Sr. Business Analyst - eApplication

About This Role

This Senior Business Analyst role focuses on enhancing digital platforms for life insurance products, specifically in quoting, illustration, and e-application. The analyst will collaborate with cross-functional teams to translate complex requirements into actionable specs and ensure compliant, accurate, and customer-friendly digital outputs.

Responsibilities

• Collaborate with cross-function teams such as Product, Distribution, Marketing and Legal & Compliance to gather input on product features, process improvements, sales needs and regulatory requirements
• Translate complex inputs into clear and actionable business and functional specs
• Work with technical teams to implement and test changes and enhancements to ensure digital outputs are compliant, accurate and customer friendly
• Create and maintain detailed user stories, acceptance criteria, and backlog items in tools like JIRA
• Research issues raised by internal stakeholders and work with internal and/or external IT team to identify solutions and document requirements for changes
• Build reports to monitor system performance and identify rooms for improvement
• Assist with UAT testing and obtain required software release approvals
• Communicate regular updates with internal and external team members
• Monitor industry trends, regulatory changes, competitor updates as well as customer feedback to recommend enhancements that improve our process and value proposition

Requirements

• Bachelor's degree
• 2-5 years experience in Finance or Life Insurance industry
• Proficiency in MS Office applications, including Excel, Word, and PowerPoint
• Strong analytical skills with the ability to interpret complex data and regulations
• Excellent communication skills, both written and verbal
• Strong work ethic with the ability to meet milestones and objectives with limited supervision
• Adaptable problem solver that can manage multiple tasks simultaneously
• Innovative, forward thinker who proactively identifies and champions improvement projects

Qualifications

• Bachelor’s degree
• 2 to 5 years of experience in Finance or Life Insurance industry

Nice to Have

• Familiarity with life insurance products and application process/systems as well as product illustration tools
• Experience with life insurance legal and compliance environment

Skills

* Required skills

Benefits