The Agency Process Improvement Manager works with the field and internal resources to optimize agency performance, productivity, and performance with a goal of improving the employee and client experience. They work with regions and agencies to identify the needs of the organization for our service teams and crafts actionable plans and deliverables to address these needs. They work closely with Regional and Agency Operations Leaders, IT, Corporate Retail Operations, and Data & Analytics to create and test KPI reports for accuracy, relevancy, and ensure there is measurable action that can be taken from identified metrics. In addition, they work closely with the Data, RPA, and AI team to design, test, and roll out automations and processes for our end-users within our P&C and EB agency management systems that enable improved data analytics, reporting, efficiency, and productivity.   

The Ideal Candidate

• You are an insurance leader who is the epitome of professionalism and customer service.
• You are a people person that wants to understand the needs of our agencies and help them identify solutions.
• You are analytical at heart with strong technical skills, and pride yourself on great accuracy in your work and want to improve processes at the desk level.

If this sounds like you, we invite you to keep reading and apply!

• Identify automation opportunities for current manual processes related to completing workflows within the agency management system.
• Partner with the IT RPA Leader to design, test, and implement automations throughout the organization focused on increased productivity and efficiency.
• Partner with regional and corporate leadership to establish KPIs designed to create enterprise and field value related to staffing, wholesaler consolidation opportunity, contingency maximization, service center maximization, and other operational efficiency metrics
• Partners with the Data & Analytics team to build relevant reporting dashboards within the datalake for field KPIs related to data quality, workload analysis, E&O prevention, and agency analytics to increase efficiency and productivity.
• Design implementation plans for new reporting dashboards and automations to increase adoption, measure return on investment, and develop the enhancement roadmap.
• Work with regions to create actionable plans to related to data quality clean up, inclusive of script opportunity, outsourcing opportunity, and other methods.
• Partner with the Data Analytics team to ensure reference data and master data management plans are designed and executed upon, including the use of Profisee for data mapping across multiple agency management systems to enable improved analytics today, while also planning for our Gold Standard EPIC and BenefitPoint databases.
• Ensure the future state Agency Management Systems reporting requirements, fields, and KPIs for both EB and P&C are determined and designed with the Application Support team to roll out to users upon conversion. This includes the ideal Book of Business report, Plan Listings, Client List report, Expiration report, and other AMS-level reports.
• Other duties as assigned.
• Travel is expected to be 20%

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary.   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.   
• Pet benefits & discounts.    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.

• Bachelor’s degree from an accredited college or university preferred.
• Knowledge of P&C and EB insurance required
• 3+ years of insurance operations experience; Experience leading a team preferred.
• Strong organization and communication skills
• Proficient in Microsoft Office products and agency management system software; technically savvy, familiar with Power Automate, UIPath, and other automation software.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!