Business Process Improvement Consultant

Group 1001is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Why This Role Matters:

The Process Improvement Consultant – Annuity Operations is the process and performance partner to Inforce and Claims leadership. You'll find where annuity servicing and claims processes break down, figure out why, and work with operations teams to redesign how the work gets done. Your work will improve cycle time, transaction accuracy, the beneficiary and contract owner experience, and how consistently we meet regulatory requirements.

You'll work closely with Operations, Product, Technology, Legal, Tax, Compliance, Audit and Accounting Control. You'll make sure process changes match contract provisions, procedural standards and internal control expectations. You'll also prepare operations for new products, regulatory changes and strategic initiatives.

What We're Looking For:

Process Improvement & Root Cause

• Find process breakdowns across annuity inforce and claims operations, including surrenders, withdrawals, systematic and RMD distributions, 1035 exchanges, ownership and beneficiary changes, annuitizations and death claims.
• Run root-cause analysis on variances, exceptions, rework and NIGO drivers. Recommend corrective actions with measurable outcomes.
• Map operational processes end to end using tools such as process maps, SIPOC and value-stream mapping. Measure bottlenecks, handoffs and waste.
• Build business cases for improvement initiatives, tied to cycle time, cost, quality, risk reduction and customer experience.
• Design, pilot and roll out process changes with operations leads. Measure the before-and-after impact and update the written procedures.
• Work with Data, IT and Technology partners to fix operational data quality at the source and reduce manual workarounds and reporting.
• Act as a trusted advisor to operations leadership. Turn their strategic questions into structured analysis and clear, actionable recommendations.

Operational Governance & Business Readiness

• Support volume forecasting and capacity planning. Maintain transaction rates, workload multipliers, seasonality factors and productivity standards that leadership uses for staffing decisions.
• Help maintain the department's operational FMEA (Failure Mode and Effects Analysis) and support planning for known peak events such as RMD season, tax season and product or system conversions.
• Prepare operations for change. Translate product, regulatory, legal, tax and technology requirements into updated processes and procedures. Work with Operations Trainers on training needs.
• Own the operational performance reporting cadence: SLA attainment, first request resolution, quality and accuracy, productivity, workload multiplier, and forecast vs. actual. This reporting goes to operations leadership and enterprise stakeholders.
• Serve as the operations liaison to Compliance, Legal, Tax, Treasury, Audit and Risk. Provide operational context, evidence of execution for audit and regulatory inquiries, and coordinated operations responses.

What We’re Looking For:

• 3-5 years’ experience analyzing operational process and performance metrics in the financial services industry is required; annuities is preferred
• Demonstrated experience contributing to process improvement initiatives with quantified outcomes
• Proven track record in root-cause analysis ideally with Lean Six Sigma concepts
• Prior experience using reporting tools, using Microsoft Excel and Power BI is preferred
• Bachelor’s Degree preferred in Business, Finance or Insurance or equivalent experience
• Strong analytical and problem solving skills is required
• Ability to influence and drive change across functional lines of businesses

Benefits Highlights:

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required. Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

About Us

Grow Your Career at Group 1001 Insurance

We are a company that aims to shape the world around us. We don’t simply talk about change, we create it – empowering people and communities through sports, education, innovation, and access to financial products and services.

Group 1001 Insurance is an integrated, technology-driven financial services and insurance group that combines product innovation with digital accessibility. With annuity products and insurance that create and protect a strong future for all, we help individuals and businesses thrive. Through our education and sports partnerships, we empower communities.

Because when we invest in growth for all, we invest in a better world.

If you’re ready to make an impact and help us build a better future, you’re in the right place!

Group 1001 Insurance Benefits

Employees are our number one asset. We provide a comprehensive benefits package that goes beyond the basics to support employees through many of life’s personal and professional milestones.

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