Annuity Product Configuration Analyst jobs in United States
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Nassau Financial Group · 5 days ago

Annuity Product Configuration Analyst

Nassau Financial Group is a growth focused and digitally enabled financial services company. The Annuity Product Configuration Analyst will assist the business team in analyzing and documenting complex business rules and configurations while ensuring high-quality deliverables and adherence to development standards.

Asset ManagementFinanceFinancial ServicesInsuranceLife InsuranceRetirement

Responsibilities

Work with business teams to define and document complex Nassau business rules and product configurations
Implement, configure, code and manage required rules and processes using vendor systems (Titanium, ADMI, FireLight, UnderwritingPro) and tools
Work closely with vendor management and staff to ensure appropriate systems operation
Provide a combination of technical and business expertise as it relates to product calculations and solving business problems
Ensure deliverables are of a high quality and meet expected dates; accuracy of work affects overall profitability of Nassau product portfolio
Ensure adherence to development standards and practices
Interact daily with business and Information Technology management and staff
Know and adhere to Change Control procedures
Partner with Quality Assurance Analysts to ensure comprehensive test plans are developed
Develop/write test plans based upon business and technical requirements/specifications
Provide creative solutions to business problems utilizing business knowledge and technology expertise
Interpret and understand documentation from areas such as Actuarial, Legal, Senior Management. Translate and combine with Individual Line business requirements to produce Business specifications/use cases
Execute test plans, and interpret/report results
Create and maintain complex Nassau business rules
Documentation diligence in documenting and managing large and complex business and product rule sets
Ability to identify system defects using specifications and testing models. Ability to provide sufficient details about cause and symptoms to facilitate resolution. Ensure resolution of defects
Work with Senior Analyst and/or Project Manager to create project documentation including, but not limited to, scope document, project plan, issues document, test strategy and test plan
Participate in lessons learned sessions postproduction
Perform miscellaneous duties as required by management
Must maintain appropriate attendance
Perform other duties as assigned

Qualification

LifeAnnuity ProductBusiness Process SystemsJIRASharePointFormal Project Lifecycle MethodologyAnalytical SkillsProblem-Solving SkillsAttention to DetailWork EthicCommunication Skills

Required

Minimum 3 years of Life and Annuity Product experience
Overall systems developer mentality with good logic comprehension and moderate programming skills; analytical with a technical aptitude
Solid understanding of the Life and Annuity business including product calculations; general understanding of underwriting concepts, new business and Life and Annuity sales processes
Strong work ethic and drive; self motivator
Strong problem-solving skills
Broad industry experience with the development and implementation of business process systems and solutions is highly desirable
Ability to work in a fast-paced environment
Outstanding written and oral communication skills, excellent organizational and time management skills, task oriented
Ability to work within a diverse, matrix/team environment including business partners, consultants, and vendors
Ability to work independently, multitask and focus on critical path deliverables
Formal project lifecycle methodology experience (SDLC, Iterative-Phase, RAD, Agile, etc.)
Proficient in JIRA, SharePoint

Preferred

Previous experience working as a Business/Requirements Analyst is a plus
Strategic thinker
Demonstrated attentiveness to detail and accuracy

Company

Nassau Financial Group

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Nassau Financial Group is an insurance and financial services company specializing in fixed annuities and asset management services.

Funding

Current Stage
Late Stage
Total Funding
$1.21B
Key Investors
Golub CapitalFortress Investment GroupGolden Gate Capital
2025-07-08Debt Financing· $425M
2024-06-03Private Equity· $200M
2024-02-22Debt Financing· $250M

Leadership Team

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Phillip J. Gass
Chief Executive Officer
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Kostas Cheliotis
Co-Founder, General Counsel and COO
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Company data provided by crunchbase