Business Process Specialist, Business Insurance, Private Client Services, Surety

Marsh McLennan

. Support the Regional Operations Team in keeping operations running smoothly .

Posted 9/22/2026full-timeUnited StatesMid-LevelSenior💰 $48,400 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced knowledge of agency operational procedures and project management, with a strong focus on compliance tracking and continuous improvement. Proficient in Microsoft Office and capable of supporting training and operational initiatives within the insurance industry.

Highest-signal resume keywords

Property & Casualty ExperienceProperty & Casualty LicenseAdvanced Microsoft Office SkillsProject Management ExperienceAgency Management System Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational ProceduresCompliance TrackingData GatheringTask ManagementTraining Support

Soft Skills

CommunicationCollaborationProblem-Solving

Tools & Technologies

SmartsheetMicrosoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Property & Casualty License

Industry Keywords

Insurance AgencyBrokerageProperty & CasualtyContinuous Improvement

About the role

Key responsibilities & impact

Support the Regional Operations Team in keeping operations running smoothly
Assist with operational initiatives
Maintain procedures
Support vendor and outsourcing coordination
Assist with training, task management, onboarding, monitoring, and reporting
Communicate workflows
Track compliance through metrics and Smartsheet
Support continuous improvement
Manage Smartsheet updates
Gather research and data for projects
Assist with special projects tied to training, system functionality, and strategic operations

Requirements

What you’ll need

Minimum of three (3) years previous insurance agency/brokerage experience in Property & Casualty required
Property & Casualty license or ability to obtain within 90 days
Advanced knowledge of the agency operational procedures and the agency management system required
Advanced in Microsoft office: Word, PowerPoint, Excel required
Associate or Bachelor’s degree or industry equivalent preferred
Experience in project management and knowledge of associated systems ideal
Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

Benefits

Comp & perks

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Health and welfare benefits
401K savings and other retirement programs
Employee assistance programs
Performance-based incentives may be available