Remote Life & Annuity Policy BA - SQL & Analytics

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

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.