8 дней назад
Lead Life & Annuity Regulatory Analyst (Insurance)
30 - 38$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Lead Life & Annuity Regulatory Analyst (Insurance): Supporting tax and regulatory operations for life insurance and annuity processing with an accent on policyholder transaction research, product taxation, information reporting, and withholding. Focus on interpreting tax law changes, resolving production and customer escalations, and leading testing for compliant product enhancements.
Location: Cedar Rapids, Iowa, United States; hybrid with in-office attendance on Tuesdays, Wednesdays, and Thursdays
Salary: $30–$38 per hour, plus potential annual bonus
Company
is a financial services company providing life insurance, annuities, retirement, investment, and employee benefit solutions as part of the Aegon group.
What you will do
- Research complex transactions related to daily policyholder processing and monitoring.
- Interpret annuity tax regulations, gather data from multiple administrative systems, troubleshoot issues, and answer business-unit questions.
- Lead resolution of production-system problems and customer escalations.
- Analyze tax law changes and coordinate implementation plans across affected departments.
- Maintain manual tax-law records and processes, including aggregation, cost-basis updates, foreign reporting, and withholding.
- Lead product enhancement initiatives for information reporting and withholding, including planning, coordinating, and validating comprehensive testing.
Requirements
- High school diploma or equivalent.
- At least 5 years of experience in annuities, insurance, or financial services.
- In-depth understanding of fixed and variable annuity concepts.
- Strong analytical, decision-making, communication, customer service, teamwork, and attention-to-detail skills.
- Ability to work under pressure and provide performance feedback and mentoring to team members.
- Ability to work in the Cedar Rapids office on Tuesdays, Wednesdays, and Thursdays.
Nice to have
- Associate degree or equivalent education and experience.
- Experience leading testing and implementation of information reporting and withholding enhancements.
Culture & Benefits
- Employment in a collaborative environment focused on financial security and customer support.
- Medical, dental, vision, disability, pension, and 401(k) matching benefits.
- Paid time off starting at 160 hours annually and ten paid holidays per year.
- Tuition reimbursement, career training, employee discounts, and an employee stock purchase plan.
- Parental leave, adoption assistance, backup care, wellness programs, and employee assistance resources.
- Employee resource groups, inclusion programs, volunteer PTO, and matching gifts.
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