Share this Job

Product Calculation Analyst

Req Id:  2904
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. 


How This Role Contributes to Brighthouse Financial:

We are currently seeking a qualified candidate to become a member of the Life Insurance Product Management and Testing Team, which supports and drives the successful system implementation of Brighthouse Financial Life Insurance and Annuity Products.  In this role, the ideal candidate will be responsible for executing product and calculation testing of Life Insurance and Annuity Products which are being developed for sale and being implemented in the Brighthouse Financial Administration & Illustration systems.  The candidate chosen for this role must possess the ability to multitask in a fast-paced environment; work independently and collaborate effectively within a high-performing team of qualified individuals; and produce quality results.  This role is critical to the Brighthouse vision of delivering high-quality products to the marketplace that add value to our customers’ lives.


Work Location:

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, NC office.


Key Responsibilities:

  • Execute product and calculation testing of Individual Life and Annuity Products using product business requirements and calculation testing tools to ensure that all product-related information and calculations on correspondence and in the administration, illustration, and downstream systems are accurate.
  • Support team in developing test plans, test matrices, and test cases based upon Product, Business, Correspondence, and Tax Requirements for product and calculation testing, preparing expected results using actuarial tools, and debugging value mismatches between system and test tools.
  • Support debugging of value mismatches between the administrative/illustration/downstream systems and the testing tool, including root cause analysis.
  • Provide support to IT and Test Tool Developer with interpretation of Product and Tax Requirements; work with product managers and tax control specialists to resolve open questions.
  • Manage critical relationships with IT, consultants and vendors, internal end users, and business customers/leadership.
  • Additional duties as assigned


Essential Business Experience and Technical Skills:

  • Bachelor's degree in mathematics, business, finance, or related field preferred.
  • 1-2 + years' work experience in a corporate environment preferred.
  • 1-2 + years' experience in MS Excel including building/interpreting complex mathematical formulas.
  • 6+ months experience working independently with some supervision preferred.
  • Strong technical skills; problem-solving and analytical abilities; and ability to learn new technologies.
  • Strong written and verbal communication skills, including technical writing skills.
  • Some knowledge of life insurance and/or annuity products preferred. 
  • Proven experience in eliciting requirements and testing 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: Product Manager, Actuarial, Technical Writer, Accounting, Operations, Insurance, Marketing, Technology, Finance