Remotely
insurancesalesforceprocess improvementagency managementapplied epicworkflow
Job Description
📋 Description
- Partner with the Business Process Leader to design, refine, and standardize workflows within the
- Participate in working groups with national/regional stakeholders for consistent processes.
- Evaluate workflows to improve efficiency, quality, and effectiveness.
- Apply best practices and methodologies to enhance procedures and workflows.
- Support configuration and optimization of agency management systems (Applied Epic).
- Document processes, procedures, and standards to promote adoption.
🎯 Requirements
- 3+ years in Business Insurance, ideally in brokerage with client-facing role.
- Strong understanding of insurance brokerage ops and workflows.
- Analytical, critical-thinking, problem-solving skills.
- Ability to identify and implement process improvements.
- Strong organization and time-management with multiple priorities.
- Attention to accuracy and quality in deliverables.
🎁 Benefits
- Base salary: $59,700–$111,200 per year.
- Performance incentives: Eligible for additional compensation.
- Health and welfare benefits: Comprehensive coverage.
- Retirement benefits: 401(k) and other programs.
- Paid time off: Generous time-off and volunteering.
- Tuition assistance: Support for education and development.
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