Process Support Consultant
Employment Information
Job Description
Process Support Consultant improving agency business processes to drive customer engagement and growth. Requires a Bachelor's degree and experience in the insurance industry with remote working.
Responsibilities:
- Supports Agency owners and LSPs to drive improved business results, including the measurement of results and follow-up of process implementations
- Implements processes by working with agency owners and agency staff through process reviews and observation, and providing advice, tips, suggestions for improvement.
- Assists agency owners with the implementation of consistent business processes, with a focus on Growth and Customer Engagement
- Identifies skill gaps and reinforces education with agency owners and LSPs
- Operates virtually for agency consultations.
- Maintains accurate and timely records of agency support activities by journaling and using appropriate tracking tools.
- Supports Sales Leaders in assisting agency owners to achieve goals outlined in the agency compensation program, implement agency business plans, and align processes with company objectives.
- Takes accountability of communicating updates and progress with SML regarding process support activities conducted at their agencies
- Maintains proactive working relationship with LSPs, including follow-up process reviews and periodic assessments
Requirements:
- 4 year Bachelor's Degree (Preferred)
- Property and Casualty license (Preferred) - will need to be attained within 90 days from start date.
- Life/Health license (Preferred) – will need to be attained within 90 days from start date.
- 3 or more years of experience in insurance (Preferred)
- Process mastery or process implementation (Preferred)
Benefits:
- Health insurance
- Competitive salary
- Professional development opportunities
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