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