Business Process Specialist

Overview

True North is seeking a Business Process Specialist with strong analytical expertise to join our team in Cedar Rapids, IA
. True North uses our core values of Exceptionalism, Collaboration and Resourcefulness to enthusiastically serve our clients, colleagues and communities. Our ideal candidates are hungry, humble and smart!

About True North

Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For twenty years, True North has met our clients' needs by providing innovative strategies and a personal connection to those we serve. Our integrated platform of risk management, employee benefits and personal financial strategies creates a multifaceted approach to address today s ever-changing complexities. Come join our amazing team!

• Annual Bonus
• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) with Company Contributions
• Responsible Time Off (RTO):
  Flexible time off with a required minimum to ensure rest and balance, plus 11 paid holidays
• Paid Volunteer Time Off and Donation Match Program
• Tuition reimbursement and paid certifications, licenses, designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• Hybrid Work Schedule
• $3,000 Referral Bonus

The primary responsibility of the Business Process Specialist is to drive operational efficiencies by implementing enhancements to current business processes as well as ensuring optimization of key Business Solutions.

• Drive business process optimization and consistency across the organization by evaluating business processes and implementing process improvements.
• Identify opportunities to increase productivity, efficiency, quality or client/colleague satisfaction and/or opportunities to reduce expenses and eliminate waste.
• Work collaboratively with Technology, leaders and colleagues to implement technology solutions which automate activities and processes.
• Support colleagues with workflow execution, system usage and customizations.
• Work collaboratively with key stakeholders seeking input and developing win-win solutions to any operation-related systems, process, or quality issues.
• Demonstrate outstanding levels of service, quickly responding to all inquiries and requests for workflow support and exhibiting high levels of professionalism and expertise.
• Effectively communicate and assist with training colleagues on system enhancement and process changes to ensure system adoption, utilization and optimization of systems.
• Supports the implementation of tools that enable colleague self service data monitoring and leader level team data oversight. Monitors and coordinates the escalation of data related issues.
• Review process execution to identify issues that may impact regulatory, compliance, or security obligations.
• Ensure process and workflow documentation is updated regularly.
• Support operations/sales teams by evaluating, recommending, and implementing additional software solutions to drive efficiencies.
• Maintain high degree of technical competence and industry/market expertise.
• Increase industry and job knowledge as measured by attendance at continuing education, attaining or updating designations and participation in other agency training offerings.
• Maintain confidentiality of client and company information.
• Perform other duties as assigned.

• Two or four-year degree preferred, or four years of comparable work experience that demonstrates the skills needed to succeed in this role.
• Two years insurance industry experience preferred.
• One year of process review, improvement or workflow/system support preferred
• Customer service experience required.
• Applied Epic Agency Management experience preferred.
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.

• Strong analytical skills, including interpreting data, identifying problems, and presenting clear, informed solutions.
• Demonstrates accuracy, thoroughness, and follow‑through to complete tasks efficiently and with high quality.
• Communicates clearly and professionally through verbal, written, and nonverbal methods.
• Exercises sound judgment and…