Annuity Operations Analyst

Group 1001

Annuity Operations Analyst improving claims processes and operational governance for Group 1001, a technology-driven insurance and financial services group. Supporting compliance readiness, forecasting, reporting, and continuous improvement.

Posted 8/4/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in process improvement and operational efficiency within annuity operations, leveraging strong analytical skills to drive change and enhance compliance in a highly regulated environment.

Highest-signal resume keywords

Annuity Contracts ExperienceRoot-Cause AnalysisProcess Improvement InitiativesLean Six Sigma ConceptsRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Process MappingOperational Performance ReportingData Quality ImprovementVolume ForecastingCapacity PlanningOperational FMEAQuantitative AnalysisBusiness Case DevelopmentOperational Procedure CodificationClaim Event Lifecycle

Soft Skills

Influencing ChangeCollaborationCommunication

Certifications & Qualifications

Bachelor’s Degree in BusinessBachelor’s Degree in FinanceBachelor’s Degree in Insurance

Industry Keywords

Annuity Claims ProcessingDeath Claims ProcessingRegulatory EnvironmentComplianceAuditRisk ManagementTreasuryLegalTax

About the role

Key responsibilities & impact

Identify process breakdowns across annuity operations and perform root-cause analysis on variances, exceptions, and NIGO drivers
Recommend operational corrective actions with quantified outcomes
Map end-to-end operational processes and quantify bottlenecks and waste
Build business cases for improvement initiatives tied to time, cost, quality, and operational performance
Partner with operations leads to design, pilot, and roll out process changes
Measure pre/post impact and codify updated operational procedures
Partner with Data, IT, and Technology to improve operational data quality and reduce manual reporting
Translate operational strategic questions into structured analyses and clear recommendations
Support driver-based volume forecasting and capacity planning
Maintain the department's operational FMEA and execute against known peak events
Support operations-side readiness for product, regulatory, legal, tax, and technology changes
Translate requirements into updated processes and procedures and partner with Operations Trainers on training needs
Produce operational performance reporting on SLA attainment, First Request Resolution, quality accuracy, productivity, workload multiplier, and forecast versus actual
Serve as operations-side liaison for Compliance, Legal, Tax, Treasury, Audit, and Risk partners
Provide operational context, evidence of execution, and coordinated operations-team responses

Requirements

What you’ll need

3–5 years’ experience in annuity contracts, death claims processing, and regulatory compliance required
Prior experience with claim event lifecycle, including death claim annuitization, surrenders, partial withdrawals, RMDs, and 1035 exchanges preferred
Demonstrated experience contributing to process improvement initiatives with quantified outcomes
Proven track record in root-cause analysis, ideally with Lean Six Sigma concepts
Bachelor’s Degree in Business, Finance, or Insurance preferred, or equivalent work experience in annuity claims processing
Strong business acumen in a highly regulatory environment
Ability to influence and drive change across functional lines of business

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
Basic Life Insurance
Supplemental Life Insurance
Short-Term Disability
Long-Term Disability
Employee Assistance Program
Wellness programs
401K plan with matching contributions by the Company
Supportive work environment where employee differences are valued