ORS Partners

Senior Business Analyst - Life Insurance/Illustrations

Job Locations US | US-PA-Exton
Posted Date 5 months ago(11/6/2019 11:53 PM)
# of Openings
Professional Services
Mid-Senior Level



We are currently looking to add a Senior Business Analyst with Life Insurance experience to our team. The Senior 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.
  • Identify project stakeholders and user groups.
  • Solicit requirements by conducting interviews, performing data and document analysis, surveys, site visits, 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.
  • Define quality benchmarks, external interfaces, and other project constraints.
  • Lead the requirements analysis and validation ensuring that the requirement statements are complete, concise, feasible, and verifiable.
  • Participate in requirements prioritization.
  • Conduct peer reviews and inspection of documentation at declared stages.
  • Manage and control requirements status throughout the project.
  • Manage changes to baseline requirements ensuring company change requirement rules are followed.
  • Identify ways to provide enhanced training solutions to the end user community.



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 company management, 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 establish deadlines.
  • Organizational skills to regulate the vast influx of information and to ensure the project stay within budget.
  • Modeling skills to represent requirements in a graphical manner by converting technical matter to a natural language, including using modeling languages already in practice within the organization.
  • Experience in MS Office applications including Word, Excel, Access, PowerPoint, Visio.

Knowledge Requirements

  • An understanding of contemporary requirements gathering, analysts, validation, and management practice.
  • Insurance or financial services experience. Knowledge of life insurance industry practices, including knowledge of rules, processes, and forms used in new business applications for life products and annuities is a plus.
  • An understanding of requirements engineering accommodating several software development life cycles within the project.
  • Familiarity with AGILE process is a plus.
  • Application knowledge is desirable so as to be able to work effectively with end users.
  • Familiarity with the complete scope of the Software Development Life Cycle.
  • Actuarial background or certification is a plus.
  • Previous insurance home office experience a plus.
  • Prior experience with ACORD XMLife standard and Life insurance illustrations is a plus.

Education and Experience Required

  • Bachelor’s degree – preferably in Computer or Actuarial Sciences desired.
  • Minimum 5 years related experience required (with at least 3 years in an external customer facing role is a plus).
  • Previous experience in insurance is required for this role. 
  • Agile experience


About Us:

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, Huntersville (NC), Ontario (CA), Philadelphia, and Salt Lake City. Visit www.ipipeline.com.





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