About the position
ROLE PURPOSE
Bridges insurance business requirements and technical implementation by analysing requirements, designing solutions, configuring insurance products and business rules on the company's policy administration solutions, testing, supporting client validation and delivering work through implementation and handover.
SCOPE AND LEVEL OF ACCOUNTABILITY
- Independently manage medium-complexity configuration and implementation work.
- Own defined deliverables from requirements through configuration, testing and handover.
- Lead functional discussions and manage routine client queries and escalations.
- Balance delivery needs with maintainability, reuse and standard-product alignment.
- Guide Juniors and contribute to peer reviews and knowledge sharing.
KEY RESPONSIBILITIES
Functional analysis and solution definition
- Facilitate requirements and functional-design discussions.
- Translate requirements into functional specifications, business rules, calculations, validations and acceptance criteria.
- Resolve incomplete, conflicting or ambiguous requirements.
- Assess standard functionality, configuration, workarounds and custom development.
- Maintain traceability between requirements, configuration and test coverage.
Insurance product configuration and functional development
- Configure, extend and maintain insurance products and business rules on the company's policy administration solutions, including Exergy and/or Smart Solutions.
- Work with product structures, premiums, fees, benefits, eligibility, commissions, reinsurance, accounting, valuation, payments and interfaces.
- Read, write and modify SQL and VB.Net or comparable configuration logic.
- Analyse dependencies and downstream impacts and optimise configuration for maintainability and reuse.
Quality, testing and defect resolution
- Prepare and execute unit tests with suitable data, expected results and evidence.
- Support functional, integration and regression testing and UAT.
- Investigate and resolve configuration defects, requirement gaps, data issues and product defects.
- Participate in peer reviews and validate delegated outputs.
Project execution and delivery
- Estimate and manage work against agreed scope, milestones and quality expectations.
- Manage tasks and dependencies and escalate risks or blockers.
- Identify scope creep, requirement ambiguity, resource constraints and cross-team dependencies.
- Provide status updates and support deployment, warranty and transition to operational support.
Client and stakeholder engagement
- Lead scoped functional workshops and solution discussions.
- Explain system behaviour, technical implications, constraints and configuration trade-offs.
- Manage client expectations and routine functional escalations.
- Document decisions, assumptions, actions and unresolved items.
- Identify improvement or add-on opportunities and route them appropriately.
Knowledge, standards and continuous improvement
- Maintain functional, technical and implementation documentation.
- Follow configuration, coding, version-control, testing and release standards.
- Improve the knowledge wiki and address configuration debt.
- Contribute to retrospectives, reusable approaches, tooling improvements and team capability development.
ESSENTIAL QUALIFICATIONS AND EXPERIENCE
- A relevant degree or diploma in Actuarial Science, Mathematics, Computer Science, Information Systems, Engineering, Commerce or a related discipline, or equivalent relevant experience.
- Approximately 3-6 years of relevant experience in software implementation, insurance product configuration, functional development or policy administration consulting.
- Demonstrable experience translating business requirements into functional specifications and configured
- Practical SQL and relational database experience, including investigation, data validation and
- Ability to read, understand and modify code or configuration logic, preferably Net, C#, scripting or a comparable language.
- Experience performing unit testing and supporting defect investigation and
- Experience working directly with business users or client
- Strong analytical, problem-solving, written and verbal communication
- Ability to manage medium-complexity work, multiple priorities and dependencies with limited
ADVANTAGEOUS EXPERIENCE
- Life insurance, annuity or broader financial-services
- Hands-on experience on a policy administration
- Knowledge of insurance products and processes such as premiums, benefits, commissions, reinsurance, accounting, valuation and payments.
- Experience with Agile delivery and Azure DevOps or a similar work-management
- Exposure to integrations, file-based interfaces, REST/SOAP APIs, XML/JSON, batch or scheduled
- Experience supporting releases, UAT, warranty periods or production
- Experience guiding junior team members or reviewing their
PROFESSIONAL CAPABILITIES
- Structured thinking and sound judgement, with the ability to separate symptoms from root
- Strong attention to detail without losing sight of the broader client and delivery
- Confidence engaging both technical and non-technical
- Ownership, reliability and early communication of risks or
- Commercial awareness and an understanding of the impact of scope, effort, rework and
- A learning mindset and willingness to adopt new technologies, tools and implementation
MICROSOFT CERTIFICATIONS
The successful candidate must hold, or complete within the agreed onboarding or development period:
AI-FIRST, HUMAN-LED EXPECTATIONS
The role uses approved AI-assisted and configuration tools to accelerate analysis, documentation, SQL investigation, test preparation and configuration work. The individual remains accountable for the accuracy, security, explainability and quality of every output.
- Critically review, validate and test AI-assisted output rather than accepting it without judgement.
- Protect client and company information and use only approved tools and data-handling practices.
- Be able to explain and defend all AI-assisted analysis, configuration, documentation and recommendations.
- Identify recurring manual work that may be suitable for automation or improved tooling.
- Share useful patterns and practical feedback that improve responsible adoption across the IC team
Desired Skills:
- Systems Analysis
- Complex Problem Solving
- Programming/configuration
- Critical Thinking
- Time Management
