Strategy & Transformation Senior Manager - Insurance

Baker Tilly•Chicago, IL

5d•$146,400 - $288,900

About The Position

Baker Tilly Digital is seeking an experienced insurance transformation leader for its growing Digital Consulting practice. The Senior Manager leads client engagements and multidisciplinary teams, helps insurers navigate complex business and digital transformations, modernizes core operations, and supports the expansion of Baker Tilly’s insurance industry capabilities. The role advises a range of insurance organizations and translates business priorities into practical transformation plans and measurable outcomes. It also involves developing client relationships, contributing to business growth, and coaching colleagues. Travel and work outside standard business hours may be required when client engagements require it. The position’s work location status should be discussed with a Baker Tilly talent acquisition professional.

Requirements

Bachelor’s degree in business, information systems, finance, insurance, or a related field.
At least 8 years of relevant experience in management consulting, insurance industry transformation, enterprise program delivery, or related roles.
Demonstrated knowledge of insurance business processes and technology ecosystems, with depth in one or more of underwriting, policy administration, claims, billing, distribution, or customer experience.
Proven success leading complex, cross-functional business and technology transformation engagements, including managing multiple workstreams, budgets, vendors, and senior stakeholders.
Ability to connect insurance business strategy to technology decisions, operating model changes, process improvements, and quantifiable outcomes.
Experience eliciting requirements, developing business cases and roadmaps, leading workshops, and overseeing implementation and change management.
Strong executive communication, facilitation, analytical, relationship management, team leadership, and problem-solving skills.
Experience with full lifecycle technology implementations, integrations, and testing.
Ability to travel as needed and work outside standard business hours when client engagements require it.

Nice To Haves

Substantial experience serving or working within insurance organizations is strongly preferred.
Experience with insurance platforms or ecosystems such as Guidewire, Duck Creek, Majesco, or comparable solutions.
Experience applying advanced analytics, AI, or automation to insurance operations, with appropriate governance and risk considerations.
PMP, PgMP, Agile, or comparable project/program management certification.
Prior consulting experience supporting business development, proposal development, and account expansion.
Familiarity with Agile delivery practices and tools such as Jira and Confluence.

Responsibilities

Lead insurance client engagements from discovery and business case development through roadmap, design, implementation, testing, deployment, and adoption.
Advise insurance clients, including property and casualty, life and annuity, health insurance, broker, MGA, and insurance services organizations, based on relevant expertise.
Manage transformation programs across functions such as underwriting, policy administration, claims, billing, customer and agent experience, finance, and distribution.
Translate business priorities into transformation roadmaps, requirements, delivery plans, milestones, budgets, governance structures, and performance indicators.
Guide core system modernization, platform integration, process redesign, cloud and digital enablement, data and analytics, intelligent automation, and responsible AI use cases.
Facilitate workshops with business, technology, operations, and third-party solution provider stakeholders to define requirements, prioritize initiatives, and resolve tradeoffs.
Direct cross-functional Baker Tilly, client, and vendor teams; manage workstreams, staffing, dependencies, risks, issues, quality, and executive reporting.
Develop business cases and track outcomes such as expense reduction, cycle-time improvement, claims or underwriting performance, customer experience, and operational resilience.
Build trusted relationships with senior client stakeholders, communicate recommendations, and identify follow-on opportunities.
Contribute to proposals, scoping, thought leadership, go-to-market efforts, delivery methods, and reusable insurance transformation assets.
Coach and develop consultants and managers, foster an inclusive team culture, and uphold high standards of client service and delivery.