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Robert Half is actively searching for a Senior Business Analyst to play a key role in enhancing customer satisfaction, driving adoption, and optimizing business processes for our clients. As a Senior Business Analyst, you will be the bridge between our clients and internal teams, ensuring our Policy Administration System meets business needs and regulatory requirements. Reporting to the VP of Customer Success, you will work closely with clients, customer success managers, product teams, and delivery teams to drive implementations, improve user experience, and support business growth. In this role, you will act as a trusted advisor to clients, providing best practices and recommendations to maximize the value of the company’s solutions.
Job Responsibility:
Analyze client business requirements and translate them into functional specifications for product and delivery teams
Identify pain points and propose solutions to improve operational efficiency and automation within the insurance lifecycle
Assist in change management and ensure smooth transitions during system upgrades or process improvements
Monitor customer health and provide input for account reviews and renewals
Lead requirements gathering workshops with stakeholders
Develop and maintain business requirement documents (BRDs), user stories, and workflow diagrams
Work closely with Product Management & Delivery to align client needs with product enhancements and roadmap planning
Support user acceptance testing (UAT) and ensure successful feature releases
Facilitate continuous feedback loops between clients and internal teams
Partner with Customer Success Managers (CSMs) to enhance user adoption and maximize ROI for clients
Collaborate with the sales team by providing technical insights and business use cases during client demos
Provide training and support materials for internal teams and customers
Requirements:
Strong understanding of policy administration systems & underwriting workflows
Ability to work cross-functionally in a fast-paced, customer-driven environment
Good communication, presentation, organizational, and stakeholder management skills
Strong analytical mindset with the ability to translate complex concepts into simple terms
Experience as a Business Analyst in the insurance industry or insurtech industry is a major plus
Experience working at a Carrier, MGAs, or MGUs is a plus
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