Plan Administration Solutions Analyst

🕒 Março 20

🔔 Pennsylvania – Remoto

🔔 Pennsylvania – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧐 Analista de Negócios

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Andesa

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1983

☁️ SaaS

🤝 B2B

SaaS • B2B

A Andesa é uma empresa sediada nos EUA, de propriedade dos funcionários, que fornece software de administração de apólices e planos baseados em nuvem e serviços de administração de terceiros para seguradoras de vida, corretoras e outras partes interessadas. Oferece gerenciamento completo do ciclo de vida da apólice — incluindo cotações e ilustrações, e-aplicação/emissão, faturamento e cobranças, comissões, relatórios e portais de autoatendimento — juntamente com suporte de produtos/atuarial, integrações (APIs, XML/JSON, ASCI, Excel) e um forte foco em segurança de dados e relacionamento de longo prazo com os clientes.

Descrição

• Support client relationship owners in delivering high‑quality service • Participate in client meetings and assist with follow‑up actions • Monitor SLAs and escalate issues appropriately • Assist in identifying potential upsell/cross‑sell opportunities • Gather and document business requirements, workflows, and use cases • Assist in developing functional specifications and data mapping • Demonstrate system functionality to internal teams • Support release planning and coordination • Execute test plans for monthly releases and client enhancements • Validate system changes and document defects • Perform initial root cause analysis and collaborate with development teams • Support QA/BA team members through shared testing responsibilities • Serve as a subject matter expert in Nonqualified Deferred Compensation Plans • Participate in internal and external project workstreams • Assist in project planning, documentation, and risk tracking • Collaborate with cross‑functional teams (QA, Development, Operations, Finance) • Support and act as Project Owner client initiatives, providing coordination, stakeholder engagement, and issue resolution, if needed • Present monthly/quarterly updates on account performance, client health, and growth initiatives

🎯 Requisitos

• Bachelor’s degree in Business, Management, Information Systems, or related field • Minimum two (2) years of experience in business process, client account, or operational management, preferably in the life insurance or financial services industry • Minimum five (5) years of experience in non qualified deferred compensation including: SERPS, DCPs, and Split Dollar • Six Sigma certification a plus • LOMA ALMI/FLMI or equivalent industry experience preferred • Willingness to travel as needed

🏖️ Benefícios

• 100% employee-owned company via an Employee Stock Ownership Plan (ESOP)