FSO - Insurance - Life & Group Transformation - Policy Admin Technology Consulting - Manager

EY; Portland (OR); Remote; USD 150,000 - 250,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k) plans

Paid time off

Job summary

EY is seeking a Manager to join the Business Transformation & Growth (BTG) practice in the US. You will lead complex life insurance, annuity, and group benefits transformations, coordinating multi-vendor teams and ensuring measurable business outcomes.

Ideal candidates bring deep insurance domain knowledge, platform experience, and strong delivery leadership. The role emphasizes executive communication and strategic planning across large programs.

Qualifications

• Bachelor's degree and 6-10+ years of relevant professional experience.
• Eight or more years in consulting, insurance, financial services technology, or enterprise transformation.

Responsibilities

• Lead large-scale platform transformation programs with accountability for scope, timelines, and outcomes.
• Guide clients and multi-vendor teams to delivery strategies and roadmaps.
• Coordinate cross-functional teams across policy administration platforms and modernization efforts.
• Oversee program governance, risk, budget, and stakeholder communication.
• Drive client value through AI, analytics, and reusable accelerators.

Skills

Leadership

Program management

Stakeholder management

Agile & SAFe

Delivery leadership

Cross-functional collaboration

Strategic thinking

Education

Bachelor's degree

Advanced degree

Tools

PowerPoint

Excel

Job description

Location: Anywhere in Country. 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.

The Opportunity

EY is seeking a Manager to join EY’s Business Transformation & Growth (BTG) practice. You will play a key role in helping life insurance, annuity and group benefits organizations modernize their operations, policy administration platforms, and customer and agent experiences. Our practice helps clients reimagine, modernize, and transform their operations, technology platforms, and customer experiences to create sustainable business value. As a Manager, you will lead complex business and technology transformation engagements or major workstreams from strategy and solution planning through implementation, release, operational readiness, and business adoption. Leveraging on your insurance industry knowledge, platform experience, and delivery leadership, you will work across multidisciplinary teams and multi‑vendor environments to deliver measurable business outcomes. As a Manager, you will build trusted relationships with senior client stakeholders, translate business objectives into practical transformation roadmaps, develop high‑performing teams, and contribute to the continued growth of EY’s Business Transformation & Growth (BTG) practice.

Your Key Responsibilities

You will be responsible for leading complex client engagements and managing multidisciplinary teams focused on life, annuity, and group insurance transformation initiatives.

Client Leadership & Delivery Oversight

• Lead large-scale platform transformation programs with accountability for scope, quality, timelines, financial performance, resources, risks, dependencies, and outcomes.
• Serve as a trusted advisor to client business and technology leaders, driving strategic outcomes and stakeholder alignment.
• Advise senior business and technology stakeholders, providing clear insights and recommendations that support informed decision‑making.
• Translate client objectives into delivery strategies, transformation roadmaps, integrated plans, and measurable outcomes.
• Coordinate client, EY, platform vendor, system integrator, and third‑party teams to maintain alignment and resolve delivery challenges.

Insurance and platform transformation

• Lead workstreams across new business, underwriting, policy administration, billing, servicing, claims, disbursements, commissions, and reinsurance.
• Translate product, operational, compliance, and customer requirements into scalable platform solutions.
• Guide clients in evaluating out-of-the-box capabilities, configuration options, customization trade‑offs, and long‑term platform sustainability.
• Partner with product, architecture, configuration, integration, data, conversion, testing, release, and operations teams to maintain end‑to‑end solution alignment.
• Support future‑state process design, capability assessments, product‑launch readiness, and the prioritization of implementation‑ready requirements.

Program Governance & Strategic Execution

• Establish governance forums, decision‑making processes, escalation paths, and reporting that strengthen transparency and accountability.
• Manage program milestones, financials, resource requirements, risks, issues, and inter‑workstream dependencies.
• Apply Agile, SAFe, DevOps, quality engineering, release management, and operational‑readiness practices based on engagement needs.
• Oversee platform configuration, integrations, data migration, policy conversion, testing, release readiness, cutover, and stabilization.
• Maintain alignment with applicable architecture, security, compliance, quality, and contractual requirements.
• Apply AI, automation, analytics, and reusable accelerators to improve productivity, delivery quality, decision‑making, and client outcomes.

People Leadership & Team Development

• Lead, coach, and mentor consulting teams, fostering accountability, collaboration, inclusion, and continuous improvement.
• Build high‑performing multidisciplinary teams through effective resource planning, role clarity, delegation, feedback, and performance management.
• Support career development, skills growth, knowledge sharing, and leadership development.
• Facilitate internal and client‑facing workshops on insurance processes, platform capabilities, and implementation practices.

Business Development & Practice Growth

• Support account growth through client relationship management, opportunity identification, and proposal development.
• Contribute to solution shaping, estimations, client presentations, and pursuit activities.
• Develop reusable methods, accelerators, training materials, and thought leadership that strengthen EY’s insurance transformation capabilities.
• Monitor insurance, policy administration, AI, data, and automation trends to identify opportunities for client value and practice growth.
• Stay current on emerging technologies and market trends to identify opportunities for client value creation and operational efficiency.

To Qualify for the Role, You Must Have

• Bachelor's degree and 6-10+ years of relevant professional experience
• Eight or more years of relevant professional experience in consulting, insurance, financial services technology, or enterprise transformation.
• At least five years of experience of experience within Life, Annuity, or Group Benefits insurance
• Demonstrated experience leading large‑scale business and technology transformation programs, major workstream, functional area, or platform capability.
• Experience managing client relationships and leading cross‑functional teams in complex delivery environments
• Experience with one or more policy administration platforms including FAST (Verisk), FINEOS, ALIP, OIPA, DXC wmA/CyberLife, EXL LifePro, or comparable modern PAS solutions
• Strong understanding of the Life & Annuity and group benefits value chain, including product configuration, underwriting, policy administration, servicing, and claims
• Program management experience within onshore/offshore delivery models involving multiple vendors and stakeholders
• Experience overseeing platform end to end requirements, design, configuration, integration, APIs, , and data migration efforts
• Strong executive communication, presentation, and stakeholder management skills
• Experience working across multi‑vendor and geographically distributed delivery models.
• Demonstrated ability to influence senior business and technology leaders
• Strong analytical, problem‑solving, and strategic thinking capabilities
• Advanced proficiency with PowerPoint and Excel
• Strong experience working within Agile frameworks, such as Scrum, Kanban, and SAFe practices.
• Strong written and verbal communication skills, including experience presenting to senior business and technology stakeholders.
• Willingness to travel up to 50% based on client needs

Ideally, You'll Also Have

• Advanced degree in Computer Science, Information Systems, Engineering, Business Administration, Economics, or a related field
• Experience serving as a Business/Tech Lead, Delivery Lead, Solution Delivery Manager, Release Train Engineer, or Platform Transformation Lead
• Experience with Agile and SAFe transformation programs
• Experience supporting business development, proposal management, and account growth activities
• Experience supporting life or annuity product launches, platform modernization, legacy conversion, or policy administration implementations.
• Knowledge of term life, whole life, universal life, fixed annuities, indexed annuities, variable products, registered products, or payout capabilities.
• Experience facilitating workshops, completing capability assessments, designing future‑state processes, or defining product and platform requirements.
• Experience with data migration, conversion, data quality, reconciliation, integration, and cutover activities.
• Familiarity with SQL, ETL, APIs, test automation, DevOps, or cloud‑enabled delivery.
• Experience developing proposals, estimates, reusable assets, accelerators, training content, or thought leadership.
• Relevant industry or delivery certifications, such as LOMA, AAPA, PMP, Scrum, or SAFe.

What We Look For

We are looking for client‑focused leaders who combine insurance industry knowledge with strong consulting, platform, delivery, and relationship‑management capabilities.

Successful candidates bring clarity to complex situations, build alignment across business and technology stakeholders, and balance strategic thinking with practical delivery. They demonstrate sound judgment, executive presence, commercial awareness, learning agility, and a commitment to developing others.

What We Offer You

At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
  • New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $171,200 to $285,300
  • Bay Area California offices – $178,400 to $297,200
  • All other offices locations in the US, including Sacramento – $142,600 to $261,500
• Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

All in to shape the future with confidence.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [e-mail].