Senior Operational Excellence Specialist – Lic

This is a fully remote position, open to applicants in Arizona, +1 more state.

📋 Description

• Collaborate with State Directors and Agents to pinpoint opportunities that enhance operational efficiency, foster profitable growth, minimize costs, and improve both agent and customer experiences.

• Establish relationships throughout the sales organization and agency network to grasp challenges, align priorities, and provide impactful solutions.

• Discover and implement innovative solutions by streamlining processes, empowering individuals, and utilizing technology.

• Promote continuous improvement strategies for State Sales leadership and agents.

• Examine business processes, sales operations, performance data, and value streams to identify opportunities and eliminate inefficiencies.

• Design and execute scalable process enhancements across people, processes, metrics, technology, and operations that face agents.

• Generate insights, recommendations, and business cases to support data-driven decision-making.

• Establish feedback mechanisms utilizing both qualitative and quantitative data.

• Lead cross-functional initiatives with sales, agency, and corporate partners by applying project management methodologies.

• Act as a trusted advisor and change leader to State Directors and agents.

• Assess emerging technologies and industry best practices.

• Report to the Senior Manager, Sales Planning.

⛳️ Requirements

• Must reside in PST or MDT time zones.

• Proven experience in providing customer-focused solutions, support, or service.

• Demonstrated ability to collaborate and influence change among others.

• Established relationship-building and communication skills with leadership at all levels.

• Proven experience managing and leading large, complex projects.

• Demonstrated experience in process mapping and workflow design.

• Strong knowledge and understanding of lean process methodologies, tools, and techniques.

• Proven experience in leading and facilitating small group discussions.

• Demonstrated ability to develop policies, practices, and procedures.

• Required to maintain an active Property, Casualty, Life & Health Producer's license(s) status via continuing education and compliance with all state, operational, and regulatory requirements.

• Up to 10% travel may be required.

• Employment offer is contingent upon applicable background checks.

• Employment offer is contingent upon signing a non-disclosure agreement.

• Sponsorship will not be considered unless specified in the job posting.

🏝️ Benefits

• Relocation assistance for qualified candidates.

• Comprehensive medical, dental, vision, and wellness benefits.

• Competitive 401(k) contributions.

• Pension plan.

• Annual incentive program.

• Nine paid holidays.

• Paid time off program (23 days accrued annually for full-time employees).

• Student loan repayment assistance.

• Paid family leave.

• New Employee Orientation and onboarding support.