Transition Data Analyst; Fully Remote
Remote / Online - Candidates ideally in
Boise, Ada County, Idaho, 83701, USA
Listed on 2026-10-02
Boise, Ada County, Idaho, 83701, USA
Listing for:
Banner Life Insurance Company
Remote/Work from Home
position Listed on 2026-10-02
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
- Assist in the successful installation of newly sold PRT cases by analyzing and owning data work streams.
- Coordinate with clients and their delegates to obtain annuitant data and resolve any data questions.
- Support senior members of the PRT Transition Team in delivering a positive first experience.
Key Responsibilities:
- Efficiently analyze and cleanse client data using appropriate methods and tools.
- Ensure data is accurately uploaded onto administration systems and conduct testing.
- Communicate critical data discrepancies to the PRT Pricing Team for financial impact.
- Identify and call out risks to ensure mitigating controls are put into place.
Qualifications:
- 3+ years' experience analyzing and reconciling data sets across multiple sources.
- Pension plan administration, retirement benefits, annuity, or financial services experience.
- Extensive knowledge of Microsoft Office and PowerBI with advanced Excel skills;
Python a plus. - Strong project management, organizational, and prioritization skills.
Banner Life Insurance Company is a leader in Pension Risk Transfer, securing retirement for over 200,000 annuitants annually with over $14 billion in premium. With a culture built on meaningful impact and genuine enjoyment, we support our people through career development and comprehensive benefits.
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