Senior Business Analyst shaping decision logic for AI - driven solutions in insurance and healthcare. Collaborating with engineering and operations teams to define workflows and processes.
About the role
- CRM Business Analyst optimizing Salesforce for insurance sales teams. Advocates for stakeholder needs and collaborates within an Agile environment to enhance CRM experience.
Responsibilities
- Function as the first line of support and troubleshooting for Insurance users, escalating to the appropriate IT Team when necessary.
- Collect and prioritize all incoming requests for the Insurance CRM.
- Build and maintain relationships with various partners to understand stakeholder perspective.
- Act as a central information resource for internal and external business partners.
- Review business requirements with stakeholders to ensure comprehensive understanding and timely delivery of solutions.
- Create detailed user stories.
- Manage the intake of requests and inquiries from various internal stakeholders.
- Develop change management plans for new releases, including communication and training.
- Lead and manage projects that support CRM enhancements.
Requirements
- Minimum of 3 years’ experience in CRM administration, business analysis, and development.
- Exceptional written and verbal communication skills.
- Exceptional knowledge of Salesforce administration.
- Salesforce certifications are an asset.
- Sales experience is considered an asset.
- Awareness of Insurance wholesaling processes pertaining to financial advisors is an asset.
- Experience with Agile Management Frameworks such as Scrum and Kanban is an asset.
- Excellent organizational skills and the ability to multi-task.
- Proficiency with Microsoft Office tools, especially Excel, Word, PowerPoint, and Windows.
Benefits
- health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program including holidays, vacation, personal and sick days, and range of statutory leaves of absence
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