This role requires strong analytical skills, stakeholder management, project coordination abilities, and a process improvement mindset, along with the ability to manage multiple priorities in a fast-paced environment.
• Assist in managing business process improvement projects to enhance customer and client experience.
• Support onboarding and transition activities for new document management clients and workflows.
• Support operational setup activities related to vendor-managed inbound and outbound mail services.
• Support the identification of process optimization, automation, and cost-saving opportunities.
• Execute process enhancements and workflow improvements under the guidance of senior team members.
• Assist with project communication, operational reporting, and metrics tracking.
• Collaborate with cross-functional teams, vendors, and clients to ensure project success.
• Act as a liaison between internal teams, external vendors, clients, and stakeholders.
• Assist in resource allocation, project planning, workflow coordination, and transition management activities.
• Learn and apply process optimization methodologies effectively.
• Support workflow routing validation, image delivery processes, operational handoffs, and efficiency initiatives.
• This role operates in a collaborative, project-based environment supporting both ongoing operational efficiencies and new client implementations for document management services within the insurance industry
Mandatory Qualifications:
• Bachelor’s degree in a relevant field or equivalent combination of education and experience
• Typically, 6+ years of relevant work experience in business process services, document management operations, project coordination, or workflow management environments, with at least 1–2 years in a similar Business Analyst or project-based operational/junior leadership capacity
• Experience within the Life Insurance and Annuities industry is required
• Experience supporting inbound and outbound mail operations, document management workflows, or image routing environments within insurance or financial services organizations
• Experience coordinating with outsourced vendors and managing operational relationships to support mail intake, document imaging, workflow routing, and service delivery processes
• Experience supporting client onboarding, transition, implementation, or Transformation & Transition (T&T) projects within a business process services environment
Understanding document workflow lifecycles, including mail setup, image delivery, routing coordination, operational handoffs, and workflow optimization processes
• Experience driving operational efficiencies, automation initiatives, process improvements, and service delivery enhancements from an operations or workflow perspective
• Strong organizational, communication, stakeholder management, and coordination skills with the ability to manage multiple priorities across vendors, clients, and internal business teams
• Experience working in project-based environments with responsibilities related to operational setup, transition management, workflow coordination, or managed services support
• Proficiencies in process analysis, reporting, and data-driven decision-making
• Ability to work cross-functionally with operations, vendors, project teams, and business stakeholders
• A continuous learner who stays abreast with industry knowledge and technology