Insurance Data Consultant (Charlotte, NC (Hybrid) or Remote)
Where You’ll Work
Our flexible, hybrid work model offers the option to work remotely or in the office.
How You’ll Contribute
As an Industry Automation Consultant, you’ll be responsible for working with both internal and external partners to provide Life and Annuity industry data file support for Brighthouse’s distributor and vendor partners such as DTCC and DST. This role reports to the Director, Industry Automation. This position will take a lead role in overseeing projects from an Industry Automation perspective. Responsibilities will include working with internal and external partners to solicit feedback and gather requirements, user acceptance testing and working with project partners to ensure requirements are translated, designed, and deployed as expected.
In This Role, You’ll Get To
• Serve as subject matter expert for industry automation processes, data files, and technology.
• Work with internal partners during the introduction of new life and annuity products, system enhancements, system conversions or industry projects to develop, implement, and test requirements.
• Work with external distribution partners who are impacted by Brighthouse projects to identify requirements, communicate any external impacts, and test any distributor-specific requirements.
• Engage in the support of ongoing production data files, which would include execution of day-to-day automation responsibilities and working with distributors, vendors, and internal business partners to answer questions and troubleshoot production issues. This would include researching questions and issues, identifying and helping to resolve file defects, and supporting day-to-day activities.
• This individual should possess a strong understanding of both the Brighthouse technology and industry trends and usage of data files.
• Attend and participate in industry calls and meetings as a representative of Brighthouse.
• Identify opportunities to enhance existing processes to increase efficiency.
• Establish working relationships with distributors and vendor partners to engage and liaison when support is needed from such partners to meet Brighthouse Financial requirements.
We’re Looking For People Who Have
• Minimum of 2 years of experience in the insurance industry. Knowledge of life and annuity products with a desired focus on new business and post issue processes.
• Preferred 2 years of experience with business requirement development, user acceptance testing, and project management skills.
• Preferred experience with industry‑standard testing and issue‑tracking tools, including JIRA or similar.
• High level of proficiency in Microsoft Office suite, including Excel, PowerPoint, and Word.
• Experience with annuity and life industry files utilized vendors such as DTCC and DST.
• Comfortable working on a dynamic team with shifting responsibilities.
• Strong interpersonal and teamwork skills – including oral and written communications, relationship building, collaboration, influencing, negotiation and conflict mediation – across a broad range of levels in the organization.
• Analytical capabilities and business judgment. Operates effectively in the face of ambiguity.
• Ability to work autonomously and manage time efficiently in order to meet deadlines.
• Strong problem-solving skills.
Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.
What You’ll Receive
• Compensation – Base salary ranging from $70,000 - $85,000 plus competitive performance-based incentives determined by company and individual results.
• Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
• Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), and financial counseling services.
• Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.
The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.
Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.
We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.
We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition as one of America’s Most Trustworthy Companies by Newsweek and, locally, one of the Healthiest Employers of Greater Charlotte.
• Ranked by 2024 admitted assets. Best’s Review?: Top 200 U.S. Life/Health Insurers. AM Best, 2025.
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Our flexible, hybrid work model offers the option to work remotely or in the office.
How You’ll Contribute
As an Industry Automation Consultant, you’ll be responsible for working with both internal and external partners to provide Life and Annuity industry data file support for Brighthouse’s distributor and vendor partners such as DTCC and DST. This role reports to the Director, Industry Automation. This position will take a lead role in overseeing projects from an Industry Automation perspective. Responsibilities will include working with internal and external partners to solicit feedback and gather requirements, user acceptance testing and working with project partners to ensure requirements are translated, designed, and deployed as expected.
In This Role, You’ll Get To
• Serve as subject matter expert for industry automation processes, data files, and technology.
• Work with internal partners during the introduction of new life and annuity products, system enhancements, system conversions or industry projects to develop, implement, and test requirements.
• Work with external distribution partners who are impacted by Brighthouse projects to identify requirements, communicate any external impacts, and test any distributor-specific requirements.
• Engage in the support of ongoing production data files, which would include execution of day-to-day automation responsibilities and working with distributors, vendors, and internal business partners to answer questions and troubleshoot production issues. This would include researching questions and issues, identifying and helping to resolve file defects, and supporting day-to-day activities.
• This individual should possess a strong understanding of both the Brighthouse technology and industry trends and usage of data files.
• Attend and participate in industry calls and meetings as a representative of Brighthouse.
• Identify opportunities to enhance existing processes to increase efficiency.
• Establish working relationships with distributors and vendor partners to engage and liaison when support is needed from such partners to meet Brighthouse Financial requirements.
We’re Looking For People Who Have
• Minimum of 2 years of experience in the insurance industry. Knowledge of life and annuity products with a desired focus on new business and post issue processes.
• Preferred 2 years of experience with business requirement development, user acceptance testing, and project management skills.
• Preferred experience with industry‑standard testing and issue‑tracking tools, including JIRA or similar.
• High level of proficiency in Microsoft Office suite, including Excel, PowerPoint, and Word.
• Experience with annuity and life industry files utilized vendors such as DTCC and DST.
• Comfortable working on a dynamic team with shifting responsibilities.
• Strong interpersonal and teamwork skills – including oral and written communications, relationship building, collaboration, influencing, negotiation and conflict mediation – across a broad range of levels in the organization.
• Analytical capabilities and business judgment. Operates effectively in the face of ambiguity.
• Ability to work autonomously and manage time efficiently in order to meet deadlines.
• Strong problem-solving skills.
Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.
What You’ll Receive
• Compensation – Base salary ranging from $70,000 - $85,000 plus competitive performance-based incentives determined by company and individual results.
• Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
• Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), and financial counseling services.
• Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.
The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.
Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.
We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.
We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition as one of America’s Most Trustworthy Companies by Newsweek and, locally, one of the Healthiest Employers of Greater Charlotte.
• Ranked by 2024 admitted assets. Best’s Review?: Top 200 U.S. Life/Health Insurers. AM Best, 2025.
Apply tot his job
Apply To this Job