PRT - Transition Associate

Banner Life family of companies; Stamford (CT); Hybrid; USD 72,000 - 83,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Flexible workspace

Job summary

Banner Life Insurance Company is seeking a professional to support the Retirement division, delivering exceptional onboarding and transition services for annuitants and clients. You will collaborate with cross-functional teams to ensure accurate data and timely communication throughout the transition process.

Ideal candidates have Defined Benefit Plan experience, pension administration knowledge, 3+ years in customer service, and strong Microsoft Office skills.

Qualifications

• Defined Benefit Plan experience required.
• Pension plan administration, retirement benefits, annuity, or financial services experience required.
• 3+ years’ experience in a customer service or related position required.
• Bachelor's degree from an accredited college and/or university preferred.

Responsibilities

• Deliver a world-class customer experience to clients and annuitants during onboarding.
• Support Transition team in installation of new business and cross-functional data delivery.
• Collaborate with clients and internal partners to obtain annuitant data and perform validation testing.
• Develop communication materials for clients and annuitants during transition.
• Identify and resolve issues to ensure timely, accurate installation.

Skills

Customer service

Data analysis

Communication

Project management

Attention to detail

Education

Bachelor's degree

PM certification (PMP/PRINCE2)

Tools

Microsoft Office

Job description

Overview

Banner Life Insurance Company is a leader in Pension Risk Transfer (PRT) with over a decade of experience in the industry. The retirement business has grown steadily since its inception in 2015, and we have written over $14 billion in total PRT premium as of year-end 2025. Known for customer service excellence, Banner Life retirement secures the retirement of over 200,000 annuitants annually.

We’re a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand. By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better.

This role is a part of our Retirement division.

Responsibilities

• Deliver a world-class customer experience to each client and their annuitants, ensuring the transition (onboarding) to Banner Life is efficient, accurate, and completed according to plan and deadline.
• Support Transition team members in the installation of new business by actively participating in internal and external meetings, developing effective means of communication, and ensuring cross-functional departments receive accurate data.
• Collaborate with clients, designated representatives, and internal partners to obtain annuitant data, and perform validation testing of annuitant mailings.
• Develop effective communication materials to use with clients and annuitants during the transition phase.
• Actively participate in identifying and resolving issues to ensure installation is completed timely, accurately, and efficiently.
• Communicate to all appropriate parties, including the client and senior management, to ensure everyone receives all information relevant to transition.
• Identify, communicate, and manage risks through appropriate controls while ensuring timely escalation to leadership when warranted.
• Perform other duties as assigned.

Qualifications

• Defined Benefit Plan experience required
• Pension plan administration, retirement benefits, annuity, or financial services experience required
• 3+ years’ experience in a customer service or related position required
• Extensive knowledge of Microsoft Office (Excel, Word, and Access) required
• Bachelor's degree from an accredited college and/or university preferred
• 1+ years project management experience preferred
• Project Management Professional (PMP), PRINCE2 or similar certification preferred
• Understanding of annuities and life insurance products
• Data reconciliation and/or data analytic skills
• Ability to work independently and/or in a team environment
• Strong project management, organizational, and problem-solving skills
• Ability to prioritize multiple tasks, work independently, and exercise good judgment
• Self-motivated, proactive, and detail-oriented with a strong sense of ownership
• Proven ability to build trust, maintain relationships, and lead through influence
• Exceptional oral and written communication skills
• High level of confidentiality, discretion, and professionalism
• Demonstrated ability to interact effectively with senior management and external clients
• Collaborative team player with a flexible, solution-oriented mindset
• Ability to work with minimal direction while exercising good judgment, demonstrating flexibility, and prioritizing multiple tasks with competing deadlines
• Self-starter with a strong sense of ownership and involvement

Benefits

• 10 - 25 vacation days, depending on experience level and years of service
• 4 floating holidays, 2 personal days, and 2 wellness days
• 10 - 15 sick days, depending on years of service
• 2 paid volunteering days
• Health benefits, including medical, dental, and vision coverage
• Supplemental health benefits and life insurance
• 6 weeks of paid parental and maternal leave
• Immediate vesting into a 401(k) savings plan with up to 6% company match
• 100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service
• Flexible Workspace and Arrangements
• Tuition and Certification reimbursements
• Infertility and domestic partner benefits

The expected hiring compensation range for this position is $72,000 - $83,000 USD annually. Base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The current bonus target for the position is 5% of the base salary with a stretch to twice the target, modified for corporate and individual performance.

This role is remote or located in Stamford, CT.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.