Salesforce Insurance BA
Salesforce Insurance BA
Posted on :
20-06-2025
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1 Vacancy
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Job Description
Business Analyst Salesforce Lightning Cloud Insurance Domain Experience RequiredWe are seeking a highly skilled and detail oriented Business Analyst with strong insurance industry project experience to join our team and support the implementation and optimization of Salesforce Lightning Cloud solutions. In this role you will partner with business stakeholders technical teams and developers to drive business transformation initiatives within the insurance domain using Salesforce Lightning ideal candidate will have a proven track record of delivering Salesforce solutions within insurance organizations with a deep understanding of cloud-based CRM systems industry specific workflows and compliance ResponsibilitiesRequirements Gatheringand AnalysisCollaborate with insurance business stakeholders e.g. underwriting claims policy administration to understand processes pain points and transformation business requirements user stories and use cases tailored to the insurance workshops to gather validate and prioritize requirements for Salesforce Lightning Cloud legacy insurance systems and propose scalable Salesforce Lightning solutions aligned with industry best product owner requirements into technical specifications for development Configuration and CustomizationWork with Salesforce administrators and developers to configure Lightning Cloud features that meet insurance specific business needs into detailed functional specs including claims workflows policy lifecycle automation and insurance and review Salesforce workflows dashboards and process automations to ensure alignment with insurance Mapping & OptimizationMap existing insurance business processes and propose data driven optimizations through Salesforce re engineering of underwriting claims and customer service workflows to improve operational efficiency and Acceptance Testing UATDevelop test plans and conduct UAT cycles focused on critical insurance use defect resolution and ensure all insurance related business rules are accurately implemented in and SupportCreate and deliver tailored training sessions and materials for insurance users across post deployment support and serve as a liaison between insurance business units and technical Management and ReportingContribute to project planning scope management and milestone tracking specific to insurance progress risks and outcomes clearly to both IT and insurance business regular reports and presentations highlighting project impact on insurance KPIs and customer 5 years of experience as a Business Analyst including 3 years on Salesforce Lightning Cloud experience on large scale insurance transformation initiatives involving policy administration claims processing or customer understanding of insurance products processes regulatory requirements and customer ability to work with cross functional teams in matrixed environments.
Employment Type
Full-Time
Key Skills
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