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Munich Re · 2 days ago

Sr. Client Success Analyst

New York, United States

Full-time

Hybrid

Senior Level

$154K/yr - $178K/yr

7+ years exp

Munich Re is one of the world’s leading reinsurance companies, providing a unique opportunity to be part of a global success story. As a Sr. Client Success Analyst, you will serve as a liaison between clients and internal teams, delivering innovative solutions to core challenges in the life insurance industry backed by data science and machine learning.

FinanceInsuranceInsurTechRisk Management

Comp. & Benefits

Responsibilities

Lead technical implementation with clients:

Customize solution design agendas and facilitate meetings (virtual and on-site)

Produce client-facing and internal process diagrams, data flows, and other documentation

Facilitate communication between clients and internal teams to understand complex business processes and gather, clarify and validate requirements

Document client requirements (configuration, new features)

Facilitate sign-off of client requirements and scope

Manage changes to the baseline requirements

Anticipate, quantify and resolve issues with requirements

Prioritize requirements with engineering

Develop test plans to ensure the client’s requirements are met

Triage and coordinate the resolution of defects and bugs raised during the development phase

Develop and improve process documentation to improve our team’s efficiency over time

Drive satisfaction with our solutions:

Provide insights to clients to ensure that they get the most out of the platform

Investigate and resolve problems raised by clients

Work closely with clients to document their experience with our solutions and share status with sales and leadership

Maintain communication with compliance managers and document associated needs

Advocate for improvements based on cost / benefit

Document and continuously evolve client success playbooks based on your experience

Support the product lifecycle:

Clarify and communicate business needs, contribute to the definition and design of new solutions and ensure the alignment of those solutions to business needs

Collaborate with our risk specialists and data scientists to plan, develop, and implement new features and platform improvements

Support testing and implementation of new features with clients to ensure accuracy and to avoid disruption

Collaborate with the sales team to shape pitches for new clients:

Assist with RFP responses

Develop agendas for pitch meetings

Participate in pitch meetings (virtual and on-site)

Qualification

Client facing technical experienceIndividual Life Insurance experienceTechnical documentation skillsCloud computing familiarityBasic SQL queriesAPI platforms experienceData interpretation skillsProcess diagraming skillsAnalytical skillsOrganizational skillsTime management skillsCreative thinkingProblem-solving skillsWritten communication skillsOral communication skillsAdaptabilityTeam collaboration

Required

Ideally, 10 (min 7) years of experience in client facing technical roles

Bachelor's degree in Business, Economics, Computer Science or equivalent

Experience in Individual Life or Disability Insurance (Direct Carrier or Reinsurance)

Ability to express complex ideas clearly and facilitate communication between clients and internal teams

Strong analytical, organizational, and time management skills

Demonstrated ability to apply creative thinking and problem-solving skills to solve business problems

Superior written and oral communication skills, including presentations to clients and internal management

Experience producing technology project artifacts including but not limited to: business requirement documents, use cases, functional specifications, data mapping and process diagrams

Familiarity with cloud computing platforms (e.g., Microsoft Azure, AWS)

Experience developing basic SQL queries

Experience using API platforms (i.e., Postman) to demo our technology and troubleshoot

Experience interpreting data in XML and JSON formats

Adept in Excel, PowerPoint, Word, Power BI

Advanced skills in process diagraming (i.e., Miro)

Experience with the full software development lifecycle and software engineering best practices

Agility to work across multiple internal teams and multiple assignments in a dynamic environment

The ability to learn and adapt quickly

A drive to make a difference

Must be able to travel 10-25%