Life, Annuity & Group Benefits Operations Consultant - Senior Associate

Posted 2 Days Ago
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5 Locations
Hybrid
77K-202K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
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The Role
Support consulting engagements that modernize life, annuity, group benefits, and retirement operations. Analyze workflows, identify process gaps, develop process and operating model materials, coordinate data conversion and reporting, evaluate policy administration and distribution processes, and prepare client recommendations. Build client relationships, improve policyholder and distributor experiences, review deliverables, and guide junior team members across complex workstreams.
Summary Generated by Built In
The Opportunity
As a Life, Annuity & Group Benefits Operations Consultant you will support client service engagements focused on modernizing operations, technology, data, and operating models across the life, annuity, group benefits, and retirement value chain within our Advisory practice. As a Senior Associate you will analyze complex workstreams, build meaningful client connections, guide junior team members, and apply problem-solving skills to help deliver process optimization, data conversion, in-force book management, and platform implementation efforts across the insurance sector. In this role at PwC, you will contribute to operating model design, business process improvement, data exchange, and analytics support while developing a deeper understanding of how policyholder and distributor experiences can be improved across the business lifecycle.
Responsibilities
- Analyzing life, annuity, and group benefits operations to identify process gaps, workflow constraints, and opportunities for improved service delivery
- Supporting client engagements by gathering operational requirements, interpreting business context, and translating findings into actionable recommendations
- Developing process maps, service delivery models, and operating model materials that reflect policy administration, claims, and servicing activities
- Coordinating data exchange, conversion, and reporting activities across insurance operations to improve data consistency and execution speed
- Evaluating in-force book management and broker distribution processes to identify opportunities for process redesign and scalability
- Applying analytical thinking and business process modeling skills to support modernization efforts across technology, data, and operating workflows
- Preparing client-ready materials that summarize observations, recommendations, and progress on assigned workstreams
- Reviewing work products for accuracy and completeness while guiding junior team members on task execution and issue resolution
- Using customer insight, service delivery, and customer relationship management skills to support policyholder and distributor experience improvements
What You Must Have
- At least a Bachelor's degree
- At least 4 years of experience
What Sets You Apart
- Preference for at least one of the following fields of study: Accounting, Actuarial Science, Analytics/Data Science, Biology/Biomedical Sciences, Business Administration/Management, Computer Science/Information Systems, Economics, Engineering, Finance, Financial Mathematics/Quantitative Finance, Health Administration/Public Health, Mathematics/Statistics, Operations/Supply Chain, Organizational Management/Behavior, Project/Technology Management, Psychology/Social Psychology, Risk Management/Insurance
- Analyzing life, annuity, and group benefits operations workflows
- Supporting policy administration, claims, or servicing activities
- Applying business process modeling and process redesign
- Interpreting data to guide service delivery improvements
- Building client relationships across insurance operations
- Mentoring junior team members through complex workstreams
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Skills Required

  • Bachelor's degree
  • At least 4 years of experience
  • Education in accounting, actuarial science, analytics or data science, business administration, computer science or information systems, economics, engineering, finance, mathematics, health administration, operations, project or technology management, risk management, insurance, or a related field
  • Experience analyzing life, annuity, and group benefits operations workflows
  • Experience supporting policy administration, claims, or servicing activities
  • Business process modeling and process redesign experience
  • Ability to interpret data to guide service delivery improvements
  • Experience building client relationships across insurance operations
  • Experience mentoring junior team members through complex workstreams

What the Team is Saying

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PwC Compensation & Benefits Highlights

  • Healthcare Strength — Multiple medical plan options, prescription coverage, virtual care, preventive programs, and access to Headspace and Talkspace indicate robust health support. Feedback suggests well-being coaching and digital therapy add meaningful value to the U.S. package.
  • Retirement Support — A firm-funded Wealth Builder plan alongside a 401(k) match and financial coaching signals strong long-term savings support. Student-loan paydown assistance and other financial-wellbeing tools further enhance the package.
  • Parental & Family Support — Advertised 12 weeks of parental leave for all parents, plus adoption/surrogacy support, caregiver resources, and backup care highlight comprehensive family benefits. A phased return-to-work option offers additional support to new parents.

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The Company
HQ: New York, NY
370,000 Employees
Year Founded: 1998

What We Do

Build what’s next — with tech that matters PwC provides professional services across Audit and Assurance, Advisory and Tax — powered by a global network of over 370,000 people in 149 countries. You may know us for our business expertise, but technology is core to how we help clients move faster, build trust and deliver meaningful outcomes. As a technologist, you’ll work on agile teams with experienced engineers and product thinkers — using AI, cloud, cybersecurity and more to design scalable, real-world solutions. You’ll keep learning, stay challenged and be part of a network where your growth is built in — and your work drives what’s next.

Why Work With Us

At PwC, our professionals include technologists, engineers, programmers and consultants working across AI, cloud, cybersecurity, data and more. You’ll explore innovative ways to help clients transform their business through technology—reducing complexity, unlocking value and shaping a more agile, data-driven future.

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