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Operations Data Analyst - Advisor Commissions (Remote)

Req Id:  3028
Job Location: 

Charlotte, NC, US, 28277

Brighthouse Financial is on a mission to help people achieve financial security. As one of the largest providers of annuities and life insurance in the U.S., we specialize in products designed to help people protect what they’ve earned and ensure it lasts. We are built on a foundation of experience and knowledge, which allows us to keep our promises and provide the value they deserve.


At Brighthouse Financial, we’re fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected. We believe that by creating an inclusive workplace, we’re better able to attract and retain our talent, provide valuable solutions that meet the needs of our advisors and their clients, and deliver on our mission of helping more people achieve financial security. We’re seeking passionate, high-performing team member to join us. Sound like you? Read on. 


To protect the health and safety of our employees, our offices are closed until at least May 2021. When our offices reopen, the individual hired for this role will be based in our Charlotte, North Carolina office or can continue to work remotely.


How This Role Contributes to Brighthouse Financial:
The Operations Compensation Data Analyst will assist in the execution of data compilation, reporting and analysis for Operations to monitor third party commissions transactions and address operational escalations. The role has a primary function in analyzing policy transactions and commission activities and generating and maintaining reporting requirements for senior leadership to verify the accuracy and completeness of data. The Operations Analyst also supports BHF Operations by reviewing and acting on escalations and service issues from Third Party Administrators (TPAs) in charge of sales compensation.


Key Responsibilities:

  • Analyze transactional data on a daily and monthly basis to validate system results are as expected
  • Perform reconciliations to ensure accuracy and completeness of data 
  • Provide monthly and ad-hoc reporting needs associated with transaction trends for senior leadership
  • Collaborate with Operations and Product to identify operational errors or inefficiencies and discuss process enhancements in accordance with applicable policies and procedures 
  • Address operational escalations that require review and approval or remediation
  • Additional duties as requested


Essential Business Experience and Technical Skills:

  • 2 to 5 years of experience with data analytics, SOX financial controls, and executing internal process controls, preferably within an insurance provider or financial services company but not required
  • Strong background in trend and data analytics, ability to provide meaningful analysis and recommendations
  • Proficient understanding of operations process workflows
  • Strong organizational skills; ability to manage multiple tasks and requests
  • Ability to build effective relationships and work with business partners at all levels, especially Operations, Product and Compliance
  • Undergraduate degree preferred

Our Benefits:

  • Time Off: Minimum of 20 days of paid time off and 13 paid company holidays per full calendar year, plus paid volunteer time
  • Financial Benefits: 401(k) savings plan with up to a 6% annual match and 3% annual company nondiscretionary contribution of eligible compensation, annual incentive plan, and employee stock purchase plan
  • Family Focus: Up to 16 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, and adoption and surrogacy assistance
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with potential company contributions up to $1,000 per family
  • Wellness Programs: Wellness incentive platform, employee assistance program, financial counseling services, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability




Number of Openings:










Nearest Major Market: Charlotte

Job Segment: Database, Operations Manager, Technology, Operations