Western & Southern Financial Group

Business Quality Analyst II

Insurance Operations
Full Time
Western & Southern Financial Group


Summary of Responsibilities:

Applies technical knowledge and skillsets to support business objectives of the Western & Southern Financial Group (W&SFG) through cost-effective use of technology and business process. Responsible for driving operational efficiency and increased software quality through business process analysis, accurate and technically sound software requirements, and effective user acceptance testing of the resulting software products. Applies a combination of broad business knowledge and technical skill sets to identify business, functional, and non-functional requirements for complex enterprise software solutions that drive greater operational efficiency or increased revenue. Represents the business on medium to large software development projects. Provides second level support for escalated triage of production incidents and first level support of mission-critical software platforms. Works with minimal supervision and is responsible for making an established range of business decisions, escalating to management associates when appropriate.


Position Responsibilities:

  • Identifies business, functional, and non-functional requirements that accurately represent business needs for small to moderate-scale software solutions, at a technical level that is actionable by development and quality engineers.

  • Provides expert review of system and end-to-end test plans and results produced by quality engineers to meet exit criteria for user acceptance testing.

  • Accountable for user acceptance test strategy, and accurate, scalable, and reusable test plans for the user acceptance phase of the SDLC for moderate to large-scale projects.

  • Designs detailed and well-structured user acceptance test cases for moderate to large-scale platforms and projects, utilizing enterprise SQA automation tools to drive efficiency and facilitate the use of quality metrics for continuous improvement across test phases. Analyzes external data for conversion into internal administration systems for Pension Risk Transfer opportunities. Responsible for data cleansing and loading into the administration system and reconciliation follow-up. Utilizes appropriate technical tools to handle high volume data requirements efficiently and accurately.

  • Works closely with PMO business analysts and development and quality engineers to clarify and refine requirements for moderate to large-scale projects and platforms.

  • Estimates, prioritizes, plans, and coordinates requirements identification and user acceptance testing activities for medium to large-scale projects.

  • Serves as the operational department subject matter expert in business and system domains. Provides direction regarding business objectives, regulatory requirements, and process flow across related moderate and large‑scale technical solutions. Makes decisions regarding these solutions on behalf of operational management.

  • Stays current on trends in software requirements, technology solutions, and quality assurance techniques and tools to drive software development efficiency.

  • Provides quality metrics for the user acceptance test phase and interprets metrics from all test phases to make high quality business and project implementation decisions for moderate and large-scale projects.

  • Follows all SDLC requirements.

  • Provides mentoring for technical requirements identification and user acceptance testing to Insurance Operations associates.

  • Supports resolution of complex software issues and escalates as appropriate, based on customer and/or operational impact. Analyzes and researches root cause of complex technical issues and collaborates with Information Technology to resolve. Provides leadership in data remediation resulting from issues.

  • Reviews and interprets legislative bulletins distributed by the Compliance Department to determine whether process and/or software changes are required.

  • Develops effective relationships between business and technical partners.

  • Performs other duties as assigned by management.


Selection Criteria:

  • 6+ years of experience with life insurance and annuity product administration.

  • 4+ years of experience working within enterprise software solutions.

  • Demonstrated in-depth knowledge of life insurance and annuity products and operational administration of those products.

  • Proven ability to drive for results.

  • Proven strong analytical and technical skills and experience reporting quality assurance metrics

  • Proven experience identifying, defining, and quantifying problems, collecting and interpreting data, establishing facts, and providing effective solutions for moderate technical issues.

  • Demonstrated strong writing and verbal skills to effectively communicate ideas and information within a highly technical environment. Proven ability to translate business needs into technical requirements, as well as translating technical language for business interpretation.

  • Proven ability to work with developers and quality engineers to meet business objectives through moderate to large technical solutions.

Work Setting:

  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with standard office equipment, or while in meetings.

  • Continuously moves about to accomplish tasks, particularly moving from one work station to another.

  • Continually performs an activity such as transcribing, viewing a computer monitor(s) and extensive reading. Visual acuity is required to determine accuracy, neatness and thoroughness of work assigned. Ability to make repetitive motions of wrists, hands and/or fingers.

Educational Requirements:

  • Bachelor’s degree in Computer Science or Information Technology or commensurate selection criteria experience.

Computer Skills and Knowledge of Hardware & Software Required:

  • Proficient in word processing, spreadsheet, database applications and presentation software.

  • Proven skills in technical writing, flow charting and process modeling methods.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

  • None required.

  • LOMA, FINRA and/or other financial services industry education preferred.

Position Demands:

  • Extended hours required during peak workloads or special projects and off-hour support.


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