Job Description

The Solutions Consultant serves a lead role in research and requirement analysis. The Solutions Consultant will complete the requirements that the development team will use to develop or enhance the company's product offerings and require little guidance. The Solutions Consultant is involved throughout the software development life cycle starting with requirements gathering and continuing all the way through to the successful release of the software. This position reports to the department Manager.

Deliverables and Performance Measures:

- Works to refine clarity and consistency of documentation by anticipating potential queries from development and testing teams and reviewing documentation to ensure it is unambiguous and complete.

- Analyzes customer requests to identify system impacts and actively engages the customer in discussions on the pros and cons of the requested system updates.

- Actively pursue opportunities to enhance industry knowledge of insurance products.

- Actively gathers data from multiple sources (customer, product guides, marketing materials, prospectus, style guides, mockups etc.) to drive solutions to business problems.

- Demonstrates the ability to make trade-off decisions between potential solutions.

- Is proficient at implementing standard and non-standard customer requirements in at least one of our platforms.

- Identifies and analyzes problems and proposes solutions.

- Effectively manages day-to-day issues and problems without intervention.

- Generates new ideas by analyzing client requirements and system functionality.

- Address less complex issues directly with the client and knows when to engage more senior team members' support.

- Elicits customer requirements by reviewing customer requests and associated documentation, conducting walk-through sessions, analyzing workflows, etc.

- Autonomously and in partnership with others, analyzes situations and customer needs.

- Writes clear and concise specifications that are of an appropriate level of detail.

What will make you successful:

- Minimum of 3+ years working experience in the financial services or insurance industry, either directly through sales/marketing support, illustration or through a vendor position.

- Must have intermediate knowledge of Life and Annuity products and concepts.

- Knowledge of other insurance products, such as Long-Term Care and Disability required.

- Minimum of 2+ years of experience in gathering and writing business requirements for life and annuity products required.

- Industry Certifications and/or licenses preferred.

- An understanding of Agile Software Development Life Cycle is preferred.

- Has an intermediate understanding of how product features are implemented within our systems.

Core Competencies

Interpersonal Skills:

- Provides clear instructions and direction to others.

- Is able to both actively listen to and effectively question to understand another's viewpoint.

- Helps others understand situations by communicating business context.

- Encourages co-operation between all members of the team.

- Identifies and removes barriers to team performance.

- Helps people to resolve conflict.

- Identifies ways for further collaboration across teams.

- Seeks team members' input and expertise; facilitates open and interactive discussion of matters affecting the team.

Personal Capabilities:

- Is able to ask effective questions and collect facts from multiple sources in order to solve problems.

- Is able to effectively identify and analyze problems and propose solutions.

- Effectively manages day-to-day issues and problems without intervention.

Focus on Results:

- Independently addresses unexpected situations.

- Confident in taking action and removing obstacles to action.

- Can be counted on to follow through on actions.

- Encourages others to take their own initiative when faced with a problem.

- Provides the appropriate amount of information, resources, and support without undermining the individual's full ownership of objectives and their success.

- Builds commitment in others for their individual and team objectives.

- Communicates expectations clearly.

- Promotes a strong sense of urgency for reaching goals.

- Follows through on commitments to ensure they are successfully completed, and goals are achieved.

Customer Advocacy:

- Is able to ask effective questions and collect facts from multiple sources in order to solve problems.

- Is able to effectively identify and analyze problems and propose solutions.

- Effectively manages day-to-day issues and problems without intervention.

Where We See This Role Going:

We are committed to being a driving force in the innovation of the insurance market and that means that we help our employees stay on top of current trends and technologies, and progress within our company. This position can move into the following roles:

- Senior Solutions Consultant

Expected hours of Work:

This is a full-time position with regular office hours from Monday through Friday. Occasional evening and weekend work may be required to support deployments and other work demands.

Employment Benefits Package Includes:

- 100% employer paid medical insurance for family

- 100% employer paid accidental insurance

- 100% employer paid term insurance

- Pre-tax savings programs and retirement planning programs

- Parking

- Team Building Activities

- Employee Appreciation Events

- Hybrid work schedule

- Twenty days annual paid time off/sick time on an accrual basis

- Maternity Leave, Paternity Leave and Bereavement Leave

- Casual work environment with a 5-day week

This job description in no way states or implies that these are the only duties to be performed by the employee incumbent in this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties as requested.

A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee must possess the skills, aptitudes, and abilities to perform each duty proficiently. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.