Job Description

• Candidates with experience in Life/Annuity Insurance product conversion from one admin system to another is very helpful
• An ideal candidate will require working knowledge to expertise on many of the following:
• Working daily reconciliation reports and performing root cause analysis for life products (traditional life, universal life, ISWL, Indexed UL).
• Thorough understanding and experience working with the following product elements:
• Market Value Adjustment (MVA)
• Bailout/Caps/Floor rates
• Free Withdrawal
• Minimum Gtd Cash Value
• Premium based bonus (additional X bps credited assuming Prem Paid

Set limit) * Account Value based bonus (additional Y bps credited assuming Account Value
Set Limit) * Minimum Premium functionality (Prem that will keep policy active even if cash value is below threshold)

• h. UL product calculations: COI, Monthly Load, Per Thousand Load, Policy Fee, Payment Fee
• 7702/7702A - basic understanding of tax limits on premiums paid
• Working with/coordinating resources helping with the conversion projects/task related activities (not an active project manager, but will require coordination/following up with people in various areas)
• Working with recon forms, reports, and processes in Access DB and Excel.
• Experience using VBA with Excel reporting
• Compiling progress and reporting on status of recon activities
• Independently working to complete a task with little direction (after understanding the objective and path froward)
• JIRA experience
• Need to analyze complex data, identify patterns, and develop solutions.
• Able to analyze the calculation differences between 2 Admin systems for compare and solution to match them.
• Must be able to explain technical concepts clearly and concisely to both technical and non-technical audiences
• Need to be able to evaluate information from various sources and analyze the problem to find solution.

Experience / Skills

• 15+ years' work experience in successful delivery of complex policy conversion projects end to end
• Strong understanding of data conversion processes, data structures, data mapping
• Life & Annuity Insurance domain knowledge in a TPA environment is a must.
• Knowledge and experience with project management methodologies (Agile/Waterfall).
• Excellent written and verbal communication skills, including the ability to effectively communicate with both technical and non-technical audiences.

• Ability to identify and resolve business issues and challenges related to data conversion
• Strong understanding of data quality principles and best practices.
• Familiarity with life insurance systems, regulations, and industry standards