Document Management Business Analyst - US HYBRID
Core
Business Analyst supporting document management operations, vendor coordination, and workflow optimization for Life Insurance and Annuities clients.
Role type
Senior Business Analyst (Operations & Process Improvement)
Builds
Efficient document routing workflows, mail operations, and transition processes for insurance clients
Domain
Insurance (Life & Annuities) + Document Management Services
Required skills
Vendor coordination, Client onboarding, Process improvement, Workflow configuration, Metrics reporting, Stakeholder management, Project coordination, Operational setup, Transition management, Data-driven decision-making
Preferred skills
N/A
Technologies
N/A
Responsibilities
Coordinate with outsourced vendors for mail and document operations, Support client onboarding and transition activities, Optimize document workflows and routing rules, Monitor operational metrics and SLA adherence, Drive process automation and cost-saving initiatives, Act as liaison between clients, vendors, and internal teams
Seniority
Senior, hands-on IC