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EquisoftEQ

Business Analyst (Insurance)

Equisoft is a global provider of digital solutions for insurance and investment organizations, offering comprehensive SaaS platforms for policy administration, wealth management, and financial planning, serving over 250 leading financial institutions worldwide.

Equisoft

Employee count: 501-1000

Colombia only

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What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts.  With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation.

Why Choose Equisoft? With 950+ employees, we are a stable organization that offers career advancement and fosters a stimulant environment. If that’s not enough, then check out these other perks below:  

  • Hiring Location: Colombia or Mexico    

  • Internal job title: Business Analyst

  • You are welcome to work remotely 

  • Full-time Permanent Role

  • Benefits available day 1: medical, dental and telemedicine program

  • Flexible hours   

  • Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University) 

Role: The Business Analyst (Insurance) reports to the Senior Director, Projects and works closely with a team of Technical Integrator, QA, Project Manager and Configurator. The incumbent will work closely with clients and act as liaison between the project team and the client. Will also be required to gather formal requirements from the clients and translate those requirements into clearly defined deliverables for the implementation team.

Your Day with Equisoft:  

  • Drive requirement sessions with the client around policy administration business processes, technical processes, and non-functional requirements

  • Translate insurance product requirements into business and functional requirements, and translate insurance business processes, market practices, and other client business needs into specific software requirements

  • Work with the team leads and client Subject Matter Experts to identify and document solutions, define the project scope, project estimates and timelines

  • Present and recommend solutions to clients that meet their business needs

  • Support the project manager and development team by owning the documentation of the detailed business requirements, sprint planning, backlog grooming, and identifying out of scope requirements and change requests

  • Travel to client offices when necessary

Requirements:  

Technical 

  • University Degree or commensurate experience, and the ability to communicate, write and synthesize information

  • 5-6 years’ of experience in a similar role

  • Experience in the Financial Services or Insurance industries

  • Proven ability to gather and document complex business requirements with attention to detail

  • Strong analytical skills with proficiency in data analysis and the ability to interpret complex data sets.

  • Experience in leading and facilitating workshops with clients

  • Formal business analysis experience

  • Experience in client-facing project, not just internal initiatives

  • Very good knowledge of Web Technologies/Environment

  • Knowledge of the Agile methodology

  • Excellent knowledge of English & Spanish (spoken and written)  

Soft skills 

  • Strong sense of organization and prioritizing   

  • Analytical and problem-solving skills   

  • Ability to communicate, write and synthesize information   

  • Ability to multi-task in a rapid-paced environment  

  • Team spirit, tact, diplomacy, autonomy, rigor, and discipline

Nice to Haves:  

  • Comprehensive understanding of Life and Health insurance products and processes. Understanding of group insurance

  • Understanding the software development cycle. Some technical knowledge

  • Experience working with insurance policy administration systems, e-applications, or illustrations, and the ability to learn how insurance products and processes are implemented on one or several of Equisoft’s platforms

  • Experience in implementation project of CRM and/or ERP

​​Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Education

Bachelor degree

Experience

5 years minimum

Experience accepted in place of education

Location requirements

Hiring timezones

Colombia +/- 0 hours

About Equisoft

Learn more about Equisoft and their company culture.

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Equisoft is a global fintech provider founded in 1994 by Luis Romero, headquartered in Montreal, Canada, with operations spanning 16 countries across North America, the Caribbean, Latin America, Europe, Africa, Asia, and Australia. The company has grown into a leading technology partner for insurance and wealth management organizations, offering a comprehensive ecosystem of digital solutions that address the complex challenges of digital transformation in the financial services industry.

With a workforce of approximately 950 employees and a client base that includes over 250 of the world's leading financial institutions, Equisoft delivers end-to-end solutions covering the entire value chain of insurance and investment operations. Their portfolio includes policy administration systems, agency management platforms, quotes and illustrations tools, financial planning software, CRM solutions for advisors, and AI-powered enhancement suites. The company operates on a business-first, technology-driven approach, combining deep industry expertise with cutting-edge innovations to help carriers, distributors, and advisors modernize their operations and deliver superior customer experiences.

Tech stack

Learn about the tools and technologies that Equisoft uses to build, market, and sell its products.

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Employee benefits

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Retirement Plan

Employer-sponsored retirement savings plan for long-term financial security

Flexible Work Arrangements

Hybrid, remote, and flexible working hour options available based on location

Healthcare Coverage

Medical, dental, and telemedicine programs available from day one of employment

Employee Assistance Program

Support services available to help employees with personal and professional challenges

View Equisoft's employee benefits
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Equisoft

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