Business Analyst - Underwriting Technology

The client is seeking a Business Analyst to support and enhance enterprise underwriting technology platforms within a highly collaborative, Agile environment. This role sits at the intersection of Underwriting, IT, and Product, acting as a critical liaison who translates complex business needs into clear, actionable requirements for technical teams—and brings technical outcomes back to business users in an understandable way.

This position is part of an integrated delivery team that includes Business Analysts, Product Owners, software developers, and quality assurance professionals. Development is supported by an offshore IT team, and the Business Analyst III will begin each day working closely with offshore partners, then spend the remainder of the day collaborating with Underwriting stakeholders on enhancements, production support, testing, and process improvements.

The ideal candidate brings direct group insurance and underwriting experience, a strong understanding of IT Business Analysis, and a growth mindset. Candidates with deep underwriting experience and strong aptitude who are eager to grow further into the BA discipline are strongly encouraged to apply.

Key Responsibilities

• Serve as a primary liaison between Underwriting business partners and IT delivery teams, translating business requests into clear technical requirements and validating delivered solutions with users.
• Partner with Agile Product Owners to define business requirements, expected outcomes, success metrics, and acceptance criteria to support feature and user story development.
• Collaborate daily with offshore development and testing teams to clarify requirements, answer questions, support sprint execution, and resolve issues efficiently.
• Work closely with Underwriting teams throughout the day to support system enhancements, production issues, and user acceptance testing for assigned platforms.
• Analyze and document current and future-state business processes using both visual (process maps, flow diagrams) and written documentation.
• Perform hands-on problem solving using tools such as advanced Excel, leveraging data analysis to support business decisions and troubleshooting.
• Build, execute, and support business test plans to ensure solutions meet defined requirements and business expectations.
• Participate in and lead workshops, working sessions, and cross-functional meetings to gather requirements, align stakeholders, and drive consensus.
• Conduct process and impact analysis to support technology changes, operational improvements, and organizational objectives.
• Become a trusted subject matter resource for underwriting systems, providing ongoing technical guidance and support to business partners.
• Maintain strong alignment across business, product, and technology teams by proactively managing dependencies, risks, and communication.

What You Bring

Mindset & Approach

• A proactive, self-directed professional who seeks to deeply understand customer needs, underwriting workflows, and technology capabilities.
• Strong problem-solving skills with the ability to work independently while thriving in a collaborative, team-based environment.
• A natural “translator” who can bridge the gap between business and IT, ensuring clarity, alignment, and shared understanding.
• A continuous improvement mindset, focused on identifying the highest-value solutions and approaches to achieve business goals.
• Strong relationship-building skills, with a focus on stakeholder trust, transparency, and productivity.

Qualifications & Experience

• Bachelor’s degree preferred, or equivalent relevant experience in business analysis, underwriting, or related roles.
• Required: Direct experience with group insurance and underwriting products, processes, and workflows.
• Strong understanding of how IT delivery teams operate, including Agile/Scrum practices and collaboration with offshore development teams.
• Experience working as a Business Analyst in an Agile environment, partnering with both IT and underwriting or operational teams.
• Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft 365 tools.
• Experience using tools such as JIRA, Confluence, Tableau, or similar platforms for requirements management, documentation, and analysis.
• Exceptional written and verbal communication skills, with the ability to tailor messaging for technical and non-technical audiences.
• Demonstrated experience creating process documentation, business requirements, and test plans.

Preferred Qualifications

• Experience with underwriting renewal and pricing platforms and associated business logic.
• Familiarity with AI-enabled productivity tools such as Microsoft 365 Copilot.

Travel

Approximately 10% travel may be required.