The Role
The Digital Business Analyst supports strategic initiatives by capturing business requirements, improving processes, and collaborating across functions, focusing on AI and automation.
Summary Generated by Built In
This role provides dedicated business analysis support across strategic and operational change initiatives within Polo Digital, with a focus on AI, automation and process improvement. The Digital Business Analyst (BA) will work closely with business users, delivery teams, and technology partners to translate business needs into clear requirements and support delivery through the full product lifecycle.
Experience with AI and Automation projects is highly desirable, as is experience in the London Market or wider insurance industry.
Key Responsibilities
Capture and document business requirements, processes, and data needs for new and existing change initiatives.
Work with stakeholders across Polo Works functions including operations, finance, underwriting support, and technology.
Work with stakeholders across Polo Works functions including operations, finance, underwriting support, and technology.
Support analysis and mapping of data flows between core insurance process and systems, including intelligent document processing tools, Policy Administration Systems (PAS), orchestration, and reporting tools.
Produce clear and structured documentation such as business requirement specifications, user stories, business cases, and process maps.
Assist in the development of data dictionaries, schemas, data lineage documentation, and reporting requirements.
Collaborate with delivery teams to ensure requirements are understood, developed, and tested appropriately.
Support test planning and execution including defining test cases and participating in UAT.
Contribute to the ongoing improvement of business processes, identifying areas for optimisation or automation.
Facilitate stakeholder meetings, requirements workshops, and project stand-ups.
Assist in the evaluation and onboarding of new vendors or technology solutions where required.
Work with project managers to track progress, highlight risks and ensure successful delivery of business outcomes.
Produce clear and structured documentation such as business requirement specifications, user stories, business cases, and process maps.
Assist in the development of data dictionaries, schemas, data lineage documentation, and reporting requirements.
Collaborate with delivery teams to ensure requirements are understood, developed, and tested appropriately.
Support test planning and execution including defining test cases and participating in UAT.
Contribute to the ongoing improvement of business processes, identifying areas for optimisation or automation.
Facilitate stakeholder meetings, requirements workshops, and project stand-ups.
Assist in the evaluation and onboarding of new vendors or technology solutions where required.
Work with project managers to track progress, highlight risks and ensure successful delivery of business outcomes.
Skills, Knowledge and Expertise
Proven experience as a Business Analyst within an insurance or financial services environment.
Strong analytical skills with experience documenting requirements, processes, and data logic.
Understanding of data structures and familiarity with working on data/reporting initiatives.
Ability to build effective relationships with business and technical stakeholders at all levels.
Experience in producing documentation including process maps, business requirements documentation business cases, and test plans.
Strong verbal and written communication skills, including stakeholder facilitation and presentation.
Comfortable working in an environment of evolving priorities and concurrent projects.
Demonstrates behaviours aligned to the PoloWorks PRIDE values:
Strong analytical skills with experience documenting requirements, processes, and data logic.
Understanding of data structures and familiarity with working on data/reporting initiatives.
Ability to build effective relationships with business and technical stakeholders at all levels.
Experience in producing documentation including process maps, business requirements documentation business cases, and test plans.
Strong verbal and written communication skills, including stakeholder facilitation and presentation.
Comfortable working in an environment of evolving priorities and concurrent projects.
Demonstrates behaviours aligned to the PoloWorks PRIDE values:
Pioneering – we don’t stand still
Responsible – We do the right thing
Inclusive – we all play a role
Delivery Focused- we provide services we are proud of
Delivery Focused- we provide services we are proud of
Empowering – we equip people to be their best
Experience with intelligent document processing and robotic process automation tools.
Familiarity with London Market insurance systems and data (e.g., policy, claims, bordereaux).
Working knowledge of data governance principles and data quality standards.
Experience using tools such as Appian, Jira, Azure DevOps, Visio, and Excel.
Understanding of Agile project delivery methods.
Benefits
As well as a competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy or sell up to 5 days using our Annual Leave Flex Benefit), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.
You will also have access to company volunteering days, an Electric Vehicle (EV) leasing scheme, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.
Benefits Band: 3
About
PoloWorks is the leading provider of UK-based support services to the insurance market. We have built a strong reputation as dedicated and dependable experts in our field. We pride ourselves on our ability to be flexible, responsive, and knowledgeable.As a leading service support company and turnkey managing agency, our clients choose us because our staff not only have the expertise but also a profound affinity with their business challenges. Our mission is to support, inspire, and develop the insurers of today and tomorrow.Our clients, whether digital start-ups or well-established organisations, rely on the PoloWorks team to develop and strengthen their businesses. Our clients' goals are our goals. As such we design and deliver bespoke solutions to their specific business challenges.Recognised as a Great Place to Work certified company and listed among the Best Workplaces in Financial Services & Insurance, PoloWorks is proud of its positive culture and commitment to its people. With offices in London and Cheltenham, PoloWorks has ambitious growth plans, offering exciting opportunities for anyone joining us on the next phase of our journey.It's our mission to unleash the potential in every team, and we know that teams perform best when they are diverse and every team member feels that they belong. It is the unique contributions of all PoloWorks colleagues that drive our success, and we are committed to building an inclusive culture where everyone is empowered to do meaningful work and are recognised for their efforts. To that end, we are committed to providing an environment free of discrimination for everyone.
Skills Required
- Proven experience as a Business Analyst within an insurance or financial services environment
- Strong analytical skills with experience documenting requirements, processes, and data logic
- Ability to build effective relationships with business and technical stakeholders at all levels
- Experience in producing documentation including process maps, business requirements documentation, and test plans
- Experience with intelligent document processing and robotic process automation tools
- Understanding of Agile project delivery methods
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The Company
What We Do
PoloWorks provides business advisory and outsourced services to (re)insurers and brokers within the insurance lifecycle, operating in the Lloyd’s and companies markets.
