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, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role Summary

This opportunity is for an experienced associate-level Life, Annuity & Group Benefits Operations Consultant supporting insurance operations modernization. Working with a confidential client, you'll help improve policy administration, claims, servicing, and broader operational processes by contributing to operating model design, process improvement, data conversion, and platform implementation efforts.

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What You’ll Do

You will be part of advisory engagements focused on life, annuity, and group benefits operations. Typical responsibilities include:

• Supporting client service activities across life, annuity, and group benefits operations
• Analyzing policy administration, claims, and servicing workflows to uncover improvement opportunities
• Gathering, cleansing, and organizing operational data to support book-of-business reviews, conversions, and reporting
• Assisting in operating model design and process modeling for modernization initiatives
• Using digital tools and analytics to review service delivery models and identify root causes of process issues
• Contributing to data exchange and conversion workstreams for cloud-based insurance platform implementations
• Reviewing customer feedback and service metrics to recommend improvements to policyholder and distributor experiences
• Applying curiosity and problem-solving to drive operational efficiency, scalability, and execution support

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Qualifications

What you must have:

• At least a Bachelor’s degree
• Minimum 1 year of professional experience (insurance, consulting, analytics, operations, or related fields)

What will set you apart:

• Coursework or internship exposure in insurance operations, policy administration, claims, or servicing
• Background or study in fields such as Accounting, Actuarial Science, Data Analytics, Computer Science/Information Systems, Economics, Finance, Mathematics/Statistics, Operations/Supply Chain, Project/Technology Management, Risk Management/Insurance, or related areas
• Experience or interest in platform implementations, data conversions, or process improvement in insurance
• Strong analytical skills and familiarity with using digital tools for root cause analysis and reporting
• Effective communication, client service mindset, and ability to work in collaborative teams
• Curiosity and a willingness to learn new systems and methods quickly

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Compensation & Benefits

• Salary range: $63,000 - $140,000 (actual pay within the range will depend on skills, experience, qualifications, and applicable employment laws)
• Eligible for an annual discretionary bonus (per the confidential client’s policy)
• Typical benefits may include medical, dental, vision, retirement (401k) options, paid holidays, vacation, and sick leave — specifics provided by the confidential client

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Location & Work Authorization

• Location: Manhattan, NY (onsite / hybrid expectations to be confirmed by the confidential client)
• Applicants must have legal authorization to work in the United States without current or future employer sponsorship unless the confidential client states otherwise during the hiring process

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Why Apply

This role offers early-career exposure to cross-functional insurance operations work (finance, actuarial, investments, reporting, book-of-business management, and conversions) while building consulting skills, technical fluency, and a professional network. If you enjoy solving process problems, working with data, and supporting digital platform initiatives in insurance, this is a strong development opportunity.

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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.