Key skills
AzureBIAzure DevOpsCRMJiraConfluenceAgileScrumKanbanStakeholder ManagementProduct ManagementCommunicationSales
About this role
Role Overview
- Own and prioritize the product backlog for life insurance and annuity agency management solutions, ensuring alignment with business objectives and regulatory requirements.
- Collaborate with Sales/Distribution, Operations, Compliance, Finance, BI, UX and IT teams to define and refine product requirements supporting life and annuity sales, servicing and agency management workflows.
- Facilitate backlog grooming, user story development, and acceptance criteria definition in an Agile environment.
- Translate complex life and annuity business needs into well-defined user journeys, functional requirements, user stories, and workflow designs.
- Drive product capabilities across key areas including: Agent recruiting, onboarding, contracting, and licensing, Illustrations and product comparison, Application intake (eApp and hybrid), Underwriting and requirements management, Suitability and best interest workflows, Policy issuance, delivery, and funding, Post-issue servicing and in-force management, Agency practice and performance management, Commissions, advances, chargebacks, and reporting.
- Participate in Agile ceremonies including sprint planning, backlog refinement, reviews, retrospectives, and demos.
- Partner closely with engineering and UX teams to ensure solutions are intuitive, scalable, and aligned with real-world agent and operations workflows.
- Work with QA teams to ensure testing strategies adequately cover critical life and annuity business scenarios, compliance rules, and edge cases.
- Support user acceptance testing (UAT), partnering with sales, underwriting, and operations teams to validate new capabilities prior to release.
- Monitor product performance, adoption, and operational metrics to identify opportunities for continuous improvement.
- Stay current on life insurance and annuity industry trends, carrier practices, and regulatory changes impacting product design and distribution.
- Lead Voice of the Customer initiatives with our sales/distribution partners to ensure we continually received feedback and insights from our core cohorts.
Requirements
- Bachelor’s degree in Business Administration, Information Systems, Computer Science, or a related field.
- 5-7 years of experience in Product Management or Product Ownership, with significant experience in life insurance and/or annuity distribution.
- Strong understanding of life and annuity products, including term, permanent, and universal life, annuities, and related sales and servicing workflows.
- Demonstrated experience owning backlogs and delivering workflow-heavy, compliance-driven platforms in an Agile environment (Scrum, Kanban, SAFe, etc.).
- Proficiency in writing clear user stories, defining acceptance criteria, and managing complex product backlogs.
- Experience working with Agile tools such as Jira, Confluence, or Azure DevOps.
- Strong analytical and problem-solving skills with the ability to balance business needs, regulatory requirements, and technical constraints.
- Excellent communication and stakeholder management skills, with the ability to work effectively across technical and non-technical teams.
- Experience with life insurance CRM, illustration systems, policy administration platforms, underwriting systems, or commission engines is a plus.
- Knowledge of life insurance and annuity regulatory requirements (including suitability and best interest standards) is a plus.
Tech Stack
- Azure
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities