Strategy & Transformation Senior Manager - Insurance

Baker Tilly•Chicago, IL

About The Position

Baker Tilly Digital is seeking an experienced insurance transformation leader to join its growing Digital Consulting practice. The practice combines industry, functional and technology capabilities to help insurers navigate business and digital transformations, modernize core operations and achieve measurable business outcomes. The Senior Manager leads client engagements and multidisciplinary teams while helping expand the firm’s insurance industry capabilities. The role advises insurance clients and leads transformations from discovery and business case development through roadmap creation, design, implementation, testing, deployment and adoption. It covers insurance functions and technology initiatives including core system modernization, platform integration, process redesign, cloud and digital enablement, data and analytics, intelligent automation and responsible AI. The Senior Manager works with client executives, technology and operations teams, vendors, and Baker Tilly colleagues, while managing engagement delivery and developing client relationships and the insurance-focused offering. The position requires at least eight years of relevant experience and a bachelor’s degree in a related field. Travel may be required, and work outside standard business hours may be needed when client engagements require it. The stated pay range is $146,400 to $288,900. Actual compensation depends on relevant factors such as skills, experience, qualifications, certifications, work arrangements and geographic location. Eligible employees may receive a compensation and benefits package.

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.
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 and understand their operating models, distribution channels and regulatory considerations.
Manage transformation programs across functions including 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 measurable 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 insurance business leaders, technology teams, operations leaders and third-party solution providers to define requirements, prioritize initiatives and resolve tradeoffs.
Direct cross-functional firm, 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.