Job Details

About Andesa Services, Inc.

Andesa Services, Inc is a service and technology company. We are proud to serve the Life Insurance and Annuity industry through custom Software as a Service (SaaS) technology solutions and dedicated business support to end-users such as clients, brokers or policy holders. More information on these services can be found on our website at www.AndesaServices.com.

Andesa was established in 1983 and is located in Allentown, PA. We are a 100% employee-owned company via an Employee Stock Ownership Plan (ESOP), which means when you join our team, you will not only become an employee-owner, you will be contributing to and taking part in the success and longevity of the company!

Position Summary

The Plan Administration Solutions Analyst supports client and plan administration activities across plan administration, business analysis, quality assurance, and client service. This role contributes to operational excellence, system accuracy, and high-quality service delivery while developing toward full cross-functional proficiency.

Primary Responsibilities

Client & Account Support

• Support client relationship owners in delivering high-quality service.
• Participate in client meetings and assist with follow-up actions.
• Monitor SLAs and escalate issues appropriately.
• Assist in identifying potential upsell/cross-sell opportunities.

Business Analysis & Requirements

• Gather and document business requirements, workflows, and use cases.
• Assist in developing functional specifications and data mapping.
• Demonstrate system functionality to internal teams.
• Support release planning and coordination.

Quality Assurance & Testing

• Execute test plans for monthly releases and client enhancements.
• Validate system changes and document defects.
• Perform initial root cause analysis and collaborate with development teams.
• Support QA/BA team members through shared testing responsibilities.

Plan Administration & Technical Support

• Support illustration analysis, plan design questions, and issue triage.
• Perform various system calculations including, but not limited to liability accruals, FICA, and imputed income for a variety of benefit plan types.
• Assist with test environment setup and calculation validation.
• Develop cross-functional foundational knowledge of COLI/BOLI and policy admin systems.

Project & Implementation Support

• Participate in internal and external project workstreams.
• Assist in project planning, documentation, and risk tracking.
• Support demos, training sessions, and client onboarding activities.

Internal Collaboration

• Collaborate with cross-functional teams (QA, Development, Operations, Finance).
• Participate in on-call rotations and release activities as needed.
• Contribute to continuous improvement initiatives.

Secondary Responsibilities

• Collaborate with Chief Client Officer and Chief Revenue Operations Officer to develop and implement strategic plans for service delivery and client growth.
• Support and act as Project Owner client initiatives, providing coordination, stakeholder engagement, and issue resolution, if needed.
• Present monthly/quarterly updates on account performance, client health, and growth initiatives to internal and external stakeholders.
• Perform other duties as assigned.

Knowledge, Skills, and Abilities

Essential:

• Working knowledge of policy administration systems, reporting tools, and illustration concepts.
• Strong analytical and problem-solving skills.
• Ability to gather and document requirements.
• Familiarity with SDLC and testing methodologies.
• Strong communication and interpersonal skills.
• Ability to manage multiple priorities with guidance.
• High degree of initiative and accountability.

General:

• Ability to understand and lead through operational and process change.
• Flexible and adaptable to shifting client needs and business priorities.
• Self-starter with a high degree of initiative and accountability.
• Ability to work with limited supervision.

Education, Training, and Experience

• Bachelor's degree in Business, Management, Information Systems, or related field.
• Minimum five (5) years of experience in business process, client account, or operational management, preferably in the life insurance or financial services industry.
• Six Sigma certification a plus.
• LOMA ALMI/FLMI or equivalent industry experience preferred.
• Willingness to travel as needed.

Reports To:

• Chief Client Officer

Work Schedule:

This is a full-time (40 Hours/Week) exempt position. Hours are flexible within core business hours. This position is fully remote reporting out of our office in Allentown, PA.