Operations Business Analyst / Project Manager (Remote)

Job Title: [Manager], Operations Business Analyst/Project Manager

Department: Operations

Reports To: AVP, Individual Operations

FLSA Status: Exempt

Summary

Serve as a strategic partner between business clients, technical development staff, vendors and third-party administrators. The BA will also participate in the creation of analysis and requirements for the organization in support of new sales initiatives and optimization of existing processes. This person will be responsible for partnering with the business in analysis of process and information needs to clearly identify and document project requirements for technology solutions.

Major Duties and Responsibilities

Create and execute quality project plans to support Operations leaders in process optimization across multiple locations

Provide visibility to project managers and sponsors on progress against approaching milestones, issues, risks and dependencies

Accurately document, track and report on detailed implementation tasks to ensure that the business requirements for the solution are being fulfilled

Document and analyze current and future state processes and system interfaces to identify. process improvement opportunities aimed at increasing process quality and efficiency.

Compile and review operational data to enhance agent and client experiences though the point-of-sale process.

Document/maintain point of sale application requirements with vendors.

Understand UAT documents and participate in various QA testing initiatives as required, with the ability to differentiate business purpose from technical requirements

Aggregate data and reports to maintain and manage the Operational dashboard

Assist in creating and updating process maps and performing in gap/trend analysis.

This list of responsibilities may not be all-inclusive and can be expanded to include other duties or responsibilities as needed.

Supervisory Responsibilities

This job does not have supervisory responsibilities.

Education and/or Experience and Skills

2-5 Years of experience working as a business analyst or business systems analyst

Project Planning and experience in organizing project deployments for peer team members

Experience with insurance administrative systems and with point-of-sale technologies such as iPipeline, AnnuityNet, Apptical, and Firelight

Track record of managing and delivering projects and business requirements.

Demonstrates a high level of initiative and seeks and encourages others to implement new solutions to operational challenges

Ability to assimilate data and create reports, presentations, and workflow diagrams, utilizing Excel, PowerPoint, Query, and other tools

Excellent verbal and written communication skills, at all levels of the organization

Ability to effectively interact/interface with external parties – agents, distributors, customers, and vendors

Tactful and professional, with the ability to influence others

Ability to influence strong critical thinking skills and the ability to effectively problem solve

Experience gathering and documenting user requirements

Ability to work in a complex and innovative environment

,