Business Process Specialist, Private Client Services

Why consider this job opportunity

• Salary up to $108,500
• Generous time off, including personal and volunteering days
• Tuition reimbursement and professional development opportunities
• Remote work flexibility with some required travel
• Charitable contribution match programs and stock purchase opportunities
• Award‑winning, inclusive workplace culture promoting well‑being and professional growth

• Collaborate with the Business Process Leader to design and implement standardized workflows across the organization
• Define requirements and redesign best‑in‑class business processes and data standards
• Document and maintain procedures and business process artifacts for training and reference
• Create client deliverables and lead training efforts related to process improvements
• Support configuration of the agency management system and reporting tools

• 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 and priorities simultaneously
• Experience in a client‑facing servicing and/or business process role for at least 3 years
• Legal authorization to work in the U.S. permanently without sponsorship

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