Annuity Ops Analyst - Process & Performance

Group 1001; Indianapolis (IN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life Insurance

Disability insurance

401K with match

Employee Assistance Program

Job summary

Group 1001 is seeking an Annuity Operations Analyst to partner with Inforce and Claims leadership, driving efficiency, accuracy, and regulatory-compliant execution across the annuity lifecycle.

You will identify process breakdowns, perform root-cause analyses, and implement improvements with measurable outcomes, collaborating with Operations, Product, Technology, Legal, Tax, and Audit teams to support readiness for new products and regulatory changes.

Qualifications

• 3-5 years’ experience analyzing operational processes and performance metrics in financial services.
• Experience contributing to process improvement initiatives with quantified outcomes.
• Proven track record in root-cause analysis ideally with Lean Six Sigma concepts.
• 3-5 years experience using reporting tools, building dashboards, and using Microsoft Excel.
• Bachelor’s Degree preferred in Business, Finance or Insurance or equivalent experience.
• Strong analytical and problem solving skills are required and the ability to influence across functional lines.

Responsibilities

• Identify process breakdowns across annuity operations, perform root-cause analysis on variances, exceptions, and NIGO drivers, and recommend operational corrective actions with quantified outcomes.
• Map operational processes end-to-end, quantify bottlenecks and waste, and build the business case for improvement initiatives tied to time, cost, quality, and operational performance.
• Partner with operations leads to design, pilot, and roll out process changes; measure pre/post impact and codify updated operational procedures.
• Partner with Data / IT / Technology to improve operational data quality at the source and reduce reliance on manual reporting.
• Act as the analytical partner to operations leadership, translating operational strategic questions into structured analyses and clear recommendations.
• Governance & Readiness: support driver-based forecasting, capacity planning, and readiness for product/regulatory changes.

Skills

Operational analytics

Root-cause analysis

Lean Six Sigma

Dashboards & Excel

Financial services

Education

Bachelor’s Degree in Business/Finance/Insurance

Tools

Excel

Dashboard software

Job description

Group 1001 is seeking an Annuity Operations Analyst to partner with Inforce and Claims leadership, driving efficiency, accuracy, and regulatory-compliant execution across the annuity lifecycle.

You will identify process breakdowns, perform root-cause analyses, and implement improvements with measurable outcomes, collaborating with Operations, Product, Technology, Legal, Tax, and Audit teams to support readiness for new products and regulatory changes.