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
• Flexible remote work with some travel required
• Charitable contribution match programs and stock purchase opportunities
• Supportive and inclusive workplace culture that values diverse backgrounds

• Collaborate with the Business Process Leader to design and standardize workflows across the organization
• Define requirements and implement best-in-class business processes and data standards
• Document and maintain procedures and business process artifacts for training and reference
• Lead training efforts and create client deliverables using technology tools
• Participate in working groups to enhance efficiency and effectiveness of workflows

• 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 multiple projects
• Legal work authorization to work in the U.S. permanently without sponsorship
• Experience with agency management systems, such as Applied Epic

• Experience working with client relationship management (CRM) systems such as Salesforce
• Experience in creating and maintaining procedure documentation
• Ability to demonstrate a knack for process improvement and workflow refinement

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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.