Operations Implementation Business Analyst

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $75k - $96k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Business Analyst

👻 Ghost score 2%

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Logo of EXL

EXL

10,000+ employees

🏥 Healthcare

🛡️ Insurance

📦 Logistics

💰 $2M Venture Round on 2015-01

Healthcare • Insurance • Logistics

EXL is a business consulting and services firm that focuses on leveraging data to enhance business operations and decision-making. With a strong emphasis on collaboration and adaptability, EXL partners with organizations to address their unique needs and culture while integrating data science and technology solutions. The company's areas of expertise include operations management, decision analytics, digital transformation, and various industries such as healthcare, finance, and insurance. EXL's mission is to help clients drive business evolution and maintain competitive advantage through tailored solutions and effective use of data.

📋 Description

• Develop and maintain detailed project plans, timelines, and documentation • Identify project dependencies and critical paths to ensure successful delivery • Escalate issues and risks proactively and recommend mitigation strategies • Create end-to-end operating guidelines, process documentation/SOPs, and workflows for implementations • Assist with training materials and knowledge transfer sessions for business users • Coordinate with Product, Technology, Compliance, and Client Services teams • Ensure operational readiness for call center, processing, finance and accounting, and compliance teams from day 1 through hypercare • Conduct post-implementation reviews and identify areas for improvement • Document and validate business requirements for client onboarding, conversions, and new product launches • Analyze legacy data sets and field mappings to inform system design and configuration • Validate account data and reconcile discrepancies across platforms • Assist in developing reports and dashboards using SQL and Excel • Liaise between clients, internal departments, and third-party vendors • Facilitate training sessions and workshops for clients and internal teams • Build and maintain stakeholder relationships • Ensure implementations comply with regulatory requirements and internal standards • Create and complete UAT/BET testing and quality assurance efforts during system rollouts • Document ongoing quality audit processes

🎯 Requirements

• Bachelor’s degree in Business, Finance, Information Systems, or related field or equivalent work experience • 3–5 years of experience in financial services, life insurance, annuity, TPA operations, or implementation roles • Familiarity with life and annuity products, including Whole Life, Term, UL, VUL, SPIA, Deferred Annuities, and Riders • Strong understanding of third-party administration functions and compliance requirements • Experience with policy administration systems such as LifePRO, ALIP, DXC, or similar • Excellent communication, analytical, and organizational skills • Strong skills in data analysis, Excel, and reconciliation techniques • Exposure to testing cycles (UAT/BET), defect management, and conversion projects • Knowledge of operational risk, compliance requirements, and SOC1 controls is a plus • Ability to work in multi-geo teams (US/India)

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