Calculation Services Specialist

Overview

As part of Affinity Solution’s Client Experience & Operations department, the Calculation Services Specialist plays an important role in ensuring new clients experience a smooth transition to Securian and our payment protection products are accurately integrated into their systems. This role supports calculation testing and validation, product setup accuracy, and compliance requirements throughout the client onboarding process, while also providing ongoing support as client systems, products, and requirements change.

This is a great opportunity for someone who enjoys working with numbers, solving problems, collaborating with others, and making a meaningful difference in the client experience. As we continue to modernize our operations, the ideal candidate will also bring curiosity, adaptability, and an interest in leveraging technology and new ways of working to improve quality and efficiency.

Responsibilities include but are not limited to:

• Support new client implementations by validating product setup assumptions, testing calculations, and ensuring payment protection products are accurately configured and meet applicable compliance requirements.

• Develop and execute testing scenarios to validate premiums, fees, refunds, and related calculations within client loan origination and core systems.

• Analyze testing results, investigate calculation discrepancies, identify root causes, and partner with clients and internal teams to resolve issues.

• Serve as a key point of contact for clients, distribution partners, third-party vendors, and internal stakeholders regarding calculation-related questions and requirements.

• Partner with cross-functional implementation teams to coordinate calculation-related deliverables, resolve questions, and help keep new client onboarding activities on track.

• Provide ongoing calculation support for existing clients as systems, products, rates, or other requirements change, ensuring continued accuracy and compliance.

• Document testing scenarios, results, discrepancies, and resolutions to support consistency, knowledge sharing, and efficient issue resolution.

• Identify opportunities to improve processes, reduce manual effort, and enhance service quality, including adopting new technologies and automated testing capabilities as they become available.

Qualifications:

• Strong analytical and problem-solving skills with mathematical aptitude and attention to detail.

• Strong customer service orientation and communication skills, including the ability to explain complex calculation or technical information to non-technical audiences.

• Ability to investigate issues, evaluate information, identify root causes, and exercise sound judgment.

• Strong collaboration and organizational skills, with the ability to manage multiple priorities and work effectively across teams.

• Demonstrated willingness to learn, adapt to change, and embrace new technologies and ways of working.

• Working knowledge of Microsoft Office applications, including Excel and Word, for routine business activities.

Preferred Qualifications:

• Knowledge of credit insurance, debt protection products, or related financial services products.

• Experience with calculation testing, quality assurance, system implementations, or discrepancy resolution.

• Knowledge of financial institution loan types, loan processes, and systems.

• Knowledge of compliance requirements and legal structures supporting debt protection.

• Experience with process improvement, automation, or technology-enabled operational processes.

At Securian Financial, the internal job title for this position is Business Operations Specialist.

 
Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you’re in a commutable distance (90 minutes) you’ll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules. 

Preferred Skills:

Customer Service, Problem Solving, Sound Judgment, System Testing, Verbal Communications$21.54 - $37.64

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job – it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what’s important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian. 
• Leave programs: Securian’s flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian’s 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members – including spouses, domestic partners and children – are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Environmental Health & Sustainability
• Mental Wellness and Disability
• Pride at Securian Financial
• Securian Young Professionals Network
• Securian Multicultural Network
• Securian Women and Allies Network
• Servicemember Associate Resource Group

For more information regarding Securian’s benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at [email protected], by telephone 651-655-5522 (voice), or 711 (Relay/TTY).

Securian Financial is a drug-free workplace.

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