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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business analysis and consulting within the insurance sector, leveraging knowledge of life insurance distribution management and compliance to drive technology improvements. Proficient in SQL, Agile methodologies, and project management to optimize processes and enhance service delivery.
Highest-signal resume keywords
Business AnalysisSQL ProficiencyAgile MethodologiesLife Insurance ExpertiseProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SQLBusiness AnalysisAgileUser Story MappingBusiness Requirement DefinitionFunctional SpecificationsXML ParsingSoftware Log AnalysisBusiness Process FlowsData Analysis
Soft Skills
Analytical SkillsNegotiation SkillsConsultative SolutioningCommunication SkillsPresentation Skills
Tools & Technologies
JIRAConfluenceExcelBusiness Intelligence ApplicationsSuranceBaySureLC
Certifications & Qualifications
Bachelor's DegreeMaster's DegreeRelevant Certifications
Industry Keywords
Life InsuranceAnnuitiesDistribution ManagementCompliance RequirementsProducer LicensingContractingTrainingCredentialingCompensation Agreement StructuresInsurance Carrier
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Operate as a senior/lead member of a consulting team supporting Insurance Carrier clients
- Implement, integrate, leverage, and enhance the SuranceBay platform
- Understand and align client objectives with platform capabilities
- Lead teams in configuring, learning, implementing, and managing the platform
- Oversee, direct, or participate in concurrent project assignments
- Manage schedules, prioritize and assign stories, and deliver project targets
- Lead client design sessions on business functionality and product logic
- Collaborate with business, development, QA, and operations teams
- Leverage life insurance and annuity market expertise to recommend best practices and identify trends
- Serve as lead contact between stakeholders and project teams
- Ensure transparency, manage expectations, and support decision-making
- Identify process optimization opportunities and drive operational efficiency initiatives
- Recommend tools and systems to streamline workflows and improve service delivery
Requirements
What you’ll need- Bachelor's degree in business administration, finance, economics, or a related field (master’s degree or certifications are a plus)
- Minimum of 5 to 7 years of experience in business analysis or consulting and working as part of agile teams driving technology improvements and implementations
- Proficiency in SQL, Excel, JIRA, Confluence, and business intelligence applications
- Experience with SureLC is a strong preference
- Knowledge of life insurance distribution management frameworks and compliance requirements
- Knowledge of producer and IMO/BGA licensing, contracting, training, and credentialing for life, annuities, Medicare supplement, and group insurance
- Knowledge of distribution hierarchies and compensation agreement structures
- Expertise gathering functional and non-functional requirements using business process flows, user stories, use cases, and functional specifications
- Experience with Agile, including user story mapping and business requirement definition
- Ability to write SQL queries
- Ability to analyze and parse XML files
- Expertise or ability to learn software log analysis for troubleshooting
- Strong analytical, negotiation, consultative solutioning, communication, and presentation skills
Benefits
Comp & perks- Health Insurance
- Retirement Plan
- Disability benefits
- Paid Time Off program
- Work flexibility
- Support, coaching, and training
- Short Term Incentive