Business Analyst

8 Hours ago • 5-8 Years • Business Analysis

Job Summary

Job Description

Zinnia is seeking a Business Analyst to transform professional services by gathering requirements, documenting processes, and aligning project deliverables with business objectives. The ideal candidate will have experience in the annuity and insurance industry, understanding interdependencies between operations, technology, and other departments. Responsibilities include leading requirements gathering sessions, estimating project scopes, documenting business requirements (BRDs) and functional specifications, and creating process flow diagrams. You will also engage with stakeholders, optimize business processes, support project execution, manage change, review quality assurance, and potentially lead junior business analysts. The role requires strong analytical, problem-solving, leadership, and communication skills, with a background in business analysis methodologies and project management software.
Must have:
  • Minimum 5 years of experience in business analysis
  • Expertise in business analysis tools and methodologies
  • Strong analytical and problem-solving abilities
  • Excellent verbal and written communication skills
  • Ability to manage team and interface with senior leadership
Good to have:
  • 6 plus years in business/systems analysis
  • 8+ years experience in Annuity, financial services, or life insurance
  • Experience with project management software
  • Solid background in Operations and Technology interdependencies
  • Knowledge of SDLC planning and analysis phases
  • CBAP, PMP, or equivalent certifications preferred

Job Details

WHO WE ARE:

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

WHO YOU ARE:

As a Business Analyst at Zinnia, you will contribute to the planning, analysis, and execution of projects aimed at transforming our professional services. This role involves detailed requirements gathering, process documentation, and ensuring that project deliverables align with business objectives.

You will have a background in the annuity and insurance industry, including a solid background in the interdependencies between Operations, Technology Capability areas (key systems, platforms) and departments outside of delivery (Finance, Fund Management, Compliance, Tax).  You will be able to build relationships with internal and external team members across technical and non-technical teams. 

The Business Analyst will have a strong grasp of requirements gathering and estimation, leveraging internal resources to research current processes and functionality by client.  You will demonstrate strong attention to detail, be a problem solver and translate between the External Client, Product Management, Information Technology, Operations, and Management teams to ensure requirements are captured with excellent business writing skills to create content such as Scope documents. 

 

WHAT YOU’LL DO:

  • Requirements Gathering: Collaborate with stakeholders to gather & document precise business requirements. Lead the initial project scope and estimate activities, including conducting working sessions with client to clarify client objectives, driving requirement definition and facilitate estimate planning sessions to ensure efficient turnaround to the client.  Lead/Facilitate detailed solutioning meetings as needed in support of complex initiatives, ensuring meetings are well defined and address the necessary material and driving take-aways to capture the holistic solution in support of the business objective
  • Solution Implementation: Drive the planning and implementation of business solutions, ensuring they meet the needs of the organization and deliver optimal results. Continue to expand knowledge of Zinnia offerings and capabilities to support ongoing prescriptive consulting discussions with clients through scoping activities
  • Documentation: Create comprehensive documentation including business requirements documents (BRDs), functional specifications, and process flow diagrams.
  • Stakeholder Engagement: Build and maintain strong relationships with key stakeholders, ensuring clear communication and collaboration across all phases of project development. Act as the voice of the customer to translate client business objectives into an approach prescribed by Zinnia.
  • Process Optimization: Identify inefficiencies in business processes and lead initiatives to streamline operations and increase productivity.
  • Project Support: Assist in the planning and execution of projects, ensuring they are delivered on time, within scope, and aligned with business objectives. Help manage project timelines, deliverables, and documentation.
  • Change Management: Lead change management efforts associated with business transformation initiatives, ensuring smooth transitions and high adoption rates.
  • Quality Assurance: Review of Functional test cases prepared by QA team and provide feedback. Participate in testing and validation processes to ensure the solutions meet business needs and user requirements.
  • Team Leadership: Lead, mentor, and develop a team of junior business analysts, fostering an environment of continuous improvement and professional growth.
  • Continuous Improvement: Regularly review and suggest improvements to business processes and systems, staying abreast of industry trends and technologies

WHAT YOU’LL NEED:

  • Bachelor’s degree in Business Administration, Economics, Information Technology, or a related field.
  • Minimum of 5 years of experience in business analysis, with a demonstrated track record in requirement analysis, project management, and process improvement.
  • 6 plus years in business and / or systems analysis or related experience preferred
  • 8+ years’ experience in Annuity, financial services, or life insurance work experience preferred
  • Expertise in business analysis tools and methodologies, project management software.
  • Strong analytical and problem-solving abilities with a keen attention to detail. Capable of interpreting complex data and translating it into actionable insights.
  • Strong leadership and communication skills, capable of effectively managing a team and interfacing with senior leadership.
  • Excellent verbal and written communication skills, with the ability to present complex information clearly and persuasively to stakeholders at all levels.
  • Solid background in the interdependencies between Operations, Technology Capabilities and departments outside of delivery
  • Strong knowledge and practice of the techniques necessary to manage the activities related to planning and requirements/analysis phases of the SDLC (Software Development Life Cycle)
  • Hands-on contributor who knows the day-to-day aspects of tasks well enough to offer clear direction to team members
  • Preferred certifications include CBAP, PMP, or equivalent.

WHAT’S IN IT FOR YOU?

We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

 

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About The Company

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

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