Business Process Specialist, Private Client Services

Marsh McLennan • Tampa, FL

3d • Remote

About The Position

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Business Process Specialist, Private Client Services at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Business Process Specialist, PCS on the National AMS team, you’ll be a strong process design focused professional who knows how to balance efficiency, quality and consistency in systems. Working in conjunction with the Business Process Leader, you will focus on the activities within your line of business, participating in working groups, in collaboration with national and regional representatives, to create standardized workflows across MMA National that take full advantage of our technology toolkit. In tandem with workflow design, the National Business Process Specialist will support efforts to configure our AMS, document all processes and procedures, design reporting outputs, create client deliverables and lead training efforts. The National AMS Business Process Specialist, PCS will work to define requirements, redesign, and implement best-in class business processes, workflows and data standards. This position will consider agency management system, reporting tools, and other available technology and software when creating new processes. You will document and maintain procedures, and other business process artifacts, to be used both in training and as an ongoing reference. The AMS Business Process Specialist, PCS will report to the Business Process Leader. You will consistently demonstrate National MMA core values of integrity, collaboration, passion, innovation, and accountability.

Requirements

• Understanding of the insurance brokerage business with 3+ years of experience in personal lines high net worth insurance
• Proven critical thinking, analytical, and problem-solving skills
• A knack for process improvement, specifically refining the efficiency, quality, and effectiveness of various workflows and procedures by deploying best practices
• Strong organizational skills, with an ability to prioritize workload and balance multiple projects simultaneously, and demonstrated successful follow through on deliverables
• Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
• 3+ years of experience in a client facing servicing and/or business process role
• Experience working with agency management systems such as Applied Epic

Nice To Haves

• Experience working with client relationship (CRM) system such as Salesforce
• Experience creating and maintaining procedure documentation

Responsibilities

• Participating in working groups, in collaboration with national and regional representatives, to create standardized workflows across MMA National that take full advantage of our technology toolkit.
• Support efforts to configure our AMS, document all processes and procedures, design reporting outputs, create client deliverables and lead training efforts.
• Work to define requirements, redesign, and implement best-in class business processes, workflows and data standards.
• Document and maintain procedures, and other business process artifacts, to be used both in training and as an ongoing reference.

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Remote Work, but some travel will be required
• Charitable contribution match programs
• Stock purchase opportunities
• health and welfare benefits
• tuition assistance
• 401K savings and other retirement programs as well as employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed