About The Position

We are seeking a Process Excellence & Continuous Improvement Lead to support the design, documentation, and governance of end-to-end operational processes and target operating model elements across the US Retail business. This role will play a critical part in translating strategic change into clear, executable processes while ensuring appropriate controls are embedded. Reporting to the Head of Continuous Improvement & Change, you will act as a hands-on process and standards leader – driving consistency, enabling scale, and reinforcing operational discipline across teams. This role is an exciting opportunity for a process leader who can translate strategic priorities into clear, governed, and executable ways of working.

Requirements

  • Strong experience in process design, documentation, and governance within complex environments.
  • Experience in insurance brokerage, with a strong understanding of core brokerage and client service processes.
  • Ability to translate complex operations into clear, executable processes.
  • Strong analytical and problem-solving skills.
  • Highly collaborative, detail-oriented, and execution-focused.
  • 8+ years of experience in process design, process governance, or operational excellence roles within an insurance brokerage or related financial service environment.
  • Strong understanding of brokerage operations, systems (e.g., Epic or other AMS), and core workflows (e.g., client service, policy administration, certificates, billing).
  • Proven ability to design, document, and govern end-to-end operational processes that improve efficiency, consistency, and control.
  • Bachelor’s degree in Business, Operations, or related field.

Nice To Haves

  • Lean, Six Sigma, or similar continuous improvement training is a plus.
  • Experience with process mapping and documentation tools is an advantage.

Responsibilities

  • Process Design and Standardization Support the design, documentation, and maintainance end-to-end operational processes.
  • Develop clear SOPs, process maps, RACI models, and handoffs.
  • Ensure processes are scalable, repeatable, and aligned to business strategy and regulatory requirements.
  • Partner with business and functional leaders to simplify workflows and eliminate inefficiencies.
  • Process Governance Help maintain clear process ownership, documentation, and change control standards.
  • Maintain process documentation and ensure updates are reflected accurately and consistently.
  • Define KPIs and partner with Operations on measurement and reporting.
  • Support audit readiness by ensuring processes are well-documented and consistently executed.
  • Adoption and Continuous Improvement Ensure processes, SOPs, and controls are clear, complete and ready for adoption, partnering with Capability & Change on enablement.
  • Partner with Capability & Change to support enablement where process changes require training or reinforcement.
  • Identify improvement opportunities using operational data, performance metrics, and stakeholder feedback.
  • Partner closely with industry practice groups, Operations, Technology, and Learning & Development to align process designs with day-to-day execution.
  • Provide practical input to leaders and teams on process clarity, consistency, and operational readiness.

Benefits

  • A career that you define.
  • Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society’s greatest challenges.
  • And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work – and vice versa. That's why we do our best to support our people in every aspect of their lives.
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