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 Surance Bay 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 Surance Bay team members and collaborate with Surance Bay 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).
  • 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 challenges and translating them into actionable insurance solutions.
  • Ability to use a consultative and solutioning approach. This means advising clients not just on what they ask for, but also helping them discover alternatives that could suffice their requirements.
• Business Analysis and Requirements Management
  • Expertise in gathering both functional and non‑functional requirements including use of business process flows, user stories, use cases, and functional specifications. Ability to analyze and prioritize client requirements, ensuring that business needs are clearly articulated and translated into system or product features.
  • Identify gaps between client requirements and insurance component capabilities and propose adjustments to meet client needs. Advise clients on how existing products can be configured to meet their needs or propose new…