Annuity Product Analyst

TruStage Insurance Agency, LLC; Madison (WI); On-site; USD 73,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Employee assistance program

Life insurance

Disability plans

Parental leave

Paid time off

401k

Tuition reimbursement

Job summary

TruStage Insurance Agency, LLC is hiring an Annuity Product Analyst in Madison, WI. The role focuses on analyzing internal and external data, producing regular and ad-hoc reports, and supporting product decisions.

Requirements include a Bachelor’s degree in Business, Finance, Risk Management or related field and 0-3 years of experience. Proficiency in Excel/VBA and strong communication are preferred. Base salary is disclosed with comprehensive benefits.

Qualifications

• Bachelor's degree in Business, Finance, Risk Management or related field or equivalent work experience.
• 0-3 years of relevant experience.
• Proven project management skills with the ability to plan and organize work to meet deadlines.
• Strong communication skills.
• Experience with Microsoft Excel/VBA and large data sets preferred.

Responsibilities

• Support business decisions through analysis of internal and external data and ongoing/ad-hoc reporting.
• Act as a subject matter expert for reporting needs and cross-functional initiatives.
• Monitor results, analyze performance changes, and propose data-driven improvements.

Skills

Project management

Communication

Data analysis

Education

Bachelor's degree in Business/Finance/Risk Management or related field

Tools

Excel/VBA

Job description

Annuity Product AnalystWe use cookies to enable certain features of our website and to better tailor the information we provide you. By using this website, you consent to our use of cookies. Learn more in our privacy policy.### Annuity Product AnalystApply: Madison, WI: Full time: Posted Yesterday: R-012250At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition**Job Purpose:** *Brief and in a few sentences statement of the reason the job exists.* This position is responsible for supporting business decisions through the analysis of internal and external data including ongoing and ad-hoc reporting and serving as a project resource on departmental or cross functional initiatives. **Job Responsibilities:** *List of general activities, duties and/or tasks typically performed within the job.* * Performs routine assignments in the entry level to a professional job progression.* Typically requires a college degree or equivalent work experience that provides knowledge and exposure to fundamental theories, principles and concepts.* Manages own workload and provides technical contribution.* Develops competence by performing structured work assignments.* Uses existing procedures to solve routine or standard problems.* Receives instruction, guidance and direction from others.* Provides analysis, insights and recommendations in support of the product/business leaders.* Monitor results, research cause of performance changes and recommend solutions to leaders.* Maintain periodic and ad-hoc reports as needed by the business.* Act as a subject matter expert for business and technology requirements and prioritization of critical reporting needs.* Works in conjunction with cross functional team to ensure solid end to end business management process.* Serves as the product resource in monitoring the integrity of the business process to ensure compliance requirements are being adhered to.**Analyst**:* Helps implement solutions by reviewing data, determining the requirements of a project or program and communicating them clearly to stakeholders, facilitators and partners. They assist with the business case, organizing requirements, translating and simplifying requirements and requirements analysis. Analyst may also use requirements to drive the design or review of test cases, process change requests and manage the project’s scope, acceptance, installation and deployment. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. **Job Requirements:***List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.** Bachelor's degree in Business, Finance, Risk Management or related field or equivalent work experience.* 0-3 years of relevant experience.* Proven project management skills with the ability to effectively plan and organize work to achieve targeted deadlines.* Strong communication skills. **Preferred Skills:** Microsoft Excel/VBAExperience managing large data sets If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. **Base Salary Range:**$73,100.00 - $109,700.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.**Accommodation request**TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.