Product Implementation Lead

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.

About the role:

We are seeking a versatile and detail-oriented Product Implementation Lead to serve as the central technical resource bridging our product development, actuarial, and operations functions. This role owns the actuarial and technical dimensions of the product lifecycle—from design specifications through implementation, testing, filing, and ongoing operational support—for our life insurance and annuity product portfolio.

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, and third-party vendors, and you are willing to roll up your sleeves and dive deep into the details to get the job done. While you will not be designing products from scratch, you will be the go-to authority on how products work technically and will lead the effort to ensure they are built, tested, documented, and maintained correctly.

What You’ll Do:Product Technical Support & Subject Matter Expertise

• Own the actuarial/technical specifications for product features across life insurance and annuity products, translating product design intent into detailed, implementable requirements.
• Serve as the internal SME on product technical design, features, formulas, rates, and mechanics throughout the product development cycle.
• Lead rate-setting activities for life and annuity products, including developing and maintaining rate scales, factors, and supporting documentation.
• Support product filings from an actuarial perspective, ensuring technical accuracy and completeness of filed materials.

Testing, Validation & Operational Support

• Lead testing of technical product features on administration and illustration systems, developing and executing test plans to validate that implemented values match actuarial intent.
• Drive validation and remediation of defects in actuarial and product values across systems, partnering with technology and operations teams to resolve issues through to completion.
• Provide ongoing operational support for actuarial and product values in production, including troubleshooting, root-cause analysis, and corrective action.
• Step in to support operational and administrative issues on an ad hoc basis when immediate resolution is needed.

Documentation & Process Management

• Maintain and enforce internal documentation standards for all actuarial and product materials, ensuring specifications, rate bases, testing artifacts, and reference documents are current, organized, and accessible.
• Apply project management discipline to recurring actuarial activities such as dividend determination, rate updates, and other BAU processes—tracking timelines, coordinating stakeholders, and ensuring deliverables are met.

Cross-Functional Collaboration & Strategic Support

• Serve as a key liaison between actuarial, marketing, operations, the PMO, technology, and third-party partners, ensuring alignment and clear communication across workstreams.
• Support PMO activities as needed, including project tracking, status reporting, and coordination of cross-functional deliverables.
• Contribute to strategic planning efforts by providing actuarial and product perspective on initiatives, market developments, and operational improvement opportunities.

Skills and Experience:Required

• Bachelor’s degree in actuarial science, mathematics, finance, or a related quantitative field.
• 10–15 years of experience in the life insurance industry, with hands-on exposure to product development, implementation, or administration.
• Strong working knowledge of life insurance and/or annuity product mechanics, features, and regulatory frameworks.
• Experience with insurance administration and/or illustration systems and the testing lifecycle.
• Demonstrated ability to manage multiple workstreams, track deadlines, and coordinate across teams without formal project management authority.
• Excellent written and verbal communication skills, with the ability to translate technical actuarial concepts for non-technical audiences.
• High attention to detail and a strong sense of ownership over work quality.

Preferred

• Experience with state product filing processes and regulatory requirements.
• Familiarity with project management tools and methodologies.
• Experience working in a small or mid-size insurance company environment where broad scope and flexibility are essential.
• Exposure to financial reporting, pricing, or modeling functions (not required for the role but helpful for cross-functional collaboration).

At Everly, we celebrate our diverse backgrounds and support our differences, and we are dedicated to equal employment opportunities regardless of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status.

We’re also committed to adding new perspectives to our team and invite applications from people of all walks of life. We understand that experience comes in many forms, so if you believe you’re close to what we’re looking for, please consider applying.

Everly offers a competitive salary and as a full-time employee you are eligible for our robust benefits package including:

• Employees are eligible for an annual incentive bonus designed to reward for performance.
• The salary range for this job in most geographic locations in the US is $151,000 - $173,000
• Candidates hired to work in other locations will be subject to the pay range associated with that location and will be reflected in the candidate’s offer letter.
• Flexible paid time off for PTO, plus paid holidays, days of Significance, and a Volunteer Day
• Paid parental leave eligible after 3 months of service
• Medical, Dental & Vision Insurance
• 401k with company match
• Profit Sharing & Savings Plan
• Short-term and long-term disability insurance
• Flexible spending account
• Life insurance
• Educational Assistance
• Associate Assistance Programs and more!

Visit the career section to apply and submit your resume. EOE