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Analyst
Great West Financial
Denver (Dtc), CO, United States
Job Details - this job has expired, please see similar jobs below
Position Highlights
Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.
The Forms/Confirmations Analyst is responsible for obtaining and analyzing required information regarding the creation, production and delivery services for multiple forms and confirmations. This includes examination of various data points, audience identification and any system set-up required. The Analyst serves as a liaison between the various internal business teams and the systems team for documentation of requirements, obtaining Legal reviews/approvals and the recognition of delivery services.
Primary Responsibilities
A. Management and coordination of projects for full life-cycle of forms and confirmations which includes: developing business requirements containing system coding instructions, translation of Legal/Regulatory updates, researching various data points, performing updates to various systems, facilitating/participating in client meetings and conference
calls, ensuring development and implementation of solutions that meet customer needs and minimize defects prior to implementation.
B. Collaboration with various internal partners in developing and documenting business requirements in conjunction with project plans, roadmaps and client expectations for delivery.
C. Builds productive internal/external working relationships. Developed communication skills to influence/negotiate others in straightforward situations due to understanding of how the Forms/Confirmations team integrates with others in accomplishing the objectives.
D. In-depth understanding of concepts and procedures within the Forms/Confirmations team, basic knowledge in other areas and skilled in DOL/IRS/ERISA requirements which translate to the creation of forms and
confirmations.
E. Uses judgment based on practice and precedence. Works on increasingly complex assignments where knowledge and experience and use of comparison data or alternative actions are used to resolve the situation. Demonstrates good judgment in selecting methods and techniques for obtaining solutions.
F. Consistently deliver a superior service experience to internal and external customers. This includes: maintaining the department goal for coding, customization, production and delivery for creation of a final product.
G. Ensures issues are being resolved and clients are kept apprised of progress ensuring highest level of customer service and satisfaction.
H. Receives general assignments with few instructions and operates with limited independence. Occasionally provides on-the-job training of new team members.
Qualifications
Education:
• 2 - 4 year degree or equivalent experience
Other Preferred Qualifications:
• 2-4 years of typical related experience
• Strong attention to detail required
• In Design Preferred
• Ability to understand and think through complex processes
• Strong organization and problem-solving skills
• Ability to multi-task and prioritize workload
• Using established procedures and working under moderate supervision,
• performs assigned tasks.
• Develops working relationships with peers and management
Physical Requirements/Working Conditions:
• Normal Office Working Conditions
• The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills.
About Great-West Financial
At Great-West Financial® and Empower Retirement, our more than 5,000 associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.
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