Senior Business Analyst/Project Manager

Job Description:
Our client is seeking an experienced Senior Business Analyst/Project Manager to lead a net-new initiative focused on developing a life and annuity agent portal — a secure, digital platform that enables life insurance agents to access rating tools, policy documents, dashboards and more. This hybrid role requires strong leadership, technical understanding, and deep knowledge of the life and annuity domain.


Responsibilities:

• Lead the planning, coordination, and execution of the life and annuity agent portal project.

• Gather, analyze, and document detailed business and technical requirements.

• Develop and manage project plans, timelines, and deliverables.

• Act as the primary liaison between business stakeholders, development teams and external vendors.

• Present project status updates, risks and recommendations to senior leadership.

• Ensure the final product aligns with user needs, compliance requirements and industry standards.

Requirements:

• 5+ years of experience within the life and annuity insurance industry

• Strong knowledge of agency management platforms such as Smart Office and iPipeline (especially Agency Integrator)

• Proven track record of leading or contributing to digital product development or portal builds

• Excellent communication and presentation skills with the ability to interact effectively with both executive and technical audiences

• Highly proactive, resourceful, and skilled in gathering information and negotiating with external partners (e.g., carriers)

• Technically proficient — understands portal architecture, authentication flows and digital workflow design

Pay Range:
The anticipated pay range for this position is $60.00 per hour, based on experience. We understand salary is an important factor in a job search, and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity. We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs.


Benefits:

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement savings plan

Contact:

Morgan Falck
Life Insurance Recruiter
+1 (312) 884-0453

[email protected]



Equal Opportunity Employer:

The Jacobson Group is committed to fostering an inclusive and equitable workplace that reflects the diverse communities we serve. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other protected characteristic as defined by applicable law. We believe that diversity of thought, background and experience strengthens our team and drives innovation. All employment decisions are based on qualifications, merit and business needs.
If you require a reasonable accommodation to complete the application process or participate in an interview, please contact us at [email protected] or +1 (800) 466-1578 to make a request.



Refer a Colleague:

Do you know someone who would be interested in this project? Submit your referral directly by emailing the Jacobson contact listed above or submitting them through this form . If your referral is hired for a contract assignment and meets all other eligibility criteria, you will receive a referral bonus!