Senior Business Analyst

The Senior Business Analyst operates as a senior/lead team member of a consulting team, assisting assigned Insurance Carrier project teams ("our clients") to implement, integrate, leverage and enhance the SuranceBay platform.

The role primarily involves consultative activity to understand and align client objectives with the platform capabilities and leading teams to configure, learn, implement and manage the platform to run their business.

This is a full-time remote work position, with the potential for periodic travel to client locations.

The Senior Business Analyst works autonomously and uses sound judgment to solve problems, support the client and SuranceBay team members and collaborate with SuranceBay product owners and SMEs.

They handle the most complex and crucial tasks that are vital to the organization.



* Project engagement: May oversee, direct or participate on concurrent project assignments, ensuring they meet company goals and industry standards.

Manage schedules, prioritize and assign stories to team members to accomplish targets and deliverables.

Lead design sessions on business functionality and product logic with clients.


* Team Collaboration: Collaborate with business, development, QA, and operations teams to collect requirements, offer recommendations, and align project objectives.


* Market Expertise: Leverage in-depth knowledge of the life insurance and annuity markets in the areas of distribution management and compliance to recommend best practices and recognize trends that may impact strategic and operational direction.


* Stakeholder Engagement: Serve as a lead contact between stakeholders and project teams.

Ensure transparency, manage expectations, and support decision-making with clear information.


* Process Improvement: Identify areas for process optimization and drive initiatives to enhance operational efficiency.

Implement best practices and recommend tools or systems to streamline workflows and improve service delivery.



* Bachelor's degree in business administration, finance, economics, or a related field (master's degree or certifications are a plus).


* A minimum of 5 to 7 years of experience in business analysis or consulting and working as part of agile teams driving technology improvements and implementations.


* Proficiency in industry-standard software and tools, such as SQL, Excel, JIRA, Confluence, and business intelligence applications (experience with SureLC is a strong preference).

Life Insurance domain knowledge
+ Knowledge of life insurance distribution management frameworks and compliance requirements, including producer and IMO/BGA licensing, contracting, training, and credentialing for life, annuities, Medicare supplement, and group insurance.

Knowledge of distribution hierarchies and how compensation agreements are structured.


* Client Requirement Elicitation
+ Problem Identification & Solution Framing- Analyzing client challe...