Fidelity & Guaranty Life Insurance Company Verified

Sr. Life & Annuity Product Implementation Analyst

HybridHybridFull TimeSeniorPosted 11 days ago

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Required skills

Life insurance
Annuity
Product Implementation
Product Analysis
Excel
SQL
VBA
Data Extracts
Administration Systems
Proposal Systems

Nice to have

Indexed UL
Fixed Indexed Annuity
Insurance Administration Systems
Illustration Systems
CRM Tools

Role summary

This position provides expert product analysis and support for the execution and implementation of new life and/or annuity products and enhancements. Responsibilities include maintaining product knowledge, supporting business platforms, data extracts, and retail projects. The role involves developing and maintaining product validation tools, ensuring accuracy in product values and functionality within administrative/proposal systems, and supporting Model Office/UAT testing. The analyst will also assist in creating product specifications, system requirements, and policy forms, and provide support for business-as-usual items including policyholder service requests and data analysis.

Job Summary

This position is responsible for providing expert product analysis and support in the process of executing and implementing new life and/or annuity products and enhancements to existing products. This position is also responsible for maintaining a thorough understanding of life and/or annuity products, business platforms, data extracts, and providing ongoing support of retail projects and initiatives. Responsibilities are inclusive of the development and maintenance of product checker/validation tools, product training, and ensuring accuracy in product values, functionality, mechanics, and data extracts within administrative/proposal systems and other upstream/downstream systems to ensure product integrity is fully achieved.

Duties & Responsibilities

Support the overall Product Roadmap to meet the timing and milestones from the Product Development and Product Implementation deliverables while exhibiting flexibility as projects are re-prioritized or timelines are shifted.

Support the development and maintenance of checker tools and calculators used to support new products, riders, enhancements, and remediation efforts in the Administration and Illustration systems and any applicable production requests (e.g. Accelerated Death Benefit quotes), while continuously exploring opportunity to enhance the tools capabilities.

Support the creation and review of Model Office/UAT test plans for new products, riders, enhancements, data feeds, and remediation efforts within various systems, in coordination with other internal and external partners.

Support the strategic planning and execution of Model Office/UAT testing for new products, riders, enhancements, data feeds, and remediation efforts within various systems, while continuously exploring efforts to streamline and/or automate test execution.

Provide additional Product Development and Product Implementation support which includes assisting in the review and creation of Product Specs, System Requirements, and policy forms while exhibiting expert knowledge of current system(s) functionality.

Provide support to business-as-usual items, such as completing policy holder service requests, data analysis requests, breaking down current system product calculations/mechanics, and input and review on agent/consumer marketing materials in a timely and efficient manner which may include manual calculations.

Supervisory Responsibilities: This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.

Knowledge, Skills & Abilities

Expert knowledge of Excel, SQL and Visual Basic for Applications, with the ability to manage large data sets and complex formulas.

Must be extremely detail oriented, analytical and be able to handle multiple projects

Team player with demonstrated ability to proactively identify issues and to influence key project decisions to achieve desired outcomes

Self-starter who demonstrates strong initiative and is able to operate efficiently in unpredictable and challenging project environments

Ability to interact with personnel at all levels of the organization in both technical and business areas successfully

Excellent verbal, written, interpersonal, and presentation skills

Familiarity with CRM tools.

Miniumum Qualifications

5+ year of relevant experience

Related experience with 3+ years working in the financial services or insurance industry

Life insurance and/or annuity product knowledge with preference for Indexed UL and Fixed Indexed Annuity experience

Familiarity with insurance administration and illustration systems preferred

Combination of education and experience considered in lieu of degree.

Other Requirements

This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.

Perform other functions, duties and projects as assigned

Regular and punctual attendance

#LI-JB1

#LI-Remote

Additional Information

Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.

Join our employee-centric hybrid work environment: F&G Careers

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.

As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

1Top Workplaces USA 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

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