Sr. Life or Annuity Business Analyst

Summary

The Sr. Life & Or Annuity Business Analyst will oversee the support, implementation, and deployment of e-business order entry initiatives within the Annuity and Life Insurance sectors, utilizing platforms including Exchange products. This role encompasses engagement with a diverse client base comprising over 65 prominent insurance carriers and distributors including broker dealers, captive agents, and banks. From small-scale production projects to large-scale, intricate transformations, the Sr. Implementation Analyst will conduct comprehensive business analysis across various project scopes. Additionally, they will serve as the primary client-facing liaison for a select number of clients.

Responsibilities

• Product Modeling Projects:
• Conduct comprehensive requirements gathering processes to ensure alignment with project objectives;
• Collaborate in the development of robust supporting documentation to streamline project workflows;
• Perform thorough analysis of business requirements to identify essential features for product development;
• Model and meticulously maintain carrier products in compliance with IRI/ACORD Standards for PPfA/PPfL, DPfA/DPfL; utilizing VTXml or manual XML modeling techniques;
• Configure products, features, distribution agreements, commissions, funds, ownerships, and intricate configurations with precision;
• Conduct rigorous testing to validate product functionality on order entry platforms, ensuring seamless performance;
• Facilitate smooth deployments to test regions and production environments, adhering to established protocols;
• Analyze and resolve product production issues promptly and effectively to minimize disruptions;
• Provide expert support to carriers, distributors, and colleagues; addressing modeling questions and issues with proficiency and professionalism.

• Forms & Carrier Questions Track:
• Proficiently apply requirements gathering methodologies to ensure a comprehensive understanding of project objectives;
• Collaborate and contribute to the development of comprehensive supporting documentation;
• Conduct thorough analysis of business requirements to assess their impact on forms;
• Perform meticulous gap analysis on forms to identify potential builds for carrier questions;
• Skillfully create and activate custom carrier or distributor questions on designated platforms;
• Expertly maintain carrier or distributor forms including tagging and generation rules;
• Support the implementation of e-Signature forms’ functionality, ensuring seamless integration;
• Utilize XMLSpy to edit or create forms’ XML to define form libraries and generation rules;
• Employ Adobe Acrobat to tag forms proficiently using Named Items or iPipeline AFFIRM XPath;
• Create and maintain Common Map for AFFIRM using XML macro language, ensuring accuracy and efficiency;
• Conduct rigorous testing to validate form and question functionality on order entry platforms;
• Facilitate smooth deployment of forms and carrier questions to test regions and production environments;
• Analyze and resolve production issues promptly and effectively to minimize disruptions;
• Provide expert support to carriers, distributors, and colleagues on forms and carrier question issues, demonstrating professionalism and expertise.

Requirements

• 8 years of demonstrated expertise in strategy and consulting roles, showcasing a track record of success and impactful contributions.
• Bachelor's degree in Computer Science, Business Administration, Finance, or Mathematics; or a related field (substantial work experience may serve as a substitute for formal education).
• Extensive experience in tagging and editing Adobe Acrobat PDF forms, demonstrating proficiency in document management.
• Familiarity with annuity order entry systems including iPipeline Affirm and AnnuityNet, as well as life insurance eApp platforms including LifeSpeed and iPipeline Affirm.
• Thorough knowledge of industry standards including ACORD, XML Forms Management, VTXml, XML Product Modeling (PPfA, PPfL, DPfA, DPfL), XMLSpy, XPath Reference, and MACRO.
• Demonstrated proficiency in business analyst competencies; encompassing requirements gathering, documentation, and needs analysis, as well as test plan development and execution.
• Exceptional verbal and written communication skills; ability to interact effectively with a diverse group of stakeholders including clients, colleagues, and subject matter experts.
• Proven self-starter with a proactive approach to project advancement; ability to maintain relentless focus on meeting client delivery dates.
• Superior analytical and problem-solving abilities, coupled with a consultative demeanor that allows for effective interpretation of customer business needs.
• Ability to translate business requirements into application and operational specifications to ensure alignment with organizational objectives.
• Operational background within a life insurance or annuity carrier, wealth management firm, or annuity/life insurance platform provider; must have a comprehensive understanding of insurance products, application packages, business rules, and information technology services systems.
  
  

Preferred

• Familiarity with DTCC, e-Sign applications or AMP is considered advantageous.
  
  

This is a 6-month Contract opportunity with our Topeka, KS client. 100% Paid employee Medical/Dental Benefits, Paid time off, Paid Holidays, and 401(k) (with immediately-vested company match) available with TriCom during the contract period. H1-B Visa sponsorship is not available for this position. No third-parties, please.