Legal & General Retirement America

Data Analyst

• Assist Transition Team members in the installation of new business while being an accountable, process oriented and collaborative team player.
• Coordinate with clients and their delegate(s) to obtain all necessary annuitant data and resolve any data questions or gaps.
• Efficiently analyze and cleanse client data utilizing appropriate methods and tools.
• Ensure data is accurately uploaded onto the appropriate administration system(s); design and conduct testing, utilize problem solving skills to ensure expected results are achieved.
• Communicate critical data discrepancies to the PRT Pricing Team so the financial impact may be determined and, if required, disclosed to the client.
• Actively participate in identifying and resolving issues and developing/updating standard processes to install new cases in the most timely, accurate and efficient manner.
• Effectively communicate to all appropriate parties, including the client and senior management, to ensure everyone receives all information relevant to transition.
• Identify and call out risks to ensure mitigating controls are put into place.
• Support the creation of Annuity Certificates and other key documents, as needed.
• Perform other related duties and manage other project efforts, as assigned.