Job Description
Our Client is one of the United States’ largest insurers, providing a wide range of insurance and financial services products with gross written premiums well over US$25 Billion (P&C). They proudly serve more than 10 million U.S. households with more than 19 million individual policies across all 50 states through the efforts of over 48,000 exclusive and independent agents and nearly 18,500 employees. Finally, our Client is part of one the largest Insurance Groups in the world. About the Role We are seeking a detail-oriented and collaborative professional to join the Agency Experience and Technology Team . This role supports key systems and initiatives that enhance the agent experience, including agent email provisioning, record retrievals, agent texting support, and APEX (agency CRM). Acting as a liaison between Business and IT, you will help translate business needs into effective technology solutions while contributing to process improvements, system enhancements, and operational efficiency. What You’ll Do Serve as a liaison between Business and IT to deliver solutions that meet organizational needs. Support systems and initiatives such as agent email provisioning, record retrievals, agent texting, and APEX (agency CRM). Gather, analyze, and document business and functional requirements. Assist in business case development, including cost-benefit analysis, risk assessment, and project scope definition. Perform impact analysis and support effort and cost estimation. Contribute to user acceptance testing (UAT), implementation, and training activities. Develop process maps, functional specifications, and preliminary systems design documentation. Collaborate with stakeholders and Agile teams to prioritize and deliver capabilities. Conduct quality reviews on project deliverables and support continuous improvement initiatives. Research and investigate system issues, compliance requests, and technical requirements.