PRT Client Operations Associate — Hybrid/Remote

Fidelity & Guaranty Life Insurance Company; Oregon; Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Hybrid work options

Job summary

Fidelity & Guaranty Life Insurance Company in the United States seeks a PRT Operations Associate to support client relationships and enhance operational processes across Pension Risk Transfer activities. The role reports to the Director of PRT Client Management and emphasizes coordination, communication, and meticulous execution.

The position requires collaboration with Pricing, Valuation, and Treasury, ensuring smooth transaction transitions and timely deliverables while maintaining high

Qualifications

• Minimum of 3 years of applicable experience in financial services.
• Bachelor's degree in finance, economics, business, or equivalent experience.

Responsibilities

• Serve as a point of contact for PRT clients and our Third-Party Administrator throughout transaction integrations, ensuring a smooth transition and ongoing client satisfaction.
• Update and evolve the Integration Project Plan for each client.
• Participate in regular client meetings to review project progress and adapt plans based on feedback.
• Coordinate transition activities from kick-off through certificate delivery, including premium reconciliation and true-up, annuity exhibit preparation, GAC execution, and other deliverables.
• Collaborate with Pricing, Valuation, and Treasury to ensure transactions are managed effectively.
• Document procedures within the team.
• Assist in managing ongoing administrative issues related to covered annuitants.
• Assist in preparing information for state exams, audits, etc.

Skills

Relationship building

Communication skills

Attention to detail

Documentation

Adaptability

Education

Bachelor's degree in finance/economics/business

Job description

Fidelity & Guaranty Life Insurance Company in the United States seeks a PRT Operations Associate to support client relationships and enhance operational processes across Pension Risk Transfer activities. The role reports to the Director of PRT Client Management and emphasizes coordination, communication, and meticulous execution.

The position requires collaboration with Pricing, Valuation, and Treasury, ensuring smooth transaction transitions and timely deliverables while maintaining high