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.
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.
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.
PwC San Francisco, California, USA Office


405 Howard Street Suite 600, San Francisco, CA, United States, 94105
PwC San Jose, California, USA Office


488 Amaden Boulevard, San Jose, CA, United States, 95110
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