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Business Systems Analyst

Legacy Marketing Group
Petaluma, CA Full Time
POSTED ON 9/2/2026 CLOSED ON 9/25/2026

What are the responsibilities and job description for the Business Systems Analyst position at Legacy Marketing Group?

Job Title: Business Systems Analyst

Job Summary:
We are seeking a skilled Business Systems Analyst to join our team. The ideal candidate will formulate and define project scope based on user’s needs and thorough understanding of business systems and industry requirements. Analyze current environment processes, inefficiencies, and costs. Recommend cost efficient system enhancements that satisfy the business needs. Create or modify procedures to solve complex problems considering systems capabilities. Coordinate project resources, prepare and maintain project plans, test plans, within timelines and budget.

Must be able to work M-F 8am - 5pm PST. The position is primarily remote but there will be 1 week of in-person training and potential opportunity to have an in-office meeting.

Responsibilities:

1. Business Systems Analysis/Quality Assurance: Business Systems Analysis/Design, Project Management, and Functional System Testing (70%):

a. Design business/systems requirements and objectives, including complex valuation projects, through research and analysis, based upon end-user needs and a thorough understanding of business systems and industry requirements. (15%)

b. Develop test conditions and execute test plans, ensuring quality system enhancements. (15%)

c. Perform functional system testing, calculating policy values as required, utilizing a variety of methodologies, including valuation spreadsheets. (15%)

d. Interact intelligently with end users and IT staff to design and develop system enhancements and user procedures. (5%)

e. Prepare cost/benefit resource analysis and calculations on project requests. (5%)

f. Verify and document test results. (5%)

g. Implement system modifications and conduct post-implementation project team reviews. (5%)

h. Prepare, track, report, and manage multiple projects. (5%)

2. Team and User Support (20%):

a. Provide training and mentoring support for Business Systems Analysts, Production Support Analysts on multiple projects and work assignments. (5%)

b. Review and sign-off as a 2nd BSA on team member projects. (5%)

c. Provide ongoing production, product, and carrier support as needed. (5%)

d. Investigate malfunctions, determine the cause and source of system problems, research and analyze appropriate solutions, and initiate corrective action in conjunction with programmers, analysts, and users as required. (5%)

*Legacy Essential Duties (10%)

Communication - Ensure that information is delivered effectively for positive and strong relationships.

Continuous Improvement - Strive to set and reach a higher standard in everything you do.

Flexibility - Go outside of your regular job duties to support the team, department, and organization needs.

Performance Alignment and Accountability - Create and meet objectives that are in sync with team, department, and organization goals and objectives.

Problem Solving and Conflict Resolution – Address problems and resolve conflict in a timely manner in an effort to find positive solutions and create action plans that support the bigger picture.

Recognition-Motivate co-workers by providing positive reinforcement of good to great results.

Shares Knowledge and Supports Others - Ensure the success of all team members and the organization.

Team Member Selection and Training - Participate in the acquisition and training of best possible talent. Provide on the job training, as needed.

Minimum Requirements:

* BA/BS degree in Computer Science, Accounting, Business or Technical training or equivalent experience

* 5 years of proven Business Systems Analysis and Quality Assurance experience.

* Expertise in MS Office (Outlook, Excel, Word, etc.)

* Excellent written and verbal communication skills.

* Detailed analytical and problem-solving skills.

* Excellent attention to detail and ability to multi-task.

Ideal/Preferred Requirements:

* Proven extensive experience with Annuity and/or Life Insurance.

* Prior Insurance industry experience.

Job Type: Full-time

Pay: From $95,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

Experience:

  • Business Systems Analyst: 5 years (Required)
  • Quality Assurance: 5 years (Required)
  • Insurance industry: 5 years (Preferred)

Willingness to travel:

  • 25% (Preferred)

Work Location: Hybrid remote in Petaluma, CA 94954

Salary : $95,000

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