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Supports an in-house legal team with Pension Risk Transfer transactions by drafting, reviewing, proofreading, and managing contracts. Coordinates regulatory filings, approvals, deadlines, records, and stakeholder communications. Researches ERISA, pension, annuity, and insurance issues while collaborating with internal teams, brokers, plan sponsors, and external partners.

Researches insurance laws and regulations, drafts and reviews policy forms and endorsements, evaluates regulatory impacts, and supports product development. The role translates complex requirements into clear guidance, coordinates state-specific filings and procedures, answers policy coverage questions, and collaborates with Product, Underwriting, Claims, Legal, and agile teams.

Validate and test actuarial model enhancements supporting valuation, cash flow testing, corporate planning, and assumption setting. Develop testing strategies, document results, support model governance, evaluate model changes, and present findings to leadership. The role also includes mentoring junior analysts, supporting special projects such as VM-22, and collaborating with actuarial stakeholders. Prior model testing and experience with actuarial modeling platforms and programming tools are preferred.

Lead medium to large strategic projects from initiation through closeout. Coordinate cross-functional business, IT, infrastructure, finance, treasury, vendor, and project teams; define scope, timelines, deliverables, budgets, risks, and action plans; facilitate meetings and stakeholder communication; track milestones and progress; support governance, reporting, documentation, and project closeout using waterfall or agile approaches.

Supports annuity quoting system enhancements by gathering requirements, writing technical specifications, coordinating with business and technology teams, reviewing data with SQL and Excel, supporting integrations, testing, releases, database maintenance, production issues, and continuous improvement in an Agile environment.

Administer and optimize enterprise SAP environments, providing technical support for upgrades, performance monitoring, troubleshooting, system stability, and the transition to S/4HANA. Collaborate with infrastructure, networking, database, and SAP teams; support disaster recovery readiness and documentation; improve operational reliability; and participate in an on-call rotation for production issues.

Supervises daily post-issue annuity administration, monitors transaction workflows and backlogs, supports quality assurance, coaches team members, and assists with onboarding and performance development. Partners with agents, clients, auditors, HR, and internal teams to resolve issues. Identifies process improvements, strengthens controls and reporting, supports special projects, and helps achieve production goals, KPIs, and service-level expectations in an onsite environment.

Paid summer finance internship supporting corporate development and strategic initiatives. Responsibilities include financial and insurance capital modeling, valuation, credit analysis, strategic research, transaction analysis, presentations, and decision support for senior leadership. Interns collaborate with finance and investment teams across American National Group and Brookfield Wealth Solutions while developing analytical, communication, project management, and industry skills.

Actuarial Interns participate in a paid summer program involving real-world actuarial projects across reserving, assumptions management, quality assurance, and life valuation. They gain leadership exposure, business education, and professional connections while using actuarial and analytical tools. Interns must work onsite full time, demonstrate strong analytical and communication skills, manage multiple priorities, and have passed at least one SOA exam.

Supports statutory valuation and financial reporting for deferred annuity products, including variable, fixed deferred, and fixed indexed annuities. Responsibilities include maintaining R-based valuation models, preparing reinsurance deliverables, analyzing statutory and GAAP reserve rollforwards, contributing to regulatory filings and audits, and progressing toward SOA credentials.