[Remote] Client Process Consultant
Note: The job is a remote job and is open to candidates in USA. Talentoma is seeking a Client Process Consultant for a fully remote, Virginia-based contract role. The consultant will examine policyholder and agency workflows, analyze service challenges, facilitate discovery sessions, and recommend practical process improvements for policy-service operations.
Responsibilities
- Map policyholder and agency journeys across quotes, policy changes, renewals, and service requests
- Analyze recurring service issues, handoffs, and turnaround patterns in case queues
- Facilitate discovery sessions with service representatives, operations leads, and carrier contacts
- Recommend workable workflow changes, job aids, and escalation paths
- Document findings, action owners, and outcome measures for client reviews
Skills
- Associate-level experience supporting service operations, process reviews, or client-facing work
- Familiarity with policy transactions, premiums, coverage questions, or renewal workflows
- Ability to translate interviews and case observations into clear recommendations
- Comfortable leading virtual working sessions and summarizing decisions
- Working knowledge of journey mapping, workflow design, or gap analysis
- Sound judgment when handling policyholder information and sensitive service concerns
Benefits
- Remote collaboration with distributed client teams.
- Defined project scope and deliverables.
- Exposure to policy-service operations and improvement methods.
- Flexible, outcomes-focused consulting environment.
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