Take your career to a new Relm

• Prepare and process insurance binders, contracts, endorsements, and related documents. Draft, type, and proofread correspondence, ensuring accuracy in spelling and grammar.

• Process insurance contract invoices and assist with ongoing invoice and expense processing.

• Manage the CEO’s calendar, coordinating meetings with clients, internal teams, and external partners.

• Arrange travel logistics for the CEO, including air transportation, hotel accommodations, and rental cars.

• Handle incoming and outgoing communications, including phone calls, emails, and deliveries, on behalf of the CEO. Screen calls and visitors, ensuring timely responses and efficient routing of inquiries.

• Coordinate events, including scheduling meeting rooms and ensuring all logistical arrangements are made.

• Provide exceptional administrative support to underwriters, preparing quotes, policies, binders, and other key documents as needed.

• Actively participate in resolving technical queries from brokers and internal departments promptly.

• Oversee data capture in internal underwriting systems and loss modeling tools. Enter data into spreadsheets and databases, ensuring accuracy and proper documentation.

• Produce ad-hoc internal and external reports, utilizing analytical skills to provide valuable insights for decision-making.

• Assist with managing the invoicing and payment process, tracking progress, and ensuring timely receipt. Process travel reimbursements, invoice payments, and other expenses.

• Track and reconcile expenses, ensuring compliance with budgets and internal policies.

• Manage account clearance and KYC processes, ensuring compliance with regulatory requirements and internal standards.

• Ensure strict adherence to internal process documentation, mitigating risks and promoting best practices in operations.

• Lead assigned projects and change management initiatives, demonstrating a proactive approach in driving successful outcomes.

• Collaborate with teams to ensure smooth execution of process improvements and operational projects.

• Scan and file administrative documents, such as insurance policies, licenses, audit documentation, and other critical records.

• Maintain accurate and up-to-date records, ensuring compliance with company standards and regulatory requirements.

• Participate in meetings with the CEO and other key stakeholders, preparing meeting notes and action items.

• Coordinate administrative activities as needed, ensuring all tasks are completed in a timely and organized manner.

• Act as the go-to person for office management and procurement, including overseeing office supplies, managing inventory, coordinating office equipment maintenance, and liaising with vendors for necessary purchases.

• Ensure timely ordering of office materials and maintain relationships with suppliers to ensure cost-effective procurement solutions.

• Embrace additional ad-hoc duties and special projects as assigned, demonstrating flexibility and a willingness to contribute to the team’s success.

• Work independently and as part of a team to meet organizational goals

We are seeking a motivated and detail-oriented Business Analyst - Product with experience in the insurance industry to help define, document, and manage requirements for our Policy Administration System (PAS) and Broker Portal. In this role, you will collaborate with stakeholders, developers, and cross-functional teams to gather and prioritize product requirements that align with business objectives. You will play a pivotal role in translating business needs into actionable system features while ensuring product quality and successful delivery.

WHAT YOU WILL DO

• Work closely with business stakeholders (underwriters, claims, compliance, and brokers) to gather and document detailed requirements for the Policy Admin System and Broker Portal.
• Write clear, comprehensive functional and technical specifications, user stories, and workflows, ensuring they reflect the needs of end users and business goals.
• Analyze and map current business processes and workflows, identifying opportunities for improvement or automation in insurance policy processing and broker interactions.
• Act as the liaison between business stakeholders and the development team, ensuring alignment on product functionality, goals, and priorities.
• Maintain and prioritize the product backlog based on business value, stakeholder input, and technical feasibility.
• Define and document acceptance criteria for features, participate in User Acceptance Testing (UAT), and ensure successful product delivery that meets the specified requirements.
• Work within an Agile framework, participating in sprint
• Support the development of the product vision and roadmap for the Policy Admin System and Broker Portal, focusing on key insurance industry needs such as underwriting, policy issuance, billing, claims, and broker relationships.
• Stay informed about industry trends, regulatory changes, and competitive landscape within the insurance sector to ensure that the product remains innovative and compliant.

• Market Intelligence: Conduct comprehensive research and analysis on key competitors’ marketing strategies and market positioning of insurance products. Continuously monitor and report on competitive marketing activities and insurance industry marketing trends.

• Broker Insights: Work closely with Distribution and Underwriting to gather and analyze broker feedback and market data to understand broker needs and preferences. Use these insights to inform competitive strategies and engagement.

• Competitive Strategy: Identify and assess short-term and long-term competitive threats and opportunities. Provide strategic insights and recommendations to leadership, product, and marketing teams. Contribute to the development and execution of go-to-market strategies for new product launches and updates, ensuring competitive differentiation is a core component.

• Product launch project management: Collaborate with, and co-ordinate, internal leadership stakeholders to ensure well-strategized and smooth launch to market for Relm’s insurance products that is mindful of strategic goals, branding requirements, technical expertise, and market relationships.

• Product marketing governance: Understand the insurance regulatory landscape with regards to product marketing regulations. Responsible for the governance of product marketing content to ensure that it meets product marketing regulations across geographical regions.

• Content Creation: Work with the content strategist to develop compelling competitive product marketing content, competitive marketing comparison sheets, whitepapers, and case studies, driven by your research and insights. Ensure that competitive differentiation is clearly articulated in all marketing materials whilst adhering to regulatory requirements.

• Cross-Functional Collaboration: Work closely with Product, Distribution, Underwriting, and other functions to ensure alignment on competitive strategies and messaging. Serve as the go-to marketing expert on competitor products and market positioning by building a competitive program inclusive of updates delivered on a consistent cadence.
• Thought Leadership: Position Relm Insurance as a product leader in the industry by contributing to blogs, webinars, and industry events. Share insights on competitive trends and strategies.