Annuity Operations Project & Audit Manager

Annuity Operations Project & Audit Manager job! Our Client is a Dallas-based provider of a wide range of life insurance, annuity, and health insurance products used to build and preserve the financial security of their policyholders. Our Client is one of the nation's leading annuity providers. It continues to build a diverse portfolio to meet the needs of today's consumer.The competitive base salary for the Annuity Operations Project & Audit Manager job is $100k to $115k DOE + Bonus. This Annuity Operations Project & Audit Manager job is located in Dallas, TX. Apply now for this excellent Annuity Operations Project & Audit Manager job!SummaryThe Annuity Operations Project & Audit Manager, under the guidance of the SVP, leads key operations department projects and oversees third-party administrator audits. In addition, this role supports the coordination, completion, and administration of other important operations initiatives. Overall, the position requires a highly organized, analytical, and detail-oriented professional who can manage multiple priorities while working with confidential data.Essential Duties1. Project ManagementThe Annuity Operations Project & Audit Manager will lead and support project-related activities in coordination with the VP, SVP, and EVP of the Operations Department. Specifically, this individual will:Plan projects effectively by:Defining project scope, objectives, and deliverables.Developing project plans, including timelines, budgets, and resource allocation.Identifying project dependencies and managing the critical path.Lead project teams by:Assembling project teams.Assigning tasks and responsibilities clearly.Guiding team members toward successful project completion.Communicate with stakeholders by:Providing regular updates on project status, progress, and milestones.Managing stakeholder expectations proactively.Addressing questions and concerns in a timely manner.Manage schedules by:Creating and maintaining project schedules.Monitoring progress against deadlines.Adjusting plans as needed to keep projects on track.Document and report on project activity by:Maintaining project plans, reports, and related records.Preparing and presenting project status reports.Recording lessons learned and best practices for future initiatives.Close projects successfully by:Ensuring all deliverables meet quality standards.Conducting post-project evaluations and reviews.Facilitating project closeout and proper handoff of deliverables.2. Operations Department AuditIn addition, the Annuity Operations Project & Audit Manager will coordinate departmental audit functions and, when necessary, perform assigned audits within the departmental and corporate audit framework. Accordingly, this individual will:Plan audits by:Developing and implementing the annual departmental audit plan with a focus on materiality.Defining the scope, objectives, and methodology for each audit engagement.Aligning audit plans with organizational goals and compliance requirements.Execute audits by:Coordinating audit tasks and assigning responsibilities to team members.Overseeing audit engagements and, in certain circumstances, performing audits directly.Researching, tracking, and responding to audit inquiries from other departments.Reviewing and approving audit work papers and supporting documentation.Communicate with stakeholders by:Providing regular updates on project status, progress, and milestones.Managing stakeholder expectations proactively.Addressing questions and concerns in a timely manner.Evaluate internal controls by:Assessing the effectiveness of departmental internal controls.Identifying control weaknesses and recommending improvements.Ensuring compliance with internal policies, procedures, and regulatory requirements.Report findings and communicate results by:Preparing audit reports that clearly summarize findings, conclusions, and recommendations.Presenting audit results to senior management and other stakeholders.Follow up and monitor corrective actions by:Tracking the implementation of audit recommendations.Conducting follow-up audits to confirm issue resolution.Reporting the status of findings and corrective actions.Other DutiesModel Office TestingDevelop and execute testing plans for projects.Evaluate processes and systems thoroughly to validate functionality, performance, and accuracy.Business and Data AnalyticsUse analytical tools and methodologies to evaluate operational data.Extract insights that support decision-making and process improvement.Special ProjectsAssist with projects across the operations department as needed.Demonstrate flexibility and adaptability in response to evolving business needs.QualificationsBachelor's degree in business, or equivalent work experience.Completion of insurance industry training programs, including LOMA.Minimum of 5+ years of operations experience with annuity, life, and/or health products.Strong technical skills in Word, Excel, and PowerPoint.Solid understanding of how to use technology to solve business problems.Ability to work regularly with confidential data.Preferred CompetenciesThe ideal candidate will be:A self-starter who works independently and takes initiative.Organized and able to manage multiple priorities effectively.Knowledgeable in operations, audits, and insurance-related processes.Methodical in planning, execution, and follow-through.Eloquent in both written and verbal communication.Detail-oriented with a strong focus on accuracy and quality.Collaborative when working across teams and with leadership.