PRT Operations - Data Analyst, PRT

Houston, TX, US • Posted 9 hours ago • Updated 9 hours ago
Full Time
On-site
Company Branding Image
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Job Details

Skills

  • FOCUS
  • PRT
  • AIM
  • Acceptance Testing
  • Data Validation
  • Web Portals
  • Test Cases
  • Analysis Of Variance
  • Payroll
  • Auditing
  • Taxes
  • Investments
  • Regulatory Compliance
  • Collaboration
  • Data Engineering
  • Data Flow
  • Dashboard
  • Management
  • Reporting
  • Data Quality
  • Onboarding
  • Data Governance
  • Knowledge Transfer
  • Training
  • Data Analysis
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Microsoft Excel
  • Project Planning
  • Project Management
  • Data Visualization
  • Communication
  • Multitasking
  • Attention To Detail
  • Business Administration
  • Actuarial Science
  • Statistics
  • Mathematics
  • Finance
  • Data Science
  • Annuities
  • Benefits Management
  • Business Intelligence
  • Microsoft Power BI

Summary

American National is seeking a Pension Risk Transfer Data Analyst for our League City, TX or Houston, TX location. The focus of this role is to assist with the company's day to day PRT operations, including new client onboarding, monthly annuity payroll, annuity administration, and data related initiatives that aim to help accelerate American National's capabilities as a group annuity market leader. This role will participate in business-wide data projects that will support the management team with business decisions.

ESSENTIAL FUNCTIONS :

Client Onboarding
Support client onboarding activities that involve leading calls with plan sponsors/brokers/TPA; confirm onboarding data questions; review test confirm reports from payment payroll; execution of User Acceptance Testing and production data validation; review of welcome kits test cases and web portal test cases; and peer review of onboarding files by other team member(s)

Monthly Payroll
Support payroll activities through variance analysis and reconciliation of monthly payroll reports and preparation of reconciliation reports for pension plan sponsors / administrators, reinsurers and other insurers

Annuity Administration
Assist with ongoing annuity administration such as investigation and resolution of claims related queries from plan sponsors, administrators, reinsurers and/or other insurers, validation of monthly reports, delivery of ad-hoc requests for member data and/or reports and support of ongoing data related initiatives, i.e., life audits, review of tax slips etc.

ADDITIONAL RESPONSIBILITIES:
  • Collaborate with other functions and departments, including actuarial, investments, risk, finance, and compliance on each winning bid
  • Collaborate with management and/or cross functional teams on data related projects to help maintain or develop new reporting solutions that will help enable business decisions and/or support operational efficiencies
  • Apply appropriate data engineering techniques and processes to optimize data flows and consumption
  • Maintain monthly and year over year dashboards to assist with reporting to senior management
  • Utilize data visualization tools and techniques for more impactful reporting
  • Apply data quality methodology, i.e., completeness and accuracy to drive an exceptional onboarding experience for our clients
  • Operate within defined data governance framework
  • Effectively communicate complex data findings in a clear & concise manner to multi-disciplined teams
  • Assist with the maintenance of the Operations team's playbook for ease of training and knowledge transfer to team members
  • Assist with training new team members as required
REQUIRED QUALIFICATIONS:
  • Bachelor's degree.
  • Two to four years of experience with data analysis and interfacing with clients.
  • Additional Qualifications:
    • Experience using MS Office (Word, PowerPoint, and Outlook) and advanced knowledge of Excel in particular
    • Project planning and project management skills are ideal
    • Experience with data visualization tools
    • Strong oral and written communication skills
    • Ability to multi-task and perform well under pressure
    • Strong attention to detail and accuracy
    • Quick to learn new skills and applications
    • Flexible and willing to take on a variety of tasks
    • Strong team player that is motivated and resourceful to work as part of a small and dedicated team
PREFERRED QUALIFICATIONS:
  • Degree in Business Administration, Actuarial Science, Statistics, Mathematics, Finance, Data Science or equivalent preferred
  • Knowledge of group annuities/pensions is highly desirable
  • Prior experience working with retirement plans and/or defined contribution plans.
  • Experience with business intelligence software (e.g., Power BI), and/or PowerApps a plus
Career Band: P3A
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: RTX1542e5
  • Position Id: 3117-1
  • Posted 9 hours ago

Company Info

About American National Insurance Company

Since 1905, American National Insurance Company, founded and headquartered Galveston, Texas, has successfully managed a broad portfolio of insurance and financial products and services, to deliver on our promise to be there for our clients and communities when they need us most.

Our legacy is built on our FIRST values: financial strength, integrity, respect, service and teamwork. More than a century later, we continue to deliver products, services and a work culture that provide a sense of security to our clients and employees.

American National’s future is bright, thanks to new partnerships and ventures in diverse growth products aimed to leverage our full potential and become a leading provider in life, annuity and property and casualty insurance and services.

In our own community, American National is committed to fostering a culture that welcomes diverse talents and perspectives and uses varied insights to make us better. We value the creativity and vitality that an inclusive workforce creates and strive to embrace what makes each of us unique.

We place our values "FIRST" in all we do.

All of our values affect one another. If we do not have financial strength, we lose the trust and respect of our clients through lack of service and teamwork.

Financial Strength - We are all dedicated to financial stability and profitable growth to honor our promises to our insureds, to create opportunities for our employees and business partners, and to provide a fair return to our shareholders.

Integrity - Do what's right. Always! We adhere to and place great importance on ethics, integrity and compliance. We are individually accountable for demonstrating the highest standards of each to earn our client's trust.

Respect - The golden rule! We will treat all people with empathy, compassion and dignity. We view our business as one of relationships, not transactions. We are committed to making a meaningful difference in the lives of our clients and our team.

Service - We have the ability and responsibility to live a life of significance through service and commitment to our values. We are committed to understanding our customer's expectations and striving to exceed them with our outstanding service.

Teamwork - We are all in this together. Our success depends on the unique contributions of all employees and business partners. We do this by meeting commitments, being accountable and making continuous improvement. We are committed to the success of our team.

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