Convr is an AI underwriting and intelligent document processing company that enhances customer experiences for commercial insurance organizations. The Business Analyst will act as a liaison between customer underwriting needs and Convr’s AI platform, ensuring accurate implementation and supporting customer success throughout the onboarding process.
Responsibilities:
- Serve as the primary bridge between customer business needs and Convr’s technical teams
- Elicit, document, and translate underwriting workflows and requirements into clear business and technical specifications for the Convr AI platform
- Ensure requirements align to customer pain points and desired business outcomes
- Partner closely with Professional Services and Engineering to configure and activate the Convr Underwriting Workbench based on customer-specific underwriting needs
- Validate that underwriting rules, workflows, and AI-driven decisioning are accurately implemented and fully functional within the platform
- Support implementation activities through go-live, ensuring readiness and minimizing risk
- Work closely with Customer Success Manager for assigned customers during onboarding and deployment
- Drive platform adoption by ensuring customers understand how Convr supports their underwriting goals and day-to-day workflows
- Proactively identify risks to adoption or satisfaction and work cross-functionally to address them
- Manage communication and alignment between customer business stakeholders and internal technical teams
- Track milestones, dependencies, and deliverables using Excel and established project management practices
- Identify and resolve blockers, set expectations, and keep implementations moving forward
- Plan, coordinate, and lead UAT sessions with customer stakeholders
- Document defects, gaps, and enhancement requests, and partner with internal teams to ensure issues are resolved prior to go-live
- Confirm customer sign-off and readiness for production deployment
Requirements:
- Bachelor's Degree required (preferably in Business Administration, Computer Science, Information Systems, or a related field)
- 3–5 years of experience in the Commercial P&C Insurance industry
- Deep understanding of the underwriting lifecycle (submission to quote) and common pain points for underwriting teams
- Proven track record of eliciting complex business requirements and translating them into technical specifications, preferably for a SaaS or AI-powered platform
- Experience managing or supporting the implementation of enterprise software
- Comfortable navigating the 'Go-Live' phase and managing User Acceptance Testing (UAT)
- Exceptional communication skills with the ability to lead meetings and workshops with both executive stakeholders and technical engineering teams
- Advanced proficiency in Excel (for data mapping and tracking) and experience with project management tools (e.g., Jira, Asana, or Monday.com)
- Ability to thrive in a fast-paced environment where processes are being built and refined in real-time