ERP/CRM Configuration Analyst

Job Description

Job Description

We are looking for an experienced ERP/CRM Configuration Analyst to support annuity product setup and ongoing configuration work within a policy administration environment. This contract-to-permanent opportunity is ideal for a detail-oriented individual who understands how to turn business needs into precise system changes while partnering closely with product, compliance, actuarial, operations, and technical teams. The role focuses on configuration rather than software development and requires strong judgment, documentation discipline, and a solid grasp of annuity-related processes.

Responsibilities:
• Configure, update, and sustain annuity product setups within a policy administration platform, with emphasis on accuracy and operational reliability.
• Interpret business and product documentation to design system configurations that align with functional goals and downstream processing needs.
• Work closely with stakeholders across Product, Operations, IT, Compliance, actuarial, and technical support teams to coordinate changes and confirm expected outcomes.
• Evaluate the effect of proposed updates, complete unit-level validation, and support broader testing efforts to confirm configuration quality before release.
• Investigate configuration-related issues, identify root causes, and deliver timely solutions to minimize disruption to business operations.
• Maintain clear records of configuration decisions, process steps, and implemented changes to support audits, knowledge transfer, and ongoing maintenance.
• Contribute to product rollouts, enhancements, and day-to-day maintenance activities within the annuity administration environment.
• Assist with quality assurance preparation by helping define test scenarios and validating that configured changes meet business and regulatory expectations.
• Recommend practical improvements to configuration practices, workflows, and system usage to increase efficiency and reduce risk.• 5+ years of experience in configuration analysis, product configuration, or policy administration systems within financial services or insurance environments.
• Hands-on experience working with policy administration platforms; exposure to annuity administration systems is strongly preferred.
• Knowledge of annuity products and processes, with the ability to apply business concepts to system configuration work.
• Ability to translate detailed business requirements and requirement documents into accurate, well-documented configuration outcomes.
• Familiarity with regulatory and compliance considerations related to insurance or annuity products.
• Strong attention to detail, written documentation skills, and the ability to communicate effectively with both business and technical stakeholders.
• Proven success working collaboratively in cross-functional teams while managing assigned deliverables with accountability.
• Exposure to Agile or similar project delivery approaches is a plus.