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
• Support for remote work, with some required travel
• Charitable contribution match programs and stock purchase opportunities
• Inclusive and award-winning workplace culture

• Design and implement best-in-class business processes, workflows, and data standards
• Collaborate with the Business Process Leader and national/regional representatives to create standardized workflows
• Document and maintain procedures and business process artifacts for training and reference
• Utilize agency management systems and reporting tools to enhance operational efficiency
• Lead training efforts and create client deliverables, ensuring alignment with the organization’s core values

• 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 workload and manage multiple projects
• 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, with familiarity in agency management systems like Applied Epic

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

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Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.