Lead Consultant

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Lead Consultant

As a Lead Consultant, you will collaborate with actuaries, business analysts, and technical teams to analyze and resolve calculation-related issues, ensuring compliance with US regulatory standards. You will be responsible for defining requirements, guiding teams, and delivering successful project outcomes in a high-performance environment.

Key Responsibilities:

• Lead end-to-end requirements gathering and documentation, securing client approvals.
• Analyze and resolve life insurance and annuity policy values and compliance-related calculations (7702, 7702A, 101f, etc.).
• Manage product conversions, migrations, and new product implementations.
• Interface with client actuaries to translate complex business rules into technical requirements.
• Handle production issue prioritization and resolution tracking.
• Lead business meetings and collaborate with stakeholders for work intake, prioritization, and progress reviews.
• Guide and mentor offshore/nearshore teams for effective delivery.

Must-Have Skills:

• Minimum 12 years of experience in US Life Insurance/Annuity domain.
• Hands-on experience in product conversions and migrations.
• Strong understanding of annuity products, riders, policy lifecycle, and payouts.
• LOMA Certification is mandatory.
• Familiarity with policy administration systems such as Vantage, Ingenium, OIPA, IPAS, ALIP, or EXIGEN.
• Strong experience in requirements management, use case documentation, and business analysis.

Preferred Skills:

• Knowledge of tax compliance and its impact on policy servicing (TAMRA, CVAT, GPT).
• Experience with calculations like cash value, death benefit, compliance values.
• Exposure to external interfacing systems integrated with policy administration platforms.
• Prior involvement in new business implementations and compliance-driven projects.

Additional Information:

• This position is based in Hyderabad and requires working from the office.
• Candidates should be flexible to travel as per project needs.
• Strong communication skills—verbal and written—are essential.