Plan Administration Solutions Analyst

🕒 March 20

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Business Analyst

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Andesa

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1983

☁️ SaaS

🤝 B2B

SaaS • B2B

Andesa is a US-based, employee-owned company that provides cloud-based policy and plan administration software and third-party administration services for life insurance carriers, brokers, and other stakeholders. It offers end-to-end policy lifecycle management—including quotes & illustrations, e-app/issue, billing and collections, commissions, reporting, and self-service portals—along with product/actuarial support, integrations (APIs, XML/JSON, ASCI, Excel), and a strong focus on data security and long-term client relationships.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

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