Analyste PU
Core
Analyze, process, and optimize complex life insurance universal policy and financing solution files.
Role type
Senior IC financial analyst (life insurance & financing)
Builds
Complex insurance policies, financing solutions (investment loans, collateral agreements), and financial illustrations.
Domain
Financial services / Life insurance (via careerplan.io/jobs/JR10027903-analyste-pu-at-ia)
Required skills
Complex case management, financial analysis, tax impact analysis, risk assessment, accounting reconciliation, legal document production, process improvement, data analysis, system tool optimization
Preferred skills
Proactivity, autonomy, problem-solving, collaboration
Technologies
Financial systems, illustration tools, legal document systems
Responsibilities
Analyze policy modification requests and assess insurer risk and client tax impacts; Process and code complex transactions including account balancing; Create contract illustrations and special quotes for clients; Manage investment loans and collateral agreements including collection and legal docs; Collaborate with internal teams to analyze data, propose process improvements, and evolve tools.
Seniority
Junior to Mid-level, hands-on IC