PRT Operations - Data Analyst, PRT

We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, remove boilerplate (cookie/navigation/legal/EEO etc). Must not create sections with filler like "commensurate with experience". Must not invent or summarize away detail. We need to parse the posting. Key content: - Job: Pension Risk Transfer Data Analyst, location League City, TX or Houston, TX. - Focus: assist with day to day PRT operations, including new client onboarding, monthly annuity payroll, annuity administration, and data related initiatives that aim to help accelerate American National’s capabilities as a group annuity market leader. This role will participate in business-wide data projects that will support the management team with business decisions. - Essential Functions (list): - Client Onboarding: support client onboarding activities that involve leading calls with plan sponsors/brokers/TPA; confirm onboarding data questions; review test confirm reports from payment payroll; execution of User Acceptance Testing and production data validation; review of welcome kits test cases and web portal test cases; and peer review of onboarding files by other team member(s) - Monthly Payroll: support payroll activities through variance analysis and reconciliation of monthly payroll reports and preparation of reconciliation reports for pension plan sponsors / administrators, reinsurers and other insurers - Annuity Administration: assist with ongoing annuity administration such as investigation and resolution of claims related queries from plan sponsors, administrators, reinsurers and/or other insurers, validation of monthly reports, delivery of ad-hoc requests for member data and/or reports and support of ongoing data related initiatives, i.e., life audits, review of tax slips etc. - Additional Responsibilities: Collaborate with other functions and departments, including actuarial, investments, risk, finance, and compliance on each winning bid; Collaborate with management and/or cross functional teams on data related projects to help maintain or develop new reporting solutions that will help enable business decisions and/or support operational efficiencies; Apply appropriate data engineering techniques and processes to optimize data flows and consumption; Maintain monthly and year over year dashboards to assist with reporting to senior management; Utilize data visualization tools and techniques for more impactful reporting; Apply data quality methodology, i.e., completeness and accuracy to drive an exceptional onboarding experience for our clients; Operate within defined data governance framework; Effectively communicate complex data findings in a clear & concise manner to multi-disciplined teams; Assist with the maintenance of the Operations team’s playbook for ease of training and knowledge transfer to team members; Assist with training new team members as required - Required Qualifications: Bachelor's degree. Two to four years of experience with data analysis and interfacing with clients. - Additional Qualifications: Experience using MS Office (Word, PowerPoint, and Outlook) and advanced knowledge of Excel in particular; Project planning and project management skills are ideal; Experience with data visualization tools; Strong oral and written communication skills; Ability to multi-task and perform well under pressure; Strong attention to detail and accuracy; Quick to learn new skills and applications; Flexible and willing to take on a variety of tasks; Strong team player that is motivated and resourceful to work as part of a small and dedicated team - Preferred Qualifications: Degree in Business Administration, Actuarial Science, Statistics, Mathematics, Finance, Data Science or equivalent preferred; Knowledge of group annuities/pensions is highly desirable; Prior experience working with retirement plans and/or defined contribution plans; Experience with business intelligence software (e.g., Power BI), and/or PowerApps a plus - Career Band: P2A (maybe not needed as heading? Could be part of metadata; but we can include in a short paragraph maybe under About the role? The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it. Career Band is metadata; we can include in a short p. - Additional Information: Job titles may span multiple career levels. Base pay is determined by a variety of factors, including training, transferable skills, relevant experience, business needs, and market conditions. Compensation is subject to change and may be modified in the future. This job posting outlines the general nature and level of work for this role and is not intended to be a comprehensive list of duties, responsibilities, or qualifications. We are committed to building a diverse and inclusive workplace, and we encourage candidates to apply even if their experience does not perfectly align with every qualification- you may be a strong fit for this role or other opportunities at American National. American National offers a comprehensive benefits package supporting employees’ health, financial security, and well‑being, including multiple medical plan options, dental and vision coverage, basic life insurance, and health savings accounts. Employees are automatically enrolled in a company‑funded 401(k) plan, receive paid time off and holidays, and work in an inclusive, people‑first culture that values flexibility, work‑life balance, professional growth, and a casual dress environment. American National is a financially strong and stable insurance organization with a legacy of trust and impact dating back to 1905. We’re committed to supporting our employees as they build meaningful careers while helping protect what matters most to our customers and communities. Guided by our core values- Financial Strength, Integrity, Respect, Service, and Teamwork (FIRST)- we foster a collaborative, people‑centered workplace where individuals are encouraged to grow, contribute, and make a difference today and for the future. Learn more about our company, by following us on social media: LinkedIn, Facebook, Instagram. Hiring Practices ... (lots of boilerplate). We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we need to strip out the hiring practices, equal opportunity, etc. Keep substantive info: benefits description, maybe mention of 401(k), PTO, etc. Also mention of core values maybe okay but could be considered boilerplate? It's part of company description; might be okay to keep as it's substantive about culture. However we need to avoid EEO statements. The paragraph about "We are committed to building a diverse and inclusive workplace..." is EEO/diversity statement; might be considered boilerplate. The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. So we should remove that paragraph. Also remove "Hiring Practices" etc. Keep benefits description. - Pay: The posting says "Base pay is determined by a variety of factors, including training, transferable skills, relevant experience, business needs, and market conditions. Compensation is subject to change and may be modified in the future." That's vague; not a specific number or range. According to rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state base pay is determined by factors, but not a specific figure. Is that enough to create a Pay section? The rule says "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state something about pay (base pay determined by factors). That is a statement about pay, albeit not a specific number. I'd argue we can include a Pay section with that statement. However we must avoid filler like "commensurate with experience" etc. The statement is not filler; it's a description. So we can include Pay section. - Schedule: Not mentioned. No schedule info. So we should not create Schedule section. - Benefits: The posting describes benefits: comprehensive benefits package supporting employees’ health, financial security, and well‑being, including multiple medical plan options, dental and vision coverage, basic life insurance, and health savings accounts. Employees are automatically enrolled in a company‑funded 401(k) plan, receive paid time off and holidays, and work in an inclusive, people‑first culture that values flexibility, work‑life balance, professional growth, and a casual dress environment. That's substantive. So we can include Benefits section. - About the role: We can have a short paragraph summarizing the role: location, focus, participation in business-wide data projects. - Responsibilities: Could be the essential functions list (client onboarding, monthly payroll, annuity administration, additional responsibilities). We'll put those under Responsibilities. - Requirements: Could be Required Qualifications (Bachelor's degree, 2-4 years experience). Could also include Additional Qualifications? Those are more like skills. Might split: Requirements = required qualifications; Qualifications = preferred qualifications? Or we could have Requirements and Qualifications separate. The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Requirements (mandatory), Qualifications (preferred), Skills (maybe additional qualifications like MS Office, Excel, data visualization, communication, etc). But we need to avoid duplication. Let's decide: - About the role: brief intro. - Responsibilities: list of essential functions (client onboarding, monthly payroll, annuity administration, additional responsibilities). - Requirements: Bachelor's degree, 2-4 years experience with data analysis and interfacing with clients. - Qualifications: Preferred qualifications (degree in Business Admin, Actuarial Science, etc; knowledge of group annuities/pensions desirable; prior experience with retirement plans; experience with BI software/PowerApps a plus). - Skills: Additional qualifications: MS Office, advanced Excel, project planning/project management skills ideal, experience with data visualization tools, strong oral/written communication, ability to multi-task under pressure, strong attention to detail, quick to learn, flexible, strong team player. - Benefits: as described. - Pay: base pay determined by factors, compensation subject to change. We must not include Schedule. We must not repeat job title as heading. We must not include any boilerplate like EEO, hiring practices, etc. We must preserve all substantive information. Let's ensure we didn't drop any substantive info. Check essential functions: we captured all bullet points. Check additional responsibilities: we captured all. Check required qualifications: captured. Check additional qualifications: captured as skills. Check preferred qualifications: captured. Check benefits: captured. Check pay: captured. Check location: included in About the role. Check career band: maybe we can include as a short p under About the role or separate? It's metadata; we can fold into About the role paragraph. Now produce HTML. Structure:

About the role

American National is seeking a Pension Risk Transfer Data Analyst for its League City, TX or Houston, TX location. The role supports day‑to‑day PRT operations, including new client onboarding, monthly annuity payroll, annuity administration, and data‑related initiatives that help accelerate the company’s capabilities as a group annuity market leader. The analyst will also participate in business‑wide data projects to support management decisions. (Career band: P2A)

Responsibilities

• Client Onboarding – lead calls with plan sponsors/brokers/TPA; confirm onboarding data questions; review test confirm reports from payment payroll; execute User Acceptance Testing and production data validation; review welcome kits test cases and web portal test cases; peer review of onboarding files by other team members.
• Monthly Payroll – perform variance analysis and reconciliation of monthly payroll reports; prepare reconciliation reports for pension plan sponsors/administrators, reinsurers and other insurers.
• Annuity Administration – investigate and resolve claims‑related queries from plan sponsors, administrators, reinsurers and/or other insurers; validate monthly reports; deliver ad‑hoc requests for member data and/or reports; support ongoing data initiatives such as life audits and review of tax slips.
• Additional Responsibilities – collaborate with actuarial, investments, risk, finance and compliance on each winning bid; work with management and cross‑functional teams on data projects to maintain or develop reporting solutions that enable business decisions and operational efficiencies; apply data engineering techniques to optimize data flows and consumption; maintain monthly and year‑over‑year dashboards for senior management reporting; utilize data visualization tools for impactful reporting; apply data quality methodology (comple