About The Position

Brokerage Consulting Managers lead critical workstreams across complex transformation programs for insurance brokers. They work with client leaders to shape future-state solutions and deliver transformation across business and technology, translating business objectives into practical solutions, aligning cross-functional teams, and maintaining accountability for delivery and measurable outcomes. The role spans strategy through implementation and value realization, including operating-model design, workflow redesign, modernization roadmaps, and AI-enabled workflows. Managers also develop client relationships, contribute to business development and thought leadership, and develop consulting team members. Travel may be required up to 80% based on client and project requirements.

Requirements

  • At least 5 years of management consulting, carrier, or business and technology transformation experience, including experience within the Insurance Brokerage industry.
  • At least 3 years of experience leading a business or technology workstream within a transformation, modernization, or platform implementation program.
  • Bachelor's degree.
  • Strong problem-solving, client communication, team leadership, and stakeholder management skills.
  • Ability to translate complex business objectives into clear plans and measurable outcomes.

Nice To Haves

  • Strong knowledge of the Brokerage and Insurance value chain across business and technology.
  • Knowledge of policy administration and digital core modernization, including workflow, data, integration, and digital channels.
  • Familiarity with platforms such as Applied Epic, Vertafore, BenefitPoint, or comparable technologies.
  • Applied knowledge of AI-enabled or agentic workflows.
  • Brokerage background and relevant industry, agile, architecture, or cloud credentials.

Responsibilities

  • Lead business and technology workstreams from strategy through implementation and value realization.
  • Define transformation objectives, future-state operating models, and modernization roadmaps.
  • Redesign end-to-end workflows across the Brokerage and insurance value chain.
  • Design AI-enabled workflows, including orchestration, human decision points, controls, and value measures.
  • Connect operations, digital core platforms, data, integration, and AI.
  • Align stakeholders and manage scope, dependencies, risks, decisions, quality, and adoption.
  • Develop business cases, executive recommendations, and client-ready deliverables.
  • Contribute to proposals, solution shaping, thought leadership, and go-to-market offerings.
  • Build client relationships, identify growth opportunities, and develop consulting team members.

Benefits

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Life insurance
  • Long-term disability coverage
  • 401(k) plan
  • Bonus opportunities
  • Paid holidays
  • Paid time off
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