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Role Description

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.

• Support efforts to configure our AMS
• Document all processes and procedures
• Design reporting outputs
• Create client deliverables
• 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.

• Document and maintain procedures and other business process artifacts
• Report to the Business Process Leader
• Demonstrate National MMA core values of integrity, collaboration, passion, innovation, and accountability

Qualifications

• 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

Requirements

• Experience working with client relationship (CRM) system such as Salesforce (a plus, but not required)
• Experience creating and maintaining procedure documentation (a plus, but not required)

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