Process Specialist - Defined Benefits
Core
Perform Defined Benefit (DB) processing and calculation for quotes, benefit events, annuities, and distributions.
Role type
Process Specialist - Defined Benefits
Builds
Financial processing workflows for retirement products
Domain
Insurance / Retirement / Defined Benefits
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
DB processing, calculation, worklist management, SOP adherence, compliance, audit requirements, mathematical analysis, technical analysis, attention to detail
Preferred skills
complex process implementation, collaboration, continuous learning
Technologies
None stated
Responsibilities
Perform DB processing and calculation across assigned subtypes; manage assigned worklists efficiently; produce high-quality work following SOPs and compliance guidelines; support integration of new tools and workflow changes; collaborate with seniors on complex cases; identify learning gaps and request training
Seniority
Mid-level (1.5-2 years in Retirements, 4-5 years total in finance/insurance)