Insurance Transformation Lead: Platform & Delivery

EY; Arlington (VA); On-site; USD 143,000 - 262,000; Full time

Job summary

EY is seeking a Manager to join EY’s Business Transformation & Growth (BTG) practice. You will lead complex client engagements in life, annuity, and group insurance transformation, guiding multi‑vendor delivery teams from strategy and planning through implementation, release readiness, and business adoption.

The role emphasizes building trusted relationships with senior stakeholders, translating objectives into actionable roadmaps, and delivering measurable business value across platforms and

Qualifications

• 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 within Life, Annuity, or Group Benefits insurance
• Demonstrated experience leading large-scale business and technology transformation programs, major workstreams, 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

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.

Skills

Leadership

Stakeholder mgmt

Delivery leadership

Agile SAFe

Communication

Problem solving

Executive presence

Education

Bachelor's degree

Advanced degree

Tools

PowerPoint

Excel

SQL

Job description

EY is seeking a Manager to join EY’s Business Transformation & Growth (BTG) practice. You will lead complex client engagements in life, annuity, and group insurance transformation, guiding multi‑vendor delivery teams from strategy and planning through implementation, release readiness, and business adoption.

The role emphasizes building trusted relationships with senior stakeholders, translating objectives into actionable roadmaps, and delivering measurable business value across platforms and