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 Business Analyst at Heffernan Insurance
Business Analyst
@
Heffernan Insurance

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Posted on: 
April 29, 2024
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Status: 
Expired

Summary of the Business Analyst job at Heffernan Insurance

Heffernan Insurance is hiring a Business Analyst with 5 - 10 years of experience. Based in United States - Walnut Creek, CA and with Hybrid ways of working. The expected salary range for this role is $90,000 - $120,000
About Heffernan Insurance

Heffernan Insurance Brokers is an independent insurance agency big enough to compete with direct writers, but still small enough to provide boutique personal service. With a strong commitment to community, one year Heffernan gave back 22% of profit to charity.

Heffernan is 100% employee-owned. We get to know your business and we get to know you. Because you’re different.

With offices in California, Oregon, Washington, Arizona, New Mexico, Missouri, Philadelphia, and London, UK, Heffernan serves you from coast to coast whether you need commercial insurance, personal insurance, employee benefits or financial services and retirement.

Business Analyst - Job Role & Responsibilities

This IT opportunity is designed for a motivated and determined leader to play a fundamental role in working with Heffernan business partners while ensuring the strategic and tactical alignment between a business organization (functional area) and the IT organization. Serves as the primary point of contact for their business partners for the intake of existing and new IT capability requests, the escalation for issues in current capabilities and the achievement of IT/business related goals. Represents business partners to the IT organization for realization of business value through IT delivery. Works directly with the business for functional requirements gathering, preparation of test plans/scripts, process analysis and financial analysis. Works closely with vendors for delivery of services and projects. Works across the IT organization to ensure their business partner's unique needs are incorporated into IT standards, architecture, and enterprise solutions.

Responsibilities Include:

  • Accountable for developing functional strategies, roadmaps, and charters.
  • Exhibit thought leadership on industry trends and innovation opportunities to translate business requirements into IT requirements, functional and technical specifications.
  • Responsible to help with business prioritization to ensure appropriate strategies and roadmaps are achieved across the enterprise.
  • Drives alignment between business and IT strategies across the enterprise through routine IT planning processes.
  • Establish and maintain business relationships with departmental and organizational executives and leaders.
  • Drive transparency with the business by understanding business partner IT needs, challenge assumptions, and champion efforts within IT to develop cost effective, innovative solutions that can be leveraged across the enterprise.
  • Review and confirm cyber security, financial and risk management information in business cases. Utilize needs analyses to verify requests are compatible with business and business aligned architecture directions to determine what is above and below the enterprise solution.
  • Engage in RFPs, RFQs, and Solution reviews to drive to business aligned solutions that work for the business and fit into our IT security and architecture framework.
  • Engage and influence at all levels of the organization and articulate business and IT visions in a bi-directional manner.
  • Educate business leaders on technology strategy, trends, and how this relates to their business objectives.
  • Provide detailed, accurate and timely updates on current activities to all stakeholders.
  • Ensure proper business engagement at appropriate times with IT through communication and change management (e.g. blueprinting, testing).
  • Maintain customer service focus with the ability to actively listen, elicit information, comprehend issues/needs, and recommend solutions.
  • Responsible for business requirements creation through interviews, meetings and/or existing system documentation, detailed functional analysis and process flows. Creates “as is” and “to be” process flows to complete a gap analysis to define critical deliverables for supported functions.
  • Designs, develops and implements requirements, test planning, test scripts, functional requirements, process requirements, critical analysis and documentation to support the delivery of process and systems for the enterprise.
  • Assists the IT and business team to develop user acceptance criteria during the solution
  • Work closely with the support organization in planning and execution of the knowledge transfer and release management during the delivery phase of projects
  • Works with stakeholders to understand requirements and suggest enhancements including designing and developing process flows and work instructions and all required deliverables and quality documentation.
  • Work with team members, service providers and operational teams to ensure scheduled changes take place with little to no impact to the business (and when applicable with proper notification to the business).
Business Analyst - Job requirements

Requirements:

  • Education - High school graduate/GED required.
  • 5+ years experience building and maintaining relationships with customers, clients, and colleagues.
  • 5+ years extensive experience working in Insurance including working with Applied Epic.
  • Business Acumen - Understand the complexity of business on a global scale.
  • Strategic and Analytical Capability - Ability to think globally, strategically, and objectively.
  • Communicates clearly and effectively with associates at all levels.
  • Critical thinking and analysis skills.
  • Proficiency with Microsoft Outlook, PowerPoint, Word and Excel.
  • Good listening, interpersonal and communications skills.
  • Takes responsibility for getting the work done.
  • Proactive and able to work under general direction, on multiple tasks with conflicting priorities.
  • Professional demeanor and behavior required, as referenced in the Heffernan core values (Habits).
  • Comfortable working in a fast-paced and ever-changing environment.
What we offer at Heffernan Insurance

Compensation:

The base salary range for this position is $90,000 to $120,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

Heffernan Habits (Expectations):

These are core values that represent our unique employee culture.

  • Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
  • Do Good - This is our core. We strive to do good for our clients, our company and our communities.
  • Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
  • Have Fun - Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
  • Answer The Phone (And Email) - Be available and responsive to clients and colleagues.
  • Be Humble And Own It - We all make mistakes - what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
  • Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.

Working Conditions:

  • Work environment may be indoors, sitting at a desk or standing for extended periods of time.
  • Daily use of computers, keyboard, mouse, headset, and other commonly used office equipment.
  • This position will require flexibility to work hours outside of a regular schedule.

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Heffernan Insurance

Heffernan Insurance

is hiring

Business Analyst

Website:
Posted on: 
June 14, 2024

About Our Company

Heffernan Insurance Brokers is an independent insurance agency big enough to compete with direct writers, but still small enough to provide boutique personal service. With a strong commitment to community, one year Heffernan gave back 22% of profit to charity.

Heffernan is 100% employee-owned. We get to know your business and we get to know you. Because you’re different.

With offices in California, Oregon, Washington, Arizona, New Mexico, Missouri, Philadelphia, and London, UK, Heffernan serves you from coast to coast whether you need commercial insurance, personal insurance, employee benefits or financial services and retirement.

Job Description & Responsibilities

This IT opportunity is designed for a motivated and determined leader to play a fundamental role in working with Heffernan business partners while ensuring the strategic and tactical alignment between a business organization (functional area) and the IT organization. Serves as the primary point of contact for their business partners for the intake of existing and new IT capability requests, the escalation for issues in current capabilities and the achievement of IT/business related goals. Represents business partners to the IT organization for realization of business value through IT delivery. Works directly with the business for functional requirements gathering, preparation of test plans/scripts, process analysis and financial analysis. Works closely with vendors for delivery of services and projects. Works across the IT organization to ensure their business partner's unique needs are incorporated into IT standards, architecture, and enterprise solutions.

Responsibilities Include:

  • Accountable for developing functional strategies, roadmaps, and charters.
  • Exhibit thought leadership on industry trends and innovation opportunities to translate business requirements into IT requirements, functional and technical specifications.
  • Responsible to help with business prioritization to ensure appropriate strategies and roadmaps are achieved across the enterprise.
  • Drives alignment between business and IT strategies across the enterprise through routine IT planning processes.
  • Establish and maintain business relationships with departmental and organizational executives and leaders.
  • Drive transparency with the business by understanding business partner IT needs, challenge assumptions, and champion efforts within IT to develop cost effective, innovative solutions that can be leveraged across the enterprise.
  • Review and confirm cyber security, financial and risk management information in business cases. Utilize needs analyses to verify requests are compatible with business and business aligned architecture directions to determine what is above and below the enterprise solution.
  • Engage in RFPs, RFQs, and Solution reviews to drive to business aligned solutions that work for the business and fit into our IT security and architecture framework.
  • Engage and influence at all levels of the organization and articulate business and IT visions in a bi-directional manner.
  • Educate business leaders on technology strategy, trends, and how this relates to their business objectives.
  • Provide detailed, accurate and timely updates on current activities to all stakeholders.
  • Ensure proper business engagement at appropriate times with IT through communication and change management (e.g. blueprinting, testing).
  • Maintain customer service focus with the ability to actively listen, elicit information, comprehend issues/needs, and recommend solutions.
  • Responsible for business requirements creation through interviews, meetings and/or existing system documentation, detailed functional analysis and process flows. Creates “as is” and “to be” process flows to complete a gap analysis to define critical deliverables for supported functions.
  • Designs, develops and implements requirements, test planning, test scripts, functional requirements, process requirements, critical analysis and documentation to support the delivery of process and systems for the enterprise.
  • Assists the IT and business team to develop user acceptance criteria during the solution
  • Work closely with the support organization in planning and execution of the knowledge transfer and release management during the delivery phase of projects
  • Works with stakeholders to understand requirements and suggest enhancements including designing and developing process flows and work instructions and all required deliverables and quality documentation.
  • Work with team members, service providers and operational teams to ensure scheduled changes take place with little to no impact to the business (and when applicable with proper notification to the business).

Requirements

Requirements:

  • Education - High school graduate/GED required.
  • 5+ years experience building and maintaining relationships with customers, clients, and colleagues.
  • 5+ years extensive experience working in Insurance including working with Applied Epic.
  • Business Acumen - Understand the complexity of business on a global scale.
  • Strategic and Analytical Capability - Ability to think globally, strategically, and objectively.
  • Communicates clearly and effectively with associates at all levels.
  • Critical thinking and analysis skills.
  • Proficiency with Microsoft Outlook, PowerPoint, Word and Excel.
  • Good listening, interpersonal and communications skills.
  • Takes responsibility for getting the work done.
  • Proactive and able to work under general direction, on multiple tasks with conflicting priorities.
  • Professional demeanor and behavior required, as referenced in the Heffernan core values (Habits).
  • Comfortable working in a fast-paced and ever-changing environment.

What we offer

Compensation:

The base salary range for this position is $90,000 to $120,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

Heffernan Habits (Expectations):

These are core values that represent our unique employee culture.

  • Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
  • Do Good - This is our core. We strive to do good for our clients, our company and our communities.
  • Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
  • Have Fun - Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
  • Answer The Phone (And Email) - Be available and responsive to clients and colleagues.
  • Be Humble And Own It - We all make mistakes - what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
  • Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.

Working Conditions:

  • Work environment may be indoors, sitting at a desk or standing for extended periods of time.
  • Daily use of computers, keyboard, mouse, headset, and other commonly used office equipment.
  • This position will require flexibility to work hours outside of a regular schedule.
Apply now

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