Strategy & Transformation Senior Manager - Insurance

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Job Description:

About Baker Tilly Digital

Baker Tilly has an exciting opportunity for an experienced insurance transformation leader to join our growing Digital Consulting practice. We combine deep industry, functional and technology capabilities to help insurers navigate complex business and digital transformations, modernize core operations and deliver measurable business outcomes. This Senior Manager will lead client engagements and multidisciplinary teams while helping expand our insurance industry capabilities.

You Will Enjoy This Role If...

• You are energized by solving complex business and technology challenges for insurance organizations.
• You enjoy leading diverse teams and translating strategy into practical, measurable change.
• You thrive in an entrepreneurial, collaborative consulting environment and want to help grow an insurance-focused offering.
• You value building trusted relationships with clients, coaching colleagues and continually developing your expertise.

What You Will Do

• Lead insurance client engagements from discovery and business case development through roadmap, design, implementation, testing, deployment and adoption.
• Advise property and casualty, life and annuity, health insurance, broker, MGA and insurance services clients as relevant to your expertise; understand their operating models, distribution channels and regulatory considerations.
• Manage transformation programs across insurance 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 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, CIO/technology teams, operations leaders and third-party solution providers 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.
• Build compelling business cases and track outcomes such as expense reduction, cycle-time improvement, improved claims or underwriting performance, customer experience and operational resilience.
• Develop trusted relationships with senior client stakeholders; communicate clear recommendations and proactively 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.

Successful Candidates Will Have

• 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; substantial experience serving or working within insurance organizations strongly preferred.
• 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; familiarity with Agile delivery practices and tools such as Jira and Confluence.
• Ability to travel as needed and work outside standard business hours when client engagements require it.

Preferred Qualifications

• 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.

The pay range for this position is $146,400 to $288,900. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant's skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.