Job Title: FireLight Insurance QA Manual Tester
Location: Salt Lake City, UT or Toronto (day 1 onsite)
Role Summary:
This role is responsible for validating and testing insurance carrier products and workflows configured within the FireLight platform for National Financial Services (NFS), a major broker-dealer (part of Fidelity).
The position ensures that insurance products, e-applications, workflows, forms, suitability checks, and integrations function accurately and comply with carrier, broker-dealer, FINRA, and regulatory requirements before being released to advisors and operations teams.
The role primarily focuses on manual functional testing, workflow validation, regression testing, UAT coordination, and production support for FireLight implementations and enhancements.
Perform end-to-end manual testing of insurance carrier products configured in FireLight, including:
- Annuities (fixed, indexed, variable)
- Life insurance products
- eApplications 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 testing 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
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