Job Description

Please note that we do not offer visa sponsorship for this position.

• This position is part of the Life & Annuity Solutions team, which is responsible for designing, implementing, and managing our life and annuity products. The team is at the forefront of delivering innovative solutions that enhance customer experience and drive business growth.
• This role contributes to customer experience and business analyst functions within the company’s new issue and inforce illustration systems for life and annuity products, riders, and illustration system enhancements.
• By assisting with testing, requirements, and issue resolution, this position helps ensure operational accuracy and reliability.
• A successful candidate thrives in a fast-paced environment, ensuring accuracy through attention to detail while developing professional expertise, balancing multiple priorities with adaptability, and demonstrating a proactive approach to problem-solving.
• This position will report to, Senior Illustration Systems Analyst.

• This is more than just a business analyst role—it’s an opportunity to shape the future of life and annuity solutions, collaborate across teams, and drive meaningful improvements that impact both our customers and the business. If you're looking for a role where you can innovate, grow, and make a difference, we’d love to hear from you!

Essential Duties and Responsibilities

Support the team in maintaining an accurate and functional illustration system while contributing to the accelerated pace of system implementation and its continuous improvement. This role plays a key part in enhancing the customer experience and adapting to evolving business needs.

To accomplish this, the role involves the following responsibilities:

Technical Responsibilities include:

• Develop and refine detailed test strategies, build test cases, create traceability matrices, and define expected results in collaboration with the team.
• Execute test cases as part of User Acceptance Testing (UAT), identifying and documenting defects to support system accuracy.
• Monitor and manage system defects and enhancements utilizing issue tracking tools, ensuring timely follow-ups.
• Support the development of business requirements for User Interface (UI), System Integrations, NAIC-compliant illustrations, and other projects by gathering information and assisting senior analysts in documentation.
• Contribute to improving the illustration testing processes.
• Analyze and troubleshoot issues with illustration systems, escalating more complex challenges to senior team members as needed.
• Aid in generating new issue and inforce illustrations for products and policies with characteristics not currently supported by existing systems.
• Track system performance, analyze functional metrics, and assist in developing reports that support operational insights and issue resolution.
• Support system integrations by assisting with the analysis of interface behavior, data exchanges, and functional issues while collaborating with internal teams and external vendors.

Innovation & Customer Experience Responsibilities include:

• Support process and system enhancements by researching and analyzing ways to improve both the buying and selling customer experience.
• Collaborate with stakeholders across departments under the direction of senior team members, including third-party vendors, Product Development, Marketing, Legal & Compliance and others.

Minimum Qualifications

• Bachelor’s Degree or equivalent combination of education and experience.
• Ability to build relationships and collaborate effectively.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities under pressure while working as part of a team in a fast-paced environment.
• Highly organized, proactive, and solutions-oriented.
• Creative problem solver who embraces emerging technologies and innovative approaches to improve quality and efficiency.

Work Arrangements:

Hybrid

• This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Preferred Qualifications

• Bachelor’s degree in Mathematics, Computer Science, Business, or equivalent experience.
• Experience working with life insurance and/or annuity products and riders.
• Familiarity with illustration systems for life and/or annuity products.
• Proficiency in performing User Acceptance Testing (UAT) and developing detailed test plans.
• Background in User Interface (UI) and/or User Experience (UX) design.
• Familiarity with APIs, structured data formats (e.g., JSON or XML), and system integrations.
• Familiarity with AI-assisted productivity tools and the ability to leverage emerging technologies to support analysis, testing, and process improvement.

AI Proficiency Expectations

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.

All applicants are expected to:

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing and validating AI-generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life’s AI guiding principles.
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention and intellectual property.

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!