Senior Business Analyst, Inforce Illustrations
About Us:
We’re a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to grow into something greater—and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If you’re motivated by improving Inforce illustration accuracy and enjoy supporting products that directly impact policyholders and the business, you’ll thrive here!
About the Role:
Our growing company is looking for a Senior Business Analyst, Inforce Illustrations who brings strong product knowledge, analytical expertise, and a customer-focused mindset to support our growing in-force business. In this role, you’ll manage a high volume of in-force illustration requests and serve as a knowledgeable resource for complex product and policy-related questions across our life insurance and annuity offerings.
You’ll work closely with partners across Product, Actuarial, Operations, Technology, and Customer Service to ensure illustrations are accurate, compliant, and delivered efficiently. With a solid foundation in insurance products and illustration processes, you’ll help troubleshoot issues, support system enhancements, contribute to process improvements, and deliver a consistent, high-quality experience for internal stakeholders and customers alike.
What You’ll Do:
Deliver Inforce Illustrations & Product Support
Own and manage inforce illustration requests received via phone and email, ensuring accuracy, responsiveness, and compliance
Use proprietary illustration systems to design customized life insurance and annuity illustrations based on client and case-specific needs
Apply strong communication skills to understand requests, clarify details, and deliver clear, well-supported illustration outputs
Serve as a Product & Process Expert
Respond to complex product, policy, and illustration-related questions, serving as a knowledgeable resource for internal teams and financial professionals
Develop and maintain a strong working knowledge of company products, illustration methodologies, and internal processes
Provide education and guidance to financial providers to support effective use of illustrations in client conversations
Collaborate Across Teams
Partner closely with internal stakeholders to resolve issues, prioritize requests and support efficient illustration delivery
Coordinate with external partners to manage workflows and troubleshoot challenges
Escalate issues appropriately and contribute to solutions that balance business needs, compliance requirements, and customer experience
Support Continuous Improvement
Identify opportunities to improve illustration processes, response times, and overall service qualityContribute input on system enhancements, procedural updates, and documentation related to in-force illustrations
Help ensure illustration practices remain consistent, compliant, and aligned with evolving business and regulatory expectations
What You’ll Bring:
5+ years of Life Insurance industry product experience
Experience with life products and illustrations required
Customer service experience required
Core Competencies:
Critical Thinking: Ability to evaluate complex, sometimes incomplete information, assess downstream impacts, and apply sound judgment when interpreting policy provisions, product features, and illustration requirements.
Problem Solving: Skilled in identifying root causes, navigating constraints, and developing practical solutions to resolve illustration discrepancies, system limitations, or complex product scenarios.
Mental Agility: Demonstrates flexibility and adaptability when shifting between multiple requests, evolving priorities, and varied product or client scenarios in a fast‑paced environment
Attention to Detail: Maintains a high level of accuracy and consistency when producing in-force illustrations, reviewing data inputs, and ensuring compliance with policy provisions and regulatory guidelines.
Customer Service Soft Skills: Communicates clearly and professionally, builds trust with internal and external partners, and delivers thoughtful, responsive support—balancing technical accuracy with a positive service experience.
What We Offer:
A collaborative, inclusive environment that values authenticity, accountability, and partnership
The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next
A variable compensation package with a base range of $95K–$105K
A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance
Remote/hybrid work arrangement
At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.
We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.
Apply Now
We’re a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to grow into something greater—and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If you’re motivated by improving Inforce illustration accuracy and enjoy supporting products that directly impact policyholders and the business, you’ll thrive here!
About the Role:
Our growing company is looking for a Senior Business Analyst, Inforce Illustrations who brings strong product knowledge, analytical expertise, and a customer-focused mindset to support our growing in-force business. In this role, you’ll manage a high volume of in-force illustration requests and serve as a knowledgeable resource for complex product and policy-related questions across our life insurance and annuity offerings.
You’ll work closely with partners across Product, Actuarial, Operations, Technology, and Customer Service to ensure illustrations are accurate, compliant, and delivered efficiently. With a solid foundation in insurance products and illustration processes, you’ll help troubleshoot issues, support system enhancements, contribute to process improvements, and deliver a consistent, high-quality experience for internal stakeholders and customers alike.
What You’ll Do:
Deliver Inforce Illustrations & Product Support
Own and manage inforce illustration requests received via phone and email, ensuring accuracy, responsiveness, and compliance
Use proprietary illustration systems to design customized life insurance and annuity illustrations based on client and case-specific needs
Apply strong communication skills to understand requests, clarify details, and deliver clear, well-supported illustration outputs
Serve as a Product & Process Expert
Respond to complex product, policy, and illustration-related questions, serving as a knowledgeable resource for internal teams and financial professionals
Develop and maintain a strong working knowledge of company products, illustration methodologies, and internal processes
Provide education and guidance to financial providers to support effective use of illustrations in client conversations
Collaborate Across Teams
Partner closely with internal stakeholders to resolve issues, prioritize requests and support efficient illustration delivery
Coordinate with external partners to manage workflows and troubleshoot challenges
Escalate issues appropriately and contribute to solutions that balance business needs, compliance requirements, and customer experience
Support Continuous Improvement
Identify opportunities to improve illustration processes, response times, and overall service qualityContribute input on system enhancements, procedural updates, and documentation related to in-force illustrations
Help ensure illustration practices remain consistent, compliant, and aligned with evolving business and regulatory expectations
What You’ll Bring:
5+ years of Life Insurance industry product experience
Experience with life products and illustrations required
Customer service experience required
Core Competencies:
Critical Thinking: Ability to evaluate complex, sometimes incomplete information, assess downstream impacts, and apply sound judgment when interpreting policy provisions, product features, and illustration requirements.
Problem Solving: Skilled in identifying root causes, navigating constraints, and developing practical solutions to resolve illustration discrepancies, system limitations, or complex product scenarios.
Mental Agility: Demonstrates flexibility and adaptability when shifting between multiple requests, evolving priorities, and varied product or client scenarios in a fast‑paced environment
Attention to Detail: Maintains a high level of accuracy and consistency when producing in-force illustrations, reviewing data inputs, and ensuring compliance with policy provisions and regulatory guidelines.
Customer Service Soft Skills: Communicates clearly and professionally, builds trust with internal and external partners, and delivers thoughtful, responsive support—balancing technical accuracy with a positive service experience.
What We Offer:
A collaborative, inclusive environment that values authenticity, accountability, and partnership
The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next
A variable compensation package with a base range of $95K–$105K
A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance
Remote/hybrid work arrangement
At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.
We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.
Apply Now