Who are we

Fulcrum Digital is an agile and next-generation digital accelerating company providing digital transformation and technology services right from ideation to implementation. These services have applicability across a variety of industries, including banking & financial services, insurance, retail, higher education, food, healthcare, and manufacturing.

Role:
Analyze incoming tickets and requests related to insurance forms, ensuring business needs are captured comprehensively.
Perform forms mapping, ensuring that complex forms align with business and regulatory requirements.
Collaborate with stakeholders to clarify and document business needs, form workflows, and compliance requirements.
Ensure that forms adhere to insurance industry standards and align with legal and regulatory requirements.
Manage and prioritize multiple tickets, providing status updates to relevant stakeholders.
Provide documentation and support related to forms for business and operational teams.

Requirements

Required Skills and Experience:




Robust understanding of insurance forms architecture, including declarations, schedules, endorsements, and exclusions.
Proven experience working with complex forms, including multi-state variations, layered coverage forms, and conditional endorsements.
Familiarity with regulatory filings and form compliance requirements across states.
Excellent analytical, communication, and documentation skills.
Ability to work independently with minimal supervision and collaborate across cross-functional teams.
Experience with policy administration systems (PAS) and form generation tools is a plus.
Proficiency in tools like Excel, Word, ADO,Wiki, or similar BA toolsets.

Preferred
Experience working on PAS modernization or transformation initiatives.
Knowledge of other commercial insurance lines (e.g., Property, Auto) is an added advantage.
Understanding of forms library management and version control processes.

📌 Sr Business Analyst Pune
🏢 Fulcrum Digital
📍 Pune