Agency Process Design and Optimization Lead

About This Opportunity

We are representing a confidential insurance organization in their search for an Agency Process Design and Optimization Lead. This is a senior individual contributor position focused on transforming back-office operations that support an independent agency distribution channel.

In this role, you'll analyze end-to-end operational workflows, identify inefficiencies, and design improved processes leveraging artificial intelligence, automation, and business process outsourcing. You'll build business cases, partner with cross-functional teams, and drive implementation of solutions that measurably improve efficiency, accuracy, and cost.

This position offers broad visibility across the organization and requires comfort operating both in the details of process mapping and in executive stakeholder conversations.

Responsibilities

• Analyze critical back-office operational processes end-to-end, documenting current state, pain points, cycle times, handoffs, cost drivers, and failure modes
• Develop future-state process designs that measurably improve efficiency, accuracy, cost, and agent/customer experience
• Establish baseline metrics and define success measures for each initiative
• Evaluate options to streamline processes through AI, workflow automation, system enhancements, self-service, process elimination, and BPO
• Build business cases covering cost/benefit, implementation effort, risk, and expected return
• Assess build vs. buy vs. outsource trade-offs and support partner selection where appropriate
• Partner with field and operations leadership, Technology, Finance, Legal/Compliance, and external partners to implement recommended solutions
• Translate process design into requirements, pilots, and rollout plans
• Drive adoption through documentation, training, and change management
• Monitor post-implementation performance and iterate on solutions
• Act as subject matter expert on agency process design, building and socializing repeatable frameworks
• Advise senior leaders on prioritization and sequencing of the improvement portfolio

Focus areas include: Agency compensation accuracy and efficiency, agency management system data flows and integrations, retention workflows, book transfer processes, agent service desk operations, and financial operations including partner payment processing and reconciliations.

What We're Looking For

• Bachelor's degree or equivalent experience plus 6+ years of relevant experience including business analysis work
• Advanced degree preferred
• Strong research, problem-solving, analytical, and critical thinking skills
• Advanced business operations knowledge including understanding of value chains and market conditions
• Advanced influencing, relationship management, and presentation skills
• Strong ability to support change and impart value within an organization
• Strong project management skills as part of implementing business process changes
• Advanced knowledge of available data sources, strengths, and shortcomings
• Advanced knowledge of Excel and strong knowledge of database software
• Solid knowledge of business intelligence tools

How We Work With You

As a recruiting firm, Get A Job.ai represents our client in this search. When you apply through our platform at getajob.ai, one of our recruiters will review your background and conduct an initial screening. If there's a strong match, we'll submit your profile to our client for consideration. Please do not contact the employer directly—all communication and coordination will flow through our talent team to ensure the best experience for you and our client.

Pay

Compensation details will be discussed during the screening process based on your experience and qualifications.

Equal Employment Opportunity: Get A Job.ai is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and candidates.