Business Analyst

1. Requirements Gathering & Business Analysis

• Conduct detailed requirement‑gathering sessions with underwriting, claims, actuarial, operations, and product teams.
• Analyze insurance business processes (e.g., new business, renewals, endorsements, billing, claims FNOL to settlement).
• Create BRDs, FRDs, user stories, workflows, data dictionaries, and acceptance criteria.
• Translate regulatory, operational, and product needs into actionable technical requirements.

2. Insurance Domain Expertise

• Work with SMEs to understand insurance products like annuities, Life , Mutual funds etc.
• Support initiatives involving:
  • Policy administration systems (PAS)
  • Distribution
  • Claims management systems and similar
• Understand key insurance data entities such as policy, risk, premium, coverages, claims, exposures, and loss history.

3. Data Mapping & Data Analysis

• Perform source‑to‑target data mapping across policy, claims, billing, or underwriting like systems.
• Map data lake columns / table to salesforce fields / objects, define transformation logic,
• Validate transformations and data quality during data migration or integration.
• Support analytics teams with insurance data interpretation

4. SQL & Data Crunching

• Write SQL queries to support Data validation, Root cause analysis etc
• Identify discrepancies in policy or claims data and work with tech teams to resolve them.

5. Stakeholder Engagement

• Serve as a trusted advisor to business stakeholders, product owners, underwriters, claims managers, and operations
• Communicate complex data/technical findings in clear business terms.
• Conduct requirement walkthroughs, demos, and documentation reviews.

6. Offshore Coordination

• Liaise with offshore development and QA teams in multiple time zones.
• Explain requirements, clarify functional queries, and ensure consistent understanding.
• Support delivery planning, sprint grooming, and defect triage.

7. Project & UAT Support

• Collaborate in Agile/Scrum ceremonies (sprint planning, backlog grooming, retrospectives).
• Prepare UAT scenarios based on insurance workflows.

Originally posted on Himalayas