LogoFresh Jobs Ahead
Group 1001
Group 1001
501 – 1,000 Employees
H1B Visa SponsorConsultingFinanceHealthcare
Group 1001 develops financial products and partnerships intended to make saving and investing more accessible. Its offerings include insurance and annuity products, along with an online investing platform that gives customers digital tools for managing their financial goals. The company also supports community-focused partnerships in education and sports, combining financial services with technology and broader community development efforts.
LinkedIn
Company Jobs

Annuity Business Operations Analyst

Analyze and improve annuity operations through process optimization, controls, forecasting, and performance reporting for Group 1001’s insurance businesses. Collaborate with Operations, Technology, Legal, Tax, Compliance, Audit, and Accounting Control teams.

USUnited StatesHybridFull-timeMiddleSeniorEnglish RequiredBusiness Operations

Description

  • Analyze annuity operations for process failures and investigate variances, exceptions, and NIGO causes.
  • Recommend corrective actions and quantify their expected operational impact.
  • Document end-to-end workflows and assess bottlenecks, inefficiencies, and waste.
  • Develop improvement business cases focused on time, cost, quality, and operational performance.
  • Design, test, and implement process improvements alongside operations leaders.
  • Evaluate results before and after implementation and formalize revised procedures.
  • Work with Data, IT, and Technology teams to strengthen operational data quality and reduce manual reporting.
  • Convert strategic operations questions into organized analyses and actionable recommendations.
  • Assist with volume forecasts, capacity assessments, and workforce planning models.
  • Maintain the department’s operational FMEA and prepare for identified peak-volume events.
  • Help the business prepare for product, regulatory, legal, tax, and technology changes.
  • Create operational performance reports for leaders and enterprise stakeholders.
  • Coordinate with Compliance, Legal, Tax, Treasury, Audit, and Risk partners.
  • Supply operational context, execution evidence, and coordinated responses from operations teams.

Requirements

  • At least 3–5 years of experience analyzing operational processes and performance metrics in financial services; annuities experience is preferred.
  • Demonstrated contribution to process improvement projects that produced measurable results.
  • Experience conducting root-cause analysis; familiarity with Lean Six Sigma principles is advantageous.
  • Proficiency with reporting tools and Microsoft Excel; Power BI experience is preferred.
  • Bachelor’s degree in Business, Finance, or Insurance preferred, or equivalent professional experience.
  • Strong analytical, investigative, and problem-solving capabilities.
  • Ability to influence stakeholders and implement change across functional business lines.

Benefits

  • Health, dental, and vision insurance options.
  • Basic and supplemental life insurance coverage.
  • Short-term and long-term disability coverage.
  • Employee Assistance Program.
  • Employee wellness programs.
  • 401(k) plan with company matching contributions.

Related Jobs