Technical Business Analyst

TBG | The Bachrach Group is seeking a Technical Business Analyst to facilitate integration and operational projects within a multi-agency insurance platform. The role focuses on coordination, execution, and maintaining visibility across workstreams while ensuring alignment among various groups.

Responsibilities:

• Review and document business processes and supporting systems used across partner agencies, highlighting gaps and areas for improvement
• Help shape integration plans and supporting processes in collaboration with senior team members
• Partner with both internal teams and external stakeholders to capture, clarify, and refine business and technical needs
• Work across functions to support the rollout of new solutions and minimize disruption during transitions, acting as a connector between technical and business groups
• Track project status, surface risks or delays, and provide regular updates to leadership
• Create and maintain clear documentation for processes, procedures, and ongoing initiatives
• Contribute to requirements work across the full integration lifecycle, from initial evaluation through post-implementation stabilization
• Assist with broader business planning and internal improvement efforts as needed
• Adjust approach based on the specific needs of different agencies to support smooth, low-friction integrations

Requirements:

• Bachelor's degree in Finance, Business Administration, or a related discipline
• 3–5 years of experience in business analysis, project coordination, or operational delivery roles. Insurance background is helpful but not mandatory
• Strong written, verbal, and interpersonal communication skills, with the ability to bring alignment across groups with differing viewpoints
• Proven ability to move initiatives forward by establishing structure, following up on action items, and maintaining progress even without direct authority
• Excellent organizational skills with the capacity to juggle multiple workstreams in a dynamic, fast-changing setting
• Ability to engage effectively with both technical and non-technical stakeholders by asking the right questions and translating between perspectives
• Working knowledge of common project management approaches (Agile, Waterfall, or hybrid models)
• Advanced proficiency with Microsoft Office tools, including Word, Excel, PowerPoint, Teams, and Outlook
• Experience supporting mergers, acquisitions, or large-scale operational consolidations, such as system transitions or organizational changes
• Background in insurance or financial services
• Hands-on experience with tools commonly used for requirements and project tracking (such as JIRA, Confluence, or similar platforms)
• Exposure to private equity-backed or high-growth, acquisition-driven environments
• Professional certification in business analysis or project management (e.g., CBAP, PMI-PBA, PMP)