Dynamics 365 Business Analyst - Insurance CRM Specialist

The Planet Group; United States; On-site; USD 80,000 - 110,000; Full time

Job summary

A client-focused consulting firm is seeking a Business Analyst with strong expertise in Microsoft Dynamics 365, and substantial insurance domain experience. This hands-on role requires analytical strength and configuration capability. The successful candidate will bridge the gap between business users and technical teams, ensuring effective solution delivery through requirements gathering, configuration, and testing. Candidates should have 5-8 years of experience in CRM implementations, strong documentation skills, and the ability to engage with diverse stakeholders.

Qualifications

• 5–8+ years of experience as a Business Analyst supporting CRM or enterprise platform implementations.
• Hands‑on experience with Microsoft Dynamics 365, including configuration and customization.
• Strong insurance industry experience, preferably across multiple lines of business.

Responsibilities

• Facilitate discovery sessions with stakeholders to understand business processes.
• Translate business workflows into user stories and process flows.
• Configure and support Microsoft Dynamics 365 solutions aligned to business needs.

Skills

Microsoft Dynamics 365 expertise

Strong documentation skills

Excellent communication skills

Business analysis

Education

Microsoft Dynamics certification

Tools

Microsoft Power Platform

Microsoft Dynamics 365

Job description

A client-focused consulting firm is seeking a Business Analyst with strong expertise in Microsoft Dynamics 365, and substantial insurance domain experience. This hands-on role requires analytical strength and configuration capability. The successful candidate will bridge the gap between business users and technical teams, ensuring effective solution delivery through requirements gathering, configuration, and testing. Candidates should have 5-8 years of experience in CRM implementations, strong documentation skills, and the ability to engage with diverse stakeholders.