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Technical Business Analyst

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • Decision Making
  • Collaboration
  • Adaptability
  • Time Management
  • Organizational Skills
  • Analytical Thinking
  • Detail Oriented
  • Verbal Communication Skills
  • Social Skills
  • Problem Solving

Roles & Responsibilities

  • 3+ years of experience as a Business Analyst, Data Analyst, or system support role
  • Understanding of insurance industry operations and terminology
  • Proficiency in Microsoft Excel (sorting, filtering, pivot tables, formulas)
  • Working knowledge of data visualization or query tools such as Tableau, Power BI, or SQL

Requirements:

  • Manage Help Desk queue, triage incoming requests, and escalate issues to senior analysts or technical teams as appropriate
  • Perform user setup, permissions management, and account maintenance within the Insurance Management System
  • Facilitate documentation of business and system requirements with stakeholders and Technical Product Managers, and assist with testing and validation of reports and configurations
  • Maintain the integrity and accuracy of the Insurance Management System through ongoing data review and quality checks

Job description

JOB TITLE: Technical Business Analyst

DEPARTMENT: Technology / Business Applications

COMPANY OVERVIEW:

Venbrook Insurance Services is the retail and benefits brokerage of Venbrook Group, LLC, a holding company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook’s team of experts and industry specialists partners with their clients to manage their risks, create security, promote growth, and add value by delivering best-in-class commercial property & casualty, employee benefits, and personal risk insurance products and programs.

Venbrook and its brands provide a broad range of comprehensive commercial insurance (property & casualty), corporate employee benefits, specialty health programs, personal risk insurance, and risk management solutions to public entities, public and private businesses, governments, institutional and professional organizations, family offices, and high-net-worth individuals.

At Venbrook, we envision a world where our clients can confidently pursue their boldest ambitions. Our team of experts leverages agility, innovation, and creative problem-solving to guide our clients through an ever-changing risk environment. We pride ourselves on providing insurance services that allow businesses to make bold decisions, knowing their risks are identified, assessed, and mitigated.

Our culture is derived from the people who create it. We are not different in what we do. We are different in how we do it. We believe our clients are our partners, and we earn their trust every day. We believe in empowering our team and holding ourselves accountable to deliver the best solutions.  We value agility, versatility, innovation, and creative problem-solving and put our people at the core of everything we do.  

We offer competitive compensation and a comprehensive benefits package:

  • 401k + employee match
  • Medical, Dental, Vision, Life, and Disability Insurance
  • Paid Time Off (PTO)
  • Paid Holidays
  • Paid Parental leave
  • Paid Sick leave
  • Professional development programs
  • Work-life quality and flexibility

JOB SUMMARY:

The Technical Business Analyst supports and enhances Venbrook’s business and technology operations through effective management of core insurance systems. This role provides comprehensive responsibility for data, systems, and process analysis within a national insurance brokerage, independently managing requirements documentation, testing initiatives, and Insurance Management System integrity. The Technical Business Analyst works closely with Technical Product Managers in Distribution and Data Engineering to translate business needs into technical solutions and drive continuous improvement initiatives.

POSITION REQUIREMENTS:

Communication Skills: Communicates clearly and effectively with both technical and non-technical stakeholders across the organization. Able to translate complex system or data concepts into plain language for business users and convey business requirements precisely to technical teams.

Problem Solving & Decision Making: Identifies root causes of recurring system or data issues and recommends practical, sustainable solutions. Balances short-term fixes with long-term process integrity, escalating appropriately when problems exceed scope.

Analytical Thinking: Reviews data outputs, system behavior, and workflow patterns with attention to detail. Identifies anomalies, gaps, and improvement opportunities through structured analysis rather than assumption.

Collaboration & Interpersonal Skills: Works effectively across teams including business operations, IT, and senior leadership. Builds trust through responsiveness, follow-through, and a constructive working style. Engages stakeholders proactively to keep projects and requests moving.

Organizational Skills & Follow-Through: Manages multiple concurrent requests and priorities without losing accuracy or momentum. Maintains organized documentation, tracks open items, and reliably closes out tasks within agreed timelines.

Functional/Technical Expertise: Demonstrates working knowledge of insurance management systems, data tools, and business process documentation. Applies understanding of insurance industry operations to contextualize system requirements and data analysis. Continuously builds technical proficiency through hands-on work and professional development.

Adaptability & Continuous Improvement: Identifies inefficiencies and proposes improvements to systems, workflows, and reporting. Adjusts approaches as business needs, technology, or priorities shift, and supports change adoption across teams.

DUTIES/RESPONSIBILITIES:

  • Manages Help Desk queue, triages incoming requests, and escalates issues to senior analysts or technical teams as appropriate.
  • Performs user setup, permissions management, and account maintenance within the Insurance Management System.
  • Facilitates the documentation of business and system requirements in collaboration with stakeholders and Technical Product Managers.
  • Facilitates testing and validation of reports, system enhancements, and new configurations prior to production deployment.
  • Prepares Excel-based reports and data reviews to support business user decision-making and operational visibility.
  • Supports ad-hoc reporting requests by gathering, organizing, and formatting data into actionable insights for business users.
  • Identifies recurring issues, process gaps, and improvement opportunities; documents findings and proposes solutions for review by senior staff.
  • Collaborates with senior analysts and developers to understand system workflows and support the translation of business needs into technical specifications.
  • Maintains the integrity and accuracy of the Insurance Management System through ongoing data review and quality checks.

REQUIRED SKILLS/ABILITIES:

  • 2+ years of experience in a Business Analyst, Data Analyst, or similar role
  • Understanding of insurance industry business operations and terminology
  • Proficiency in Microsoft Excel, including sorting, filtering, pivot tables, and formulas
  • Working knowledge of data visualization or query tools such as Tableau, Power BI, or SQL
  • Strong attention to detail and organizational skills
  • Ability to manage multiple priorities and complete assigned tasks independently
  • Excellent verbal and written communication skills

EDUCATION & EXPERIENCE:

  • Bachelor’s degree in Business, Computer Science, Information Systems, or a related field preferred
  • 3+ years of experience in a Business Analyst, Data Analyst, or system support role required
  • Experience with Agency Management or Policy Systems preferred
  • Experience with Jira or other issue-tracking tools preferred
  • Experience in data visualization or database querying preferred

Hourly Rate $33.65

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