Business Process Specialist, Employee Health & Benefits

Marsh McLennan

. Manage and support critical back-end operational functions regionally .

Posted 9/21/2026full-timeRaleigh • North Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing back-end operational functions within the insurance agency sector, with a strong focus on agency management systems and finance-related processes. Capable of leading teams, educating colleagues, and addressing operational challenges effectively.

Highest-signal resume keywords

Insurance Agency ExperienceAgency Management System KnowledgeOperational Process ExecutionPresentation SkillsTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Agency Operational ProceduresFinance-Related ProcessesOutsourcing ManagementProblem SolvingProject Management

Soft Skills

Interpersonal SkillsTeam CollaborationIndependent WorkDeadline Management

Tools & Technologies

Applied EpicBenefitPointSagittaSmartsheetM365

Certifications & Qualifications

L&H License

Industry Keywords

Employee BenefitsInsurance BrokerageOperational InitiativesUtilization MonitoringCapacity Management

About the role

Key responsibilities & impact

Manage and support critical back-end operational functions regionally
Oversee outsourcing teams, reroute assigned tasks, monitor utilization and capacity, and lead weekly alignment meetings
Maintain and administer agency management systems
Execute key finance-related operational processes and support operations leaders
Educate field colleagues on outsourcing processes
Serve as a subject matter expert for operational questions
Support special operational initiatives
Address challenges involving finance, systems, outsourcing, reporting, and technology
Work independently, solve unfamiliar problems, meet deadlines, and ensure thorough follow-through

Requirements

What you’ll need

Minimum of 3 years previous insurance agency/brokerage experience in employee benefits required
Strong presentation and interpersonal skills required
Advanced knowledge of agency operational procedures and the agency management system required
Ability to effectively work in teams
Strong time management skills and ability to handle multiple projects/priorities
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
L&H license or ability to obtain within 90 days and/or equivalent job experience is a plus, but not required
Experience with Applied Epic, BenefitPoint, Sagitta, Smartsheet, and M365 is a plus, but not required