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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in policy administration data migration, including conversion strategy, data quality frameworks, and governance practices. Proficient in managing complex project environments and collaborating with diverse stakeholders to optimize processes and deliver high-quality documentation.
Highest-signal resume keywords
Policy Administration Data MigrationData Quality FrameworksRequirements DocumentationInsurance COTS PlatformsProject Management Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data MigrationConversion StrategyData QualityProcess MappingSQLStored ProceduresETL FrameworksAudit ControlsData GovernancePolicy Lifecycle Processes
Soft Skills
Excellent CommunicationFacilitation SkillsCollaborationProblem SolvingTeam Management
Tools & Technologies
JIRATFSAzure DevOpsFASTALIPOIPAWmA
Certifications & Qualifications
AAPALOMA
Industry Keywords
Life InsuranceAnnuity InsurancePolicy ServicingUnderwritingClaims ManagementRegulatory UpdatesBusiness Process MapsFuture-State ArchitecturesMulti-Vendor EngagementsStakeholder Management
Tech Stack
Tools & technologiesAzureETLSQLTFS
About the role
Key responsibilities & impact- Support clients across the full policy lifecycle, including new business, underwriting, policy servicing, billing, claims, disbursements, and regulatory updates
- Lead Policy Administration System conversion initiatives from legacy to modern platforms across Life, Annuity, and Group business lines
- Drive data migration and conversion activities, including data quality rules, profiling, cleansing, mapping, transformation logic, audit controls, tolerance thresholds, and validation metrics
- Define data architecture and conversion design decisions with source and target system experts
- Communicate complex conversion trade-offs to senior stakeholders, actuarial and finance teams, and technical audiences
- Create business process maps, future-state architectures, and work breakdown structures for conversion and transformation programs
- Lead requirements elicitation through JAD sessions and workshops; develop BRDs, FSDs, and other documentation
- Challenge requirements and change requests by proposing optimized, value-driven solutions
- Collaborate with product design and development teams to evaluate functional enhancements
- Support product configuration decisions, acceptance criteria definition, and user acceptance testing
- Contribute to data migration and data governance activities
- Advise clients through insights, process improvements, and best-practice recommendations
- Make decisions, optimize processes, manage resources, and oversee team management as needed
- Allocate personnel, supervise team members, assign tasks, provide tools and support, and evaluate performance
Requirements
What you’ll need- Bachelor's degree in a related technology field (Computer, Engineering, Science, etc.)
- Approximately 10 to 15 years of experience working in the Life & Annuity insurance domain
- Hands-on expertise in policy administration data migration, including conversion strategy and execution planning, data quality frameworks, audit controls, and governance practices
- Hands-on experience with policy lifecycle processes and insurance operational workflows
- Ability to produce high-quality process maps, data flows, and requirements documentation
- Proficiency in managing multi-vendor engagements and complex project environments
- Ability to interpret data, identify gaps, and propose practical solutions
- Excellent communication and facilitation skills for client-facing interactions
- Ability to collaborate with technical, functional, and business stakeholders
- Good understanding of SQL, stored procedures, and ETL frameworks (ideally)
- Experience working on data migration projects and applying data governance best practices (ideally)
- Knowledge of insurance COTS platforms such as FAST, ALIP, OIPA, and wmA (ideally)
- Certifications such as AAPA or LOMA (ideally)
- Understanding of upstream and downstream integrations across the policy lifecycle (ideally)
- Knowledge of project management tools such as JIRA, TFS, and Azure DevOps (ideally)
Benefits
Comp & perks- Flexible environment
- Health and wellness packages
- Rewards
- Learning opportunities
- Professional development opportunities
- Opportunities to build new skills and take on leadership roles
- Mentorship opportunities
- Diverse, equitable, and inclusive culture
- Disability-related adjustments or accommodations during recruitment