Lincoln Financial Group Business Analyst - Retail Solutions in Helena, Montana
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana)
Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.
Relocation assistance: is not available for this opportunity.
Requisition #: 71763
The Role at a Glance
As the Analyst, Business System Analysis for Retail Solutions, you will provide subject matter expertise, requirements, prioritization, testing, and direction on enhancements to AnnuityHQ for Agile Build Teams and the production support team. You will assist with production support, researching and analyzing issues and conveying the required remediation. You will also consult and collaborate with business stakeholders to define and validate complex information technology solutions that meet the needs, goals, and objectives for Lincoln’s Annuity business. You will act as a resource to applicable internal/external stakeholders.
This is a new position we are adding to keep up with the growing demand for solutions leveraging AnnuityHQ. This is an opportunity to join a growing team and offers a path for advancement as we continue to expand the capabilities and usage of AnnuityHQ.
What you'll be doing
Serves as Analyst prioritizing and coordinating the enhancements to AnnuityHQ for Build and Production Supprt Teams.
Writes up stories/requirements for Build Teams and AnnuityHQ enhancement work including all items necessary to align and be current with product releases.
Submits User Acceptance Criteria and completes User Acceptance Testing.
Assists with production support as needed for AnnuityHQ.
Assists with production support as needed for processes not currently in AnnuityHQ such as Valuation extracts.
Supports projects involved with AnnuityHQ as needed including converting outbound processes to AnnuityHQ or new inbound processes.
Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for their assigned area(s) of responsibility.
Identifies and recommends process improvements that significantly reduce workloads or improve quality for their assigned area(s) of responsibility.
Consults/Analyze on more complex assignments and/or projects for their assigned area(s) of responsibility.
Consults and collaborates with internal and/or external stakeholders to determine more complex technical specifications from business requirements.
Using structured requirements process, clearly articulates, documents and validates more complex technical requirements.
Consults and acts as a resource to appropriate internal/external stakeholders to assess and deliver proposed more complex technical solutions which meet business requirements which may integrate process, business rules and business data with technology.
Collaborates effectively with appropriate stakeholders on more complex issues and conflicts that impact time, cost, scope, quality and risk of assigned projects.
Provides more complex technical research and analysis to support business operations needs and presents findings to management or project leader.
Escalates more complex issues/conflicts to management as needed.
Serves as a mentor and shares knowledge with junior team members.
May update reference tables as needed within the Operational Data Store.
What we’re looking for
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in Annuity Product Management (Minimum Required 3 - 5+ Years’ experience in business systems analysis in Individual Annuities (Required).
Experience navigating FW Vantage, Concord Vantage, and Repetitive Pay System (Preferred).
Confident, comfortable communicator with strong written and verbal communication skills.
Strong presentation skills with demonstrated ability to influence.
Ability to define problems, collect data, establish facts and draw valid conclusions.
Ability to work with others in a team environment.
Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches.
Demonstrates ability to identify and recommend processes improvements.
Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
SQL and Database knowledge preferred, but not required
Working knowledge of Informatica Data Analyst tool and Teamwork preferred, but not required
What’s it like to work here?
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for YOU:
A clearly defined career framework to help you successfully manage your career
Leadership development and virtual training opportunities
Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
Effective productivity/technology tools and training
Pay Range: $65,700 - $118,300
Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
About The Company
Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.
Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.
Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience_page_id=1422918942386) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook (http://www.facebook.com/lincolnfinancialgroup) , Twitter (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (https://www.instagram.com/lincolnfingroup/) . Sign up for email alerts at http://newsroom.lfg.com
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at firstname.lastname@example.org if you encounter a recruiter or see a job opportunity that seems suspicious.
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
This Employer Participates in E-Verify. See the E-Verify (https://www.e-verify.gov) notices.
Este Empleador Participa en E-Verify. Ver el E-Verify (https://www.e-verify.gov/es) avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.