Manager, Personal Insurance Operations
Core
Lead and optimize day-to-day operational functions, technology adoption, and process innovation for the Personal Insurance division.
Role type
Manager, Personal Insurance Operations
Builds
Operational workflows, process improvements, and automation solutions for the Personal Insurance team.
Domain
Insurance brokerage / Personal Insurance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Applied EPIC Broker Management System, CSIO download processes, Microsoft 365 (Word, Excel, PowerPoint, Dynamics), Power BI, process improvement, data integrity, carrier relations, root cause analysis, Generative AI prompt engineering
Preferred skills
Robotic Process Automation (UiPath, Automation Anywhere, Power Automate), CIP/CAIB designations
Technologies
Applied EPIC, Microsoft 365, Power BI, UiPath, Automation Anywhere, Power Automate
Responsibilities
Design and maintain operational workflows; Develop EPIC template letters; Identify and implement process improvements and RPA; Own data integrity initiatives; Liaise with BI team for reports; Serve as liaison with carrier partners; Support Generative AI use cases
Seniority
Manager, hands-on IC