Director, Valuation & Inforce Product Management

About Us

At Everly, our vision is to change the paradigm of insurance. We know life insurance can be confusing and complex. We know that most people purchase life insurance at a milestone moment and file it away for the future. We want to change how people think about, buy, and use life insurance by being a partner in life’s journey. We are focused on making things that matter, making meaningful connections, and making things work WAY better.

Our goal is to provide radically transparent, consumer-first insurance solutions.

We are looking for people with a continuous improvement mindset. Those who think the opposite of “This is how we’ve always done it”. We want people on our team who are always asking “How can we do this better?”

Our company values are a guide to our behavior and help inform our decisions. We want people who embody those values of breaking down barriers, owning the outcome, embracing the journey, and sparking joy.

This is a remote position based in the US with occasional travel.

We are seeking a versatile and detail-oriented Director, Valuation and Inforce Management to act as the owner of the valuation function for the company and support the Stat & GAAP actuarial reporting requirements. This role owns the integrity and structure of inforce model populations — ensure population inputs are auditable, consistently structured, and aligned across valuation, projection, and reporting. Additionally, this role is a key support function for the financial reporting needs of the company including asset adequacy testing, annual statement, ORSA, FP&A, and risk management.

The ideal candidate thrives in a small-company environment where wearing multiple hats is the norm. You are equal parts technical expert, project wrangler, and cross-functional partner. You build strong relationships across marketing, operations, technology, legal, and third-party vendors, and you are willing to roll up your sleeves and dive deep into the details to get the job done. You will be the go‑to authority on how reserve calculations work technically and will lead the effort to ensure they are built, tested, documented, reported, and maintained correctly.

• Own the actuarial valuation for life & annuity reserves process and calculations for Stat and GAAP valuations including VM-20, VM-22, CRVM, SOP 03-1, FAS-133, DAC, Dividend Liability, and Riders.
• Support actuarial & financial reporting for P  VM-31, Annual Statement, Asset Adequacy Testing, GAAP disclosures, new business value, Income Statement, Balance Sheet, Gains by Source, and ad-hoc requests.

• Strengthen experience studies & annual assumption review recommendations to comply with VM-31 statutory requirements.
• Lead testing, monitoring, & sensitivity analysis of financial impacts from experience studies on inforce & industry business.
• Create & own ongoing measurement tools of economic market impacts, regulatory change, and other risk drivers to the inforce business.

• Create and maintain a best-in-class automated process for all actuarial reserving valuation & reporting requirements, ensuring processes are auditable, navigable, and efficient in providing stakeholders with real time actionable information.
• Document new & existing processes and provide clear, auditable proof for reserve & reporting compliance with regulations.

• Support pricing & forecasting activities by acting as a subject matter expert on reserve & product functionality for modeling & analysis.
• Contribute to strategic planning efforts by providing actuarial and product perspective on initiatives, market developments, and operational improvement opportunities.

Serve as the internal authority on actuarial modeling platform capabilities — advise on platform configuration and use; identify opportunities to expand utility as the business scales.

Own variable product financial management — be the go‑to expert on VUL mechanics, reserve behavior, and income dynamics across Finance, FP&A, and product leadership.

Consult…