Business Analyst (Life & Annuity / Policy Administration)

Phaxis; New York (NY); Remote; USD 130,000 - 200,000; Full time

Job summary

Phaxis is seeking a Business Analyst with strong Life & Annuity policy administration experience for a 100% remote role in the United States. The ideal candidate will gather requirements, analyze policy processes, and collaborate with business and tech teams while using SQL for data validation.

Required skills include 5+ years in Life Insurance/Annuities, policy administration expertise, SQL proficiency, and experience in Agile/Scrum environments.

Qualifications

• 5+ years of BA experience in Life Insurance and/or Annuities.
• Strong Policy Administration domain experience.
• Hands-on SQL experience for data validation and analysis.
• Experience gathering requirements, writing user stories, and testing.

Responsibilities

• Gather and document business and functional requirements for policy administration systems.
• Analyze lifecycle processes including new business, issuance, servicing, premiums, withdrawals, loans, surrender, reinstatement, and policy changes.
• Work with stakeholders, developers, QA, and product teams to deliver system enhancements.
• Write and execute SQL queries for data analysis, validation, reconciliation, and issue investigation.
• Perform data mapping and support system integrations and data conversion activities.
• Develop user stories, acceptance criteria, process flows, and functional specifications.
• Support SIT/UAT, defect analysis, and production issue resolution.
• Identify process gaps and recommend system/process improvements.

Skills

Business Analysis

Life Insurance

Policy Admin

SQL

Requirements

Data Analysis

UAT/SIT

Agile/Scrum

Stakeholder mgmt

Communication

Job description

Salary is 130k to 200k + bonus
100% remote

We are seeking a Business Analyst with strong Life & Annuity insurance experience, specifically on the Policy Administration side. The ideal candidate will have experience gathering requirements, analyzing policy administration processes, working with business and technology teams, and using SQL for data analysis and validation.

Key Responsibilities

• Gather and document business and functional requirements for Life & Annuity policy administration systems.
• Analyze policy lifecycle processes including new business, issuance, servicing, premiums, withdrawals, loans, surrender, reinstatement, and policy changes.
• Work with business stakeholders, developers, QA, and product teams to deliver system enhancements.
• Write and execute SQL queries for data analysis, validation, reconciliation, and issue investigation.
• Perform data mapping and support system integrations and data conversion activities.
• Develop user stories, acceptance criteria, process flows, and functional specifications.
• Support SIT/UAT, defect analysis, and production issue resolution.
• Identify process gaps and recommend system/process improvements.

Required Skills

• 5+ years of Business Analysis experience within Life Insurance and/or Annuities.
• Strong Policy Administration domain experience.
• Strong understanding of the Life & Annuity policy lifecycle.
• Hands-on SQL experience with joins, queries, filtering, aggregation, and data validation.
• Experience with requirements gathering, user stories, functional documentation, and testing.
• Strong communication and stakeholder management skills.
• Experience working in Agile/Scrum environments preferred.

Must Have

Life & Annuity | Policy Administration | Business Analysis | SQL | Requirements Gathering | Data Analysis | UAT/SIT