Business Process Specialist, Private Client Services

Why consider this job opportunity:

• Salary up to $108,500
• Eligible for performance-based incentives
• Generous time off, including personal and volunteering days
• Tuition reimbursement and professional development opportunities
• Remote work flexibility with some travel required
• Charitable contribution match programs and stock purchase opportunities

• Collaborate with the Business Process Leader to design and implement standardized workflows across the organization
• Define requirements and redesign best-in-class business processes, workflows, and data standards
• Document and maintain procedures and other business process artifacts for training and reference
• Lead training efforts and create client deliverables using available technology and software
• Participate in working groups with national and regional representatives to ensure effective process implementation

• Minimum of 3 years of experience in personal lines high net worth insurance within the insurance brokerage business
• Proven critical thinking, analytical, and problem-solving skills
• Strong organizational skills with the ability to prioritize and manage multiple projects simultaneously
• Legal work authorization to work in the U.S. on a permanent and ongoing basis without sponsorship
• Experience in a client-facing servicing and/or business process role, with familiarity with agency management systems such as Applied Epic

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

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.