Transition Data Analyst

Banner Life Insurance Company is a life insurance provider and leader in Pension Risk Transfer services. The Transition Data Analyst supports the installation of newly sold bulk annuity cases by owning client data workstreams, analyzing and cleansing data, coordinating with clients, and supporting testing, documentation, issue resolution, and transition project delivery.

Responsibilities:

• 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
• 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
• Demonstrated ability to own projects and/or workstreams, driving them to successful completion
• experience with Python a plus
• Experience with process improvement, Continuous Improvement and/or Lean a plus