• Lead the configuration of insurance products, rating algorithms, underwriting rules, referral rules, eligibility rules, authority checks, and workflow logic within Rulebook.• Convert Excel-based pricing models into Rulebook-compatible configuration components, ensuring calculation accuracy and business alignment.• Configure rating tables, factors, modifiers, risk attributes, premium calculations, validations, and business rules.• Configure and maintain Rulebook pages, page flows, page linking, product structures, and user journeys.• Support document generation logic, quote outputs, pricing worksheets, and downstream data outputs where applicable.• Ensure reusable configuration patterns are applied across products/classes to improve maintainability and consistency.• Work with underwriters, actuaries, operations SMEs, and product owners to understand pricing intent, risk appetite, referral logic, and underwriting guidelines.• Challenge and clarify ambiguous business rules before configuration.• Translate business requirements into clear configuration specifications and implementation-ready artefacts.• Identify gaps, inconsistencies, or risks in pricing spreadsheets, underwriting guides, or product documentation.• Support impact analysis for pricing changes, product enhancements, and model version updates.• Act as a primary configuration lead in workshops with senior London-based business stakeholders.• Explain configuration design, rule logic, testing outcomes, issues, and trade-offs in clear business language.• Facilitate discussions between business SMEs, actuaries, developers, testers, architects, and delivery leads.• Provide structured status updates, risk/issue summaries, and decision points to project leadership.• Ensure business stakeholders understand how configured rules reflect their underwriting and pricing requirements.• Define and execute rule configuration testing, scenario testing, regression testing, and spreadsheet-to-Rulebook reconciliation.• Validate Rulebook outputs against source Excel models, expected pricing outcomes, underwriting rules, and edge-case scenarios.• Support SIT, UAT, defect triage, root-cause analysis, and defect resolution.• Maintain configuration documentation, traceability, version control, and audit evidence.• Ensure configurations support governance, auditability, and controlled deployment of pricing/underwriting changes.
Requirements
- Strong Rulebook configuration mindset: ability to translate business rules into structured configuration.
- Strong Excel skills, including ability to understand complex formulas, rating sheets, lookup tables, factors, and calculation flows.
- Good understanding of XML and structured configuration files.
- Ability to understand rule hierarchies, conditional logic, validations, decision trees, and calculation dependencies.
- Experience with configuration testing, regression testing, and price-output reconciliation.
- Familiarity with JIRA, Confluence, Azure DevOps, or similar delivery tools.
- Ability to document configuration logic clearly.
- Understanding of APIs, JSON, SQL, or data mapping (desirable).
- Exposure to rating services, quote/bind platforms, broker portals, or delegated authority platforms (desirable).
- Experience with document production, workflow configuration, or downstream integration (desirable).
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Hard Skills
- Rule Configuration
- Pricing Models
- Rating Algorithms
- Validation Logic
- Decision Trees
- Regression Testing
- Data Mapping
- Calculation Dependencies
- Document Production
- Workflow Configuration
Soft Skills
- Clear Documentation
- Facilitation Skills
- Communication Skills
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