Sr.Business Analyst - Convene Inc

About Convene Inc.

Convene, Inc. is a Tampa based, award-winning technology services organization with offices and resources throughout the US, Mexico, and India. We have successful, referenceable customers, competitive benefits, and high-growth opportunities.

About Client:
Client a leading provider of premium financing and insurance premium collection solutions in North America.

Job Title: Business Analyst (Insurance/Financial Services)
Location: Remote
Job Type: Full-Time / Contract

Job Summary:
We are seeking an experienced Business Analyst with a strong background in the insurance or financial services sector. The ideal candidate will have a deep understanding of industry-specific processes, regulatory requirements, and best practices. You will play a pivotal role in analyzing business needs, defining requirements, and ensuring that solutions align with business goals. This position involves working closely with stakeholders to drive process improvement and deliver high-quality projects that meet business objectives.

Key Responsibilities:

• Requirements Gathering & Analysis: Work with stakeholders to gather and document business requirements, focusing on insurance and/or financial services domains.
• Process Improvement: Identify, analyze, and recommend business process improvements that enhance efficiency, compliance, and customer experience.
• Documentation & Reporting: Create detailed requirement documents, use cases, workflow diagrams, and functional specifications.
• Solution Development Support: Collaborate with IT and project teams to develop, test, and deploy solutions aligned with business requirements.
• Stakeholder Communication: Maintain clear, continuous communication with business stakeholders, project teams, and management to manage expectations and ensure project alignment.
• Regulatory Compliance: Ensure that all solutions comply with industry regulations and company policies.
• Data Analysis & Reporting: Analyze data trends and key performance indicators (KPIs) to support decision-making and recommend improvements.

• Experience: 5+ years of experience as a Business Analyst, with at least 2 years in insurance or financial services.
• Industry Knowledge: Strong understanding of insurance/financial industry products, processes, regulations, and best practices.
• Technical Skills: Proficiency in business analysis tools (e.g., JIRA, Confluence, MS Visio), data analysis (e.g., SQL, Excel), and familiarity with CRM/ERP systems.
• Soft Skills: Excellent communication, analytical, and problem-solving skills with a collaborative approach to working in cross-functional teams.
• Preferred Experience: Knowledge of Agile methodology, experience with compliance and risk management requirements in the insurance/financial sector.

• Prior experience in customer journey mapping, claims processing, underwriting, or policy administration.
• Knowledge of regulatory frameworks such as Client, SEC, or NAIC standards.
• Certifications in Agile (CSM, CSPO) or industry-relevant credentials (AINS, CPCU).