Senior Implementation Specialist

About this role

ABOUT BRANCH

Branch is on a mission to make insurance more accessible, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish—we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Then we pass those savings along to our members. Basically, we’re doing insurance the way it was meant to be.

But we didn’t just create the insurance we’ve always wanted, we also created the company we’ve always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance. Find out for yourself.

Branch is open to candidates located in AL, AK, AZ, AR, CO, DE, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MO, NE, NV, NH, NM, NY, NC, ND, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, WV, WI, and WY, unless the role is specific to a location. Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Branch is remote first, with most Branchers choosing to work from home. Our headquarters are located in Columbus, Ohio, where we come together from time to time to build relationships and connect with each other in real life. We also have office space in Columbia and Concordia, Missouri as well as Forreston, Illinois. Once a year, the entire company gathers for “BranchFest”, a highlight of the year for many Branchers.

About the role

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.

Key Responsibilities

- 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.

Skills, Knowledge, and Expertise

- 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.

- Ability to gather, document, and validate business and system requirements with guidance as needed; developing proficiency in reviewing rating algorithms and rate structures.

- Experience developing, executing, and documenting test cases to support system implementations and product changes.

- Strong analytical, problem-solving, and organizational skills, with the ability to communicate effectively and collaborate across teams.

- Familiarity with policy administration systems, insurance rating methodologies, and underwriting concepts; willingness and ability to deepen technical expertise over time.

Why join us at Branch?

We’re all about getting back to getting each other’s back - that means Branchers, too. So we provide benefits that let you work and live to your fullest.

- 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 y

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