Senior Business Analyst, Inforce Illustrations

Prosperity Life is a fast-growing, privately held insurance company aiming to become a leading U.S. retail platform. The Senior Business Analyst, Inforce Illustrations will manage in-force illustration requests and support product accuracy, collaborating with various internal teams to ensure compliance and efficiency.

Responsibilities:

• 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
• 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
• 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
• Identify opportunities to improve illustration processes, response times, and overall service quality
• Contribute 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

Requirements:

• 5+ years of Life Insurance industry product experience
• Experience with life products and illustrations required
• Customer service experience required
• 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