Operations Implementation Lead Analyst

Key Responsibilities

• Develop and maintain detailed project plans, timelines, and documentation.
• Identify project dependencies and critical paths to ensure successful delivery.
• Escalate issues and risks proactively and recommend mitigation strategies.
• Create end-to-end implementation of operating guidelines, process documentation/SOPs and workflows.
• Aid in training materials and knowledge transfer sessions for business users.
• Cook up with internal teams (Product, Technology, Compliance, Client Services) to ensure timely and accurate delivery.
• Coordinate with internal teams (Product, Technology, Compliance, Client Services) to ensure timely and accurate delivery.
• Ensure operational readiness for call center, processing teams, finance and accounting and compliance teams for day 1 processing and throughout the hypercare stage.
• Conduct post-implementation reviews to assess success and identify areas for improvement.
• Document and validate business requirements for client onboarding, conversions, and new product launches.
• Analyze legacy data sets and field mappings to inform system design and configuration.
• Validate account data and reconcile discrepancies across platforms.
• Aid in the development of reports and dashboards using SQL and Excel.
• Serve as a liaison between clients, internal departments, and third-party vendors.
• Facilitate training sessions and workshops for clients and internal teams.
• Build and maintain strong relationships with stakeholders to ensure alignment and satisfaction.
• Ensure implementations comply with regulatory requirements and internal standards.
• Create and complete UAT/BET testing and quality assurance efforts during system rollouts.
• Document ongoing quality audit processes.

Qualifications

• Bachelor’s degree in business, Finance, Information Systems, or related field preferred or an equivalent of work experience.
• 6–10 years of experience in financial services, life insurance, annuity, TPA operations, or implementation roles.
• Familiarity with life and annuity products (Whole Life, Term, UL, VUL, SPIA, Deferred Annuities, Riders, etc.).
• Strong understanding of third-party administration functions and compliance requirements.
• Experience with policy administration systems (LifePRO, ALIP, DXC, or similar).
• Excellent communication, analytical, and organizational skills.