Annuity Product Insights Analyst

CMFG Life Insurance Company; Madison (WI); Hybrid; 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 in Madison, Wisconsin is seeking an analytics professional to support business and technology reporting needs. This role offers a clear path from entry level to professional, with mentoring and cross-functional exposure.

You will perform routine and ad‑hoc analyses, develop insights, and present findings to product and business leaders. Bachelor’s degree in Business, Finance, Risk Management or related field (or equivalent) and 0–3 years’ experience required.

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 effectively plan and organize work to achieve targeted deadlines.
• Strong communication skills.

Responsibilities

• 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.

Skills

Excel VBA

Data analysis

Education

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

Job description

TruStage in Madison, Wisconsin is seeking an analytics professional to support business and technology reporting needs. This role offers a clear path from entry level to professional, with mentoring and cross-functional exposure.

You will perform routine and ad‑hoc analyses, develop insights, and present findings to product and business leaders. Bachelor’s degree in Business, Finance, Risk Management or related field (or equivalent) and 0–3 years’ experience required.