Job Title: Process Planning Associate
Monthly Pay: $8,200 - $8,900 USD per month
Summary:
You will help turn service priorities into repeatable workflows for policy changes, renewals, billing requests, and claim-file handoffs in a fully remote, full-time entry-level role. You will organize planning inputs, surface dependencies, and keep work moving with agencies, carrier teams, and operations partners.
Job Responsibilities:
• Daily review of incoming service requests to identify volume trends, owners, and due dates.
• Planning support for workflow updates involving endorsements, renewals, premium questions, and claim-file routing.
• Maintenance of work plans, decision logs, and milestone trackers for improvement initiatives.
• Preparation of concise process notes and meeting recaps for operations and partner teams.
• Coordination of testing checklists and feedback collection before revised procedures go live.
• Escalation of blocked handoffs, unclear requirements, and recurring service exceptions.
Qualifications:
• Foundational knowledge of business operations, service workflows, or project-based coursework.
• Comfort using spreadsheets, presentation tools, and shared workspaces to organize planning information.
• Ability to translate request details into clear steps, dependencies, and follow-up items.
• Familiarity with policy terminology, including endorsements, renewals, premiums, and claim files.
• Sound judgment when handling sensitive customer and account information.
• Interest in process design, operational planning, and continuous improvement.
Perks & Benefits:
• Remote work setup with structured onboarding and documented workflows.
• Regular coaching from planning and operations colleagues.
• Exposure to cross-functional service improvement projects.