Life, Annuity & Group Benefits Operations Consultant - Experienced Associate
The Life, Annuity & Group Benefits Operations Consultant at Confidential Client supports insurance clients by improving core operations, data management, and technology related to policy administration, claims, and servicing. This role involves analyzing processes, supporting operating model design, and contributing to platform implementations to enhance operational efficiency and customer experience within the insurance sector.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Insurance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is seeking an experienced associate-level Insurance Operations Consultant to support life, annuity, and group benefits engagements. You will help clients modernize policy administration, claims and servicing workflows, and support platform implementations, data conversions, and operating-model design. This role blends client-facing work with hands-on analysis and execution in a fast-paced advisory environment.
Key Responsibilities
- Support client service activities across life, annuity, and group benefits operations for Confidential Client.
- Analyze policy administration, claims, and servicing processes to identify bottlenecks and improvement opportunities.
- Gather, clean, and organize operational and book-of-business data for conversions, reporting, and client reviews.
- Assist in operating-model design, process modeling, and documentation for modernization initiatives.
- Contribute to data exchange and conversion workstreams for cloud-based insurance platform implementations.
- Use digital tools and analytics to diagnose root causes of service issues and recommend solutions.
- Review customer feedback and service metrics to identify opportunities to improve policyholder and distributor experiences.
- Apply curiosity and structured problem solving to support operational efficiency and scalability.
- Communicate clearly with client teams and internal stakeholders; support project delivery tasks as assigned.
What You Must Have
- Bachelor’s degree (required).
- Minimum of 1 year of relevant experience (policy administration, claims, servicing, operations, analytics or related client support).
Preferred / Differentiating Qualifications
- Coursework or internships in insurance operations or related fields.
- Exposure to policy administration, claims, servicing workflows, or platform conversions.
- Experience with data analysis, process improvement, or operating-model activities.
- Familiarity with cloud-based insurance platforms and data conversion tasks.
- Strong communication, teamwork, and client-support skills.
- Fields of study that align well include Accounting, Actuarial Science, Analytics/Data Science, Computer Science/Information Systems, Economics, Finance, Mathematics/Statistics, Operations/Supply Chain, Project/Technology Management, Risk Management/Insurance, and related majors.
Travel & Work Location
- This role is based in Chicago, IL. Travel up to 60% may be required for client work and on-site engagements.
Compensation & Benefits
- Salary range: $63,000 - $140,000 per year. Actual pay will depend on experience, qualifications, and location, consistent with applicable law.
- Eligible for annual discretionary bonus where applicable.
- Benefits typically include medical, dental, vision, retirement plan options, paid time off and other standard employer-provided benefits — specifics provided by the Confidential Client.
Equal Opportunity & Hiring Notes
Careertakes and our client are committed to fair hiring. Confidential Client does not discriminate on the basis of protected characteristics. Note that sponsorship policies may apply; confirm visa/sponsorship details with the recruiter if relevant.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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