We believe insurance is about relationships. And technology should only make them stronger.

We exist to empower independent agents, carriers, and MGAs. To drive their success. Because their success is our success. And their ambitions for tomorrow are our goals for today.

Since our inception, we’ve been the technology backbone of the insurance industry. We began punching cards for independent agents over 50 years ago and turned this passion for technology into a relentless pursuit. Born of human-centric purpose, we empower our customers with the technology to garner trust.

Built to adapt, we equip the insurance channel for the future—transforming business and relationships along the way. Where others see opposition, we see opportunity. To look ahead. To modernize. To prepare our customers for what’s next—because we’re always thinking about it. Always innovating. Always building. Always creating.

Quite simply...we love insurance. Because behind every policy—is a person. And we’re obsessed with powering the spirit of our industry.

Vertafore. Powering your possible.

Business Analysts provide business and technical expertise to our customers, including analysis, product and service implementation, training and support. BAs shape and improve the experience of key Vertafore clients. They work cross-functionally with Customer Support, Account Management, Professional Services, and Product Management to help guide the client and contribute to the future growth of the team.

A business analyst at Vertafore works directly with clients, which means they need to be a proactive self-starter, able to multi-task in a fast-paced environment and service-focused to help nurture the client experience.

Our BA IIs develop a specialization within a specific expertise. They are capable of working independently and in a team. They are accountable and responsible for the completion of part of a project, are a mentor, and can lead a team.

Essential job functions included but are not limited to the following:

• Works with the customer and team to provide business alternatives and recommends solutions before, during, and after the implementation process.
• Identifies, evaluates, and documents customer business requirements and identifies technical needs
• Uses a variety of techniques and tools to test, verify and support client implementation projects, varying in scope and complexity
• Develops and delivers customer training for support User Acceptance Testing (UAT)
• Collaborates with internal team to identify the best approach to implement customer requirement utilizing Vertafore products suite
• Works with customers to create business use cases and test plans for execution
• Analyzes configuration and workflow issues and documents their resolutions
• Documents customer business process workflows
• Engages in larger and more complex projects and initiatives
• Works independently to provide business alternatives and recommend solutions that may be long-term and strategic in nature
• Applies a more focused set of techniques with greater levels of expertise to resolve more complex business problems
• Works with teams in India and the US

Core Qualifications

• Bachelor’s degree preferred or commensurate experience
• Minimum 3 years of work experience as a business analyst, in a technical environment preferred
• Advanced organizational skills with a project management mindset
• Strong problem-solving and analytical skills
• Excellent verbal and written communication skills
• Technically savvy.
• Relevant Certifications helpful
• Insurance Industry experience helpful

Additional Requirements And Details

• Travel required up to 10% of the time
• WFH flexible
• Ability to work remote with a stable internet connection on an as needed basis
• Occasional lifting and/or moving up to 10 pounds
• Frequent repetitive hand and arm movements required to operate a computer
• Specific vision abilities required by this job include close vision (working on a computer, etc.)
• Frequent sitting and/or standing