Pension Data Transition Specialist

Legal & General America; Stamford (CT); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid parental leave

Tuition reimbursement

Flexible workspace

Job summary

Banner Life Insurance Company is seeking a Transition Data Analyst in Stamford, CT to support Pension Risk Transfer (PRT) data workstreams. You will analyze and cleanse client data, coordinate with clients, and ensure data integrity across administration systems.

As part of the Retirement division, you will collaborate with senior team members to instal new cases, identify risks, and communicate findings to clients and management. The role offers hybrid work from Stamford or MD locations.

Qualifications

• 3+ years' experience analysing and reconciling data sets across multiple sources.
• Pension plan administration, retirement benefits, annuity, or financial services experience
• Understanding of annuities and life insurance products
• Bachelor's degree from an accredited college and/or university
• Extensive knowledge of Microsoft Office and PowerBI with advanced Excel skills required, experience with Python a plus
• Strong project management, organizational and prioritization skills
• Ability to communicate clearly and effectively with executive-level individuals, both internal and external

Responsibilities

• Assist Transition Team members in the installation of new business while being an accountable, process oriented and collaborative team player.
• Coordinate with clients and their delegate(s) to obtain all necessary annuitant data and resolve any data questions or gaps.
• Efficiently analyze and cleanse client data utilizing appropriate methods and tools.
• Ensure data is accurately uploaded onto the appropriate administration system(s); design and conduct testing, utilize problem solving skills to ensure expected results are achieved.
• Communicate critical data discrepancies to the PRT Pricing Team so the financial impact may be determined and, if required, disclosed to the client.
• Actively participate in identifying and resolving issues and developing/updating standard processes to install new cases in the most timely, accurate and efficient manner.
• Effectively communicate to all appropriate parties, including the client and senior management, to ensure everyone receives all information relevant to transition.
• Identify and call out risks to ensure mitigating controls are put into place.
• Support the creation of Annuity Certificates and other key documents, as needed.
• Perform other related duties and manage other project efforts, as assigned.

Skills

Data analysis

Data reconciliation

PowerBI

Excel

Python (basic)

Project management

Communication

Education

Bachelor's degree

Tools

PowerBI

Excel

Python

SQL

Microsoft Office

Job description

Banner Life Insurance Company is seeking a Transition Data Analyst in Stamford, CT to support Pension Risk Transfer (PRT) data workstreams. You will analyze and cleanse client data, coordinate with clients, and ensure data integrity across administration systems.

As part of the Retirement division, you will collaborate with senior team members to instal new cases, identify risks, and communicate findings to clients and management. The role offers hybrid work from Stamford or MD locations.