Simplify Logo
iPipeline

iPipeline

End-to-end life insurance sales platform

Actuarial Developer

Full-TimeDeadline 8/31/27
No salary listed
Senior
Wayne, PA, USA
In Person

About the job

Requirements
  • Typically requires 6+ years of experience in actuarial development, modeling, or software development with a focus on complex modeling projects.
  • Deep understanding of actuarial principles and advanced modeling techniques.
  • Ability to develop and optimize complex algorithms and integrate multiple software tools and systems.
  • Ability to translate actuarial requirements into technical solutions.
  • Proven track record of delivering high-quality actuarial solutions on time and within budget.
  • Extensive experience with actuarial software tools and platforms.
  • Understanding of changes in the insurance industry and regulation to advise clients on potential solutions.
  • Familiarity with state insurance department regulations and National Association of Insurance Commissioners Model Regulations.
  • Experience and understanding of tax calculations under the 7702 and 7702A tax codes and their policy value implications.
  • Expert knowledge using first principles or commutation functions to perform actuarial calculations such as a Net Single Premium.
  • Proven experience in .NET programming, bisection methods, and root-solving methods.
  • Ability to manage multiple projects simultaneously.
  • Strong communication skills, with the ability to explain complex technical concepts to non-technical stakeholders.
  • Advanced expertise in designing and implementing comprehensive testing strategies for complex actuarial models, including evaluating model assumptions, methodologies, and outcomes against business requirements and regulatory standards.
Responsibilities
  • Lead the design, development, and implementation of complex actuarial models using regression analysis methods and software solutions.
  • Build and maintain strong relationships with clients, acting as the primary technical contact for actuarial projects.
  • Manage and analyze large datasets to support model development and financial projections.
  • Develop and implement actuarial solution architectures that are scalable, secure, and aligned with client needs.
  • Provide technical guidance and mentorship to less experienced developers.
  • Ensure that actuarial models and software solutions meet standards of accuracy and reliability.
  • Develop strong test plans for all phases of product development.
  • Perform other duties as assigned.
Desired Qualifications
  • Experience with Visual Studio, JavaScript, HTML, and XML.

About the company

iPipeline provides cloud-based software for the life insurance, pensions, and financial services sectors. Its platform offers an end-to-end solution that supports the entire sales cycle—from initial quotes and illustrations to electronic applications and policy processing. Targeting financial advisers, insurance carriers, and distributors, iPipeline delivers a suite of integrated tools on a subscription/licensing model to help clients streamline operations, cut down on paperwork, and speed up the sales process. Its products include quoting engines, e-applications, and policy processing that can be embedded into a client’s existing workflow. Compared to competitors, iPipeline emphasizes a cohesive, all-in-one platform designed for B2B use in insurance and wealth management, rather than a collection of standalone tools. The company’s goal is to enable faster, more accurate product recommendations and smoother policy administration across the life and retirement product lifecycle.

Company Size

501-1,000

Company Stage

Growth Equity (Venture Capital)

Total Funding

$104.4M

Headquarters

Upper Merion Township, Pennsylvania

Founded

2004

Get referred to iPipeline

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • September 1, 2026 Origo closes, expanding UK wealth and retirement revenue exposure.
  • August 19, 2026 Novera API Hub launches Headless Annuities for embedded digital distribution.
  • February 25, 2026 hires Loren Brockhouse and Mike James sharpen revenue execution and services margins.

What critics are saying

  • Competitors like FIDx and embedded carrier APIs compress iPipeline’s distribution moat by 2027.
  • Origo integration and AWS production migration create service outages and implementation delays.
  • If advisors stay inside rival platforms, iPipeline becomes invisible middleware and loses pricing power.

What makes iPipeline unique

  • Origo and Unipass add trusted UK connectivity across providers, advisors, and platforms.
  • Novera API Hub embeds AFFIRM annuities into clients' workflows, not separate portals.
  • iPipeline’s massive carrier and broker-dealer network creates switching costs for distribution workflows.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Wellness Program

Flexible Work Hours

Employee Stock Purchase Plan

401(k) Company Match

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

8%
IFA Magazine
Sep 7th, 2026
Beagle Street makes two key appointments supporting intermediary market growth.

Beagle Street makes two key appointments supporting intermediary market growth. September 7, 2026 Life insurance and critical illness cover provider Beagle Street, part of the OneFamily Group, has made two key appointments as it continues its growth into the intermediary market. Amanda Moore joins as Strategic Account Manager and Zoe Mears as Strategic Development Manager, bringing a wealth of experience, knowledge and expertise to the team at a significant time of expansion. Moore brings with her a track record of building strategic relationships, having previously held positions at Vitality, AIG Life and LifeSearch. She will lead on Beagle Street's strategic intermediary partnerships, driving growth, unlocking new distribution opportunities and forging long-term relationships with key accounts across the UK. Mears will shape Beagle Street's distribution strategy, representing the organisation externally and ensuring adviser feedback drives real change in the proposition. Mears joins from iPipeline, where she held the position of enterprise strategic partnership manager. Drawing on her market insight and experience, she will help ensure Beagle Street's proposition continues to evolve in line with the needs of advisers and customers. Earlier this year, Beagle Street launched into the intermediary protection market, committing to bring an adviser-focused approach with the aim of making life insurance and critical illness cover more accessible. The hires mark the next chapter in Beagle Street's intermediary story, reinforcing its ambition to become the partner advisers turn to first in protection. "I'm excited to be joining Beagle Street at such a pivotal time. The organisation has great ambition for growth within the intermediary market and a genuine commitment to building strong partnerships. I can't wait to get stuck into our strategic accounts and help more advisers protect more families." Amanda Moore "What draws me to Beagle Street is its focus on listening to advisers and customers and using that insight to make protection more accessible. I'm pleased to be joining at a time when there is a real opportunity to bring fresh thinking to protection. I look forward to playing a part in developing a proposition that reflects how advisers want to work and how customers want to buy protection today." Zoe Mears "These appointments are an important step in strengthening our proposition for the intermediary market. Amanda and Zoe bring valuable experience and, importantly, a strong understanding of what advisers need from a provider. By investing in our distribution capability and deepening our relationships with advisers, we can continue to build momentum, broaden our reach and make a real difference to how protection is accessed by more customers." Adam Cubitt, Head of Distribution Sales at Beagle Street "Amanda and Zoe are excellent additions to the team, bringing complementary strengths that will help sharpen our intermediary proposition even further. Their appointments build our distribution capability and bring us closer to our ambition of becoming the long-term trusted partner for advisers across protection. I'm delighted to welcome them both to the team and look forward to working with them as Beagle Street continues to grow in the intermediary market." Holly Ewing, Distribution Director at Beagle Street

Financial IT
Sep 1st, 2026
iPipeline completes acquisition of Origo, advancing its vision for connected financial services.

iPipeline completes acquisition of Origo, advancing its vision for connected financial services. * Infrastructure * 01.09.2026 02:17 pm iPipeline(R), a leading global provider of digital solutions for the life insurance and financial services industry, today announced it has completed the acquisition of Origo following receipt of all required regulatory approvals, including approval from the UK Competition and Markets Authority. As financial services firms face growing pressure to modernize operations, improve customer experiences, and navigate increasingly complex technology environments, the ability to connect people, processes, and data has become a critical competitive advantage. This acquisition expands iPipeline's presence in the UK wealth and retirement market and further strengthens its ability to help customers navigate fragmented systems, manual processes, and disconnected experiences that continue to challenge financial services organizations worldwide. For decades, iPipeline has helped carriers, distributors, advisors, and financial institutions digitize and streamline critical business processes. Origo brings deep expertise within the UK market, enabling secure, trusted connectivity between providers, advisors and platforms, helping firms exchange information efficiently and reducing friction across complex financial ecosystems. As insurance, retirement, and wealth management become increasingly connected, firms are looking for technology that simplifies interactions across products, partners and channels. The acquisition strengthens iPipeline's ability to help customers create this connection, while expanding the capabilities needed to support the future of digital financial services. For Pat O'Donnell, Chief Executive Officer of iPipeline, bringing Origo into the organization reflects the company's vision for helping financial services firms operate in a more connected and efficient way. "As financial services organizations face growing pressure to modernize operations and deliver seamless customer experiences, the ability to connect people, processes and information has become increasingly important." "Origo's expertise in trusted connectivity aligns closely with iPipeline's strengths - enhancing our ability to help customers reduce complexity, improve collaboration and operate more effectively." Rachel Edwards, Managing Director, UK & Europe, iPipeline, continued "This acquisition brings together two organizations that share a common belief; the best innovation comes from working closely with customers and helping the industry solve real challenges." "By combining Origo's trusted connectivity capabilities with iPipeline's technology, we have an opportunity to create a more connected ecosystem that simplifies interactions, supports growth and delivers better experiences for the firms and customers we serve." "Just as importantly, we're bringing together two teams with a shared commitment to trusted connectivity, partnership and practical innovation. Those values will continue to guide us as we move forward together." That shared focus on connectivity, collaboration and customer outcomes was a natural fit for both organizations. Anthony Rafferty, Chief Executive Officer of Origo, said: "Origo has always focused on making it easier for firms to connect and work together. Joining iPipeline allows us to build on that mission while maintaining the transparent, collaborative approach our customers value." "We have an opportunity to strengthen the services our customers rely on today while helping drive greater efficiency and innovation across the industry." Customers can expect continuity throughout the transition. All services and solutions will remain available, connected and partner-friendly, with continued investment focused on helping firms simplify operations and strengthen collaboration across financial services. Together, iPipeline and Origo will continue investing in technology that connects people, processes and information, helping organizations navigate complexity and prepare for the future of financial services. The Origo and Unipass brands will continue as an iPipeline company.

Associated Press
Sep 1st, 2026
iPipeline completes acquisition of Origo to advance connected financial services vision

iPipeline, a global provider of digital solutions for life insurance and financial services, has completed its acquisition of Origo after receiving all regulatory approvals, including from the UK Competition and Markets Authority. The acquisition expands iPipeline's presence in the UK wealth and retirement market. Origo specialises in secure connectivity between providers, advisors and platforms, helping firms exchange information efficiently. iPipeline chief executive Pat O'Donnell said the deal reflects the company's vision for helping financial services firms operate more efficiently. Rachel Edwards, managing director for UK and Europe at iPipeline, said the acquisition combines organisations sharing a belief that innovation comes from working closely with customers. All Origo services will remain available during the transition. The Origo and Unipass brands will continue as an iPipeline company.

Astor Media
Aug 25th, 2026
JammJar integrates iPipeline protection sourcing technology.

JammJar integrates iPipeline protection sourcing technology. JammJar has integrated iPipeline's protection sourcing technology into its AI operating system, allowing mortgage advisers to access protection tools without leaving the platform. JammJar has integrated iPipeline's protection sourcing technology into its AI operating system as it looks to bring more of the mortgage and protection advice journey into a single platform. The integration will allow advisers using JammJar to access iPipeline's protection sourcing capabilities without moving between separate systems. JammJar said the move is designed to make protection a more natural part of the mortgage advice process while reducing manual administration and disconnected technology. The platform is built around an AI-led operating system intended to connect people, processes, communication and data across mortgage businesses. The iPipeline integration will form part of JammJar's next-generation platform launch, which is due to be unveiled during an online webinar on 17th September at 11am. The launch will also include enhanced AI capabilities, configurable workflow automation, AI agents, deeper Microsoft integration and a redesigned customer experience. Karl Griffin, chief executive officer and co-founder of JammJar, said: "Mortgage advisers have spent years having to work across different systems that don't talk to each other. Protection is a really important part of the advice journey, so it makes no sense for advisers to have to step outside the environment where they're already managing their clients and cases to access the tools they need. "That's what The Intermediary is changing with JammJar. The Intermediary is creating an intelligent layer across the mortgage business that connects people, processes, communication and data, with AI at the heart of it. The aim is to remove the manual administration and disconnected technology that gets in the way of advisers doing their jobs. "The Intermediary is not trying to build the next generation of CRM. The Intermediary is building what comes next - a smarter, more human way to run a mortgage business, and integrating iPipeline's protection sourcing technology is another important part of delivering that. "The iPipeline integration is also just one of a number of major developments we're about to unveil. If brokers want to see how it works in practice, and what else is coming to JammJar, I'd encourage them to register for our webinar on 17 September. We'll be demonstrating the next generation of the platform and showing what these changes mean for advisers day to day." Stephanie Hydon, AVP strategic sales partnerships at iPipeline, said: "Technology will play the most crucial role in making protection a more natural, consistent and efficient part of the mortgage advice journey. By integrating SolutionBuilder with JammJar we continue to remove friction from the protection advice process - increasing adviser confidence and increasing the time they spend on meaningful client engagement."

Financial IT
Aug 19th, 2026
iPipeline introduces Novera API Hub, creating a connected life, annuity, and wealth ecosystem.

iPipeline introduces Novera API Hub, creating a connected life, annuity, and wealth ecosystem. * Wealth Management * 19.08.2026 02:48 pm iPipeline(R), a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, today announces the launch of the Novera API Hub, a developer experience that provides organizations with a simplified way to build, and test APIs workflows. Launching with Headless Annuities, the new hub on the Novera platform enables financial institutions, carriers, broker-dealers, IMOs, and wealth technology providers to embed annuity workflows directly within their existing platforms and digital processes for increased efficiency. As organizations look to modernize product lifecycles and customer experiences, they face growing pressure to deliver intuitive, branded digital journeys without adding operational complexity. iPipeline's Novera API Hub and Headless Annuities solution help to meet that challenge. Powered by iPipeline's AFFIRM(R) execution engine, Headless Annuities enables organizations to embed proven annuity processing, validation, and compliance capabilities directly into their own platforms and workflows. As part of iPipeline's comprehensive digital strategy to spearhead a connected life, annuity, and wealth ecosystem, Novera API Hub will have additional API-based capabilities launching in the coming months to further simplify workflows and support seamless digital experiences across the space. "Our vision for Novera is to create intelligent, connected digital processes, both for customers and businesses, across the full life, annuities, and wealth ecosystem", said Pat O'Donnell, Chief Executive Officer at iPipeline. "Advisors shouldn't have to leave the platforms they rely on every day to access critical annuity capabilities. Through the Novera API Hub, we're making it easier for organizations to bring those processes closer to where advisors work, starting with Headless Annuities." Through the interactive testing environment of the Novera API Hub, organizations can access API documentation, review endpoints and schema definitions, and test demo annuity APIs using sample data. "The launch of the Novera API Hub is a critical milestone in providing our customers with the flexibility to build processes aligned with their business strategies, technology investments, and evolving client expectations," said Katie Kahl, Chief Product Officer at iPipeline. "Headless Annuities is the first step in a comprehensive product roadmap, enabling our clients to tap Novera's API-first approach to create streamlined, intuitive digital workflows that support sustained, streamlined growth".