Bangalore, Karnataka, India
Information Technology
Full-Time
Virtusa
Overview
Business Analyst Salesforce Lightning Cloud Insurance Domain Experience Required
We 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 Cloud.
The 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 considerations.
Key Responsibilities
Requirements Gathering and Analysis
Collaborate with insurance business stakeholders e.g., underwriting, claims, policy administration to understand processes, pain points, and transformation goals.
Document business requirements, user stories, and use cases tailored to the insurance industry.
Facilitate workshops to gather, validate, and prioritize requirements for Salesforce Lightning Cloud implementations.
Analyze legacy insurance systems and propose scalable Salesforce Lightning solutions aligned with industry best practices.
Translate product owner requirements into technical specifications for development squads.
Salesforce Configuration and Customization
Work with Salesforce administrators and developers to configure Lightning Cloud features that meet insurance specific requirements.
Translate business needs into detailed functional specs, including claims workflows, policy lifecycle automation, and insurance reporting.
Design and review Salesforce workflows, dashboards, and process automations to ensure alignment with insurance KPIs.
Process Mapping & Optimization
Map existing insurance business processes and propose data driven optimizations through Salesforce Lightning.
Lead re engineering of underwriting, claims, and customer service workflows to improve operational efficiency and compliance.
User Acceptance Testing UAT
Develop test plans and conduct UAT cycles focused on critical insurance use cases.
Coordinate defect resolution and ensure all insurance related business rules are accurately implemented in Salesforce.
Training and Support
Create and deliver tailored training sessions and materials for insurance users across departments.
Provide post deployment support and serve as a liaison between insurance business units and technical teams.
Project Management and Reporting
Contribute to project planning, scope management, and milestone tracking specific to insurance programs.
Communicate progress, risks, and outcomes clearly to both IT and insurance business stakeholders.
Deliver regular reports and presentations highlighting project impact on insurance KPIs and customer experience.
Qualifications
5 years of experience as a Business Analyst, including 3 years on Salesforce Lightning Cloud projects.
Demonstrated experience on large scale insurance transformation initiatives involving policy administration, claims processing, or customer engagement.
Strong understanding of insurance products, processes, regulatory requirements, and customer lifecycle.
Proven ability to work with cross functional teams in matrixed environments.
We 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 Cloud.
The 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 considerations.
Key Responsibilities
Requirements Gathering and Analysis
Collaborate with insurance business stakeholders e.g., underwriting, claims, policy administration to understand processes, pain points, and transformation goals.
Document business requirements, user stories, and use cases tailored to the insurance industry.
Facilitate workshops to gather, validate, and prioritize requirements for Salesforce Lightning Cloud implementations.
Analyze legacy insurance systems and propose scalable Salesforce Lightning solutions aligned with industry best practices.
Translate product owner requirements into technical specifications for development squads.
Salesforce Configuration and Customization
Work with Salesforce administrators and developers to configure Lightning Cloud features that meet insurance specific requirements.
Translate business needs into detailed functional specs, including claims workflows, policy lifecycle automation, and insurance reporting.
Design and review Salesforce workflows, dashboards, and process automations to ensure alignment with insurance KPIs.
Process Mapping & Optimization
Map existing insurance business processes and propose data driven optimizations through Salesforce Lightning.
Lead re engineering of underwriting, claims, and customer service workflows to improve operational efficiency and compliance.
User Acceptance Testing UAT
Develop test plans and conduct UAT cycles focused on critical insurance use cases.
Coordinate defect resolution and ensure all insurance related business rules are accurately implemented in Salesforce.
Training and Support
Create and deliver tailored training sessions and materials for insurance users across departments.
Provide post deployment support and serve as a liaison between insurance business units and technical teams.
Project Management and Reporting
Contribute to project planning, scope management, and milestone tracking specific to insurance programs.
Communicate progress, risks, and outcomes clearly to both IT and insurance business stakeholders.
Deliver regular reports and presentations highlighting project impact on insurance KPIs and customer experience.
Qualifications
5 years of experience as a Business Analyst, including 3 years on Salesforce Lightning Cloud projects.
Demonstrated experience on large scale insurance transformation initiatives involving policy administration, claims processing, or customer engagement.
Strong understanding of insurance products, processes, regulatory requirements, and customer lifecycle.
Proven ability to work with cross functional teams in matrixed environments.
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