1. Requirements Gathering & Business Analysis
- Conduct detailed requirement‑gathering sessions with underwriting, claims, actuarial, operations, and product teams.
- Analyze insurance business processes (e.g., new business, renewals, endorsements, billing, claims FNOL to settlement).
- Create BRDs, FRDs, user stories, workflows, data dictionaries, and acceptance criteria.
- Translate regulatory, operational, and product needs into actionable technical requirements.
2. Insurance Domain Expertise
- Work with SMEs to understand insurance products like annuities, Life , Mutual funds etc.
- Support initiatives involving:
- Policy administration systems (PAS)
- Distribution
- Claims management systems and similar
- Understand key insurance data entities such as policy, risk, premium, coverages, claims, exposures, and loss history.
3. Data Mapping & Data Analysis
- Perform source‑to‑target data mapping across policy, claims, billing, or underwriting like systems.
- Map data lake columns / table to salesforce fields / objects, define transformation logic,
- Validate transformations and data quality during data migration or integration.
- Support analytics teams with insurance data interpretation
4. SQL & Data Crunching
- Write SQL queries to support Data validation, Root cause analysis etc
- Identify discrepancies in policy or claims data and work with tech teams to resolve them.
5. Stakeholder Engagement
- Serve as a trusted advisor to business stakeholders, product owners, underwriters, claims managers, and operations
- Communicate complex data/technical findings in clear business terms.
- Conduct requirement walkthroughs, demos, and documentation reviews.
6. Offshore Coordination
- Liaise with offshore development and QA teams in multiple time zones.
- Explain requirements, clarify functional queries, and ensure consistent understanding.
- Support delivery planning, sprint grooming, and defect triage.
7. Project & UAT Support
- Collaborate in Agile/Scrum ceremonies (sprint planning, backlog grooming, retrospectives).
- Prepare UAT scenarios based on insurance workflows.
Responsibilities
Required Skills & Qualifications
- 10+ years of experience as a Business Analyst in the insurance industry.
- Strong understanding of insurance operations, underwriting, policy lifecycle, claims handling, and rating logic.
- Salesforce CRM experience is a must skill.
- Hands‑on experience with data mapping and SQL for data validation. Data Mapping between data lake and Salesforce CRM
- Ability to write clear and comprehensive BRDs, user stories, flowcharts, and functional specs.
- Excellent communication and interpersonal skills — able to work with cross‑functional and executive stakeholders.
- Experience working in distributed onshore–offshore delivery environments.
- Familiarity with Agile methodologies and tools like JIRA/Azure DevOps/Confluence.
Qualifications
Required Skills & Qualifications
- 10+ years of experience as a Business Analyst in the insurance industry.
- Strong understanding of insurance operations, underwriting, policy lifecycle, claims handling, and rating logic.
- Salesforce CRM experience is a must skill.
- Hands‑on experience with data mapping and SQL for data validation. Data Mapping between data lake and Salesforce CRM
- Ability to write clear and comprehensive BRDs, user stories, flowcharts, and functional specs.
- Excellent communication and interpersonal skills — able to work with cross‑functional and executive stakeholders.
- Experience working in distributed onshore–offshore delivery environments.
- Familiarity with Agile methodologies and tools like JIRA/Azure DevOps/Confluence.