Business Process Specialist, Business Insurance, Private Client Services and Surety
$48.4k - $90kMarsh & McLennan
Business Process Specialist - Business Insurance, Private Client Services and Surety
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
As our Business Process Specialist on the Operations team, you'll be supporting the Regional Operations Team in keeping things running smoothly; including helping with operational initiatives, maintaining procedures, supporting vendor and outsourcing coordination, and assisting with training, task management, onboarding, monitoring, and reporting. The role also works closely with the team to communicate workflows, track compliance through metrics and Smartsheet, support continuous improvement, manage Smartsheet updates, gather research and data for projects, and help with special projects tied to training, system functionality, and strategic operations.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
- 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
These additional qualifications are a plus, but not required to apply:
- 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
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting View email address on click.appcast.io
The applicable base salary range for this role is $48,400 to $90,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Marsh & McLennan$54.7k - $101.9k
...Client Advisor Our not-so-secret sauce. Award-winning, inclusive... ...Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to... ..., we combine the personalized service model of a local consultant with...Private clientMinimum wageLocal areaNight shift- ...of the fastest-growing insurance agencies among the top... ...auto, life, aviation, private client services, employee benefits, business risk management, habitational... ...association coverage, surety bonds, and more. With... ...to client inquiries, processing policy changes, preparing...Private clientFull timeWork at officeLocal area
- ...bringing mortgage, realty, and insurance services together under one roof, we... ...experience designed to save clients time and money. Our... ...fueled our growth through repeat business and referrals. At CapCenter... ...builder, community connector, and process-oriented strategist who can...Suggested
- ...Winged Keel Group Client Services Position Winged Keel... ...an independent life insurance brokerage firm that creates... ...large portfolios of Private Placement Variable... ...following our established processes to deliver timely and... ...refine professional business communication skills...SuggestedCasual workShift workWeekend workAfternoon shift
$150k - $243k
...and construction management services, with a focus on innovation and... ...sustainable solutions for clients, including green infrastructure... ...intersection of client strategy, business development, and delivery... ...vision, life and disability insurance; a health savings account; a...SuggestedWork at office2 days per week$99k - $232k
...the opportunity to help our clients transform their technology landscape... ..., helping to solve complex business issues from strategy to... ...and coach teams, manage client service accounts, and drive assigned... ...requirement gathering workshops and Process Mapping Sessions ~...H1bRemote work$108.6k - $141.2k
...Private Client Services Tax EngagementsServe as a key liaison between managers, senior managers, partners, clients, staff, and outside advisors... ...one teachable moments and regular feedback. Participate in business development by building relationships with key service...Private clientWork at officeFlexible hours- ...support all store departmentsProvide customer service by greeting customers and guiding them... ...effectively with customers and business partnersMaintain coverage at information... ...completing financial transactions, and processing paperwork will require a high level of attention...Part timeWork at office
$64.7k - $120.4k
...Client Manager – Employee Health & Benefits Award... ...Agency (MMA) provides business insurance, employee health &... ...benefits, retirement, and private client insurance... ...combine the personalized service model of a local consultant... ...lead the marketing process by gathering RFP documents...Private clientMinimum wagePermanent employmentWork experience placementWork at officeLocal areaFlexible hoursNight shift3 days per week$50k - $60k
...where your work directly impacts clients facing serious, high-stakes... ...-litigation experience in a private law office may be considered... ...collaboration, and exceptional client service, and every member of our team... ...clients, medical providers, insurance companies, experts, and other...Work at officeImmediate start$225k - $310k
...Private Wealth Services Associate Attorney Location: Richmond, VA Practice Area: Private Wealth... ...individuals, families, closely held businesses, and charitable organizations while receiving... ...hands-on mentorship and meaningful client exposure. The practice advises...Private practice$119k - $190.4k
...position reports to:Country Service Manager__Your role and responsibilities... ..., customer satisfaction, process efficiency, quality, and... ...operational excellence, and business transformation initiatives.ABB... ...PlusVision benefitCompany paid life insurance (2X base pay)Company paid AD&...Full timeTemporary workRemote workMonday to Friday- ...Job Title: Business Operations Specialist Genesis Consulting is seeking a motivated... ...administration. Our clients are some of the world's leading... ...on- and off-boarding processes, such as: equipment shipping... ...skills. Excellent customer service skills. Superb written and...Work at office
- ...be responsible for providing consulting services to an assigned market or client account to help achieve the company's strategic business objectives. This job is part of the Project... ...in the application or recruitment process, please submit a request via email at recruitingaccommodations...Hourly payWork at officeNight shift
- ...execute enhanced asset management processes that pertain to our fleet... ...from reserving to in service of unit to the Customer with... ...others in order to understand the business model as it pertains to Asset... ...prescription, dental, vision, life insurance and disability insurance...Full timeTemporary workLocal area
$82k - $106k
...group serves a wide range of municipal, state, federal and private sector clients. Our engineers are on the cutting edge of innovation, providing... .... Dewberry is a leading, market-facing professional services firm with more than 60 locations and 2,500 professionals nationwide...Private clientWork at officeLocal area$15.5 - $23.3 per hour
...Business Operations AssociateAs a Business Operations Associate, you will be the backbone... ...operations, ensuring smooth and accurate processing of sales, auctions, and appraisals. This role combines exceptional customer service, attention to detail, and strong organizational...Hourly payFull timeWork at officeNight shift$15.5 - $23.3 per hour
...be! Position Overview As a Business Operations Associate, you will be the backbone... ...operations, ensuring smooth and accurate processing of sales, auctions, and appraisals. This role combines exceptional customer service, attention to detail, and strong...Hourly payPart timeWork at officeNight shift$71.2k - $166.1k
...industry best practices, multiple business processes or technology designs within... .... based or U.S. customer or client-facing roles may be required... ...Medical, dental, and vision insurance, including expert medical... ...across our products and services, we help customers turn that...Temporary workFlexible hours$90k - $110k
...Franchise Business ConsultantRemote, United StatesPosition Overview: The Franchise Business Consultant (FBC) serves as a strategic advisor... ..., training support, sourcing and pricing analysis, and process improvements to drive performance and long-term success.Location...Seasonal workLocal areaRemote work- ...middle-market investment bank and full service broker-dealer. With roots tracing back... ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered... ...tasks so that the team grows their business, runs smoothly, and meets service excellence...Private clientLocal area
$65k - $75k
...delivering high-touch wealth management services, and helping our clients plan for their long-term goals.... ...term client relationships and support business development through excellent... ...comprehensive medical dental, and vision insurance 401(k) profit sharing with company match...Full timeH1b- ...JPMorgan Chase in Virginia is seeking a Private Client Banker to serve a selective group of... ...referrals while delivering a high standard of service. This role requires weekend/evening... ...Client, you will collaborate with specialists to connect clients with experts for mortgage...Private clientWeekend workAfternoon shift
- ...Our client is a 150 staff CPA firm in the city of Richmond, VA.... ...worth individuals and their privately held companies and pride themselves... ...clients high level advisory services and a bespoke approach at all... ...for individuals and businesses, FBAR, FATCA, Withholding Agent...Work from home
- ...represents a diverse roster of insurance and corporate clients in state and federal courts, as well as in private arbitration, administrative,... ...on two core commitments: service and results. The firm strives... ...professional growth and business development. The firm is committed...Work at office
$116.2k - $229.1k
...Transactions team helps guide clients through their most critical... ...-to-end support and advisory services, covering areas such as valuation... ...optimization, restructuring, business design and transformation,... ...where applicable)Lead end-to-end process design and continuous...Local area- ...Business Development Executive The Richmond Times Dispatch, a publication of Lee Enterprises... ...needs of any current or future client. We are the fastest growing digital subscription... ...-term disability, company provided life insurance and supplemental life insurance. In...Temporary workWork experience placementLocal area
- ...Overview The Business Development Coordinator provides... ..., industry teams, and client teams. The BD... ...describes how we will process and safeguard your personal... ...firm or professional services experience preferred.... ...corporate transactions, private equity, fund formation...Work at officeRemote workShift work
$88.8k - $101.3k
...Overview Senior Associate Process Manager- Customer Protection- Hybrid As a Senior... ...& transforming the customer and agent servicing experiences. You will regularly integrate... ...be seen as a strong change agent by our business partners in supporting strategy &...Full timePart timeWork at officeLocal area3 days per week$164.6k - $255.1k
...seeking an Industrial Water Client and Market Development... ...Include:Primary Focus:Business Development: Grow and... ...treatment, reuse, process water, wastewater, and... ...exceptional client service.Represent Stantec through... ...dismemberment (AD&D) insurance, short-term/long-term...Full timeTemporary workPart timeCasual workLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Business Process Specialist, Business Insurance, Private Client Services and Surety. Be the first to apply!
- business consultant Richmond, VA
- dental practice management consultant Richmond, VA
- business process consultant Richmond, VA
- management consultant Richmond, VA
- business improvement consultant Richmond, VA
- business associate Richmond, VA
- business banking specialist Richmond, VA
- business continuity specialist Richmond, VA
- business office specialist Richmond, VA
- management advisor Richmond, VA



