guide decisions and actions.
Environmental/Work Schedules/Other
Requires travel minimum 20% of time.
Physical Requirements
Operates standard office equipment. Requires extended periods of computer use. Requires extended periods of sitting.
Licensing or Certificates
A current/valid drivers license is required.
Equal Employment Opportunity Statement
Travelers is an equal opportunity employer.
Telamon Corporation is seeking a Deputy Executive Director to oversee the operations of our Workforce and Career Services line of business. Within this line of business, Telamon operates a variety of Department of Labor programs including the National Farmworker Jobs Program, WIOA Youth Services, Homeless Veterans Reintegration Program and other community based programming. This position will lead all aspects of this line of business for the corporation, overseeing operations, participating with the corporate leadership team in strategic planning, ensuring sound financial and management practices, interacting with the Governing Board and directly supervising Directors. The Deputy Executive Director will be expected to:
Analyze operations to evaluate performance of assigned line of business (LOB) and staffs to determine areas of potential improvement, growth, and necessary policy or structural change to meet corporate objectives.
Direct, plan and implement policies, objectives, or activities by LOB to ensure continuing operations, to maximize return on investment and increase productivity/efficiency.
Confer with organization and LOB leaders to discuss issues, coordinate activities or resolve problems impacting departments and the greater organization.
Review reports or requests by LOB leaders to recommend approval or suggest changes for improvement and implementation.
Research, interpret and explain policies, rules, regulations or laws to promote or support interests of the corporation, its employees, customers and other interested parties.
Foster and promote positive business relationships with funding sources and community partners.
Contribute to improved morale and employee engagement by serving as a role model, mentor, coach and motivator to all members of assigned LOB and the greater organization.
Contribute unique ideas and perspectives to process and systems improvement and thus impact the organization and its contributions to the greater good of our communities.
Assumes assigned duties in the absence of the Executive Director.
Signs and executes official documents as designated.
Serves as staff liaison to assigned Governing Board Committees.
Represents the Executive Director and the Corporation at official functions and meetings as required.
Prepare for and present information as industry leader at community meetings or industry conferences.
May oversee operations in the absence of LOB Leader.
This position directly supervises others. This may include participation in the recruitment/selection process for new hires, employee training, onboarding, conducting performance coaching/evaluation, compensation administration, delegation of duties and conflict resolution. Promotes an environment of teamwork and cooperation and is accessible to employees.
Qualifications:
A Bachelor's Degree in Business Administration or a related field of Social Science is required.
Ongoing professional development in technical, administrative and management topics.
Minimum of ten years of experience in a senior management position, to include supervision, with community, social service, education or employment programs.
Must have own transportation, a valid driver’s license, and vehicle insurance.
Skills and Abilities:
Microsoft Office products and on-line client management systems
Sustained concentration and ability to handle multiple tasks, often simultaneously.
Ability to work independently and maintain professional boundaries and confidentiality.
Ability to interpret complex policies and regulations.
Ability to exercise tact and discretion in all employee and customer interactions.
Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
The ability to read and understand information and ideas presented in writing.
Bringing others together and trying to reconcile differences.
The ability to listen to and understand information and ideas presented through spoken words and sentences.
The ability to communicate information and ideas in speaking so others will understand.
The ability to apply general rules to specific problems to produce answers that make sense.
To apply, please visit our website at www.telamon.org and click on "jobs" to submit an online employment application.
Full Time
Telamon Corporation is seeking a Deputy Executive Director to oversee the operations of our Workforce and Career Services line of business. Within this line of business, Telamon operates a variety of Department of Labor programs including the National Farmworker Jobs Program, WIOA Youth Services, Homeless Veterans Reintegration Program and other community based programming. This position will lead all aspects of this line of business for the corporation, overseeing operations, participating with the corporate leadership team in strategic planning, ensuring sound financial and management practices, interacting with the Governing Board and directly supervising Directors. The Deputy Executive Director will be expected to:
Analyze operations to evaluate performance of assigned line of business (LOB) and staffs to determine areas of potential improvement, growth, and necessary policy or structural change to meet corporate objectives.
Direct, plan and implement policies, objectives, or activities by LOB to ensure continuing operations, to maximize return on investment and increase productivity/efficiency.
Confer with organization and LOB leaders to discuss issues, coordinate activities or resolve problems impacting departments and the greater organization.
Review reports or requests by LOB leaders to recommend approval or suggest changes for improvement and implementation.
Research, interpret and explain policies, rules, regulations or laws to promote or support interests of the corporation, its employees, customers and other interested parties.
Foster and promote positive business relationships with funding sources and community partners.
Contribute to improved morale and employee engagement by serving as a role model, mentor, coach and motivator to all members of assigned LOB and the greater organization.
Contribute unique ideas and perspectives to process and systems improvement and thus impact the organization and its contributions to the greater good of our communities.
Assumes assigned duties in the absence of the Executive Director.
Signs and executes official documents as designated.
Serves as staff liaison to assigned Governing Board Committees.
Represents the Executive Director and the Corporation at official functions and meetings as required.
Prepare for and present information as industry leader at community meetings or industry conferences.
May oversee operations in the absence of LOB Leader.
This position directly supervises others. This may include participation in the recruitment/selection process for new hires, employee training, onboarding, conducting performance coaching/evaluation, compensation administration, delegation of duties and conflict resolution. Promotes an environment of teamwork and cooperation and is accessible to employees.
Qualifications:
A Bachelor's Degree in Business Administration or a related field of Social Science is required.
Ongoing professional development in technical, administrative and management topics.
Minimum of ten years of experience in a senior management position, to include supervision, with community, social service, education or employment programs.
Must have own transportation, a valid driver’s license, and vehicle insurance.
Skills and Abilities:
Microsoft Office products and on-line client management systems
Sustained concentration and ability to handle multiple tasks, often simultaneously.
Ability to work independently and maintain professional boundaries and confidentiality.
Ability to interpret complex policies and regulations.
Ability to exercise tact and discretion in all employee and customer interactions.
Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
The ability to read and understand information and ideas presented in writing.
Bringing others together and trying to reconcile differences.
The ability to listen to and understand information and ideas presented through spoken words and sentences.
The ability to communicate information and ideas in speaking so others will understand.
The ability to apply general rules to specific problems to produce answers that make sense.
To apply, please visit our website at www.telamon.org and click on "jobs" to submit an online employment application.
