Business Solutions Consultant

Requirements

• 3+ years of experience within the financial services or insurance industry, with exposure to life insurance or annuity products through sales, marketing, product support, illustration, or a vendor environment.
• 2+ years of experience gathering, analyzing, and documenting business requirements for life insurance or annuity products.
• Strong understanding of life insurance, annuity products, and related industry processes.
• Experience working within Agile or Waterfall software development lifecycles, with the ability to translate business needs into clear, actionable functional specifications.
• Industry certifications or insurance licenses are preferred. Must be comfortable working independently, managing competing priorities, and collaborating with both technical and business stakeholders.

Responsibilities

• Lead requirements gathering and analysis throughout the software development lifecycle, translating client and business needs into detailed specifications for development and testing teams.
• Analyze customer requests, assess system impacts, and evaluate potential solutions while communicating the benefits and tradeoffs of proposed enhancements.
• Gather and interpret information from customers, product guides, prospectuses, marketing materials, workflows, and mockups to develop effective business solutions.
• Partner with development, testing, and client-facing teams to clarify requirements, resolve issues, and support successful product releases.
• Independently manage day-to-day challenges, identify opportunities to improve product functionality, and ensure requirements are clearly documented, complete, and aligned with customer needs.