Senior Operations Consultant, Insurance

Hub International Insurance•Berkeley Heights, NJ

8h•$80,000 - $90,000

About The Position

We are seeking a Senior Operations Consultant to join our Optimization and Transformation team. This role drives operational excellence by partnering with Operations, Underwriting, Sales, and Claims teams to discover, analyze, and transform business processes across the organization. You will conduct discovery sessions to understand end-to-end operations, design future-state operating models, and support strategic initiatives including platform migrations, automation implementations, and operating models, including consolidating multiple groups into unified operations with standardized workflows. Beyond project-based work, you will serve as an ongoing business process partner to field teams, providing continuous support for process innovation and problem-solving. You will also act as a liaison between business operations and cross-functional partners including Operational Delivery & Implementation, Finance, and Technology. Success requires deep knowledge of insurance operations, exceptional stakeholder engagement skills, and a proven ability to design operating models, champion recommendations, and sustain excellence through ongoing partnership.

Requirements

Bachelor’s degree or equivalent combination of education and relevant work experience
Minimum 5 years in Insurance Operations with focus on process improvement and optimization within a Wholesale Agency, MGA, or Carrier environment
Demonstrated experience designing or implementing operating model transformations or organizational redesigns
Proven ability to analyze, optimize, and document complex, cross-functional business processes with focus on technology enablement
Experience with process cost analysis, capacity planning, and resource modeling
Track record of serving as a trusted advisor and process partner to operational teams
Strong project management capabilities with ability to manage multiple workstreams and stakeholders simultaneously
Experience supporting technology implementations, platform migrations, or digital transformation initiatives
Advanced proficiency in Excel (data analysis, financial modeling), Visio (process mapping), Microsoft Project, PowerPoint, and Word
Experience with process mapping methodologies and tools (value stream mapping, swimlane diagrams, SIPOC)
Strong business case development, financial modeling, and ROI analysis skills
Understanding of system integration concepts, data flow mapping, and business requirements documentation
Familiarity with automation technologies (RPA, workflow automation) and organizational design frameworks
Strategic thinking with ability to balance business needs, operational capabilities, and technology constraints
Exceptional written and oral communication skills; ability to present complex recommendations to executive leadership
Strong facilitation skills for workshops, discovery sessions, business reviews, and strategic planning meetings
Ability to bridge business, operations, finance, and technology—translating needs across functional areas
Flexibility to balance strategic project work with responsive field team support
Self-directed execution in fast-paced, ambiguous environments with minimal direction
Change management and stakeholder management expertise across all organizational levels
Coaching and influencing skills to drive adoption of process excellence principles

Nice To Haves

Lean Six Sigma certification (Green Belt or higher) or similar process improvement methodology certification
Experience leading consolidation, platform migration, or operating model redesign initiatives
Hands-on knowledge of insurance systems (policy administration, rating engines, document management, CRM)
Experience with Agile, Waterfall, or hybrid project management methodologies
Business Analyst, Process Analyst, or Organizational Design certifications
Consulting or advisory experience in operational transformation
MBA or advanced degree in Business, Operations Management, Finance, or related field

Responsibilities

Discovery, Analysis & Requirements Gathering Conduct structured discovery sessions with Operations, Underwriting, Sales, Claims, and other stakeholders to map current-state processes, system dependencies, pain points, and business requirements
Lead operational diagnostics to identify inefficiencies, capability gaps, manual workarounds, and digitization opportunities
Facilitate value stream mapping to visualize end-to-end workflows and identify automation opportunities
Document as-is processes and operating models to support transformation planning and technology solution design
Assess organizational design, roles, operational capacity, and technology utilization to inform operating model recommendations
Continuous Improvement & Field Partnership Serve as a dedicated business process partner to assigned field teams, providing ongoing advisory support for operational excellence
Facilitate continuous improvement initiatives, Kaizen events, and rapid problem-solving sessions
Monitor process performance metrics and proactively identify optimization opportunities
Coach teams on process thinking and problem-solving methodologies to build a culture of continuous improvement
Provide process guidance during and after major implementations to ensure sustained adoption
Pilot innovative approaches with field teams and scale successful practices across the organization
Gap Analysis & Operating Model Design Conduct gap analyses comparing current capabilities against available tools, platforms, and technology solutions
Assess process maturity and technology readiness across business units to prioritize transformation investments
Analyze process costs, labor utilization, and capacity constraints to quantify efficiency opportunities
Design future-state operating models that optimize organizational structure, process flow, technology capabilities, and resource allocation
Develop strategic recommendations for consolidation strategies, shared services models, centers of excellence, and span of control optimization
Create business cases with scenario modeling, trade-off analysis, and ROI projections to support executive decision-making
Process Optimization & Technology Enablement Lead consolidation efforts to unify fragmented operations into standardized, scalable processes that support platform migration
Identify and prioritize automation opportunities including RPA, workflow automation, and digital tools
Draft business requirements and functional specifications for platform migrations and technology enhancements
Business Reviews & Executive Reporting Draft executive summaries, business review presentations, and strategic assessments for leadership
Facilitate cross-functional review sessions with Operations, OpEx Delivery & Implementation, Finance, Technology, and executive leadership
Develop dashboard and reporting frameworks to track transformation progress and business outcomes
Translate complex operational and technical information into clear, actionable insights for diverse audiences
Stakeholder Engagement & Cross-Functional Collaboration Partner with Operational Excellence Delivery & Implementation teams to ensure seamless handoff of requirements and process designs for execution
Collaborate with Finance on business cases, cost-benefit analyses, budgeting, and ROI projections
Coordinate with Change Management and Training teams to support adoption of new operating models and processes
Facilitate executive workshops and decision-making sessions to build alignment on transformation priorities
Bridge field operations and corporate functions to ensure operational insights inform strategic decisions
Develop and maintain comprehensive documentation including operating models, workflow maps, RACI matrices, procedure guides, and process inventories