Business Process Specialist, Private Client Services

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Business Process Specialist, Private Client Services at MMA.

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 McLennan (NYSE : MMC).

A day in the life.

As our Business Process Specialist, PCS on the National AMS team, you’ll be a strong process design focused professional who knows how to balance efficiency, quality and consistency in systems. Working in conjunction with the Business Process Leader, you will focus on the activities within your line of business, participating in working groups, in collaboration with national and regional representatives, to create standardized workflows across MMA National that take full advantage of our technology toolkit. In tandem with workflow design, the National Business Process Specialist will support efforts to configure our AMS, document all processes and procedures, design reporting outputs, create client deliverables and lead training efforts.

The National AMS Business Process Specialist, PCS will work to define requirements, redesign, and implement best-in class business processes, workflows and data standards. This position will consider agency management system, reporting tools, and other available technology and software when creating new processes. You will document and maintain procedures, and other business process artifacts, to be used both in training and as an ongoing reference. The AMS Business Process Specialist, PCS will report to the Business Process Leader. You will consistently demonstrate National MMA core values of integrity, collaboration, passion, innovation, and accountability.

Our future colleague.

We’d love to meet you if your professional track record includes these skills :

Understanding of the insurance brokerage business with 3+ years of experience in personal lines high net worth insurance

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

3+ years of experience in a client facing servicing and / or business process role

Experience working with agency management systems such as Applied Epic

These additional qualifications are a plus, but not required to apply :

Experience working with client relationship (CRM) system such as Salesforce

Experience creating and maintaining procedure documentation

We know there are excellent candidates who might not check all 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 our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are :

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Remote Work, but some travel will be required

Charitable contribution match programs

Stock purchase opportunities

To learn more about a career at MMA, check us out online : or flip through our recruiting brochure :

Follow us on social media to meet our colleagues and see what makes us tick :

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority / Female / Disability / Vet / Sexual Orientation / Gender Identity employers.

#LI-REMOTE

The applicable base salary range for this role is $58,200 to $108,500.

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.

Applications will be accepted until : October 13, 2025