Data Analyst PRT Operations
Data Analyst PRT Operations
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Salary Not Disclosed
1 Vacancy
Job Description
Job Summary
This position will focus on analyzing data and creating reports to support F&Gs Pension Risk Transfer (PRT) onboarding and ongoing business operations.
This position will report to the AVP PRT Data Administration and will collaborate with internal and external business partners to ensure complete and accurate data.
Duties and Responsibilities
- Assist in all datarelated aspects associated with all PRT transactions (new and existing).
- At AVPs direction perform the Companys data quality procedures in onboarding customer data.
- Perform reconciliation of data used in pricing the transaction to production data.
- Reconciliation to account for all changes in data from pricing to production (e.g. deaths date of birth changes benefit changes etc..
- Present to management client and the PRT broker all data changes and anomalies.
- Document changes in data and ensure that it is properly onboarded to TPAs administration system.
- Prepare Group Annuity Contract (GAC) premium trueup for new transactions.
- Prepare data reconciliation for AVPs review.
- Provide reconciliation to the Pricing Team and answer any of their questions regarding data changes.
- Prepare and present analytics for the Pricing Team that support underlying mortality experience.
- Answer any client or PRT broker questions on the premium trueup.
- Prepare GAC exhibits based on premium trueup data.
- Prepare certificate data for TPA to produce customer certificates consistent with the premium trueup.
- Participate in daytoday operations activities of the ThirdParty Administrator
- Monitor block of business by analyzing data
- Maintain enhance and document current reports.
- Proactively search and resolve data anomalies.
- Escalate to PRT management any unanswered data queries or unusual data elements.
- Provide adhoc support on data query requests.
- Prepare necessary data control processes as directed ensuring completeness and accuracy of TPA data including but not limited to:
- Reconciliation of daily ledger feeds to TPA in force data.
- Reconciliation of in force records from period to period.
- Manage reconciling issues/questions with the TPA to ensure they are properly addressed and documented.
- Create procedures for new and existing datarelated processes.
- Work with internal and external partners in development of necessary data feeds (e.g. unclaimed property overpayment recoveries general ledger updates in force file updates).
- Work with the F&G IT team in the automation of all necessary data control processes.
- Prepare responses to audit inquiries from internal audit external audit and internal controls teams related to PRT.
- Assist in preparing data and answering questions from Corporate Actuarial and Finance as directed.
- Provide support on Escheatment and Misstatement Processes as needed.
Experience and Education Requirements
- Bachelors degree in data analytics business or related fields.
- Minimum of 13 experience in the insurance or annuity industry.
- Experience in SQL and complex SQL queries.
- Tableau experience preferred.
Knowledge Skills and Abilities
- Strong knowledge of Financial Services.
- Strong analytical critical thinking and problemsolving skills.
- Advanced Microsoft Excel and Access knowledge and experience.
- Ability to summarize data into presentation material for leadership.
- Demonstrated ability to partner with teams outside of individuals reporting lines.
- Strong communication skills (both written and verbal) with the ability to communicate messages to multiple audience levels.
- Ability to work individually and collaborate with a diverse and inclusive team exemplifying strong and proven leadership skills.
- Ability to maintain focus on key delivery timelines and deliver on those objectives.
- Process and transactionoriented; proven ability to identify gaps in processes that could cause issues in the future
- High level of curiosity open to new ideas and ways of doing business
- Ability to build effective working relationships and work collaboratively across F&G TPAs and with new/existing clients.
Other Requirements
- Perform other functions duties and projects as assigned
- Regular and punctual attendance
- Minimal travel required (less than 10
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Additional Information
Work Environments
F&G believes in an employeecentric flexible environment which is why we offer the ability for inoffice hybrid and remote work arrangements. During the hiring process youll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process please contact
Join our employeecentric hybrid work environment: F&G Careers
About F&G
Since 1959 Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during lifes unexpected events.
As a national Top Workplace1 an Iowa Top Workplace2 and a proud equal opportunity employer F&G team members are empowered collaborative dynamic and authentic. We believe that by embracing these values we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA
2Des Moines Register Top Workplaces
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Required Experience:
IC
Employment Type
Full Time
