Business Solutions Lead

Role Description

We are seeking a detail-oriented, self-motivated professional to join our Business Solutions Team as a Business Solutions Lead. In this role, you will serve as the key liaison between business stakeholders, insurance operations teams, and technology partners. The ideal candidate will be responsible for gathering, analyzing, and documenting business and system requirements, managing projects and initiatives, and ensuring successful delivery of solutions that support operational efficiency, regulatory compliance, and an exceptional customer experience.

Key Responsibilities

• Business Analysis & Requirements Management
  • Facilitate meetings, interviews, and workshops with underwriters, customer service representatives, accounting teams, product managers, and other stakeholders to gather business requirements.
  • Analyze and document business processes, workflows, and system requirements.
  • Develop Business Requirements Documents (BRDs), functional specifications, user stories, process maps, and use cases.
  • Translate complex business needs into clear, actionable requirements for technical teams.
  • Act as the primary liaison between business stakeholders and IT teams to ensure alignment on project objectives, scope, and deliverables.
• Project Management
  • Lead projects from initiation through implementation by managing scope, timelines, risks, dependencies, and stakeholder communications.
  • Coordinate project activities across business and technical teams to ensure successful project execution and delivery.
  • Identify project risks and issues, develop mitigation plans, and communicate project status to stakeholders and leadership.
  • Facilitate project meetings and provide regular progress updates to ensure accountability and alignment.
• Production Support & Quality Assurance
  • Investigate, reproduce, and document production issues, system defects, and data discrepancies.
  • Partner with technical teams to identify root causes and support the development of effective solutions.
  • Support and coordinate testing efforts to ensure solutions meet business requirements and quality standards.
• Data Analysis & Process Improvement
  • Analyze business and operational data to identify trends, risks, opportunities, and actionable insights.
  • Evaluate existing processes and recommend improvements that increase efficiency, accuracy, and user satisfaction.
  • Support continuous improvement initiatives across systems, workflows, and business operations.

Qualifications

• Bachelor's degree in Business Administration, Finance, Information Systems, or a related field.
• Five or more years of experience in business analysis, project management, or a combination of both.
• Proven experience gathering, documenting, and translating business requirements into functional solutions.
• Demonstrated ability to manage projects from initiation through implementation, including scope, scheduling, risk management, and stakeholder communication.
• Experience working with cross-functional teams, business stakeholders, vendors, and leadership.
• Strong analytical, problem-solving, organizational, and decision-making skills.
• Excellent written and verbal communication skills.
• Experience facilitating meetings, workshops, and requirements gathering sessions.
• Knowledge of Agile, Scrum, Waterfall, and hybrid project delivery methodologies.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficient in Microsoft Office applications, including Excel, Word, PowerPoint, Outlook, and Teams.

Preferred Qualifications

• Three or more years of experience in the property and casualty insurance industry, preferably homeowners' insurance.
• Experience with policy administration, billing, claims, or agency management systems.
• Proven ability to interpret and document complex insurance business rules, including deductibles, limits, co-insurance, and rating logic.
• Professional certifications such as CBAP, PMP, PMI-PBA, CSM, or equivalent.

Key Competencies

• Business Analysis
• Project Leadership
• Requirements Gathering & Documentation
• Stakeholder Management
• Process Improvement
• Project Planning & Execution
• Risk & Issue Management
• Change Management
• Agile Methodologies
• Data Analysis
• User Acceptance Testing (UAT)
• Cross-Functional Collaboration
• Executive Communication
• Strategic Thinking
• Decision Making
• Problem Solving
• Vendor Management
• Solution Delivery

Benefits

• Competitive compensation and benefits package.
• Professional development opportunities and certification support.
• Hands-on training and mentorship.
• Collaborative and supportive team environment.
• Opportunities to contribute to strategic business and technology initiatives.