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Corporate VP, Agent Digital Experience
NYLIFE Securities, Inc.
White Plains, NY, United States
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New York Life Insurance Company is the largest mutual life insurance company in the United States. Founded in 1845 and headquartered in New York City, New York Life reported 2017 operating earnings of $2.06 billion. Total assets under management at year end 2017, with affiliates, totaled $586 billion.
New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody’s Aaa; Standard & Poor’s AA+ (Source: Individual independent rating agency commentary as of 8/1/17).
Financial strength, integrity and humanity—the values upon which New York Life was founded—have guided the company’s decisions and actions for over 170 years.
Description:
The Digital Strategies Team is seeking an experienced Business Analyst to own the requirements management process and assist the team in developing requirements for system enhancements and testing changes that are required by the business units. This group is responsible for maintaining the Agency Dashboard system which is used by Agents, Field Office managers and Home Office management to track progress towards Agency business objectives.
Responsibilities:
• Solicit client requirements, document analysis, storyboards, use-case scenarios, task and workflow analysis
• Analyze and interpret business and user requirements into functional requirements and specifications that have an appropriate level of detail suitable for use by the software implementation teams
• Write clear and concise requirements ensuring that requirement statements are complete, consistent, concise, comprehensible, feasible, unambiguous, and verifiable
• Manage changes to final requirements through change control process and write specifications for bugs and enhancements
• Support user acceptance testing and defect management
• Provide production support for Agents, Field and Home Office employees by answering queries, researching specific cases and reconciling numbers to other reporting systems
• Participate in the planning, development, coordination and presentation of training to broaden and improve the knowledge of the staff when applicable
• Determines operational objectives by studying business functions; gathering information; evaluating output requirements and formats
• Prepare communications to the Field and Home Office on major changes to the Dashboard system
• Provide support to the Agency Data Modernization effort and new business intelligence and visual reporting tool
Qualifications:
• Bachelor Degree (Business/Computer Science/IT or related field is preferred)
• Minimum of 10+ years of relevant experience
• 7+ years of experience with Life insurance products and business knowledge
• 5+ years of experience with translating business requirements into system requirements
• 3+ years of experience with more than one reporting and business intelligence tool (Tableau, Spotfire, Domo, PowerBI, Qlik,etc.)
• Knowledge of Agency distribution system including the recruiting process, agent contracts and deep understanding of the policy life cycle to be able to translate business requirements into system requirements
• Knowledge of Agency compensation, performance measurement and recognition programs: GPA, Council, Centurion, MDRT, Trophies
• Ability to work in white space environment and think outside the box in defining the Key Performance indicators
• Able to simplify complex processes into easy to understand mocking of new Dashboard screens or enhancements to existing screens, developing test plans, testing key changes
SF:LI-LB1
EOE M/F/D/V