Finance & Insurance Manager jobs in San Jose, CA

The Role

Arta Finance is on an audacious and incredibly rewarding mission: to pave the way for people everywhere to lead more successful financial lives. We value trust, teamwork, and adaptability. 

The Arta Insurance Team is looking for an Insurance Manager to focus on building and scaling our insurance business vertical. This is a new role at Arta and we are looking for someone excited to create and have high impact! This person will work directly with the Head of Insurance to build out our Insurance Family Office product and value proposition. This includes evolving partner strategies, managing new product launches including tech and marketing, developing GTM strategies, ensuring regulatory compliance, managing operations, and maintaining clear and consistent reporting. The ideal candidate will be a self-starter, highly analytical, strong communicator, and have an impeccable attention to detail. They will be able to lead and coordinate complex projects end to end. In addition, they must be able to thrive and succeed in an entrepreneurial environment, and not be hindered by ambiguity or competing priorities.

If you're interested in doing industry-changing work with smart, caring people, we’d love to hear from you.

What You Will Do

• Work with our product and engineering teams so we can quickly improve our insurance product for our members

• Optimize existing life insurance product for a seamless user experience and assist in launching new insurance products on the app and website

• Foster long-term, collaborative relationships with insurance intermediaries and carriers - add and manage new partnerships where needed based on ability to select best of breed

• Build relationships and collaborate with internal stakeholders on critical insurance vertical related strategic decisions; internal stakeholders will include C-suite, Product, Engineering, Legal, Compliance, Operations and Finance

• Adapt to new and ever changing technology as we build our processes and workflows

• Utilize our CRM product to manage sales cycle activity and customer feedback  

• Develop and implement robust data-driven action plans to improve business performance

• Assess areas of opportunity, in line with overall vision and strategy of Arta and the insurance business - develop pragmatic solutions to key strategic and operational issues

• Communicate progress and strategic priorities to the leadership team

• Provide thought leadership and subject matter expertise in relevant areas of insurance

Who You Are 

• 10 years of relevant experience in a fast-paced, technologically oriented corporate environment

• Experience working in the Insurance/Insurtech industry is a must

• A Bachelor’s or Master’s Degree 

• Experience in Business Operations, Management Consulting, and/or Investment Banking preferred

• Experience working with data and using practical statistical analyses

• Demonstrated ability to lead complex projects end to end

• Outstanding executive-level verbal and written communication skills - including experience in developing compelling presentations

• Obsession with creating an amazing customer experience

• Passion for solving complex problems, and building scalable tech processes

• Impeccable attention to detail, follow-through, and resourcefulness

• Ability to effectively manage time, prioritize tasks and work within deadlines with little supervision

• Comfort working in a high growth, constantly changing environment

• Bonus: Experience at an insurance brokerage with sales of life insurance products

• Bonus: Life and personal lines Insurance sales license

• Bonus: FINRA 6/63 registration

What We Offer

• Robust health insurance offering for you and your family

• High deductible health plan available with health savings account contribution

• Complimentary One Medical membership for individuals and dependents 

• 20 weeks of parental leave

• 15 days PTO annually plus national and company holidays

Arta's Compensation Philosophy

We determine your level based on factors including your interview performance, job-related skills, experience, and relevant education or training. Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). If you are presented with an offer, we will review the base salary, benefits, number of options, notional option value and strike price. We would like to know if you accept our offer within 7 days.

Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation.

IC I: $110,000-$180,000
IC II: $160,000-$230,000
IC III: $180,000-$300,000