Analyst I Business Process Transactions
Core
Support complex retirement and annuity operations including plan audits, reporting, financial reconciliation, and fraud-related matters.
Role type
Analyst I Business Process Transactions (Plan Services)
Builds
Operational integrity and accuracy of plan servicing activities for Life & Annuity, Property & Casualty, and Specialty insurance markets.
Domain
Insurance / Retirement Services / Financial Services
Required skills
Financial and transactional research, reconciliation, problem-solving, attention to detail, Microsoft Excel proficiency
Preferred skills
Knowledge of retirement plans and annuity products, experience in retirement services or plan services, ability to manage competing priorities
Responsibilities
Research and resolve complex plan servicing requests involving participant, contract, transaction, and financial activity; Review information across multiple systems to identify discrepancies; Perform financial and transactional research and reconciliations; Partner with internal business areas and plan administrators to resolve outstanding service issues; Maintain complete and accurate documentation of research, findings, and resolution; Identify opportunities to improve processes and strengthen controls; Support operational initiatives, process improvements, and special projects.
Seniority
Entry-level (Analyst I)