Specialist, Business Process Management

Clearbrook; Richmond (VA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Professional development opportunities

Job summary

Clearbrook is seeking a detail‑oriented professional to streamline operations across Argo and Farm Family units. You will leverage outsourcing, data insights, and automation to improve efficiency and standardize processes.

This role requires collaboration with internal teams and external partners to meet performance goals. Responsibilities include tailoring process maps and manuals, managing vendor relationships, and acting as a SME for outsourced tasks while ensuring quality controls and timely

Qualifications

• 2-3 years of experience in underwriting, claims, or financial operations.
• 1-2 years of business analysis with dashboards or reports.
• Experience managing a vendor and setting operational SLAs.
• Exposure to project management with multiple stakeholders.
• Bachelor’s degree required.

Responsibilities

• Create value across Argo units through outsourcing, process optimization, and automation.
• Identify opportunities for process efficiency and standardization.
• Evaluate performance using data and communicate with business partners.
• Manage SLAs and vendor performance to meet targets.
• Prepare process maps, manuals, training materials with outsourcing partners.
• Transition new tasks to outsourcing partners using project management techniques.
• Communicate with stakeholders to drive efficiency and excellence.
• Serve as SME for outsourced and automated tasks and issues.

Skills

Underwriting experience

Claims experience

Financial operations

Business analysis

Tableau

Power BI

MS Office

Communication

Teamwork

Education

Bachelor's degree

Tools

Tableau

Power BI

MS Office Suite

Job description

Company Shared Services Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly‑owned subsidiaries of Clearbrook Holdings Inc. Argo and Farm Family partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence.

Job Description

DUTIES AND RESPONSIBILITIES

• Create value and capacity across multiple Argo business units through the leveraging of outsourcing, process optimization, and automation.
• Utilize data and business input to identify opportunities for process efficiency and standardization across Argo Business Units.
• Pull from available data points to clearly evaluate performance, identify problem areas, and inform business decisions. Utilize this data in regular communication with the business and outsourcing partners.
• Partner with Argo Business Units to set Service Level goals and defined desired outcomes for outsourced and/or automated activities and actively manage our partner(s) to meet and exceed them.
• Prepare process maps, procedure manuals and conduct training with outsourcing partner. Work directly with internal business customers to build, review and update such materials as required.
• Transition new tasks and work types to our outsourcing partners using project management techniques to ensure new task are implemented on time and to requirements.
• Effectively communicate across multiple levels of Argo management, vendor contacts, and all key stakeholders within relevant support areas to influence and drive efficiency, performance and process excellence.
• Act as a primary point of contact with business users for changes, issues, and communication regarding outsourced and automation performance.
• Serve as subject matter expert on the fulfilment of various tasks in support of our business partners.
• Ensure that Quality Controls are in place. Perform root cause analysis where quality issues occur.
• Provide appropriate channels for exception routing, query resolution, and business feedback.
• Other duties as assigned.

Qualifications

• 2-3 Years of Experience in Underwriting, Claims, or Financial Operations
• 1-2 Years of Experience performing business analysis, with a high level of competency utilizing analytical tools to create dashboards and reports providing operational insights
• Experience in managing a vendor and/or the setting and maintaining of operational Service Levels
• Exposure to Project Management spanning multiple stakeholders
• Bachelor’s degree required
• Excellent written and verbal communication skills, including listening skills
• Strong problem solving and analytical skills
• Strong organizational skills with the ability to balance and prioritize competing demands
• Advanced working knowledge of MS Office Suite
• Experience working with analytical tools and dashboards such as Tableau or Power BI a plus
• Team spirit, enthusiasm and ability to cooperate with others to accomplish goals
• Comfortable working alone and in teams

Please Note

Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas. If you have a disability under the Americans with Disabilities Act or similar state or local law and you wish to discuss potential reasonable accommodations related to applying for employment with us, please contact our Benefits Department at 210-321-8400.

Benefits And Compensation

We offer a competitive compensation package, performance‑based incentives, and a comprehensive benefits program—including health, dental, vision, 401(k) with company match, paid time off, and professional development opportunities.

Core Values

At Clearbrook our Core Values are Integrity, Collaboration, Pursuit of Excellence and Forward Thinking. These values reflect who we are today and who we aspire to be - guiding how we work, how we lead and how we succeed.