Lead Data Analyst - Life & Annuity Conversion Validation 3635433

Be Part Of A High-Performing Team

Join an experienced life and annuity product support group supporting a multi-year modernization of insurance administration platforms. The team is responsible for ensuring that products function correctly on a new system and that individual policies transfer with accurate starting values. This highly collaborative environment brings together product specialists, analysts, technology teams, actuarial partners, and an external administration vendor.

The role is designed for an experienced analyst who is comfortable working independently, reviewing large datasets, identifying patterns, and communicating findings clearly. Although the title reflects a senior level of experience, the position does not include people-management responsibilities.

What's In Store For You

• Engagement: W2 only; no C2C or 1099.
• Long-term contract supporting a major life and annuity administration-system conversion.
• Two positions available.
• Remote work is available.
• Candidates located within 50 miles of Richmond or Lynchburg, Virginia, may work onsite Tuesday through Thursday.
• Standard working hours are generally 9:00 a.m.-5:00 p.m. Eastern Time.
• Opportunity to support multiple conversion releases running concurrently.
• Collaboration with life and annuity product specialists, technology teams, actuarial partners, and a third-party administration vendor.
• Approximately four weekend dress-rehearsal or production-cutover events may be required during the remaining program.

How You Will Make An Impact

• Review balancing reports comparing policy-level values between legacy administration systems and a modernized target platform.
• Independently validate vendor-generated conversion results using Excel and Alteryx.
• Identify patterns, anomalies, and discrepancies across large policy populations.
• Investigate potential causes of mismatches involving data, product rules, system configuration, or conversion logic.
• Develop alternative views and levels of detail to help product specialists and leadership understand emerging issues.
• Support the creation and execution of product-functional test scenarios.
• Document testing procedures, findings, controls, and sign-off results.
• Work across multiple concurrent conversion releases and adjust priorities as project needs evolve.
• Collaborate with business, technology, actuarial, testing, and third-party vendor teams.
• Participate in dress rehearsals and production cutover activities when required.

Do You Bring Proven Success in Insurance Data Validation and Reconciliation?

• Significant experience analyzing, reviewing, and reconciling large datasets.
• Advanced Microsoft Excel proficiency.
• Experience identifying data patterns, investigating discrepancies, and performing root-cause analysis.
• Basic working knowledge of life insurance and annuity products.
• Strong written and verbal communication skills.
• Ability to interpret incomplete information and ask targeted questions to clarify the underlying issue.
• Experience independently owning analytical assignments and meeting deadlines.
• Ability to work effectively as part of a collaborative cross-functional team.
• Experience with Alteryx is strongly preferred.
• Prior policy-administration conversion experience is preferred.
• Experience with DXC Wealth Management Accelerator, Vantage, LifeComm, Life/70, or related platforms is highly desirable.
• Experience with actuarial reserve processes, control testing, finance, audit, or risk processes is beneficial.
• SQL or database-query experience is a plus.
• Prior business analysis experience working between business and technology teams is valuable.
• Completion of actuarial examinations is a plus.

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