Delivery Project Lead- Insurance Domain SME

The

IR (Individual Retirement) SME

serves as the

primary onsite domain authority

for Individual Retirement and annuity products, ensuring that business rules, data definitions, and functional requirements are correctly interpreted and implemented across data, integration, and reporting initiatives. The role bridges

business stakeholders, application teams, and data/analytics delivery teams , supporting requirement clarification, data validation, and UAT sign‑off for IR initiative

Must‑Have Skills

Bachelor’s in CS/IS or equivalent.

6+ years

of experience in

Insurance domain

Individual Retirement / Annuities Domain:

Deep knowledge of IR products, contracts, participants, beneficiaries, contributions, distributions

IR Business Rules & Calculations:

Understanding of IR business logic, regulatory considerations, and operational workflows

Requirements & UAT:

Strong experience defining requirements, acceptance criteria, and leading/supporting UAT sign‑off

Data Validation:

Ability to validate IR datasets, KPIs, reports, and reconciliations against business expectations

Stakeholder Management:

Onsite engagement with business users, Product Owners, and IT teams; strong communication skills

Onsite Delivery Model:

Experience working in onsite–offshore delivery setups

IR Admin Systems:

Experience with Navisys, Oasis, or similar IR/annuity platforms

Data Platforms:

Exposure to Snowflake or enterprise data platforms

BI & Reporting:

Familiarity with Power BI, Cognos, BO, or Qlik for IR reporting validation

Regulatory Reporting:

Experience supporting regulatory, compliance, or audit‑driven IR initiatives

Agile Delivery:

Scrum/Agile experience working with user stories and sprint teams

Data Migration / Modernization:

Exposure to IR data migration or platform modernization programs

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