Business Analyst

The Business Analyst plays a critical role in bridging business needs with technical solutions across enterprise transformation, system modernization, and strategic initiatives.

This role partners closely with business leaders, operational teams, technology teams, and external vendors to define requirements, improve processes, support delivery execution, and ensure organizational readiness.

This position supports both corporate and department-led initiatives, with a strong focus on Life & Annuity operations, policy administration systems, digital transformation, integrations, and modernization efforts.

The Business Analyst will play a key role in helping the organization improve processes, modernize systems, reduce operational friction, and strengthen execution across transformation efforts. The ideal candidate is a strong facilitator, analytical thinker, collaborator, and problem solver who can balance strategic thinking with hands-on execution in a fast-paced, and evolving environment.

Responsibilities

Requirements Elicitation & Analysis

• Lead end-to-end business analysis activities including discovery, analysis, documentation, validation, and prioritization of requirements.
• Facilitate workshops, interviews, process reviews, and stakeholder sessions to gather and clarify business needs.
• Translate business needs into actionable functional and non-functional requirements.
• Model current-state and future-state business processes, workflows, data flows, and system interactions.
• Ensure requirements are complete, traceable, testable, and aligned to business objectives.
• Partner with technical teams to evaluate solution options and ensure alignment with business needs.

• Identify gaps, inefficiencies, risks, and opportunities for operational improvement.
• Support enterprise transformation and system modernization initiatives.
• Contribute to the development of standardized business analysis practices, templates, and methodologies.
• Assist in defining scope, impacts, dependencies, and readiness considerations across initiatives.
• Support organizational change activities including stakeholder alignment, communication, and readiness planning.

• Act as a liaison between business stakeholders, project teams, vendors, and technical teams.
• Build strong cross-functional relationships to drive alignment, transparency, and collaboration.
• Proactively identify risks, dependencies, blockers, and escalation needs.
• Support project managers, product owners, and leadership teams with planning, prioritization, and execution activities.
• Contribute to business cases, operational assessments, and strategic planning discussions.

• Bachelor’s degree in Business Administration, Information Systems, or related field.
• Required experience working within Life & Annuity insurance environments.
• Experience supporting Policy Administration Systems (PAS), system integrations, conversions, or modernization initiatives.
• Strong experience with requirements elicitation, process modeling, systems analysis, and solution validation.
• Experience working in both Agile and Waterfall delivery environments.
• Deep knowledge of business analysis methodologies, including process modeling, requirements elicitation, and stakeholder management.
• Ability to manage competing priorities and navigate ambiguity in fast-paced environments.
• Familiarity with regulatory and compliance considerations within insurance environments.
• Experience with tools such as JIRA, Confluence, Azure DevOps, Visio, Lucidchart, or Microsoft Project.
• Certifications such as CBAP, CCBA, PMI-PBA, Scrum, or SAFe are a plus.

Trusted Fraternal Life’s purpose is to serve communities, provide financial security, and enhance quality of Life. Its vision is to be the innovative leader in fraternal partnerships and consolidation, while growing existing business, and engaging more people to enjoy financially secure, purposeful lives. Created in March 2024 by Trusted Fraternal Life, Trusted Fraternal Life is committed to building the NextGen fraternal benefit society. The organization’s financial strength rating was upgraded to an A with a stable outlook in 2024 by the Kroll Bond Rating Agency and it has been recognized as a Top Workplace eleven years in a row. The Trusted Fraternal Life family of brands includes Trusted Fraternal Life, Degree of Honor, Woman’s Life and Catholic United Financial.

Our Mission...

Trusted Fraternal Life's purpose is to facilitate consolidation in the fraternal sector, while preserving unique identities and traditions, and achieving the necessary scale to be relevant, to compete, and to grow.

Our vision is to be an innovative leader in fraternal partnerships, while growing our existing business and engaging more people to enjoy financially secure, purposeful lives.

Trusted Fraternal Life serves as the cornerstone to a family of fraternal brands. We celebrate the unique missions and traditions that each brand brings to the family, while providing financial strength, advanced technology, and additional products to the brands of Trusted Fraternal Life