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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in process improvement methodologies such as Lean and Six Sigma, alongside proficiency in data analysis and dashboard creation using tools like PowerBI. Capable of developing comprehensive documentation and facilitating effective communication across teams to optimize organizational workflows.
Highest-signal resume keywords
Process Improvement MethodologiesData Analysis with ExcelPowerBI Dashboard DevelopmentSharePoint ManagementEffective Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Process ImprovementData AnalysisDocumentation DevelopmentKPI Dashboard CreationWorkflow DesignTesting Procedures DevelopmentChange ManagementPerformance Metrics CollectionProject Management PrinciplesVisual Workflow Design
Soft Skills
Effective CommunicationActive ListeningProblem SolvingTime ManagementMultitasking
Tools & Technologies
PowerBISharePointAdobe AcrobatMonday.comApplied Epic
Industry Keywords
InsuranceCorporate EnvironmentInsurance BrokerageLeanSix SigmaKaizen
About the role
Key responsibilities & impact- Assist leaders and teams in analyzing, designing, and improving organizational workflows
- Pull metric reports and build KPI dashboards, workflows, and step-by-step guides
- Identify process gaps, implement process improvements, and ensure adoption
- Ensure processes have documentation, guides, and workflows for current and future implementation
- Organize, publish, and maintain knowledge management and documentation
- Develop testing procedures and test processes to ensure they work as designed
- Develop, communicate, and adhere to policies, best practices, and procedures
- Manage and communicate change through SharePoint, email, information sessions, and other methods
- Support project teams with change-management activities and structured methodologies
- Identify and collect performance metrics and KPIs, including customer satisfaction surveys
- Support creation of reports and dashboards monitoring documentation and process improvements
- Provide data-driven recommendations for optimizing operations
- Partner with Technical Training to develop and deliver training programs
- Guide and support teams during process transitions
- Assist with coaching subject matter experts on training preparation and delivery
- Meet deadlines, take responsibility for outcomes, and seek opportunities to operate with excellence
Requirements
What you’ll need- Bachelor’s Degree required and/or three (3) or more years of business experience in Insurance
- Experience in a corporate environment, insurance brokerage, or related industry preferred
- Knowledge and familiarity with Lean, Six Sigma, Kaizen, and/or other process improvement methodologies preferred
- Capable of developing comprehensive end user documentation and designing visual workflows for Enterprise Applications
- Excel for data analysis, Word for sophisticated document creation, PowerPoint for engaging presentations, and Outlook for email and calendar management
- Experience interacting with and developing PowerBI dashboards preferred
- Skilled in SharePoint, including permission levels and content moderation
- Proficient in creating, editing, and signing PDF documents with Adobe Acrobat
- Familiarity with Monday.com and Applied Epic preferred
- Familiarity with project management principles
- Ability to meet service level commitments and deadlines
- Effective written and verbal communication, active listening, influence, and problem solving with minimal assistance
- Excellent time management and prioritization skills
- Ability to work independently, multitask, and interact with team members, senior management, and all organizational levels while using discretion with sensitive information
- Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
Benefits
Comp & perks- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) options
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage