Life and Annuity Insurance Conversion Manager

Ernst & Young LLP ( EY India ); Gurugram District; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

EY Global Delivery Services in India seeks a Life & Annuity Conversion workstream Manager to drive complex transformation programs across PAS, data migration and governance within a multi vendor setup.

You will define data architectures, design conversion logic, and elicit requirements through workshops, delivering BRDs and FSDs while aligning with business strategy and operational readiness.

Qualifications

• Bachelor's degree in a related technology field and ~10–15 years in Life & Annuity insurance.
• Hands-on experience in policy administration data migration and governance.
• Strong SQL/ETL exposure and ability to document BRDs, FSDs and maps.

Responsibilities

• Lead PAS conversion initiatives across Life, Annuity and Group lines.
• Drive data migration with data quality rules, profiling and transformation logic.
• Collaborate with multi‑vendor teams and document BRDs, FSDs, and data mappings.
• Engage stakeholders, define acceptance criteria, and oversee UAT.
• Provide client‑facing insights and drive process improvements.

Skills

Life & Annuity domain

Data migration

SQL knowledge

Data governance

Stakeholder communication

Education

Bachelor's degree in Computer Science/Engineering/related field

Tools

JIRA

Azure DevOps

ETL frameworks

FAST/ALIP/wmA

Job description

RC FS-BT INS-Life and Annuity Conversion workstream-Manager At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. EY GDS Business Consulting – Life & Annuity Manager position: At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

About Global Delivery Services

Global Delivery Services refers to EY's worldwide network of service delivery centers. The GDS team plays an important role in EY’s strategy by ensuring effective support to EY’s growth agenda. Our journey started in 2002 with approximately 200 people. Today we stand at 80,000+ professionals in ten locations around the world. We operate in Argentina, China, Hungary, India, Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom. Client service is focused on providing Consulting, Assurance, Tax, Strategy & Transactions, and Knowledge support to our clients around the world. The teams enable account teams worldwide to provide seamless, high-quality, value-added support, helping deliver exceptional client service. Enablement Services provides cost-effective, high-skilled, and innovative services to support EY’s global and local enablement teams. Markets, BMC, AWS, Finance and Accounting, Risk Management, Procurement, People Shared Services, IT Service Delivery and IT Global Infrastructure services, are among the services offered by Enablement Services. Our innovation specialists serve the GDS Client Service and Enablement Services teams, along with Service Lines, Core Business Services and Sectors. The team brings the desired environment, technologies and skilled teams together for facilitation, rapid prototyping and innovative thinking. The competencies offered include analytics, digital, user experience, mobile technology, infrastructure, Microsoft technologies and open innovation.

The Opportunity

As part of our Consulting team, you will play a key role in supporting clients across the individual and group life insurance and annuity value chain. You will contribute to complex transformation programs by applying deep product, process, and platform knowledge, while helping clients achieve their business objective. This role provides the opportunity to work across multi vendor environments, influence strategic business decisions, and contribute to large scale transformation initiatives for insurance careers.

Your Key Responsibilities

• Support clients across the full policy lifecycle, including new business, underwriting, policy servicing, billing, claims, disbursements, and regulatory updates.
• Lead Policy Administration System (PAS) conversion initiatives (legacy to modern platforms) across Life, Annuity, and Group business lines, ensuring alignment with defined scope, timelines, and business objectives.
• Drive data migration and conversion activities, including Defining and validating data quality rules, profiling, cleansing, mapping, and transformation logic, Establishing audit controls, tolerance thresholds, and validation metrics.
• Work closely with source and target system experts to define Data architecture and conversion design decisions, mapping logic and transformation rules, data cleansing and standardization criteria.
• Communicate complex conversion trade-offs effectively to senior stakeholders, actuarial/finance teams, and technical audiences, enabling informed decision-making in large transformation programs.
• Create comprehensive business process maps, future state architectures, and work breakdown structures (WBS) for conversion and transformation programs.
• Lead requirements elicitation through JAD sessions, workshops, and collaboration with product owners to develop BRDs, FSDs, and other documentation.
• Challenge new requirements and change requests by proposing optimized, value driven solutions that align with business strategy and operational readiness.
• Collaborate with product design and development teams to evaluate functional enhancements and ensure they meet business objectives.
• Support clients through product configuration decisions, acceptance criteria definition, and user acceptance testing.
• Contribute to data migration and data governance activities, ensuring quality, compliance, and seamless system transitions.
• Serve as a trusted advisor to clients by delivering clear insights, process improvements, and best practice recommendations.
• Responsible for decision‑making, optimizing processes, resource management, and overseeing team management as needed for task execution.
• Accountable for allocating personnel, supervising team members, assigning tasks, ensuring that the team has the necessary tools and support to succeed in their roles and optimizing and evaluating their performance to meet organizational goals.

Skills and attributes for success

A proactive, detail‑oriented professional who thrives in fast‑paced, dynamic environments. Strong business acumen combined with deep expertise in life and annuity insurance domains. Ability to collaborate effectively and bridge the gap between business needs and technology solutions. A strategic problem‑solver who challenges assumptions and recommends innovative, future‑ready approaches. A committed team player focused on delivering value, driving transformation, and building lasting client relationships.

To qualify for the role

• Bachelors degree in related technology field (Computer, Engineering, Science, etc.)
• Approximately 10 to 15 years of experience working in Life & Annuity insurance domain.
• Hands‑on expertise in policy administration data migration, including Conversion strategy and execution planning, Data quality frameworks, audit controls, and governance practices.
• Hands‑on experience with policy lifecycle processes and insurance operational workflows.
• Ability to produce high‑quality process maps, data flows, and requirement documentation.
• Proficiency in managing multi‑vendor engagements and navigating complex project environments.
• Analytical mindset with the ability to interpret data, identify gaps, and propose practical solutions.
• Excellent communication and facilitation skills for client‑facing interactions.
• Ability to collaborate effectively with technical, functional, and business stakeholders.
• Ideally, good to have Good understanding of SQL, stored procedures, and ETL frameworks, with the ability to support data analysis, validation, and troubleshooting in large‑scale migration programs.
• Experience working on data migration projects and applying data governance best practices.
• Knowledge of insurance COTS platforms such as FAST, ALIP, OIPA, wmA etc.
• Certifications such as AAPA or LOMA.
• Understanding of upstream and downstream integrations across the policy lifecycle.
• Knowledge of project management tools like JIRA, TFS, Azure DevOps.

What we offer you

At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. Are you ready to shape your future with confidence?

Equity & Inclusion

To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability‑related adjustments or accommodations you may need.

Our Commitment

As a commitment, we persistently endeavour to embody our values, fulfil our purpose, and champion inclusiveness. Our dedication is to cultivate EY into an environment where diverse perspectives are celebrated, creating a supportive atmosphere for individuals to authentically be themselves and contribute their utmost.

Professional Development

From entry‑level employees to senior leaders, we believe in continuous learning. We offer opportunities to build new skills, take on leadership roles, and connect and grow through mentorship.

People and Culture

In our dynamic workplace, diversity, equity, and inclusiveness are ingrained in our culture. We're united by a commitment to create an environment where every individual's differences are valued, practices are equitable, fostering a sense of belonging. Our shared values include integrity, respect, teaming, inclusiveness, energy, enthusiasm, courage to lead, and building relationships based on doing the right thing.

Benefits

Embark on a transformative career journey with us and indulge in a suite of premium benefits, encompassing exclusive health and wellness packages, enticing rewards, and cutting‑edge learning opportunities that empower you to continually grow and excel in your professional and personal development.

Equity statement

We are an equal opportunity employer and are committed to Diversity, Equity & Inclusion.

Experience Level

Mid Level