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Job Description
Senior Business Analyst - Annuities
Overview
The Senior Business Analyst for Retail requires deep understanding of the Annuities value chain, lifecycle and data, with the ability to analyze how annuity submissions, case setup, policy issuance, and post‑issue events flow across upstream intake systems, policy administration platforms, and downstream financial and reporting systems. This role is responsible for leading the analysis, design, and delivery of business and technology solutions that support Talcott's retail operations, New Business, Policy Administration, and Contact Center functions. This role partners closely with cross-functional teams, influencing decision-making that will best suit the application ecosystem while adhering to enterprise standards, governance, and risk management practices.
Key Responsibilities
Lead business analyst activities for the policy admin system (FAST) following Talcott’s principles in alignment with enterprise technology strategy
Ensure business requirements and solutions are designed with flexibility, scalability, and future-state adaptability in mind
Lead requirements gathering, business process analysis, and participate in solution design, and testing for complex initiatives working closely with cross functional and the vendor teams
Serve as a liaison between business stakeholders and IT teams to ensure clarity, alignment, and successful delivery
Perform data analysis to trace and validate annuity data across upstream, administration, and downstream systems, identifying root causes of issues and gaps.
Translate business questions into data‑driven insights, connecting system behavior back to annuity processes and outcomes
Identify opportunities for process optimization, automation, and efficiency improvements
Facilitate workshops, stakeholder meetings, and working sessions to drive consensus and decision-making
Support project delivery through all phases of the lifecycle, including planning, execution, testing, and implementation
Mentor and guide junior analysts and consultants, promoting best practices in business analysis and stakeholder engagement
Perform hand-on testing, applying best practices to enhance and increase efficiency and thinks about continuous improvements
Qualifications & Experience
Bachelor’s degree in business, Information Technology, or a related field; advanced degree preferred
Requires 5–7+ years of relevant experience in business consulting, business analysis, or a related IT function
Proven experience working within the annuities line of business, with ability to translate business terminology into technical requirements
Preferred experience of having worked in a life and annuity policy administration system, with the ability to navigate through the application, understand system boundaries, and contribute to scalable, modular solutions
Demonstrated experience leading complex, cross-functional initiatives with enterprise impact, and working with multiple vendor teams
Experience operating in environments with formal governance, risk, and control frameworks
Strong understanding of business process, requirements management, delivery methodologies (e.g., Agile, Waterfall, or hybrid), and testing principles
