Consultant - TAI

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Requirements:

• College or University Degree or equivalent work experience
• Experience in contributing to projects including defining business requirements, creating test plans, executing test plans, and implementing solutions
• Proven experience with annuity products
• 5+ years of overall business analysis experience
• 2+ years of experience in a senior life insurance or reinsurance role
• Detailed understanding of reinsurance data, processes, and controls including retention management practices, treaty setup, interpretation, and compliance
• Experience communicating directly and frequently with clients and stakeholders in a customer service setting
• Effective gap-analysis and report writing skills
• Proficiency in Microsoft Excel, Access, Word, and PowerPoint
• Willingness to travel up to 25%

Responsibilities:

• Plan, organize, and execute assigned business projects on behalf of clients and according to client’s requirements and business best practices
• Identify and meet with key stakeholders and SMEs when needed to perform initial and ongoing assessments to establish project risks, timelines, and deliverables
• Collect information about the client’s business through a variety of methods (shadowing, interviews, surveys, reading reports etc.)
• Create and develop successful client relationships
• Ability to clearly articulate the benefits and technology related to TAI
• Analyze and interpret data to unearth operational inefficiencies and issues and identify the root causes
• Review and analyze complex reinsurance arrangements and processes
• Review reinsurance systems or databases for data quality and compliance
• Gather business requirements, develop test plans, execute testing, and document results
• Formulate recommendations and solutions with attention to a client’s needs, capabilities, and limitations
• Present findings and suggestions to clients with ample justification and practical advice
• Implement solutions on behalf of internal and external client
• Provide guidance for any occurring problems and issues
• Integrate new clients, blocks of business, and new treaty arrangements into TAI’s administrative platform
• Provide training in the use of the TAI system
• Conduct tasks and activities within TAI and/or externally to obtain information such as life reinsurance policy data, cession data, managing the implementation of insurance products and/or business process workflows into the TAI Life Reinsurance system. May work with other departments and conduct primary or secondary research to gather client data if information is not readily available
• Work with internal and/or external functional areas including, Product Management, Project Management, Actuarial, Finance, Underwriting, Claims, and IT simultaneously
• Support other TAI business partners as necessary
• Collaborate with colleagues and leadership team to ensure delivery of best in class services to TAI’s clients with respect to timeliness, quality, accuracy, and value