Technical Business Analyst IV

Security Benefit Business Services / Everly LifeTopeka, KS
Hybrid

About The Position

We're looking for a Technical Business Analyst IV to own the configuration and support of our digital annuity order entry platforms (FireLight, AnnuityNet, and others). You’ll combine annuity domain knowledge with hands-on technical skills to ensure independent financial professionals can submit compliant, in-good-order applications across all distribution channels. This role sits at the intersection of product operations, compliance, and technology. The Technical Business Analyst IV position reports to the AVP, Platforms and Infrastructure and will be based out of our home office in Topeka, Kansas. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

Requirements

  • Bachelor’s degree in Business, Information Systems, Computer Science, or related field (or equivalent experience).
  • 4–6 years supporting annuity or life insurance order entry, e-application, or new business processing systems.
  • Knowledge of annuity products (fixed, FIA, variable), suitability requirements, 1035 exchanges, and replacements.
  • Understanding of independent insurance distribution models (IMOs, broker-dealers, banks, RIAs) and multi-channel sales strategies.
  • Experience with business rules configuration, form/workflow design, and low-code/no-code platform administration.
  • Familiarity with ACORD data standards and/or DTCC Insurance & Retirement Services (APP, SUB, PAR).
  • Proficiency in SQL; working knowledge of APIs (REST/SOAP), XML/JSON, and tools like Postman.
  • Strong technical writing, requirements gathering, and stakeholder communication skills.

Nice To Haves

  • Order entry platform administrator certification (e.g., Hexure FireLight).
  • Scripting skills (Python, PowerShell) and experience with BI tools (Power BI, Tableau).
  • Demonstrated use of AI assistants (Claude, ChatGPT) as productivity tools.
  • LOMA (FLMI), LIMRA, or similar insurance certifications.
  • Familiarity with Reg BI, NAIC model regulations, and state suitability rules.
  • Experience with Jira, Confluence, or similar platforms for change management and documentation.

Responsibilities

  • Configure and administer annuity order entry platforms including forms, business rules, workflows, and environments.
  • Manage distributor onboarding, user access, review queues, and permissions for independent distribution partners (IMOs, broker-dealers, banks, RIAs).
  • Support new annuity product launches by configuring products, forms, disclosures, and state-specific documents on order entry platforms.
  • Configure IGO validation, suitability scoring, and compliance rules; partner with compliance and product teams on regulatory changes.
  • Coordinate product availability, form parity, and compliance alignment across multiple platforms and distribution channels.
  • Analyze submission volumes, NIGO trends, and processing metrics to inform business decisions and drive improvements.
  • Own ACORD 103 data mapping and support DTCC connectivity (APP, SUB, PAR, NSCC money settlement).
  • Coordinate with policy administration teams to troubleshoot data flow and application processing issues.
  • Configure can-sell checks using DTCC PAR for producer licensing and appointment validation at point of sale.
  • Manage vendor relationships including support escalations, release management, and SLA oversight.
  • Support audit and compliance activities with e-signature trails, usage reports, and documentation.
  • Write SQL queries, test API integrations, develop scripts (Python, PowerShell), and perform root cause analysis on failures.
  • Leverage AI tools (Claude, ChatGPT) to accelerate documentation, analysis, and problem-solving.

Benefits

  • Competitive salary and annual incentive bonuses to reward your contributions.
  • 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
  • Paid parental leave after 90 days of service.
  • Comprehensive medical, dental & vision insurance.
  • 401(k) with company match, plus Profit Sharing & Savings Plan.
  • Short- and Long-Term Disability Insurance to give you peace of mind.
  • Flexible Spending Accounts for medical and dependent care.
  • Life Insurance to protect your loved ones.
  • Educational assistance to support your career development.
  • Associate assistance programs for your personal and professional well-being.
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