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 options, with some travel required
• Charitable contribution match programs and stock purchase opportunities
• 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 business processes
• Utilize agency management systems and reporting tools to enhance process efficiency and effectiveness

• Minimum 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 manage multiple projects simultaneously
• Legal work authorization to work in the U.S. on a permanent basis without sponsorship
• Experience in a client‑facing servicing and/or business process role

• Experience working with client relationship management (CRM) systems, such as Salesforce
• Familiarity with creating and maintaining procedure documentation
• Prior experience with agency management systems like Applied Epic

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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.