Salesforce Business Analyst – Insurance

Job not on LinkedIn

🕒 April 9

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🌐🕵️ Salesforce Analyst

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Exavalu

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2018

🤝 B2B

🏦 Banking

⚕️ Healthcare Insurance

B2B • Banking • Healthcare Insurance

Exavalu is a business advisory and technology consulting firm that partners with enterprises to deliver high-impact digital transformation. Run by former CIOs, CXOs, and consulting principals, Exavalu offers strategic advisory, core systems transformation, systems integration, data & analytics, innovation and privacy/compliance solutions across regulated sectors. The firm focuses on Insurance, Banking & Financial Services, and Healthcare & Life Sciences, providing industry-tailored technology implementations and program leadership using partners like Guidewire, Salesforce, MuleSoft, PegaSystems and AWS.

📋 Description

• Partner with business stakeholders across Insurance clients to gather and refine requirements • Translate business needs into Salesforce solution designs, user stories, and functional specifications • Lead workshops for process discovery, gap analysis, and future-state design (Current vs Future models) • Drive end-to-end requirement lifecycle • Collaborate with architects and developers to ensure fit-for-purpose Salesforce implementations • Act as a domain SME for P&C Insurance processes including Quote, Underwriting, Policy, FNOL, claims lifecycle, broker/agent workflows • Support Agile delivery (SCRUM ceremonies, backlog grooming, sprint planning) • Strong knowledge of Salesforce best practices and industry data models (FSC, Insurance Data Model) and Insurance Business Processes on latest Salesforce Core Insurance offerings • Drive business value articulation and KPI definition (e.g., loss ratio improvement, claims cycle time reduction)

🎯 Requirements

• 8–12+ years of experience as a Business Analyst, with significant experience in Insurance (P&C preferred) • 5+ years of hands-on experience with Salesforce FSC Cloud and Digital Insurance solutions • Strong understanding of Quote to Policy Lifecycle • Claims lifecycle • Distribution models • Experience in Agile/SCRUM delivery models • Proven ability to interact with C-level stakeholders and business leaders. • Salesforce certifications (e.g., Salesforce Business Analyst, Admin, FSC Accredited Professional) • Exposure to Data Cloud, Agentforce, Omnichannel/Contact Center, or Digital Experience implementations • Experience integrating Salesforce with core insurance systems (Guidewire, Duck Creek, etc.) and Agency Management Systems

🏖️ Benefits

• Diversity Inclusion: Exavalu also promotes flexibility, adapting to the needs of employees, customers, and the business. • It might be part-time work, working outside normal 9-5 business hours or working remotely. • We also offer a welcome back program to help individuals return to the mainstream after a prolonged absence due to health or family reasons. • At Exavalu, we are committed to building a diverse and inclusive workforce. • We welcome applications for employment from all qualified candidates, regardless of race, colour, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. • We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career.