About The Position

Insurance brokerage companies are modernizing core platforms, evolving operating models, and exploring how AI and intelligent agents can enable new capabilities. The Brokerage Management Consulting Senior Manager partners with senior client executives to shape transformation agendas and mobilize large-scale business and technology programs focused on measurable outcomes. The role leads transformation across business, operating models, digital core, data, AI, organizational change, and delivery. It directs multidisciplinary teams, resolves cross-workstream dependencies, and remains accountable for a coherent solution and successful execution. The role also leads client relationships, solution shaping, proposals, account expansion, and the development of cross-functional consulting teams. Travel may be required up to 80% based on client and project requirements.

Requirements

  • 10+ years of management consulting, brokerage, carrier, or business and technology transformation experience, including experience within the Insurance Brokerage industry.
  • 5+ years of experience leading complex enterprise transformation, modernization, or platform-enabled change programs.
  • 3+ years of experience advising senior business and technology stakeholders and leading multidisciplinary teams.
  • Bachelor's degree.

Nice To Haves

  • Deep knowledge of the Brokerage and Insurance value chain across business and technology.
  • Knowledge of agency management systems, policy administration, and digital core modernization, including workflow, data, integration, digital, risk, and change considerations.
  • Familiarity with brokerage platforms such as Applied Epic, Vertafore, BenefitPoint, or comparable technologies.
  • Strong executive presence and ability to influence senior business and technology leaders.
  • Track record of leading large-scale transformation programs and multidisciplinary teams.
  • Commercial acumen demonstrated through solution shaping, proposals, and account growth.
  • Brokerage industry background and relevant industry, agile, product, architecture, or cloud credentials are valued.

Responsibilities

  • Partner with senior business and technology executives to define transformation objectives and priorities.
  • Shape the vision, value case, roadmap, governance, and mobilization approach.
  • Align business, operations, architecture, data, engineering, risk, change, and delivery teams.
  • Oversee operating model, workflow, digital core, data, and AI design.
  • Guide executive decisions by framing options, dependencies, risks, and trade-offs.
  • Establish clear decisions, owners, sequencing, measures, and value-realization plans.
  • Lead client relationships, solution shaping, proposals, and expansion opportunities.
  • Lead and develop cross-functional consulting teams while maintaining accountability for quality and client impact.
  • Direct multidisciplinary teams, resolve cross-workstream dependencies, and maintain accountability for coherent solutions and successful execution.
  • Travel up to 80% based on client and project requirements.

Benefits

  • Medical, dental, vision, life, and long-term disability coverage.
  • 401(k) plan.
  • Bonus opportunities.
  • Paid holidays.
  • Paid time off.
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