Description

Responsibilities:

Product & Workflow Testing:

Perform end-to-end manual testing of insurance carrier products configured in FireLight, including:

• Annuities (fixed, indexed, variable)
• Life insurance products
• E - Applications and submission workflows
• Suitability and compliance workflows
• eSignature and document generation processes
• Validate product rules, rate tables, riders, disclosures, forms, and underwriting workflows.
• Execute functional, regression, integration, and user acceptance testing (UAT) for new product launches, enhancements, and production changes.

Test Planning & Execution:

• Create and maintain: Test Plans, Test Scenarios, Test Cases, Test Scripts, Defect Reports, UAT Documentation.
• Validate "In-Good-Order" (IGO) submissions and ensure downstream processing accuracy.
• Coordinate testing cycles with business analysts, operations teams, compliance teams, carriers, and developers. 

Defect Management & Troubleshooting:

• Identify, document, and track defects through resolution.
• Perform root cause analysis for workflow failures, incorrect validations, form issues, and integration problems.
• Support production issue triage and provide QA validation for fixes and patches. 

Compliance & Regulatory Validation:

• Validate FINRA, broker-dealer, and carrier compliance requirements within FireLight workflows.
• Ensure suitability rules, disclosures, state forms, and audit requirements are functioning correctly.
• Verify access controls, workflow approvals, and document retention behaviors where applicable.

Integration & Data Validation:

• Validate integrations between FireLight and Carrier systems, CRM platforms, Document management systems, eSignature providers, APIs and downstream operational systems
• Perform API and data validation testing using tools such as Postman and SQL queries where applicable. 

Collaboration & Documentation:

• Work closely with: Product Configuration Teams, Business Analysts, Compliance Teams, Operations Teams, Carrier Partners, Development Teams, Hexure Support Teams.
• Maintain QA documentation, release validation records, and test evidence for audit and compliance purposes.

Required Skills & Experience:

• Strong understanding of insurance products, especially: Fixed annuities, Indexed annuities, Variable annuities, Life insurance products
• Hands-on experience with: FireLight platform (preferred) or similar insurance platforms and eApplication systems
• Experience in: Manual functional testing, Regression testing, UAT coordination, Workflow testing, Integration testing
• Familiarity with: Insurance new business processes, Broker-dealer operations, FINRA compliance and suitability workflows
• Experience with: JIRA / Azure DevOps / ALM tools, SQL validation, API testing tools such as Postman
• Strong analytical, troubleshooting, and attention-to-detail skills.
• Ability to manage multiple testing cycles and carrier implementations simultaneously

Key Skills

Education

Any Gradute