Business Analyst ( US Wealth Management) (India)

Business Analyst ( US Wealth Management) (India)

15 Sep
|
Codvo.ai
|
India

15 Sep

Codvo.ai

India

Position: BA /PO

Location: Work From Home

Experience:

4+ Years

About us:

Codvo.ai is a next-gen AI and engineering company helping global enterprises transform through Generative AI, Cloud-native platforms, and Product Engineering. With proprietary platforms like NeIO and Pulse, we’re enabling faster, smarter, and scalable digital transformation for industries including Energy, Retail, Travel, BFSI, and Healthcare.

As we gear up to launch new AI-powered products and expand global presence, we are seeking a marketing leader to define how Codvo.ai influences the market, shapes perception, and creates a movement.

Role Overview

We are looking for an experienced Product Owner with strong U.S. Life Insurance and InsurTech domain expertise to lead the product development of an advanced digital insurance and premium-finance platform.

The ideal candidate will have hands-on experience with the U.S. life insurance ecosystem and a strong understanding of Premium Financing, Split-Dollar arrangements, Buy-Sell planning, Key Person Insurance, and competitive lender/bidding workflows .





The Product Owner will act as the bridge between business stakeholders, insurance specialists, lenders, advisors, UX, engineering, QA, operations, and compliance teams. The role will be responsible for translating complex insurance and premium-financing requirements into scalable digital workflows and prioritized product capabilities.

Required Insurance Domain Expertise The candidate should have robust knowledge of the U.S. life insurance ecosystem, including:

- Insured and policy owner/policyholder
- Beneficiaries
- Producers, agents and advisors
- Carriers and insurance organizations
- Policy ownership structures
- Premiums and premium schedules
- Face amount and death benefits
- Cash value and surrender value
- Life insurance illustrations
- Underwriting and risk assessment
- Policy issuance and policy servicing
- Beneficiary and ownership changes
- Policy loans and withdrawals
- Policy transactions
- Carrier requirements and product rules
- Insurance application and underwriting workflows

📌 Business Analyst ( US Wealth Management) (India)
🏢 Codvo.ai
📍 India

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