Delegated Authority BA

Key Responsibilities

• Lead customer workshops to understand delegated authority business processes, operating models, workflows, and pain points.
• Gather, document, validate, and prioritize functional and business requirements.
• Translate customer needs into clear application and configuration requirements.
• Identify opportunities to align customer processes with application capabilities and leading practices rather than simply replicating existing processes.
• Serve as a trusted advisor to customers, helping them make practical decisions regarding workflow, data, controls, and application design.

• Own the business analysis workstream for new customer onboarding from initial discovery through go-live.
• Develop a clear understanding of each customer's operating model, organizational structure, delegated authority arrangements, users, data, and reporting requirements.
• Coordinate customer onboarding activities and dependencies across customer, product, technology, and implementation teams.
• Support onboarding planning, including requirements, configuration, data readiness, testing, training, and go-live preparation.
• Proactively identify implementation risks, gaps, and decisions requiring customer or internal attention.
• Help ensure customers are prepared to successfully adopt the application at launch.

• Translate approved business requirements into application configurations and customer-specific solutions.
• Configure workflows, business rules, data structures, user roles, permissions, notifications, reporting requirements, and other configurable application components.
• Assess requests for customization and distinguish between configuration, product enhancement, integration, and genuinely customer-specific development.
• Partner with product and engineering teams where requirements extend beyond existing application capabilities.
• Maintain documentation of customer-specific configurations and key implementation decisions.
• Ensure customization decisions consider scalability, maintainability, and the broader product roadmap.

• Apply delegated authority knowledge to customer requirements and application design.
• Understand key processes associated with delegated authority business, including onboarding, due diligence, authority management, compliance, bordereaux/data management, oversight, performance monitoring, and reporting.
• Understand the relationships between carriers, MGAs/MGUs, brokers, coverholders, TPAs, and other participants within the delegated authority ecosystem.
• Help customers translate operational and regulatory requirements into practical application workflows and controls.
• Contribute delegated authority expertise to the continued development of product capabilities.

• Develop business scenarios, acceptance criteria, and test cases based on customer requirements.
• Coordinate and support User Acceptance Testing (UAT).
• Validate that configured solutions meet documented business requirements prior to release.
• Manage issues identified during testing, working with internal teams and customers to drive resolution.
• Support customer training, go-live readiness, and implementation activities.
• Provide heightened support during the initial post-launch period to encourage successful adoption.

• Act as a primary functional point of contact for customers throughout implementation.
• Build strong relationships with customer business, operations, compliance, technology, and leadership stakeholders.
• Communicate complex requirements and technical concepts in clear business language.
• Manage customer expectations regarding application capabilities, configuration options, timelines, and product enhancements.
• Partner closely with Product, Engineering, Implementation, Customer Success, and Support teams.
• Capture lessons learned and customer feedback to continuously improve the onboarding process and product.

Skills, Knowledge & Expertise

• Experience as a Business Analyst, Implementation Consultant, Product Consultant, or similar customer-facing role within insurance or insurance technology.
• Strong knowledge of delegated authority insurance, ideally working with carriers, MGAs/MGUs, coverholders, program administrators, or related organizations.
• Experience leading customer requirements and process-discovery sessions.
• Experience translating business requirements into application configuration or functional specifications.
• Strong process mapping, requirements documentation, and business analysis skills.
• Experience supporting application implementation, UAT, and go-live activities.
• Ability to understand business processes, data requirements, workflows, and system interactions.
• Excellent written and verbal communication skills, with the confidence to facilitate customer meetings and workshops.
• Strong stakeholder management skills and ability to work effectively with both business and technical audiences.
• Highly organized with the ability to manage multiple customer requirements, priorities, and deadlines.
• Strong analytical mindset and practical problem-solving skills.

• Experience with delegated authority management, bordereaux, program administration, or insurance distribution technology.
• Understanding of delegated authority compliance, due diligence, audit, and oversight processes.
• Experience working within the MGA/MGU, carrier, wholesale, or specialty insurance markets.
• Experience with configurable SaaS applications and implementation methodologies.
• Experience working with APIs, data integrations, data mapping, or reporting solutions.
• Familiarity with Agile product development.
• Experience contributing customer requirements and feedback to a product roadmap.

• Customers experience a structured, well-managed onboarding process.
• Customer requirements are understood before configuration or development begins.
• The application is configured to meet customer needs while minimizing unnecessary customization.
• Customers understand how the application supports their delegated authority operating model.
• Issues and requirements are clearly communicated between customers, Product, and Technology.
• Implementations progress efficiently from discovery through UAT and go-live.
• Customer feedback generates actionable insights that improve both the product and future implementations.