Senior Implementation Specialist

Branch Financial, Inc.

Job Overview

Location

Fully Remote

Job Type

Full-time

Full Job Description

📋 Description

• The Senior Implementation Specialist is part of the Mutuals Integrations team within Product Operations, supporting the configuration, implementation, and testing of insurance products within internal systems.
• This role works closely with business stakeholders, product teams, and technical resources to gather requirements, validate product functionality, and ensure accurate implementation of policy forms, rating structures, and underwriting rules.
• The team's broader goal is to ensure that system changes to our insurance products are configured correctly, tested thoroughly, and delivered in a way that meets both regulatory and business requirements.
• Gather, analyze, and document business requirements for insurance product implementations, enhancements, and system changes.
• Partner with Product Managers, Actuaries, Compliance, and Engineering to translate product specifications, underwriting rules, and regulatory requirements into clear business and system requirements.
• Configure and support the implementation of insurance products, including coverages, rating structures, forms, and underwriting rules within internal systems.
• Review product configuration, rating algorithms, and rate tables to help ensure accuracy, completeness, and alignment with approved filings.
• Research and analyze policy forms, endorsements, and regulatory filings to support compliant product implementation.
• Develop, execute, and document test cases and test scenarios for system, integration, and user acceptance testing.
• Validate rating calculations, coverage rules, policy forms, and system functionality; identify defects, document findings, and partner with technical teams through resolution and retesting.
• Maintain accurate implementation documentation and support knowledge sharing for new product launches and system enhancements.
• Collaborate effectively with cross-functional partners to support timely and accurate delivery of product initiatives.
• Continuously build knowledge of Branch products, insurance concepts, system functionality, and regulatory requirements to increase individual effectiveness and contribution over time.

🎯 Requirements

• Bachelor's degree in Business, Insurance, Information Systems, or a related field, or equivalent combination of education and experience.
• 2–4 years of experience in insurance product implementation, business analysis, system configuration, or a related field; property & casualty insurance experience preferred.
• Foundational understanding of insurance policy forms, endorsements, and regulatory filings, with the ability to apply that knowledge to day-to-day work.

🏖️ Benefits

• Above-market salary - Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark.
• Pay equity and transparency - Our pay isn’t just market-driven, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.
• Remote-first (with perks) - Work from where you’re most comfortable. We’ll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters if you’d like to join us in an office.
• Flexible YouTime - We don’t just let you control your own time off. We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation.
• Employee stock options - You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow.
• Medical, vision, dental - Get all the coverage you need for a healthy, happy life.
• 401k and contribution matching - Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month.

Skills & Technologies

Senior

Remote

Degree Required

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Branch Financial, Inc.

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About Branch Financial, Inc.

Branch Financial, Inc. revolutionizes the insurance industry by providing home, auto, and umbrella coverage with unparalleled simplicity and significant savings. Their platform allows customers to get covered in seconds by leveraging secure databases to build profiles and offer personalized pricing. Branch differentiates itself by minimizing advertising, partnering with leading lending companies, and making bundling instant, all designed to make insurance more affordable. Backed by world-class investment partners, the company prioritizes a seamless digital experience, enabling customers to manage policies and claims with ease, suggesting a highly efficient and adaptable operational model for a modern clientele.

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