Business Process Specialist, Private Client Services

Employer Industry: Insurance Brokerage

• Salary up to $108,500
• Generous time off, including personal and volunteering days
• Tuition reimbursement and professional development opportunities
• Flexibility to work remotely, with some travel required
• Stock purchase opportunities and charitable contribution match programs
• Supportive and inclusive workplace culture that values colleague well-being

• Collaborate with the Business Process Leader to design and implement standardized workflows across the organization
• Define requirements and redesign business processes, workflows, and data standards
• Document and maintain procedures and business process artifacts for training and reference
• Create client deliverables and lead training efforts related to new processes
• Utilize agency management systems and reporting tools to enhance operational efficiency

• Minimum of 3 years of experience in personal lines high net worth insurance within the insurance brokerage business
• Strong critical thinking, analytical, and problem-solving skills
• Proven ability to improve processes and workflows by implementing best practices
• Excellent organizational skills with the capability to manage multiple projects simultaneously
• Legal work authorization to work in the U.S. on a permanent basis without sponsorship

• Experience working with client relationship management (CRM) systems such as Salesforce
• Familiarity with creating and maintaining procedure documentation

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Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.