What are the responsibilities and job description for the Operations Business Analyst II position at Security Benefit Business Services / Everly Life?
Security Benefit is searching for an Operations Business Analyst with proven experience to join our Operations team. The Business Analyst will work in our home office in Topeka, Kansas. Security Benefit associates will work a hybrid schedule with both remote and on-site work.
Who Are We?
Through a combination of product innovation, exceptional investment management, and a unique distribution strategy, Security Benefit has become a leader in the U.S. retirement industry. For more than five decades, we’ve focused our expertise solely on this market, providing a broad suite of annuities and mutual fund programs to help customers from coast to coast align their assets with their aspirations.
What Does the Job Look Like?
The ideal candidate will excel in data analysis, reporting, and complex issue resolution.
Problem solving and issue resolution:
Address and resolve client inquiries or escalations promptly
Implement solutions for operational challenges, maintaining high service standards
Serve as primary contact to advisors and/or plan sponsors, maintaining and strengthening key relationships
Retrieve and manipulate data for reporting purposes to support strategic decision-making
Preparing technical reports by collecting, analyzing, and summarizing information and trends using Microsoft Excel and SQL
Review and process new plan implementation documents through our established intake procedures
Functioning as a liaison between our shared service providers and other internal or external teams and contacts to streamline administrative processes
Contribute to the continuous improvement of operational processes and ensure compliance with industry standards
Who Are You?
An experienced Business Analyst with 2-4 years’ experience in financial services, with a key focus in operations
Have a bachelor’s degree in business or related field preferred. Equivalent work experience may be considered in lieu of a degree
Possess the ability to work independently and collaboratively in a team-oriented environment
Possess an analytical mindset with a focus on delivering digital client solutions
Proficient knowledge in Salesforce is preferred
Solid skills in Microsoft Excel including data analysis and report creation
Solid knowledge of SQL for querying and manipulating data
Strong critical thinking to identify solutions and improve processes
Excellent oral and written communication skills
Possess strong relationship building skills with the ability to interact positively and successfully with internal and external customers, and all levels of staff and management to meet business needs
Willing to develop a broad understanding of products, services, policies, procedures, regulations, and laws for effective performance
Willingness to take on diverse responsibilities and adapt to changing priorities
Retirement plan credentials (e.g., CRPS, QKS, QKA) are a plus.
What Can Security Benefit Offer You?
Security Benefit offers a competitive salary and as a full-time employee you are eligible for our robust benefits package including:
Employees are eligible for an annual incentive bonus designed to reward them for performance.
33 days of paid time off for PTO, paid holidays, days of Significance, and a Volunteer Day
Paid parental leave eligible after one year of service
Medical, Dental & Vision Insurance
401k with company match
Profit Sharing & Savings Plan
Short-term and long-term disability insurance
Flexible spending account
Life insurance
Educational Assistance
Associate Assistance Programs
Career growth and more!
Consider joining our progressive team in our nationally recognized company. Visit the career section of our website at www.securitybenefit.com/careers to apply and submit your resume. EOE
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