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Urgent Need Business Analyst

Cerritos, CA, us💼 Full-time🗓 2017-03-08 → 2026-07-31

Core

Design and develop business systems for sales and service workflows in the Property & Casualty insurance industry.

Role type

Business Analyst (Insurance Systems)

Builds

Insurance agency sales and service platforms

Domain

Property & Casualty Insurance

Deliverable

product features

Required skills

Comparative Rater Integration, Lead Management System, Workflow Design, Telephony (IVA/IVR), Email Marketing (SMS), Insurance Forms Design (ACORD), Carrier Integration (AL3/Direct Rating), Consumer Portal Integration, E-Signature, Enterprise Content Management, Subledger Accounting (Payables/Receivables)

Preferred skills

Experience in insurance agency/sales environment, Small Commercial Lines experience, Direct Bill experience, Carrier Settlement experience

Technologies

ACORD, AL3, IVA, IVR, SMS, SharePoint, ERP, CRM

Responsibilities

Design and develop workflows for sales and service, Integrate comparative rating systems, Manage lead systems, Implement telephony and email marketing solutions, Design insurance forms and integrate carrier systems, Manage subledger accounting processes

Seniority

Mid-level (5+ years experience)

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