Managing Director, Insurance Managed Services

bakertilly; Frisco (TX); On-site; USD 250,000 - 400,000; Full time

Job summary

Baker Tilly is seeking a Managing Director to lead its Insurance Managed Services practice, shaping strategy, growth, and delivery of managed services for the Insurance industry.

The role collaborates with leaders across Insurance, Technology, Operations, Data & AI, Risk, and offshore delivery to scale offerings, expand recurring revenue, and ensure sustainable client outcomes.

Responsibilities

• Develop and execute the strategic vision for Baker Tilly's Insurance Managed Services business, aligning the portfolio with insurance client needs.
• Identify functions that benefit from managed services, automation, AI, and offshore delivery models.
• Build, commercialize, and scale insurance operations offerings across underwriting, policy servicing, claims, and finance.
• Partner with Insurance leadership, client service teams, Technology, Data & AI, Risk, and Growth to ensure high-quality delivery.

Job description

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.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Job Description:

Baker Tilly is seeking a Managing Director to lead its Insurance Managed Services practice . This role will lead the strategy, growth, and delivery of the firm's Managed Services offerings for the Insurance industry. This executive leadership role will be responsible for building and scaling insurance-specific managed services that help carriers and other insurance organizations transform and operate critical business functions, address talent and capacity constraints, improve operational performance, and leverage technology, automation, and AI to achieve sustainable business outcomes.

The Managing Director will partner closely with Insurance industry leadership, Managed Services, client service teams, Technology, Operations, Data and AI, Risk and Compliance, offshore delivery teams, and Growth leaders to establish a cohesive strategy for Insurance Managed Services. This includes identifying business functions and processes well suited for managed services, developing and commercializing new offerings, establishing scalable delivery models, expanding recurring revenue relationships, and ensuring consistent, high-quality client delivery.

This is a senior leadership role focused on establishing a differentiated market position for Baker Tilly within the Insurance industry while building a scalable, technology-enabled Managed Services business. The ideal candidate brings deep knowledge of insurance operations and understands how underwriting, policy administration, claims, finance, regulatory and compliance, data, and supporting technology come together within an insurance operating model.

Key Responsibilities

• Develop and execute the strategic vision for Baker Tilly's Insurance Managed Services business, aligning the portfolio with the evolving operational needs and strategic priorities of insurance organizations.
• Identify the insurance business functions and processes where Baker Tilly can create differentiated value through ongoing managed services, technology enablement, automation, AI, and alternative delivery models.
• Build, commercialize, and scale managed services offerings across insurance operations, including areas such as:
• Underwriting operations - submission intake and processing, data enrichment, clearance, underwriting workflow support, and other underwriting support activities.
• Policy administration and servicing - policy issuance, endorsements, renewals, cancellations, reinstatements, and ongoing policy servicing.
• Claims operations - claims intake and FNOL support, claims administration, documentation, workflow support, and related operational activities.
• Insurance finance and accounting operations - premium accounting, bi