Sr. Workflow Analyst

Who We Are

NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

Summary: This role is primarily responsible for the oversight of P&C partnered integrated systems in the areas of support for training, workflow documentation, analysis, ensure standardization, optimization. In doing so would serve as a key role in supporting our day-to-day operational teams and P&C Platform implementations. Key duties include the training, design and implementation of workflows and related documents for P&C operations eco system. Additional responsibilities include assistance with questions and requests from field offices that may flow through the P&C Applications Help Desk lead meetings, support training needs, and special projects.

Essential Duties and Responsibilities:

Operational Design – Workflows & Procedures

• Understands the digital / systems eco system to help manage, maintain, upgrade, and deploy solutions based on organizational requirements for insurance.
• Create and execute plans to routinely and continuously identify opportunities for improvement of existing workflows with partnered integrated systems.
• Design, recommend and obtain approval of workflows within the partnered integrated systems and other supporting environment to automate associated tasks in such a way as to fully optimize time and resources available.
• Create and validate configuration instructions associated with partnered integrated systems and other supporting workflows.
• Identify needs for template documents, propose content and format, and gain approval from legal and stakeholders as required.

Change Operations

• Assess the needs in field offices to identify the body of work associated with P&C books of business and provide recommendations for partnered integrated systems and related solutions which can provide the most efficient and effective delivery of services to internal and external customers.
• Provide support to training efforts through document production and delivery of instruction as needed with partnered integrated systems.
• Create, maintain and make accessible reference documents including manuals for workflows, policies, procedures, welcome kits, etc.
• Notify stakeholders of system upgrades, enhancements and other changes that affect workflows, documents and system design.
• Perform testing of configuration and other changes in partnered integrated systems and other support to ensure positive outcomes from changes and manage user testing.
• Provide support to the technology help desk as a subject matter expert on partnered integrated systems and other supporting workflows and associated documents.
• Facilitate meetings with key stakeholders on operational and document needs, requirements, content, format, etc.

Implementation Support

• Act as liaison to implementation team(s) relative to partnered integrated systems. Ensuring supporting workflows and associated documents, align with what the field office needs and along with adhering to the NFP standards.
• Establish and maintain effective working relationships with co-workers, supervisors and the business partners.
• Assist with related special projects as assigned by management.

Knowledge, Skills, and/or Abilities:

• Mastery of Applied Systems Epic.
• Mastery of P&C insurance processes, procedures and regulations.
• Strong use of Microsoft Outlook, Excel and Word.
• Superior written and verbal communication skills.
• Ability to teach others at varying levels of knowledge.
• Ability to learn and effectively use company computer systems and applications.
• Attention to detail.
• Ability to professionally interact with a variety of people.
• Ability to maintain confidentiality of sensitive information.
• Willingness and flexibility to adjust to and conform with varying timelines.
• Able to coordinate resources and responsibilities.
• May be required to work overtime as necessary.
• Ability to travel on occasion.
• Ability to work with all time zones as necessary.

Education and/or Experience:

• College Degree, Preferred

Certificates, Licenses, Registration:

• Insurance licensed, preferred

Preferred Qualifications:

• Ten Years of P&C insurance experience
• Global Experience Operating within NFP’s Operating Locations

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.