Operations Associate

Wilton Re Ltd.; Norwalk (CT); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Vacation and sick time

401(k) plan

Profit sharing

Parental leave

Health insurance (medical, vision, and

Dental and life insurance

Job summary

Wilton Re Ltd. is seeking an Operations Associate to support in-force policy management, data analysis, and cross-functional project work in our Norwalk, CT office. The role blends operations with project delivery and requires comfortable handling multi-source data and reporting.

The position emphasizes process improvement, SLA oversight, and collaboration with partners to refine procedures while growing knowledge of life insurance operations. Hybrid work is available in a fast-paced environment.

Qualifications

• Minimum 2 years in a fast-paced operational environment with strong organizational and analytical skills.
• Proficiency in MS Office, especially Excel.
• Excellent verbal and written communication, facilitation and presentation skills.
• Ability to manage multiple projects and priorities.

Responsibilities

• In Force Management: manage ongoing insurance policies and reports (70%).
• Determine frequency and content of financial and non-financial reports; identify trends and risks.
• Collaborate to refine policies and procedures for administration.
• Contribute to internal and external reporting and board materials.
• Oversee third-party operational services and SLA monitoring.
• Project Management: break down scope, create plans, timelines, and deliverables.
• Manage project lifecycle and communicate expectations to stakeholders.

Skills

MS Excel

Analytical thinking

Data analysis

Problem solving

Verbal & written communication

Education

Bachelor’s degree in finance, business administration, or computer science

Tools

SDLC understanding

ETL concepts

Job description

Operations Associate

We are searching for an experienced Operations Associate at our Connecticut office.

OperationsAssociate - Norwalk
Full Time
Norwalk, CT

About theCompany

Wilton Re is an industry leader in the life (re)insurance space, specializingin the acquisition of in force life insurance and annuities. We are experiencedindustry specialists focused on the risk, capital and operational needs of ourclients’ businesses. We provide our clients with the services they need from inforce transactions and product development to underwriting and new businessstrategies.

Wilton Re has the resourcesand expertise to pursue and successfully manage the largest life and annuitytransactions in the market.

Position Summary

The OperationsAssociatewill apply analytical and project management skillstotheon-goingmanagementofinforcepolicies. This position does not requireinsurance industry experience, but a candidate must be comfortable in not onlystructuring and managingprojects, butalsoanalyzing dataandfacilitatingsolutions in different subject areas.Acandidate can expect to grow knowledge in the following:

• Life,Annuity, andLong TermCare (LTC) products
• All aspects of insurance operationssuch aspolicy owner services, claims, actuarial, regulatory reporting and compliance, accounting, and financial reporting

Role Responsibilities

• In Force Management:applicable to on-going managementofinsurance policies(70%)
• Determinefrequency and content of financial and non-financial reports, analyze results,identifykey trends, and troubleshoot problem areas/mitigate risk
• Collaborate with partners toestablishor refine policies and procedures that define the necessary aspects of administration
• Contribute to internal and external reporting and presentations (e.g.Board reporting)
• Assistin the general oversight of third parties that provide operational services
• Assistin monitoring Service Level Agreements and other operational aspects for in force management activities

• ProjectManagement:general responsibilities applicable to all project-basedwork(30%)
• Break-down high-level scope into the applicable work items across multiple disciplines and organizations
• Define project scope, goals, and approach in collaboration with key contributors
• Establish project plans including milestones, timelines, dependencies, and deliverables
• Manage the entire project lifecycle through tracking, analyzing, and mitigating risks and issues
• Communicate and manage project expectations to owners, sponsors, team members, and other stakeholders in a clear and concise fashion

BasicQualifications

Minimum of 2 years of working experience in a fast-paced operational environment, demonstrating strong organizational, analytical, and problem-solving skills.

Highproficiencyin MS Office, particularly Excel

Excellentverbal and writtencommunication, facilitation, and presentation skills

Exceptional ability to simultaneously track, prioritize, and organize multiple projects and tasks

Experience in life insurance preferred

Ability toquery and manipulate large sets of data from disparate sourcespreferred

Understanding of basic aspects and tenets of Software Development Life Cycle (SDLC)preferred

Experience with Extract Translate Load (ETL) projects such as data conversion and data integrationpreferred

Experience with project planning softwarepreferred

Required Education /Certifications

Bachelor’s degreepreferablyinthe field offinance, business administration, or computer science

Pay/Location

Norwalk, CT

Hybrid Structure

Minimal to no travel required

Basesalary/hourly rate range for this position in Connecticut is between $70,000and $95,000 Please note that specific compensation decisions are based upon avariety of job-related factors as permitted by law, including geographiclocation, credentials, skills, education, training, and experience.

Base salary is just one component of Wilton Re’s total compensationpackage for employees. Additional compensation includes annualperformance-based bonus, 401K with employer contribution, and profit-sharingprogram. Employee may also be eligible for long-term incentives. All incentivesand benefits are subject to the applicable plan terms.

WhatWe Offer

Competitive vacation and sick time, including company-paid holidays, floating holidays and early closing days

401(k) plan with employer contribution - US Employees Only

Profit Sharing Program

Competitive parental leave

Health, vision, dental, and life insurance, including access to health and wellness programs

Actuarial Development Program (ADP) for Actuarial employees taking exams

Employee Assistance Program (EAP)

Current hybrid working environment

Employee Engagement Events and various committees on site to join

Wilton Restrives to attract, develop, and retain a diverse workforce. We are committedto providing an inclusive and accessible work environment where all associatesfeel valued, respected, and supported. Our commitment to inclusivity isreflected in the safeguards, policies, and commitments we have in place toremove barriers and provide equal opportunities to prospective and currentassociates, without discrimination. A Human Resources representative isavailable to consult with applicants who require accommodation in theapplication or recruitment process. Any information shared by the applicantabout an accommodation will be treated as confidential.

To All RecruitmentAgencies: Please do not send any resumes or solicitations regarding open positions toWilton Re employees unless you have been requested to work on this position orother positions with Wilton Re; please reach out to your main point of contact.Wilton Re is not responsible for any fees related to unsolicited resumes.