Description:
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 our Business Process Leader, AI and Innovation, 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 (NYSE: MRSH).
A day in the life.
We are seeking a Business Process Leader to drive the deployment and adoption of AI-powered tools across our insurance brokerage operations. This role will focus on optimizing core processes (sales, servicing, underwriting support, and claims) by integrating AI solutions that improve efficiency, accuracy, and client experience.
Key Responsibilities:
Lead end-to-end implementation of AI tools across brokerage workflows
Identify high-impact use cases (e.g., submissions intake, quoting, policy servicing, data extraction)
Redesign business processes to embed AI and automation at scale
Partner with IT, data, and vendor teams to ensure seamless integration with core systems (e.g., CRM, policy admin)
Drive change management, training, and user adoption across business teams
Establish KPIs to measure impact (productivity, turnaround time, accuracy, revenue uplift)
Ensure compliance with regulatory, data privacy, and risk management standards
Qualifications:
7+ years in insurance brokerage, operations, or process transformation
Proven experience deploying AI/automation tools in business environments
Strong understanding of brokerage workflows and systems (CRM, AMS, underwriting processes)
Ability to translate business needs into technology solutions
Excellent stakeholder management and change leadership skills
Your Physical Demands & Work Environment requires:
Occasional travel may be required. Travel may consist of off-site venues, occasional overnight stays, and visits to other operating companies.
Work occurs during regular day hours as well as occasional extended hours and schedule flexibility necessary to complete tasks to meet needs.
Flexible location within reasonable proximity to an MMA office
We know there are excellent candidates who might not check all of 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
Charitable contribution match programs
Stock purchase opportunities
Business Process Leader, AI & Innovation • California,San Francisco
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