Inclusively is partnering with an insurance technology company to hire a Business Consultant, Bilingual. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY

Inclusively is a digital tech platform that empowers job seekers with disabilities, caregivers, and veterans by using Success Enablers–accommodations and personalized workplace modifications that help all job seekers reach their full potential and excel. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD).

Create your profile, select Success Enablers, and connect to jobs from our partnered employers who are committed to creating diverse and inclusive teams. When registering, you must acknowledge that this platform is for people with disabilities, caregivers, and veterans. However, Inclusively does not require candidates to disclose their specific disability to join the platform.

Position Overview

We’re searching for a Bilingual Implementation Business Consultant to join our Onboarding & Success Services team in a remote capacity.

To keep us headed in the right direction, we’re looking for people who understand winning is a team sport, who value and seek to learn from our team’s diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun.

This role focuses on helping agencies successfully transition their operational workflows, ensuring teams can efficiently manage policy lifecycle activities, service processes, quoting workflows, and client engagement.

What You’ll Do

• Assist customers in transitioning operational workflows, including policy management, servicing, and front-office processes
• Support clients with making configuration decisions related to operational workflows, automation, and user adoption within Epic
• Work with customers to gather requirements, assess operational needs, and provide guidance on best practices for agency workflows and processes
• Help agencies optimize their policy lifecycle management, including new business, renewals, endorsements, and service workflows
• Proactively communicate with customers and internal teams to deliver high-quality implementations and successful outcomes
• Partner with project leadership and other team members to ensure completion of all deliverables across the project lifecycle
• Build strong, productive relationships with customers and keep them on track toward achieving mutual goals
• Maintain a strong working knowledge of front-office capabilities, including workflows, activities, automation, and user adoption strategies
• Maintain thorough documentation of customer interactions, tasks completed, project status, and action items
• Manage multiple priorities and perform well in a fast-paced environment while maintaining a high level of quality and client satisfaction
• Develop and maintain excellent knowledge of company products, usage, and other features

We’re Excited to Learn More About You

Your experience may include:

• 5+ years of experience in an insurance agency or brokerage operational role, such as account management, servicing, or client support
• 2+ years working with Applied Epic or similar agency management software
• Bachelor’s degree or equivalent work experience
• Bilingual in English and French

You may have other skills or credentials, including:

• Strong understanding of insurance agency workflows and service processes
• Demonstrated communication, analytical, and problem-solving skills
• Highly organized and able to manage multiple projects concurrently
• Ability to guide customers through process improvements and workflow optimization

Salary ranges $76,000 - $114,000 USD - Annually