About The Position

This is a multi-level position that will be filled as a Business Analyst II or Sr. Business Analyst. The role supports Partner Management, Sales, and Account Management by performing business analysis, process improvement, and project leadership for strategic initiatives, partner reporting, and operational effectiveness. The analyst will collaborate cross-functionally with Sales, Account Management, IT, Operations, and external partners to gather requirements, define solutions, and ensure successful project delivery. Candidates hired at the Senior level must demonstrate increased responsibility, autonomy, and strategic impact abilities.

Requirements

  • Strong working knowledge of insurance industry and/or business-related operations and processes
  • Strong knowledge of information gathering, planning, and organizing methods and principles
  • Excellent communication and interpersonal skills including the ability to address a wide range of audiences
  • Strong customer service skills
  • Intermediate skills in MS Office Word, Excel, Power Point, Visio, and Project
  • Ability to prioritize workflow and maintain attention to detail within time constraints
  • Ability to synthesize data from divergent sources and create a final product with a consistent voice, look, and feel
  • Ability to translate between technical and business language
  • Ability to work independently on multiple tasks in a fast-paced environment
  • Advanced knowledge of business analysis competencies (for Senior Business Analyst)
  • Advanced information gathering, planning, and organizational skills (for Senior Business Analyst)
  • Advanced proficiency in Microsoft Office tools (for Senior Business Analyst)
  • Demonstrated ability to scope, lead, and deliver large, complex initiatives (for Senior Business Analyst)
  • Proven ability to influence outcomes and guide cross‑functional teams without direct authority (for Senior Business Analyst)
  • Strong problem‑solving skills with the ability to formulate and evaluate solution options (for Senior Business Analyst)
  • Bachelor's degree in a related field or equivalent work experience
  • At least 2 years of business process analysis and improvement experience
  • Experience working in a team-oriented collaborative environment
  • Proven analytical and problem-solving experience
  • Ability to document scope of a small to medium project
  • Experience with process mapping and formal process documentation
  • Or equivalent military experience
  • 3+ years of progressively responsible experience in business analysis, operational improvement, data analysis, or reporting (for Senior Business Analyst)
  • Demonstrated success supporting or leading large, complex initiatives (for Senior Business Analyst)

Nice To Haves

  • Experience supporting Sales, Account Management, or partner‑facing teams
  • Insurance industry experience, including life, dental, or related products

Responsibilities

  • Works with Partner Management, Sales, Account Management, business stakeholders, and external partners to gather, analyze, document, and communicate business requirements based on current and future business needs
  • Establishes metrics to measure the efficiency and effectiveness of projects
  • Oversees testing of each delivered objective to ensure defects are resolved before user acceptance testing
  • Coordinates with project team members to obtain information related to functionality as it relates to objective development
  • Creates and provides functional requirement documents to, and reviews with, project team members to identify and resolve any issues
  • Contributes to business process improvement and policy analysis work for corporate strategic initiatives
  • Serves as the project lead for multiple medium and large complex projects
  • Gathers, analyzes, documents, and validates the needs of business stakeholders
  • Provides functional requirement documents including inputs, processing steps and outputs to meet users' needs to assist developers in successfully translating and achieving project goals
  • Creates training documents and maintains project files and updates
  • Facilitates training on new systems and/or process implementations
  • Performs other related duties and responsibilities as assigned
  • Coordinate day‑to‑day oversight and execution of large, complex initiatives, working closely with project teams and key stakeholders
  • Provide guidance and support to project resources related to requirements development, testing activities, and implementation planning
  • Facilitate cross‑functional alignment by supporting project communications and helping ensure business expectations are clearly understood and addressed
  • Take a lead role in executing and coordinating testing activities for complex initiatives to ensure readiness for user acceptance testing
  • Support the design and implementation of new or revised processes associated with higher‑complexity initiatives

Benefits

  • A culture that values employees and celebrates, empowers, and inspires a diverse workforce
  • Outstanding and affordable benefits package
  • PTO provided at date of hire
  • 11 paid holidays
  • 401(k) with up to 6% match; fully vested from day 1
  • Remote opportunities with company-provided equipment
  • Team-oriented, collaborative group of peers
  • Career advancement opportunities
  • Tuition Reimbursement
  • Employee Assistance Program
  • Inclusion Council and Employee Resource Groups
  • Recharge Days and Volunteer Time Off
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