BA/Function Expert - Life Annuities

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Company: Damco Solutions

Location: Plainsboro, NJ 08536

Description:

JD: Annuities:

Expected Skills/ Competency/JD
  • Good knowledge on Policy Administration system for Annuities and Group Life.
  • Knowledge and hands on experience in Quotation & Illustrations, Agency management and Commissions, Accounting, Portals, Reinsurance.
  • Actively participate in requirement gathering, gap analysis, and feasibility study, prepare functional requirement/Design document, coordination and walk thru with developers/business users, testing and implementing the changes in the system.
  • Excellent written and verbal communication skills to clearly and concisely present requirements.
  • Review delivered solutions for quality and accuracy.
  • Must to have
  • Strong understanding of policy administration processes and systems specific to Individual Life, Annuities, and Group Life Insurance.
  • Proficiency in navigating, configuring, and managing policy lifecycle events such as issuance, servicing, renewals, and cancellations.
  • Practical experience in Quotation and Illustration generation to support life and annuity policy proposals.
  • Solid knowledge of Agency Management and Commissions processes, including agent onboarding, commission structures, and payout calculations.
  • Strong skills in eliciting and documenting requirements through workshops, stakeholder interviews, and documentation review.
  • Ability to conduct gap analysis to identify areas of improvement and feasibility studies to assess the impact and practicality of proposed changes.
  • Proficiency in creating Functional Requirement Specifications (FRS) and Design Documents to clearly outline system capabilities and solutions.
  • Demonstrated experience in facilitating requirement walkthroughs and design discussions with both technical and business stakeholders.
  • Effective collaboration with developers and QA teams to ensure accurate implementation and testing of system changes.
  • Skilled in coordinating and communicating with business users to ensure alignment on requirements and expected outcomes.
  • Excellent written and verbal communication skills to effectively translate technical and business requirements for various audiences.
  • Skilled in producing clear and comprehensive documentation including requirements, functional specifications, and user guides.


  • Good to have:
  • Familiarity with regulatory standards like HIPAA, GDPR, and IFRS17, especially as they pertain to life insurance, annuities, and group life.
  • Knowledge of state-specific regulations for insurance and compliance considerations for policy administration.
  • Familiarity with Agile methodologies (e.g., Scrum, Kanban) and experience in tools like JIRA, Confluence, or Azure DevOps for project tracking and collaboration.
  • Understanding of product lifecycle management for designing, launching, and maintaining new insurance products, including experience with product configuration tools.
  • Strong stakeholder engagement skills to effectively collaborate with diverse teams, including business users, developers, and executives.
  • Proficiency in conflict resolution techniques to handle competing priorities or differing requirements.

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