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.

Requirements

Strong data analytical skills (are you a data wizard? Then we’re looking for you!)
3+ years’ experience analysing and reconciling data sets across multiple sources.
Pension plan administration, retirement benefits, annuity, or financial services experience
Understanding of annuities and life insurance products
Bachelor's degree from an accredited college and/or university
Extensive knowledge of Microsoft Office and PowerBI with advanced Excel skills required, experience with Python a plus
Strong project management, organizational and prioritization skills
Ability to communicate clearly and effectively with executive-level individuals, both internal and external
Root cause problem-solving skills and the ability to make sound decisions, demonstrating strong attention to detail
Experience with process improvement, Continuous Improvement and/or Lean a plus
Demonstrated ability to own projects and/or workstreams, driving them to successful completion

Benefits

10 - 25 vacation days depending on experience level and years of service
4 floating holidays, 2 personal days, & 2 wellness days
10 - 15 sick days, depending on years of service
2 paid volunteering days
Health benefits, including medical, dental, and vision coverage
Supplemental health benefits and life insurance
6 weeks of paid parental and maternal leave
Immediate vesting into a 401k savings plan with up to 6% company match
100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service
Flexible Workspace and Arrangements
Tuition and Certification reimbursements
Infertility and domestic partner benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisdata reconciliationproject managementprocess improvementroot cause problem-solvingattention to detailMicrosoft OfficePowerBIExcelPython

Soft Skills

collaborativecommunicationorganizationalprioritizationproblem solvingaccountabilityrisk identificationdecision makingprocess orientationclient engagement

Certifications

Bachelor's degree