P&C Workflow & Testing Manager

Overview

The P&C Workflow & Testing Manager plays an integral part in the design and development of system workflows for the P&C department, inclusive of Large Commercial, Small Business, Surety, and Personal Lines. They design testing strategies aimed at identifying feedback with regards to challenges in the end-to-end process, relevancy of technical application to insurance SOPs, and level of impact to the end user’s day to day utilization of the system. Throughout the design process, they ensure that all needed workflows are designed with specific, and line of business relevant, scenarios identified to partner with training and instructional design to help document the process and guide the user through the workflow. 

What You'll Do

• Partners with system vendors, field users, and leadership to establish clear workflows aimed at accomplishing the goal of AssuredPartners’ servicing model for Large Commercial, Small Business, and Personal Lines, inclusive of niche market specifics. 
• Oversee the effectiveness of all common insurance workflows and their application to each business segment, inclusive of New Business, Renewals, Audits, Endorsements, Proofs of Insurance, and other frequent tasks of an Account Manager
• Work with end users and Product to identify unique insurance processes that require documented workflows to establish the most effective and streamlined way of accomplishing these tasks, for example multi-carrier schedules, entity and multi-tenant billing, and other risk-specific workflows. 
• Lead and complete initial testing of all system workflows prior to end-user acceptance testing to determine the number of clicks within the workflow, average time to complete, workflow documentation accuracy, system configuration accuracy, and overall end-user efficiency.
• Identifies cross-product integration workflows and documents steps within each product, outlining where products interact and specifics of any integration, inclusive of lag times, sync times, data points, and other integration items.
• Partners with the Design Project Manager to tracks all workflow design parking lot and action items, determining next steps 
• Design end-user testing strategy for all P&C products and their workflows, inclusive of partnering with training and instructional design on content development, testing schedules, system-specific requirements, and partners with IT to ensure testers have proper access. 
• Tracks end-user feedback from workflow testing to identify areas of improvement within designed workflows or system configuration. 
• Other duties as assigned. 

What's in it For You?

• 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 AssuredPartners 

What You'll Need

• 7-10 years of P&C insurance experience working a diverse book of business with some combination of niche industries, large commercial, small commercial, or personal lines
• Experience with workflow development within an insurance agency
• Experience with Applied EPIC, CSR24, Indio, ReferenceConnect, and other P&C insurance products 
• Advanced knowledge of end-to-end insurance processes within the lifecycle of a client and role clarity between sales, service, accounting, and other teams

Grow, with us

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!