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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business analysis, including requirements elicitation, functional specification writing, and stakeholder communication. Proficient in facilitating workshops and supporting solution delivery within the life insurance and annuity domain.
Highest-signal resume keywords
Business AnalysisRequirements ManagementLifePRO ExperienceAgile Delivery MethodologiesStakeholder Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Requirements WritingFunctional SpecificationsProcess FlowsSQLData Analysis
Soft Skills
MentoringFacilitationProblem Solving
Tools & Technologies
LifePROPolicy Administration Platforms
Industry Keywords
Life InsuranceAnnuityUnderwriting ProcessesActuarial Concepts
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Lead requirements elicitation sessions with clients and internal stakeholders to capture business needs, workflows, rules, and functional requirements
- Create business requirements, functional specifications, process flows, and supporting documentation
- Partner with business, product, development, and QA teams to translate requirements into solution designs and implementation plans
- Facilitate workshops, discovery sessions, and solution discussions
- Support test planning, test case development, and validation activities
- Analyze requirement changes and assess impacts to scope, risk, and effort
- Identify and help resolve business and system issues during delivery and post-implementation
- Serve as a subject matter resource for new business and underwriting processes within LifePRO implementations
- Mentor junior analysts and contribute to continuous improvement across the business analysis function
Requirements
What you’ll need- Bachelor’s degree in business, finance, information systems, mathematics, or a related field, or equivalent professional experience
- 5+ years of experience in business analysis, including writing business requirements and functional specifications
- Experience working on medium to large-scale technology or business transformation projects
- Strong understanding of requirements management, testing support, stakeholder communication, and solution delivery
- Preferred: experience in the life insurance and annuity domain, including new business and underwriting processes
- Preferred: hands-on experience with LifePRO or similar policy administration platforms
- Preferred: experience facilitating client workshops, process mapping sessions, and cross-functional solution discussions
- Preferred: working knowledge of SQL, data analysis, and technical documentation
- Preferred: experience with Agile delivery methodologies and supporting distributed or offshore teams
- Preferred: experience mentoring junior team members and driving process improvement initiatives
- Working knowledge of actuarial concepts and insurance product structures is a plus
Benefits
Comp & perks- Remote work / work from home
- Base salary range of $120K-$130K
- Potential compensation above the posted range for higher-cost zones such as California, New York, and New Jersey
