Sr. Business Analyst

Fulcrum Digital; India; On-site; INR 500,000 - 1,000,000; Full time

Job summary

A digital transforming company in India is seeking a professional to analyze insurance forms and ensure compliance with industry standards. The role involves managing multiple tickets, collaborating with stakeholders, and providing documentation support. Ideal candidates should have a strong understanding of insurance forms architecture and experience in handling complex forms. Proficiency in tools like Excel and familiarity with policy administration systems are desirable. This position requires excellent communication and analytical skills.

Qualifications

• Proven experience working with complex forms, including multi-state variations and layered coverage.
• Familiarity with regulatory filings and form compliance requirements across states.
• Ability to work independently with minimal supervision.

Responsibilities

• Analyze incoming tickets related to insurance forms.
• Perform forms mapping to meet business and regulatory requirements.
• Collaborate with stakeholders on business needs and form workflows.

Skills

Strong understanding of insurance forms architecture

Excellent analytical skills

Communication skills

Experience with policy administration systems (PAS)

Proficiency in Excel

Tools

Excel

Word

ADO

Wiki

Job description

Overview

Fulcrum Digital is an agile and next-generation digital accelerating company providing digital transformation and technology services right from ideation to implementation. These services have applicability across a variety of industries, including banking & financial services, insurance, retail, higher education, food, healthcare, and manufacturing.

Role

• Analyze incoming tickets and requests related to insurance forms, ensuring business needs are captured comprehensively.
• Perform forms mapping, ensuring that complex forms align with business and regulatory requirements.
• Collaborate with stakeholders to clarify and document business needs, form workflows, and compliance requirements.
• Ensure that forms adhere to insurance industry standards and align with legal and regulatory requirements.
• Manage and prioritize multiple tickets, providing status updates to relevant stakeholders.
• Provide documentation and support related to forms for business and operational teams.

Requirements

Required Skills and Experience:

• Strong understanding of insurance forms architecture, including declarations, schedules, endorsements, and exclusions.
• Proven experience working with complex forms, including multi-state variations, layered coverage forms, and conditional endorsements.
• Familiarity with regulatory filings and form compliance requirements across states.
• Excellent analytical, communication, and documentation skills.
• Ability to work independently with minimal supervision and collaborate across cross-functional teams.
• Experience with policy administration systems (PAS) and form generation tools is a plus.
• Proficiency in tools like Excel, Word, ADO, Wiki, or similar BA toolsets.

Preferred

• Experience working on PAS modernization or transformation initiatives.
• Knowledge of other commercial insurance lines (e.g., Property, Auto) is an added advantage.
• Understanding of forms library management and version control processes.