Senior Process Excellence & BPM Specialist

Shared-Services; Richmond (VA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off

Professional development opportunities

Job summary

Clearbrook Holdings Inc. seeks a seasoned operations professional to support Argo and Farm Family brands within centralized operations. You will liaison across system platforms, perform testing, identify workflow impacts from updates, and coordinate training for impacted staff.

The role emphasizes cross-functional collaboration with Product Management, Actuary, and other business units to improve underwriting workflows and efficiency. Travel may be required in a fast-paced environment.

Qualifications

• High school diploma or equivalent; college coursework/degree preferred and insurance designation preferred.
• Minimum of 5 years of insurance experience with authority.
• Proficient in Word, Excel, PowerPoint, and Outlook.
• Ability to balance multiple inquiries in a high-volume environment.
• Strong written and oral communication skills.
• Travel may be requested.

Responsibilities

• Assist and engage as a business representative and liaison for various system platforms.
• Production and maintenance testing.
• Identify workflow/process impacts as a result of system updates.
• Communicate system updates to impacted staff and coordinate training.
• Identify system defects and/or gaps, providing resolution-based fixes.
• Prioritize system releases across functions.
• Develop and maintain onboarding standards.
• Coordinate with cross-functional teams to develop, write, and implement requirements.
• Approve authorizations for service requests outside of support staff authority.
• Direct the tasking flow and ensure effective, efficient work processes.
• Liaison with Division Managers on special issues and projects.
• Training, coaching, and mentoring less experienced staff, including Quality Assurance.
• Manage Product Line & vendor relationships.
• Conduct underwriting file analysis, including identifying forms and endorsements used in policy construction.
• Assist underwriters and support staff in carrying out essential duties and responsibilities to enhance division performance.
• Proactively manage IT and BPO relationships as well as overseas partners.
• Suggest, document, implement, and audit workflows to increase efficiency across Argo.

Skills

Excel

PowerPoint

Word

Outlook

Education

High school diploma or equivalent

College coursework/degree preferred

Insurance designation preferred

Job description

Clearbrook Holdings Inc. seeks a seasoned operations professional to support Argo and Farm Family brands within centralized operations. You will liaison across system platforms, perform testing, identify workflow impacts from updates, and coordinate training for impacted staff.

The role emphasizes cross-functional collaboration with Product Management, Actuary, and other business units to improve underwriting workflows and efficiency. Travel may be required in a fast-paced environment.