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Sales Development Analyst

4 months ago

Austin, United States National Western Full time
Category
Sales and Marketing

Description

Job Summary

The Sales Development & Analytics Team at National Western Life Insurance Company (NWL) is seeking a Sales Development Analyst to join our team. This role will assist with building and maintaining annuity & life insurance products on multiple online eApplication platforms. The focus for this position is on the submission and processing of annuity & life insurance related data from a variety of external service providers including Insurance Technologies, iPipeline, Ebix, DTCC and others. The Sales Development Analyst must have a strong customer focus; demonstrate analytic, problem solving and research skills and work well in a team environment.

Essential Functions
  • Execute development on midsize enhancements for PPFAs and changes to forms on all vendor platforms, including new product builds. This involves but is not limited to the following: meet with business partners to determine requirements, execute on necessary configuration changes, load the changes to external service provider host sites, create and execute test plans, and assist with production deployments.
  • Appropriately plan and stage code releases for production launches.
  • Research and respond to difficult production support inquiries on vendor platforms and electronic feeds.
  • Submit requests for IT services for deployments as well as changes and enhancements to electronic feeds.
  • Create and maintain team documentation.
  • Provide ongoing maintenance, support and upgrades to existing products and forms.
  • Participate on project teams as a Subject Matter Expert (SME) during the creation of new annuity and life insurance products. Must be able to handle multiple midsize projects simultaneously.
  • Collaborate regularly with team members, management, and both internal and external business partners including IT Partners, Project Managers, Business Analysts, Sales and Business Relationship Managers.
  • Participate in business requirement planning sessions.
  • Update the forms database to track new forms and updates to existing forms.
  • Represent NWL by participating in conference calls and attending meetings and conferences with vendors, service providers, competing carriers, clients and distribution partners.
  • Organize and lead meetings.
  • Coach, train, and mentor less experienced Sales Development Analysts.
  • Work with some direction.
  • Execute daily, weekly, and monthly reports and distribute to business partners.
  • Other tasks as assigned by Senior Sales Development Analysts and management.
Position Requirements

Knowledge, Skills, & Abilities
  • Excellent interpersonal, verbal, and written communication skills; ability to effectively communicate at all levels of an organization
  • Strong knowledge of industry products, policies, and procedures
  • Proficient understanding of business practices, sensitivities, and confidentiality
  • Ability to be a complex problem solver; must be a strategic critical thinker who thinks outside of the box.
  • Flexibility in work schedules; some travel may be required
  • Experience with Microsoft tools as well as organizational tools or software.
  • Strong organizational skills, ability to multi-task and adapt to change
  • Ability to work effectively independently with a solutions-minded approach, and as a team player with positive collaboration
  • Ability to recognize critical problems and opportunities
  • Ability to manage complexity and ambiguity
Education & Experience
  • Education
    • Bachelor's degree in Business, Finance, Computer Science or a related field is preferred but equivalent professional experience will be considered
  • Experience
    • 5+ years professional experience with at least 2 years in the financial or insurance industries
    • Knowledge of annuity and/or life products is required as is XML coding experience
    • Proficient with Microsoft Office products including Outlook, Word, Excel and PowerPoint
    • Experienced using Adobe Acrobat or similar to work with form fields and tagging
  • Additional experience that is not required but is preferred include:
    • Creating Product Profiles for Annuities (PPfA) or Product Profiles for Life (PPfL)
    • Using VTXml Product Suite software to build and maintain products
    • Experience with HTML and XML coding languages
    • Building/designing to ACORD standards and processing data through the DTC/DTCC
    • Experience with Straight Through Processing (STP) to administration systems
    • Mapping data interfaces between systems including licensing, appointment, sales and administration systems
    • Managing transactional and clearing information from the DTCC and its subsidiary companies including DTC & NSCC electronic feeds
Work Environment
  • This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
  • Regular and predictable attendance is required.
  • The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear.
  • The physical demands described here are representative of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Full-Time/Part-Time
Full-Time

Position
Sales Development Analyst

Exempt/Non-Exempt
Exempt

About the Organization

National Western Life provides high quality insurance products on a global basis to meet the financial security needs of well-defined market segments. We provide professional and friendly service to our policyholders and agents and are responsive to the needs of our employees, shareholders and the community.

EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

This position is currently accepting applications.