Business Process Specialist, Private Client Services

Employer Industry: Insurance Brokerage

• Salary up to $108,500
• Opportunity for career advancement and professional development through tuition reimbursement
• Flexible remote work options with some travel required
• Generous time off, including personal and volunteering days
• Charitable contribution match programs and stock purchase opportunities
• Collaborative and inclusive workplace culture that values diverse backgrounds

• Collaborate with the Business Process Leader to design and implement standardized workflows across the organization
• Define requirements and document processes, procedures, and business artifacts for training and reference
• Support the configuration of the agency management system and design reporting outputs
• Participate in working groups with national and regional representatives to enhance business processes
• Lead training efforts to ensure effective implementation of new processes and workflows

• Minimum of 3 years of experience in personal lines high-net-worth insurance
• Proven critical thinking, analytical, and problem-solving skills
• Strong organizational skills with the ability to manage multiple projects and prioritize workload
• Experience in a client-facing servicing and/or business process role for at least 3 years
• Legal authorization to work in the U.S. on a permanent basis without the need for sponsorship

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

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