Western & Southern Financial Group

Lead Business Analyst

Job Locations US-MI-FREMONT
Insurance Operations
Full Time


Summary of Responsibilities:


Lead the company in the execution of business strategies and internal projects to ensure the desired result is achieved quickly and effectively.  The Lead Business Analyst has management accountability for the performance and development of the project team.  Lead BA leads and directs various activities/projects for Agency Operations and is responsible for Independent Distribution’s current systems and processes, documentation of business requirements for procedural/system improvements as well as communicating with the internal groups to ensure a clear understanding of requirements.  The Lead BA fosters and promotes continous process improvements and a positive work environment while ensuring business objectives are met and all departmental goals are achieved.




  • Project Planning and Implimentation (35% of the time): Lead and participate in projects, enhancements and defects, including creating business requirements, test plans, test cases, system requirements, data mapping and process workflows.  Oversee and perform user acceptance testing (UAT) for Agency facing systems such as Ceasar, Vue, Producer/Agent Portal, Liceinsing Portal, Salesforce and OnBase.  The Lead BA is responsible for project documentation and process flow.  Extensive knowledge of enterpirse processes and ability to recognize the impact of changes to Agency systems and processes.  Strong ability to interpret high level information into details, while keeping the strategic vision at the forefront.  Works with management to prioritize and manage concurrent projects in order to meet deadlines and ensure goals and customer satisfaction are met.  Assist in the management of the change and implementation process including providing regression testing for system realeases.  Acting as a liasion between various business and IT groups.  Identifying and capitalizing on improvement opportunities finding innovative ways to increase customer satisfaction.  With attention to complaince, monitoring Agency systems to maintain current forms, verbiage, etc. as needed.
  • Communication/Collaboration (35% of the time):  Building and maintaining relationships with key stakeholders, keeping open communication between internal and external parterns, vendors and other interested parties at the forefront.  Communicating ideas and viewpoints to senior management.  Work with the various business areas to identify operational inefficiencies and assist in the development and implementation of system/process improvements.  Keep team members and stakeholders informed of key developments, program decisions, issues, and changes to the project and the project plan. Provide timely reporting in any enterprise project reporting system or to various members of management.  Promote and support external presentation of technical advances made by the team. Provide relevant information to legal or regulatory groups as required.
  • Leadership/Development (20% of the time):  Work directly with team and key stakeholders to set goals and major objectives.  Evaluating the performance of the project team to ensure that targets and deadlines are met.  Communicate effectivly with team members, including relaying project status, connecting daily taks to larger goals and providing context and support.  Ensuring the team remains focused and on track, including addressing any conflicts or bottlenecks. Creating a vision around the project to provide team memebers with a sense of purpose and motivaiton.  Managing moving parts in relation to milestones, including schedules, documentation, staffing and HR concerns.  Support team members personal development and acknowledge and recognize contributions of team members.  Fostering a workplace atmosphere that helps bring out the best in their team.
  • Other duties as assigned (10% of the time)


Selectrion Criteria 

  • 5 years  life insurance operations experience.
  • 2 or more years of relevant work experience in process management, including process design and redesign, process monitoring and control, and process improvement.
  • Knowledge of GLIC systems, including JIRA, SmartBear, Caeser, VUE, Agent/Producer Portal, Licensing Portal, iPipeline, Salesforce and OnBase.

Computer Skills and Knoweldge of HArdware & Software Required:

  • Excellent knowledge of GLIC products, various business processes, workflows and systems.
  • Excellent interpersonal skills and ability to work with outside distribution partners and internal partners.
  • Excellent verbal and written communication skills  .
  • Ability to work independently with minimal direction.
  • Ability to work with all levels of the organization.
  • High level of competence with organization, prioritization, and multitasking in a rapidly changing environment.
  • Excellent analytical, problem solving, decision making and follow-through skills.
  • High level of integrity, with the ability to maintain confidences.
  • Advanced level of PC skills including proficiency in MSOffice Suite, MS Project, MS Visio and Excel.
  • Fundamental knowledge of project management methodology with proven project management experience.
  • Fundamental knowledge of business process analysis and design, system architectures and technology standards.


  • Bachelor's Degree


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