Annuity Analyst (Charlotte, NC (Hybrid) or Remote)

Brighthouse Financial•Charlotte, NC

2d•$60,000 - $70,000•Hybrid

About The Position

As an Annuity Analyst, you will read and understand specifications for the annuity illustrations platform, write and execute test plans, and report and analyze discrepancies. The role supports Brighthouse Financial by providing accurate and timely annuity illustrations to Sales Desk and Brokerage Firm partners, helping them sell Brighthouse annuity products. The position may be performed remotely or in the office under the company’s flexible hybrid work model, with occasional in-person company or department gatherings during the year.

Requirements

Strong organizational and time-management skills.
Ability to adapt to changing deadlines and priorities.

Nice To Haves

Strong oral and written communication skills.
Knowledge of Excel.
Knowledge of annuity products and insurance experience.

Responsibilities

Research and understand the annuity illustrations platform.
Verify and document system access daily.
Create test plans and matrices defining the testing approach, assumptions, and expected results.
Perform iterative testing by executing the test matrix, recording defects, and analyzing discrepancies.
Provide weekly project status update reports.
Test annuity illustrations against actuarial data.
Review all illustration specifications.
Participate in specification walkthroughs.

Benefits

Base salary of $60,000 to $70,000 plus performance-based incentives determined by company and individual results.
Flexible work environment with the option to work remotely or in the office.
At least 20 days of paid time off and 16 paid company holidays per calendar year.
Paid volunteer time and paid study time.
401(k) savings plan with company match up to 6%, plus an annual company nondiscretionary contribution of 3%.
Medical, vision, and dental plans.
Tax-free health savings accounts with potential company contributions up to $1,000 per family.
Up to 16 weeks of paid leave for new parents.
Back-up dependent care and a dependent care flexible spending account.
Up to a $25,000 lifetime maximum for adoption, infertility, or surrogacy support.
Company-paid basic life insurance and short-term disability insurance.