Annuities Relationship Management Analyst - Remote

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:  
 

This position is responsible for the development and support of connectivity solutions between TruStage and decision engine vendors and other ancillary products and strategic partners. This role is responsible for planning, organizing and managing technology projects and systems. 

Job Responsibilities:  
 

• New Contract Administration: Work closely with Legal, Compliance and Contracting manage due diligence process and collect required background information from external distributors. On-boarding of external distributors, which includes the processing of paperwork, inputting information into BFY Wholesale in addition to other computer systems, including, but not limited to, EDI, EDAA, PeopleSoft and Rep Info Center (RIC). 

• Ongoing Contract Maintenance: Work closely with Legal and Compliance to schedule annual reviews of each distributor; ensure current product and system approval status, entity and advisor information, track and calculate sales incentives, distribute required reports and contract communications, manage collection of required attestations. 

• Relationship Operational Support: Act as single point of contact, from an operational perspective, for external distributors. Drive necessary changes to other areas of the organization. 

• Business Assignment: Manage and execute requests for reassignment of business due to changes in status of external distributors and representatives. 

• Systems Support and Reporting: Activate security and access to key business systems for distributors and agents. Point of contact for information about systems access and operations for systems that support external distribution. Supply management and production reports as requested. 

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. 

Job Requirements: 

• Bachelor's Degree in Accounting, Business or equivalent trade-off in related professional work experience. 

• Work Experience: 

• Three years progressive work experience in contract administering 

• Serve as a point of contact to respond to incoming/internal customer inquiries; 

• Experience as a lead worker in providing coaching, mentoring and feedback to other …