Salesforce Business Analyst – P&C Insurance

This is a fully remote position, open to applicants in India.

📋 Description

• Facilitate the gathering of requirements, conduct workshops, create user stories, define acceptance criteria, and manage process documentation.

• Oversee backlog grooming, prioritization, and Agile delivery processes.

• Collaborate with Salesforce Architects, Developers, QA, and Product Owners to ensure alignment of solutions.

• Assist with UAT, defect management, the go-live phase, and hypercare.

• Offer expertise in P&C insurance across various areas including policy, underwriting, claims, billing, distribution, and customer service.

• Suggest Salesforce-native/configuration-first solutions while identifying risks, dependencies, and trade-offs.

• Cultivate relationships with business and technology leaders, identifying opportunities for process enhancement and account expansion.

• Aid in PreSales activities, solution development, estimates, and the creation of Statements of Work (SOW).

⛳️ Requirements

• 12+ years of experience in Business Analysis or Consulting.

• 8+ years of experience in Salesforce implementations.

• 4+ years of experience in P&C insurance, preferably in Personal Lines/Homeowners.

• Comprehensive knowledge of Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud/Insurance.

• Proven experience in conducting requirements workshops with senior stakeholders.

• Strong skills in Agile, Scrum, SAFe methodologies, and proficiency in Jira.

• Exceptional communication, presentation, facilitation, and stakeholder management abilities.

• Preferred Salesforce certifications such as Administrator, Business Analyst, or Agentforce.

• Experience with Digital Insurance/FSC, Guidewire/Duck Creek integrations, data migration, reporting, and analytics is preferred.

• Preferred experience in PreSales, solution development, or account growth within a consulting environment.

🏝️ Benefits

• Flexibility in adapting to the needs of employees, customers, and the business.

• Options for part-time work.

• Ability to work outside of standard 9–5 business hours.

• Remote work opportunities.

• A welcome-back program supporting individuals returning after extended absences due to health or family reasons.

• A diverse and inclusive workforce.

• Opportunities for career advancement.