About Us
At Sureify we’re helping a large and critical industry -- life insurance -- modernize and innovate. We have built a platform, enabling a core suite of digital solutions for some of the world’s leading insurance companies. We’re passionate about enhancing customer experiences and driving growth through cutting-edge technology. We are seeking a motivated and detail-oriented Senior Business Analyst to join our Client Services team.
Position Overview
The Senior Business Analyst will be critical in ensuring that our insurance solutions are delivered seamlessly to our customers. You will work closely with the delivery team, product managers, and clients to gather and analyze requirements, optimize delivery processes, and enhance customer satisfaction. Your insights and recommendations will directly contribute to the successful deployment and adoption of our solutions.
Key Responsibilities
- Customer Requirements Analysis: Collaborate with clients and internal stakeholders to gather and document detailed customer requirements and expectations. Translate these requirements into actionable specifications for the delivery team.
- Data Analysis: Analyze customer data from core systems such as policy administration, compensation and agent management systems. Support the delivery team in their effort to integrate these core systems with Sureify’s platform.
- Solution Delivery Support: Work with the delivery team to ensure that solutions are implemented according to customer requirements and within agreed timelines. Monitor progress and address any issues or deviations promptly.
- Issue Resolution: Act as a point of contact for resolving any issues or challenges that arise during the delivery process. Work with cross-functional teams to find and implement solutions promptly.
- Customer Requirements Analysis: Collaborate with clients and internal stakeholders to gather and document detailed customer requirements and expectations. Translate these requirements into actionable specifications for the delivery team.
- Stakeholder Communication: Maintain clear and effective communication with clients and internal teams throughout the delivery process. Ensure that all stakeholders are informed and aligned on project status, changes, and updates.
- Quality Assurance: Collaborate with the quality assurance team to develop and execute test plans, ensuring that delivered solutions meet customer requirements and quality standards.
- Customer Training & Support: Assist in creating and delivering training materials and documentation for customers. Provide support to clients during the implementation phase and address any questions or concerns.
Qualifications
- Bachelor’s degree in Business Administration, Information Technology, or a related field. Relevant certifications (e.g., CBAP, PMI-PBA) are a plus.
- 3+ years as a Business Analyst, with a focus on customer delivery or client-facing roles.
- Experience in the life & annuity industry is a must.
- Proficiency in data analysis tools and software: SQL and Excel is a must.
- Experience with project management methodologies and tools (e.g., Agile, Scrum) is preferred.
- Strong analytical skills and the ability to translate customer needs into actionable requirements and solutions.
- Excellent communication and interpersonal skills, with the ability to interact effectively with clients and internal teams.
- Strong problem-solving skills and the ability to manage multiple priorities in a fast-paced startup environment.
- A customer-centric mindset with a passion for delivering exceptional service and solutions.
Why Join Sureify?
- Be part of a rapidly growing insurtech company that is reshaping the future of life insurance.
- Work in a dynamic, collaborative, and innovative environment.
- Competitive salary, benefits, and professional growth opportunities.
- Remote work flexibility with a team that values work-life balance.
Our Guiding Principles
Our products are for nothing if their creators are not fulfilled in their work. We want our employees to flourish at Sureify. We do not fawn over status or titles, instead, we honor effort and intelligence. The best idea wins no matter which colleague proposed it. We do not shortcut our mission with overblown claims or false promises. Sticking to the truth is both a strategy and a principle for us.
Sureify is an Equal Opportunity Employer committed to diversity. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, sex, sexual orientation, gender perception or identity, age, disability, veteran or military status, or any other basis prohibited by law.
Skills Required
- Bachelor's degree in Business Administration, Information Technology, or related field
- 3+ years as a Business Analyst with focus on customer delivery or client-facing roles
- Experience in the life & annuity insurance industry
- Proficiency in SQL
- Proficiency in Excel
- Experience with Agile and Scrum methodologies/tools
- CBAP or PMI-PBA certification (or similar)
- Strong analytical skills and ability to translate customer needs into actionable requirements
- Excellent communication and interpersonal skills
- Ability to manage multiple priorities in a fast-paced startup environment
- Customer-centric mindset and passion for delivering exceptional service
What We Do
Sureify is a SaaS platform for Life and Annuity companies around the globe. Sureify’s sales, customer self-service engagement solution, and their up-sell cross-sell solutions enable life insurers to connect, service, and sell to their new and existing customers using the most life insurance focused platform in the market today. The enterprise platform solution is secure, scalable, and delivers pragmatic features with the basics of the everyday digital life insurer front of mind. The Sureify solution encompasses the consumer-facing web and mobile applications, automated messaging and self-service platform, agent engagement console, marketing dashboard, underwriters data platform with analytics and reporting for executive overview. Sureify also can be implemented right on top of existing core systems and CRM systems while integrating with existing contact center platforms, customer apps, and most life insurance emerging and traditional 3rd party applications. All this is supported by Sureify’s Customer Experience team to ensure best practices, ideation, configuration both inside enterprise and end-user digitalization. Life insurers use the Sureify platform for direct and agent digital sales, policyholder service and self service, new product education and marketing, churn reduction, upsell cross-sell, and complete digital tracking of policyholders. The time is now for the life and annuity insurer.
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