PRT Operations - Data Analyst, PRT
American Indemnity
Pension Risk Transfer Data AnalystAmerican National is seeking a Pension Risk Transfer Data Analyst for our League City, TX or Houston, TX location. The focus of this role is to assist with the company's day to day PRT operations, including new client onboarding, monthly annuity payroll, annuity administration, and data related initiatives that aim to help accelerate American National's capabilities as a group annuity market leader. This role will participate in business-wide data projects that will support the management team with business decisions.Essential Functions:Client OnboardingSupport client onboarding activities that involve leading calls with plan sponsors/brokers/TPA; confirm onboarding data questions; review test confirm reports from payment payroll; execution of User Acceptance Testing and production data validation; review of welcome kits test cases and web portal test cases; and peer review of onboarding files by other team member(s)Monthly PayrollSupport payroll activities through variance analysis and reconciliation of monthly payroll reports and preparation of reconciliation reports for pension plan sponsors / administrators, reinsurers and other insurersAnnuity AdministrationAssist with ongoing annuity administration such as investigation and resolution of claims related queries from plan sponsors, administrators, reinsurers and/or other insurers, validation of monthly reports, delivery of ad-hoc requests for member data and/or reports and support of ongoing data related initiatives, i.e., life audits, review of tax slips etc.Additional Responsibilities:Collaborate with other functions and departments, including actuarial, investments, risk, finance, and compliance on each winning bidCollaborate with management and/or cross functional teams on data related projects to help maintain or develop new reporting solutions that will help enable business decisions and/or support operational efficienciesApply appropriate data engineering techniques and processes to optimize data flows and consumptionMaintain monthly and year over year dashboards to assist with reporting to senior managementUtilize data visualization tools and techniques for more impactful reportingApply data quality methodology, i.e., completeness and accuracy to drive an exceptional onboarding experience for our clientsOperate within defined data governance frameworkEffectively communicate complex data findings in a clear & concise manner to multi-disciplined teamsAssist with the maintenance of the Operations team's playbook for ease of training and knowledge transfer to team membersAssist with training new team members as requiredRequired Qualifications:Bachelor's degree.Two to four years of experience with data analysis and interfacing with clients.Experience using MS Office (Word, PowerPoint, and Outlook) and advanced knowledge of Excel in particularProject planning and project management skills are idealExperience with data visualization toolsStrong oral and written communication skillsAbility to multi-task and perform well under pressureStrong attention to detail and accuracyQuick to learn new skills and applicationsFlexible and willing to take on a variety of tasksStrong team player that is motivated and resourceful to work as part of a small and dedicated teamPreferred Qualifications:Degree in Business Administration, Actuarial Science, Statistics, Mathematics, Finance, Data Science or equivalent preferredKnowledge of group annuities/pensions is highly desirablePrior experience working with retirement plans and/or defined contribution plans.Experience with business intelligence software (e.g., Power BI), and/or PowerApps a plus
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