Lead client-facing requirement gathering, data analysis, and solution delivery for life & annuity insurance implementations. Support delivery teams, resolve issues, coordinate QA and training, and maintain stakeholder communication to ensure timely, high-quality deployments and customer satisfaction.
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.
Base annual salary
$130,000—$155,000 USD
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.
If you are a California resident, please be aware Sureify collects personal information from you during the application process, which may include your name, contact details, employment history, and educational background, in accordance with the California Consumer Privacy Act (CCPA). We use this information solely to evaluate your candidacy for employment and may share it with internal hiring personnel as needed.
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