Life and Annuity Analyst (BA)

Hybrid: Life and Annuity Analyst (BA)

Position: BA With Insurance (annuities & Life Insurance)

Location: NYC,NY - 4 days office

Duration: 12 Months

Summary

Key Responsibilities

Gather and document business and functional requirements for Life & Annuity policy administration systems.

Analyze policy lifecycle processes including new business, issuance, servicing, premiums, withdrawals, loans, surrender, reinstatement, and policy changes.

Work with business stakeholders, developers, QA, and product teams to deliver system enhancements.

Write and execute SQL queries for data analysis, validation, reconciliation, and issue investigation.

Perform data mapping and support system integrations and data conversion activities.

Develop user stories, acceptance criteria, process flows, and functional specifications.

Support SIT/UAT, defect analysis, and production issue resolution.

Identify process gaps and recommend system/process improvements.

Required Skills

Business Analysis experience within Life Insurance and/or Annuities.

Strong Policy Administration domain experience.

Strong understanding of the Life & Annuity policy lifecycle.

Hands-on SQL experience with joins, queries, filtering, aggregation, and data validation.

Experience with requirements gathering, user stories, functional documentation, and testing.

Strong communication and stakeholder management skills.

Experience working in Agile/Scrum environments preferred.