Annuity Business Analyst/Consultant

Description

We are looking for an experienced Senior Annuity Business Analyst/Consultant to join a contract opportunity with permanent potential based in Iowa. This role is 100% remote. This role will guide annuity product implementations by turning product and actuarial concepts into practical business and system requirements that support successful delivery. The position works closely with cross-functional teams to align product intent, operational needs, testing expectations, and technical execution across the full annuity lifecycle.

Responsibilities:

• Act as the lead annuity subject matter expert, advising teams on product setup, implementation planning, and operational preparedness for new offerings and enhancements.

• Collaborate with actuarial, product, operations, technology, and vendor partners to convert annuity designs into detailed business rules, workflows, calculation logic, and data requirements.

• Define end-to-end requirements covering illustrations, application processing, suitability review, policy issuance, administration, billing, commissions, servicing, withdrawals, claims, correspondence, and reporting.

• Evaluate product variations, state-specific rules, premium structures, rider selections, value calculations, surrender activity, beneficiary events, and compliance considerations to ensure complete requirement coverage.

• Provide direction to IT business analysts, developers, and quality teams so user stories, specifications, mappings, and acceptance criteria accurately reflect annuity product intent.

• Develop and review business validation scenarios, expected outcomes, calculation checks, exception handling cases, and regression considerations to strengthen testing quality.

• Participate in planning sessions, design discussions, backlog refinement, sprint activities, demos, defect reviews, and release readiness efforts to support timely and accurate delivery.

• Review configuration documents, product rules, data mappings, conversion assumptions, and third-party deliverables to confirm alignment with business objectives and implementation standards.

• Identify process gaps, operational risks, dependency issues, and control needs that could affect launch success, and recommend solutions before release.

• Support product validation and implementation activities related to system changes or organizational transition efforts when needed.

Requirements • 10+ years of business analysis or consulting experience, with a strong focus on annuity products and product implementation work.

• Deep knowledge of fixed, indexed, and variable annuities, including core product features, calculations, servicing events, and regulatory considerations.

• Demonstrated ability to translate complex product specifications into structured requirements, business rules, process flows, and testable acceptance criteria.

• Proven experience partnering with actuarial teams, product stakeholders, IT business analysts, QA teams, developers, and external vendors.

• Strong background in end-to-end annuity lifecycle processes such as new business, policy administration, billing, commissions, claims, withdrawals, and reporting.

• Ability to analyze operational impacts, identify implementation risks, and resolve requirement gaps across cross-functional teams.

• Excellent communication and documentation skills, with the ability to present complex concepts clearly to business and technical audiences. Technology Doesn't Change the World, People Do.®

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