Business Process Engineer

Company Overview

Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, branded as New Westaim. This partnership fuels a vision to provide innovative, customized financial solutions in the alternative credit and insurance space, expanding opportunities for growth and client impact.

Ceres USA Holdings, LLC was formed as part of the insurance side of the New Westaim strategy and is the parent company to Ceres Life Insurance, a fast-growing, forward-thinking annuity carrier startup dedicated to securing financial futures for clients through innovative annuity solutions. The Ceres Life Insurance mission is to enable individuals to retire with peace of mind and dignity by combining advanced technology, top-tier talent, and strong vendor partnerships to provide exceptional support and service.

At Ceres, we are deeply committed to fostering a positive, client-centered culture. Through our Digital Contact Center, we deliver exceptional, personalized support that empowers clients to take control of their financial journey. Our approach focuses on proactive solutions, self-service tools, and collaborative client relationships to help individuals reach their financial goals and retire confidently.

Position Summary

Reporting to the Chief Innovation Officer, the Business Process Engineering Lead will design and optimize end-to-end workflows across Sales, Operations, Customer Experience, and Partner Integrations. You'll combine process engineering discipline, data-driven insights, and AI-enabled technologies to streamline core operations—ensuring speed, accuracy, and scalability as Ceres Life expands its product portfolio and distribution network.

Key Responsibilities

Process Strategy & Governance

• Define the Process Roadmap: Develop a multi-year process engineering roadmap aligned with corporate OKRs (e.g., reduce policy issuance cycle time by 50%, achieve 95% first-touch resolution).
• Governance Framework: Establish a lightweight governance model defining ownership, decision rights, and standards for continuous improvement.

Process Analysis & Mapping

• Current-State Assessment: Lead cross-functional workshops to document "as-is" workflows (e.g., agent onboarding, eApp submission, suitability checks, commission payments) using BPMN or equivalent notation.
• Data-Driven Diagnostics: Partner with Data Analytics and Engineering to analyze process performance metrics and identify bottlenecks, handoffs, and inefficiencies.

Engineering & Redesign

• Future-State Design: Architect "to-be" processes that eliminate waste, reduce cycle times, and embed AI-driven decision support and intelligent self-service tools.
• Pilot & Scale: Oversee proof-of-concept initiatives, validate outcomes, and scale redesigned processes organization-wide.

Technology Integration & Transformation

• AI-Enabled Process Innovation: Partner with AI and Data teams to embed predictive, generative, and natural language capabilities into core workflows (e.g., document understanding, conversational guidance, and automated decisioning).
• Platform Enablement: Evaluate and integrate workflow orchestration and automation tools that align with the company's cloud-first, API-driven architecture.

Change Leadership & Enablement

• Stakeholder Engagement: Drive alignment across functions through steering committees and working groups.
• Training & Adoption: Partner with HR and Operations to deliver training and adoption programs that accelerate transition to new digital workflows.

Continuous Improvement & KPI Tracking

• Measurement & Reporting: Define and monitor key performance metrics (cycle time, error rate, throughput, customer satisfaction) via dashboards and analytics.
• Sustainability: Establish routines for quarterly process reviews and continuous improvement cycles.

Cross-Functional Collaboration

• Act as a trusted advisor to the CIO, COO, Product, Technology, and Risk committees to ensure all process initiatives align with strategic and compliance goals.
• Facilitate collaboration across Operations, Customer Experience, Sales, IT, and external distribution partners to deliver end-to-end excellence.

Qualifications & Experience

• Experience: 8+ years in business process engineering, transformation, or operational excellence, with 3+ years in a leadership capacity.
• Technical Acumen: Strong knowledge of workflow orchestration, automation platforms, and AI integration (e.g., Camunda, Appian, low-code/no-code tools, generative AI applications).
• Innovation Mindset: Experience driving digital transformation leveraging data, AI, and intelligent automation to achieve measurable business impact.
• Analytical Rigor: Skilled at process modeling, data analysis, and root cause identification using quantitative and qualitative insights.
• Industry Background: Experience in life insurance, annuities, or financial services preferred—particularly in digital-first or suitability-based product models.
• Change Leadership: Exceptional communication and stakeholder engagement skills; proven ability to drive large-scale transformation.
• Education: Bachelor's degree in Business, Engineering, Operations Management, or related field; MBA or advanced certification in process or AI disciplines a plus.

Why Join Us?

• Strategic Impact: Lead the design of future-ready processes at a pioneering insurtech startup.
• Collaborative Culture: Partner with AI engineers, data scientists, and technology leaders to deliver cutting-edge solutions.
• Career Growth: Build and shape a modern process engineering capability with visibility across the enterprise.
• Technology-Forward: Leverage AI, workflow automation, and digital orchestration to redefine operational excellence.

If you're passionate about transforming complex workflows using AI, data, and technology innovation—and thrive in a dynamic, entrepreneurial environment—let's talk.