Business Process Specialist, Private Client Services

Why Consider this Job Opportunity:

• Salary up to $108,500
• Opportunity for career advancement and professional development
• Flexible remote work options, with some travel required
• Generous time off, including personal and volunteering days
• Supportive work environment with a focus on colleague well-being
  
  Tuition reimbursement and stock purchase opportunities

• Design and implement best-in‑class business processes and workflows for the agency management system
• Collaborate with national and regional representatives to create standardized workflows across the organization
• Document processes and procedures to serve as training materials and ongoing references
• Support training efforts and create reporting outputs and client deliverables
• Balance multiple projects and prioritize workload while ensuring quality and efficiency in deliverables

• 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 manage multiple projects simultaneously
• Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship
• Experience in a client‑facing servicing and/or business process role for at least 3 years

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

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