Plan Administration Solutions Analyst

Andesa • Allentown, PA

1d • Remote

About The Position

The Plan Administration Solutions Analyst supports client and plan administration activities across plan administration, business analysis, quality assurance, and client service. This role contributes to operational excellence, system accuracy, and high-quality service delivery while developing toward full cross-functional proficiency.

Requirements

• Working knowledge of policy administration systems, reporting tools, and illustration concepts.
• Strong analytical and problem-solving skills.
• Ability to gather and document requirements.
• Familiarity with SDLC and testing methodologies.
• Strong communication and interpersonal skills.
• Ability to manage multiple priorities with guidance.
• High degree of initiative and accountability.
• Ability to understand and lead through operational and process change.
• Flexible and adaptable to shifting client needs and business priorities.
• Self-starter with a high degree of initiative and accountability.
• Ability to work with limited supervision.
• Bachelor’s degree in Business, Management, Information Systems, or related field.
• Minimum five (5) years of experience in business process, client account, or operational management, preferably in the life insurance or financial services industry.
• Willingness to travel as needed.

Nice To Haves

• Six Sigma certification a plus.
• LOMA ALMI/FLMI or equivalent industry experience preferred.

Responsibilities

• Support client relationship owners in delivering high-quality service.
• Participate in client meetings and assist with follow-up actions.
• Monitor SLAs and escalate issues appropriately.
• Assist in identifying potential upsell/cross-sell opportunities.
• Gather and document business requirements, workflows, and use cases.
• Assist in developing functional specifications and data mapping.
• Demonstrate system functionality to internal teams.
• Support release planning and coordination.
• Execute test plans for monthly releases and client enhancements.
• Validate system changes and document defects.
• Perform initial root cause analysis and collaborate with development teams.
• Support QA/BA team members through shared testing responsibilities.
• Support illustration analysis, plan design questions, and issue triage.
• Perform various system calculations including, but not limited to liability accruals, FICA, and imputed income for a variety of benefit plan types.
• Assist with test environment setup and calculation validation.
• Develop cross-functional foundational knowledge of COLI/BOLI and policy admin systems.
• Participate in internal and external project workstreams.
• Assist in project planning, documentation, and risk tracking.
• Support demos, training sessions, and client onboarding activities.
• Collaborate with cross-functional teams (QA, Development, Operations, Finance).
• Participate in on-call rotations and release activities as needed.
• Contribute to continuous improvement initiatives.
• Collaborate with Chief Client Officer and Chief Revenue Operations Officer to develop and implement strategic plans for service delivery and client growth.
• Support and act as Project Owner client initiatives, providing coordination, stakeholder engagement, and issue resolution, if needed.
• Present monthly/quarterly updates on account performance, client health, and growth initiatives to internal and external stakeholders.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level