Core Life Ba - Project Lead

NSure Presales - Business Analyst - Life Insurance

Role Purpose: Support Life Insurance presales through requirement analysis, process documentation, solution mapping, proposals preparation, demonstrations and workshops.

Key Responsibilities

• Good Knowledge on Core System for Life Insurance and functional modules like Product Configuration, New Business, Policy Services, Claims, Re Insurance, Agency Management etc
• Knowledge on digital solutions like B2B B2C Portals
• Gather, analyze and document customer requirements.
• Understand the RFP/RFI/ solution requirement and conduct clarification sessions.
• Prepare business requirements and functional specifications for proposals.
• Develop process flows, use cases and requirement traceability.
• Map customer requirements to product functionality.
• Support RFP/RFI responses, proposal preparation, demonstrations and PoCs.
• Identify gaps, assumptions, dependencies and open questions.
• Coordinate with the Technical and Product teams.
• Support estimation and scope definition.
• Maintain reusable Life Insurance presales content.
• Use of AI in the tasks is preferrable
• Knowledge on Health Insurance is added advantage

Key Deliverables

• Business requirements
• Functional specifications
• Process flows
• Use cases
• Traceability matrix
• RFP responses
• Demo scenarios
• Gap analysis
• Presales documentation

Experience Qualifications

• 8-12 years of Life Insurance business analysis experience.
• Good understanding of Life Insurance processes.
• Strong requirements gathering, analytical and documentation skills.
• Good knowledge of PowerPoint, Excel and Word.
• Presales experience is an advantage.