Business Process Specialist, BI

Marsh McLennan

Business Process Specialist at Marsh McLennan Agency delivering process design and workflow efficiencies. Collaborating with teams to enhance business insurance operations and streamline procedures.

Posted 7/29/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $59,700 - $111,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Business Insurance with a focus on process improvement and workflow standardization. Proficient in utilizing agency management systems to enhance operational efficiency and deliver client-focused solutions.

Highest-signal resume keywords

Business Insurance ExperienceProcess ImprovementAgency Management SystemsAnalytical SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Process DocumentationWorkflow StandardizationReporting DesignClient Deliverables CreationTraining Leadership

Soft Skills

Critical ThinkingProblem-SolvingTime Management

Tools & Technologies

Applied Epic

Industry Keywords

Insurance BrokerageClient Facing RoleBusiness Process

About the role

Key responsibilities & impact

Focus on the activities within your line of business, participating in working groups
Collaborate with national and regional representatives, to create standardized workflows across MMA National
Support efforts to configure our AMS
Document all processes and procedures
Design reporting outputs
Create client deliverables
Lead training efforts

Requirements

What you’ll need

Understanding of the insurance brokerage business with 3+ years of experience in Business Insurance in a client facing or business process role
Proven critical thinking, analytical, and problem-solving skills
A knack for process improvement, specifically refining the efficiency, quality, and effectiveness of various workflows and procedures by deploying best practices
Strong organizational skills, with an ability to prioritize workload and balance multiple projects simultaneously, and demonstrated successful follow through on deliverables
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
Experience working with agency management systems such as Applied Epic

Benefits

Comp & perks

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities