Insurance Operations & Process Transformation Specialist

The Jacobson Group; Williamstown (NJ); Hybrid; USD 65,000 - 87,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement savings plan

Job summary

The Jacobson Group seeks an Operations Specialist to join its optimization and transformation team in a hybrid work environment. You will collaborate with operations, underwriting, sales and claims to discover improvements, design future-state operating models and support platform migrations and automation initiatives.

The role demands strong insurance operations knowledge, stakeholder engagement, and the ability to develop innovative solutions that align with business strategies while driving

Qualifications

• 5+ years in insurance operations with a focus on process improvement or redesign.
• Demonstrated experience designing or implementing operating model transformations.
• Proven ability to analyze and document complex cross-functional processes.
• Experience with process cost analysis, capacity planning and resource modeling.
• Track record of serving as a trusted business partner supporting strategic initiatives.
• Strong project management skills managing multiple workstreams.
• Support experience with platform migrations, automation or digital transformation projects.
• Advanced proficiency in Excel, Visio, Microsoft Project, PowerPoint and Word.
• Understanding of automation technologies such as RPA and workflow automation.
• Knowledge of continuous improvement methodologies and organizational design frameworks.

Responsibilities

• Conduct structured discovery sessions with stakeholders to understand current processes, organizational structures and system dependencies.
• Lead operational analysis and diagnostic efforts to identify inefficiencies and automation opportunities.
• Document current and future operating models, utilizing process mapping tools to visualize workflows.
• Serve as a continuous process partner, providing ongoing advisory support for operational excellence.
• Build trusted relationships with operational teams to support process improvements and best practice adoption.
• Perform gap analyses comparing existing capabilities with technological and organizational targets.
• Develop comprehensive reports, executive summaries, and strategic assessments for leadership review.
• Facilitate cross-functional collaboration to align transformation initiatives across business units.
• Design innovative future-state operating models that optimize structure, process flow, and resource allocation.
• Lead efforts to standardize processes and identify automation opportunities including RPA and digital tools.
• Support platform migrations and digital transformation projects through detailed requirements gathering and stakeholder engagement.
• Present findings and recommendations to senior leadership and facilitate change management activities.
• Create process documentation, visual models and implementation roadmaps to support operational transitions.
• Manage multiple projects through their lifecycle from planning to delivery, tracking dependencies and risks.

Skills

Process improvement

Stakeholder engagement

Cross-functional collaboration

Operational analysis

Project management

Tools

Excel

Visio

Microsoft Project

PowerPoint

Word

Job description

The Jacobson Group seeks an Operations Specialist to join its optimization and transformation team in a hybrid work environment. You will collaborate with operations, underwriting, sales and claims to discover improvements, design future-state operating models and support platform migrations and automation initiatives.

The role demands strong insurance operations knowledge, stakeholder engagement, and the ability to develop innovative solutions that align with business strategies while driving