Erp/crm configuration analyst

• Configure, update, and sustain annuity product setups within a policy administration platform, with emphasis on accuracy and operational reliability
• Interpret business and product documentation to design system configurations that align with functional goals and downstream processing needs
• Work closely with stakeholders across Product, Operations, IT, Compliance, actuarial, and technical support teams to coordinate changes and confirm expected outcomes
• Evaluate the effect of proposed updates, complete unit-level validation, and support broader testing efforts to confirm configuration quality before release
• Investigate configuration-related issues, identify root causes, and deliver timely solutions to minimize disruption to business operations
• Maintain clear records of configuration decisions, process steps, and implemented changes to support audits, knowledge transfer, and ongoing maintenance
• Contribute to product rollouts, enhancements, and day-to-day maintenance activities within the annuity administration environment
• Assist with quality assurance preparation by helping define test scenarios and validating that configured changes meet business and regulatory expectations
• Recommend practical improvements to configuration practices, workflows, and system usage to increase efficiency and reduce risk

• 5+ years of experience in configuration analysis, product configuration, or policy administration systems within financial services or insurance environments
• Hands-on experience working with policy administration platforms
• exposure to annuity administration systems is strongly preferred
• Knowledge of annuity products and processes, with the ability to apply business concepts to system configuration work
• Ability to translate detailed business requirements and requirement documents into accurate, well-documented configuration outcomes
• Familiarity with regulatory and compliance considerations related to insurance or annuity products
• Strong attention to detail, written documentation skills, and the ability to communicate effectively with both business and technical stakeholders
• Proven success working collaboratively in cross-functional teams while managing assigned deliverables with accountability
• Exposure to Agile or similar project delivery approaches is a plus

Exposure to Agile or similar project delivery approaches is a plus

• Medical, vision, dental, and life and disability insurance
• Enrollment in company 401(k) plan