02/02/2026

Sr. Process Consultant

Job Description

Job Description:

As a Sr. Process consultant, you will support business partners by serving as an internal expert, consultant, architect, and facilitator. You will lead efforts to support a consistent approach to process thinking, process management, and customer focused design by applying various methodologies and tools as appropriate to the situation. This role will be dedicated to support our PLUS companies.


Responsibilities:
•Communication: Educating business leaders and employees on the role process optimization and process management can play in enhancing customer experience, promoting innovation, improving efficiencies, maximizing performance, and enriching jobs.
•Planning: Partnering with business leaders and IT to determine the best approach and timing for process related efforts.
•Facilitation: Working within business areas and cross functionally to map, analyze, and design, standardize, and optimize processes, to improve processes both with and without technology.
•Input Connectivity: Working with business leaders to develop ongoing methods for Voice of Customer and Voice of Stakeholder input into process design.
•IT Connectivity: Working with IT to identify AI, automation (i.e., RPA) and other technology enablement opportunities.
•Data Connectivity:
oIntegration: Working with data to ensure integration of data flows where appropriate.
oAnalysis: Developing approaches for the business to analyze and measure process data.
oDesign: Using various forms of data and voice of customer to shape process design.
•Consistency: Supporting the governance of standards for mapping, analysis, process redesign, and process management to promote common terminology, ease of understanding, consistency in documentation and training, and successful implementation.
•Process Measurement: Develop quantifiable KPIs, time savings, error reduction, and efficiency gains tied to each project, and track value realization post-implementation.
•Benefits Realization: Measuring costs and benefits of process optimization efforts.


Knowledge, Skills and Abilities:
•A natural process thinker with an eye for seeing where customer value and satisfaction could be elevated, where efficiencies could be gained, where risks could be mitigated, and where scalability is important.
•Exceptional training, facilitation, listening, and questioning skills.
•Excellent verbal and written communication skills. Ability to monitor and communicate status to senior leadership. Communicate and incorporate feedback from customers.
•Excellent interpersonal skills with ability to develop effective relationships to build and maintain ongoing collaborative working relationships.
•Strong, proven ability to positively influence without formal authority.
•Strong organizational skills, with ability to manage multiple process projects simultaneously.
•Strong analytical and problems solving skills.
•Change management. Ability to navigate leaders and team members through change.
•Ability to successfully plan and facilitate meetings to uncover and resolve issues, drive decision making, and keep objectives in focus
•Ability to demonstrate professional maturity even in tough, complex, or emotionally charge situations
•Must be knowledgeable of and comply with HMA's Client Privacy Policy, HIPAA regulations and E&O procedures and policies.


Physical and Environmental Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be provided to qualified individuals with disabilities.
•Exert up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
•Ability to perform intermediate PC functions including spreadsheet formulas and functions, queries, tables, merges, and special reports.
•Ability to read, analyze, interpret common journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies or members of the business community. Ability to effectively present information to top management, public groups, etc.
•Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
•Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.


General Working Conditions:
General office environment exists. Hybrid model: 4 days in the office, 1 day remote.
Willingness to travel is expected.
Qualifications:
Education: Bachelor’s degree, Master’s preferred.
Lean and Six Sigma certifications preferred.
Interest in learning more about the insurance industry and brokerage services, including how a private broker can offer unique and innovative solutions to our clients.

Experience: Minimum of 7-10 years process optimization, facilitation, and training/facilitation experience. 2-3 years in project management experience preferred.


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