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Annuity Business Operations Analyst
Group 1001. Identify process breakdowns across annuity operations and perform root-cause analysis on variances, exceptions, and NIGO drivers .
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 operational processes end-to-end and quantify bottlenecks and waste
- Build business cases for improvement initiatives tied to time, cost, quality, and operational performance
- Design, pilot, and roll out process changes with operations leads
- Measure pre/post impact and codify updated operational procedures
- Partner with Data, IT, and Technology to improve operational data quality and reduce reliance on manual reporting
- Translate operational strategic questions into structured analyses and recommendations
- Support volume forecasting, capacity planning, and staffing models
- Maintain the department’s operational FMEA and execute against known peak events
- Support readiness for product, regulatory, legal, tax, and technology changes
- Produce operational performance reporting for leadership and enterprise stakeholders
- Liaise with 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 analyzing operational processes and performance metrics in the financial services industry required; annuities preferred
- Experience contributing to process improvement initiatives with quantified outcomes
- Experience in root-cause analysis, ideally with Lean Six Sigma concepts
- Experience using reporting tools, Microsoft Excel, and Power BI preferred
- Bachelor’s Degree in Business, Finance, or Insurance preferred, or equivalent experience
- Strong analytical and problem-solving skills required
- Ability to influence and drive change across functional lines of business
Benefits
Comp & perks- Comprehensive health, dental, and vision insurance plan options
- Basic and Supplemental Life Insurance
- Short- and Long-Term Disability
- Employee Assistance Program
- Wellness programs
- 401(k) plan with matching contributions by the Company