Annuities Operations Analyst

Overview:

The Annuities Operations Analyst is responsible for ensuring accuracy, compliance, and integrity across special bid claims and rebate processes. This role involves analyzing data, identifying discrepancies, and partnering closely with internal stakeholders to resolve issues and improve processes. The ideal candidate brings a strong accounting or finance foundation, solid sales operations experience, and a data-driven mindset.
Key Responsibilities

Monitor special bid (SME) claims to ensure accuracy, compliance, and continued discount validity (partner and customer-level).

Review rebate and bid claims, identifying non-compliance and root cause issues for resolution.

Prepare partner claim summaries, supply discount profiles, and management reports.

Coordinate with Indirect Contract, Pricing, and Order-to-Cash teams to resolve claim and payment issues.

Support bid renewals through data validation and cros...