Senior Analyst, Annuity Distribution Technologies

KKR

$85K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience required
  • 3+ years in the annuity insurance industry focusing on operations or technology
  • Familiarity with key annuity platforms like AN4, Affirm, and FireLight preferred
  • Experience with operational technologies such as DTCC and ACORD
  • Solid understanding of business workflows for annuity products
  • Team-oriented with the ability to work independently
  • Strong analytical and communication skills

Responsibilities

  • Lead development of automation solutions for annuity platforms
  • Partner strategically with operations teams
  • Collaborate with TPAs to enhance automation capabilities
  • Provide expertise on B2B services to internal teams
  • Represent project initiatives with cross-functional teams
  • Design testing strategies and maintain related documentation
  • Execute various test scenarios and ensure comprehensive test coverage

Benefits

  • Opportunity for discretionary bonuses based on performance
  • Work in a collaborative and cross-functional team environment
  • Engage with industry partners and leading vendors
  • Contribute to the development of quality assurance best practices
  • Access to ongoing professional development opportunities
Full Job Description
POSITION OVERVIEW

We are seeking a collaborative and driven professional to help shape and advance the electronic business capabilities and data interfaces supporting our growing annuity business. This role will work cross-functionally with operations, sales, industry partners, TPAs, and key vendors to deliver scalable automation solutions, strengthen platform connectivity, and improve the overall quality and efficiency of business processes.

The ideal candidate brings a blend of annuity industry knowledge, technology fluency, and quality assurance experience, with the ability to translate business needs into practical, strategic solutions.

RESPONSIBILITIES:
  • Lead and support the development of industry-standard distribution automation solutions across Global Atlantic's annuity platforms
  • Serve as a strategic partner to operations teams supporting annuity business lines
  • Collaborate with TPAs and external partners to define, enhance, and implement automation capabilities aligned to industry standards
  • Provide subject matter expertise on B2B-supported services for internal stakeholders and project teams, including capability reviews, impact assessments, and strategic recommendations
  • Lead and represent project initiatives across cross-functional teams and external partners
  • Develop and maintain effective testing strategies, procedures, and documentation
  • Design and execute test scenarios across annuity platforms, including functional, system, integration, regression, and smoke testing
  • Review business requirements and user stories to ensure complete and accurate test coverage
  • Identify, document, and analyze testing results, defects, and usability issues, and partner with stakeholders to drive resolution
  • Contribute to the development and continuous improvement of quality assurance standards, best practices, and internal processes

QUALIFICATIONS
  • Bachelor's degree or equivalent combination of education and relevant experience
  • 3 + years of experience in the annuity insurance industry within operations, technology, or a related function
  • Working knowledge of annuity products and services; experience with platforms such as AN4, Affirm, FireLight, FIDx, LUMA, and iCapital is preferred
  • Experience with annuity industry-standard operational technologies, such as DTCC, ACORD, and IRI
  • Strong understanding of business and operational workflows related to annuity products
  • Ability to work both independently and collaboratively in a team environment, contributing as both a leader and partner
  • Demonstrated adaptability, strong work ethic, and high degree of integrity, accountability, and professionalism
  • Strong analytical, problem-solving, and critical-thinking skills
  • Working knowledge of Agile methodologies
  • Excellent written and verbal communication skills
  • Highly organized with strong attention to detail

#LI-Onsite

This is the expected annual base salary range for this position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary Range - $85,000 to $100,000

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