Annuity Systems Support Analyst

Annuity Systems Support Analyst

Requirements

• Basic insurance concepts, practices and procedures used in the securities industry, principles of securities industry operations and/or financial markets and products, as required by assigned functional area.
• Principles, practices and procedures of general office concepts
• MS Office suite of products
• Problem resolution and effective communication, both verbally and written.
• Supporting the testing of new systems, applications, and system enhancements.
• Identifying and resolving systemic and operational issues.
• Performing operational testing on new systems or system enhancements for accuracy and usability factors.
• Evaluating processes and systems and identifying potential user experience improvements.
• Handle a high volume of phone calls.
• Diffuse a potentially heated situation in a calm manner.
• Work independently as well as collaboratively within a team environment.
• Provide the highest possible level of support to our customers
• Establish and maintain effective working relationships, both internally and externally.
• Demonstrate strong analytical skills and use critical thinking when solving problems.
• Attend to detail while maintaining a big picture orientation.
• Read, comprehend and apply technical information.
• Organize and prioritize multiple tasks with changing priorities to meet critical deadlines in a fast paced environment.

Responsibilities

• Provide telephone support to financial advisors, sales assistants, branch managers and other branch professionals as it relates to submitting annuity business via the firm’s electronic order entry system.
• Act as a liaison between compliance personnel and financial advisors, sales assistants, branch managers and other branch professionals regarding outstanding compliance issues with pending annuity business.
• Identify issues that prevent business from being submitted electronically or lead to a less than ideal user experience, perform root cause analysis of those issues, report issues to the appropriate party and follow through until resolution.
• Keep abreast of annuity product changes, rate changes, system changes and process changes (both internally and externally) and how those affect the submission of annuity business.
• Advise management on suggestions that would improve the financial advisor’s user experience and streamline the submission of annuity business.
• Create and maintain training material for use by financial advisors, sales assistants, branch managers and other branch professionals.
• Perform operational testing of system enhancements and new software applications for accuracy and usability.
• Maintain a general knowledge of all areas within the business unit and how they impact the flow of annuity business.
• Monitor and work team electronic mailbox.
• May assist with training new associates.
• Prepare written recaps, reports and spreadsheets for special projects and submits to management for review.
• Perform other duties and responsibilities as assigned.

Preferred Qualifications

• Bachelor’s Degree Preferred