Functional Lead

Senior Technical Recruiter at Vertex Solutions Inc.

A Functional Lead on an Insurance Policy Administration System (PAS) plays a crucial role in managing and optimizing the entire policy lifecycle. This role involves overseeing the automation of processes such as policy quoting, issuance, endorsements, renewals, and claims processing. The Functional Lead ensures that the PAS is configured to meet business needs, integrates seamlessly with other systems, and maintains regulatory compliance.

They also focus on improving operational efficiency, reducing errors, and enhancing customer satisfaction through streamlined workflows and accurate data management. Effective leadership in this role is essential for the smooth operation and strategic success of the insurance company.

• Determine operational objectives by understanding the business function and scope of the product or request.
• Define and quantify the impact of requests or changes on business metrics and help prioritize development.
• Support PAS platform with experience in Duck Creek, Guidewire, One Shield, or Majesco.
• Construct business process flow diagrams, write specifications, and prepare technical reports.
• Define project requirements, identify milestones, and assist with project management.
• Manage stakeholder expectations and develop communication plans.
• Coordinate with departmental teams to support testing and roadmap planning.
• Validate resource requirements and develop cost estimate models.

• Minimum 8 years of real-world experience in business requirement.
• Minimum 3 years of experience in commercial insurance domain.
• 5 or more years of Business Analyst experience.
• Practical experience with property & casualty insurance/reinsurance and multi-currency systems is an asset.
• Strong understanding of commercial insurance products such as Professional Lines, Casualty and Property.
• Experienced in supporting PAS platform. Prefer experience in DXC platforms, Duck Creek or Evari.
• Ability to analyze business and technical specifications and interact with business users effectively.
• Ability to work independently while coordinating work efforts with other employees and organizations.
• Excellent written and verbal communication skills.
• Great analytical, critical thinking and problem-solving abilities.
• Superior presentation and negotiation skills.
• Strong management and organizational skills.
• Adaptable and capable of working in fast-paced environments.
• Must be a self-starter with a great attitude, not afraid to take the initiative, and work with little supervision.
• Preferred experience working within an Agile – Scrum/Kanban environment.

• Bachelor’s degree or higher in business analysis, business administration, finance or related field.
• Preference given for holders of a University Degree or Diploma in Computer Science or related field.

Vertex Solutions Inc. is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law.