Key Responsibilities
1. Business Process Mapping & Optimization
1. Business Process Mapping & Optimization
- Conduct discovery workshops with business stakeholders across underwriting, policy administration, claims, agency/broker distribution, finance, and compliance.
- Map and document current-state (As-Is) operational workflows, identifying bottlenecks, redundant touchpoints, and manual workarounds.
- Design streamlined, automated future-state (To-Be) processes aligned with industry best practices and target operating models.
- Translate business goals and operating models into structured documentation: Business Requirements Documents (BRD), Functional Specifications (FSD), Use Cases, and User Stories with Acceptance Criteria (Gherkin/INVEST format).
- Define system integration requirements between modern core policy platforms and peripheral applications (e.g., CRM, Document Management, Payment Gateways, General Ledger, Actuarial Valuation engines).
- Manage requirements traceability throughout the project lifecycle to avoid scope creep.
- Partner with System Architects, Technical Leads, and external software vendors to evaluate solution designs against business needs.
- Support data migration planning, defining field-level mapping rules, validation logic, and cleanup strategies from legacy mainframes/databases to the target core platform.
- Lead business configuration discussions around policy rules, product setup (term, whole life, universal life, riders), rating engines, and underwriting guidelines.
- Collaborate with Quality Assurance (QA) teams to review test strategies, test scenarios, and edge cases.
- Formulate, coordinate, and supervise User Acceptance Testing (UAT) with key business stakeholders; manage defect triage and prioritization.
- Assist in standard operating procedure (SOP) updates, user training material development, and go-live cutover support.
- Education: Bachelor's degree in Business Administration, Information Systems, Computer Science, Finance, or a related discipline.
- Experience:
- 4-7+ years of Business Analyst experience within financial services, with at least 3 years specifically in Life Insurance.
- Proven track record participating in a major core insurance system revamp, replacement, or large-scale migration (e.g., platforms such as DXC/CSC, BaNCS, eBaoTech, SAP for Insurance, Guidewire, or custom modern cloud stacks).
- Domain Knowledge: Strong functional understanding of individual or group life insurance products and the end-to-end policy lifecycle:
- New Business & Automated/Manual Underwriting
- Policy Servicing / Alterations
- Billing & Collections
- Claims Assessment & Settlement
- Reinsurance & Regulatory Reporting
Job ID JN -102026-2010199
Morgan McKinley has been successfully connecting talented candidates with career opportunities for over 30 years. It’s in our DNA to Go Beyond – above...
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