Lead and coordinate illustration activities for new product implementations, product changes, and illustration platform upgrades/enhancements across annuity product lines
Serve as Subject Matter Expert (SME) for annuity illustration functionality, ensuring accurate representation of product features, alignment with provided actuarial calculation tools, and regulatory guidelines
Support ongoing rate updates, performance updates, and related testing on the Illustration, Calculator tools, and FinTech platforms
Act as a senior escalation resource for complex or non-standard illustration scenarios
Design and execute test plans and test cases for new/enhanced products, features, and system upgrades
Identify, document, and escalate issues discovered during testing. Coordinate resolution with internal teams and external vendors through product validation production validation.
Use data fluency and problem-resolution skills to uncover root causes and drive continuous improvement
Support phased releases, pilots, and post-launch validation activities
Translate business, product, and regulatory requirements into BRDs and functional specifications for illustration system changes
Review and validate technical specifications provided by vendors to ensure accurate implementation of product features and design elements
Serve as a key point of contact with illustration vendor on assigned initiatives, enhancements, and issue resolution
Support planning, prioritization, and lead execution of vendor driven illustration enhancements
Identify opportunities to streamline illustration workflows, reduce manual effort, and improve efficiency through process improvements and automation
Support API integrations, robotics process automation (RPA), and future artificial intelligence (AI) initiatives to streamline illustration system operations and data workflows
Bring an innovative mindset to evaluating new tools and approaches, including AI-enabled capabilities where appropriate
Requirements
7+ years of experience in annuity product support, business analysis, illustration system roles, or a related role within financial services
Bachelor’s degree in business, finance, math, technology, or relevant field
Annuity industry experience and product knowledge (strongly preferred)
Digital design proficiency related to consumer facing collateral
Experience testing software applications and a thorough understanding of the functional and regression testing cycles
Ability to understand complex mathematical concepts and review/update complex Excel formulas
Understanding of functional requirements for third-party integrations and the technical documentation for associated APIs, RPA tools, and digital integration workflows
Proficiency in Microsoft Excel and other Microsoft Office tools
Strong verbal and written communication skills
Ability to manage multiple concurrent initiatives and prioritize effectively in a fast-paced setting, and adhere to deadlines
Exceptional organization and follow-up skills
Experience identifying opportunities for process improvement, automation, or efficiency improvements in operational or product support environments.
Tech Stack
RPA
Benefits
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.