• Associate Business Analyst - Illustrations

    Job Locations US-PA-Exton
    Posted Date 3 months ago(12/21/2018 2:44 PM)
    # of Openings
    Professional Services
  • Overview

    iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers, and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.


    iPipeline makes it easier for people to purchase investment and insurance products that secure their financial future. With headquarters in Exton, Pennsylvania, iPipeline has locations in Cheltenham (UK), Fort Lauderdale, Atlanta, Ontario (CA), Philadelphia, and Salt Lake City. Visit www.ipipeline.com.


    We are currently looking to add an Associate Business Analyst with Life Insurance experience to our team in Exton, PA.  


    The Associate Business Analyst-Life Insurance/Illustrations is the individual who will have primary responsibility to analyze, validate, and specify the needs of the project stakeholders, customers and end users. The Business Analyst will serve as a conduit between the customer community and the software development team through which the project requirements will flow. The Business Analyst will provide specifications and produce outline designs of IT requirements, specifying the data, files and logical operations the system will perform and delivery expectations of the end user.


    Primary Responsibilities

    • Work with the project sponsor to identify and document the product or service vision and project scope.
    • Collaborate with Project Managers to evaluate reported defects and identify scope creep.
    • Collaborate with Project Managers to ensure software releases meet release dates set by clients.
    • Solicit requirements by conducting review sessions, performing data and document analysis, etc.
    • Write requirements specifications according to organization practices using language that is clear, concise and encompassing for a diverse audience.
    • Decompress high-level customer and end user requirements into functional requirements, suitable in quality and detail to be used by team members who must base their work on these requirements.
    • Lead the requirements analysis and validation ensuring that the requirement statements are complete, concise, feasible, and verifiable.
    • Collaborate with Developers to relay and review project requirements.
    • Participate in project planning and understand timeline of requested changes.
    • Manage and control requirements status throughout the project.
    • Manage changes to baseline requirements ensuring company change requirement rules are followed.



    Interviewing skills to dialogue with individuals and work groups about their needs and to ask specific questions to acquire essential requirements.

    • Analytical skills to critically evaluate information gathered from multiple sources, reconcile conflicts, disseminate high-level concepts into details, distinguish true needs from amongst the collection of requirements, and create logical and innovative solutions to complex problems.
    • Writing skills to communicate information concisely and effectively to customers and internal stakeholders.
    • Communications skills to make presentations to customers, end users and team members, and take technical information and translate it to be understood by various audiences.
    • Interpersonal skills to liaison extensively with customers and internal stakeholders to help negotiate priorities, resolve conflicts among project stakeholders, and escalate issues.
    • Organizational skills to regulate the vast influx of information and to ensure the project stay within budget.
    • Ability to balance multiple customers (at least 2) while keeping project timelines on track
    • Experience in MS Office applications including Word, Excel, Access, PowerPoint, Visio.

    Knowledge Requirements

    • Insurance or financial services experience. Knowledge of life insurance industry practices, including knowledge of rules and processes used in new business applications for life products and annuities is a plus.
    • An understanding of the requirements gathering process.
    • Familiarity with life insurance products and illustrations is a plus.
    • Actuarial background or certification is a plus.
    • Exposure to the complete scope of the Software Development Life Cycle is a plus.
    • Experience with AGILE process is a plus.

    Education and Experience Required

    • Bachelor’s degree – preferably in Computer or Actuarial Sciences desired.
    • 0 - 3 years related experience required (prior experience in an external customer facing role is a plus).
    • Experience in insurance is preferred for this role. 
    • Experience with Agile methodology


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