Managing Director, Insurance Transformation & AI

Forvis Mazars US; Dallas (TX); Sur place; USD 250 000 - 350 000; Plein temps

Résumé du poste

Forvis Mazars US is seeking a leader with deep insurance transformation experience to help grow and expand our Financial Services consulting practice. This executive-level role focuses on advising insurance entities (P&C, Life, Health, Specialty, Reinsurance) on enterprise transformation, operating model modernization, AI-enabled workflow reinvention, core platform modernization, and CFO transformation.

The role involves market-facing leadership, originating and shaping complex opportunities,

Qualifications

• Executive-level leadership experience in insurance transformations.
• Ability to advise P&C, Life, Health Specialty, and Reinsurance carriers on enterprise programs.
• Experience driving AI-enabled workflow reinvention and core platform modernization.

Responsabilités

• Lead market-facing insurance transformation engagements with executive clients in the US.
• Develop and own relationships with clients' C-suite and business leaders across strategy, operations, finance, data, technology, and AI.
• Shape transformation roadmaps and value realization plans with measurable outcomes.
• Oversee multidisciplinary teams to modernize underwriting, claims, policy administration, billing, finance, and analytics capabilities.
• Build and grow the Insurance Transformation + AI offering for the Financial Services practice.

Description du poste

Description & Requirements

Forvis Mazars is seeking a leader with deep insurance transformation experience to help grow and expand our Financial Services consulting practice. This role is for an executive-level consulting leader who has experience advising insurance entities, including P&C, Life, Health Specialty, and Reinsurance carriers on enterprise transformation, operating model modernization, AI-enabled workflow reinvention, core platform modernization, and Office of the CFO transformation.

Requirements

Forvis Mazars is seeking a leader with deep insurance transformation experience to help grow and expand our Financial Services consulting practice. This role is for an executive-level consulting leader who has experience advising insurance entities, including P&C, Life, Health Specialty, and Reinsurance carriers on enterprise transformation, operating model modernization, AI-enabled workflow reinvention, core platform modernization, and Office of the CFO transformation.

You will serve as a market-facing insurance transformation leader, growing and owning executive client relationships, originating and shaping complex transformation opportunities, and leading multidisciplinary teams across strategy, operations, finance, data, technology, and AI. This leader will help clients modernize underwriting, claims, policy, billing, finance, and analytics capabilities while building a differentiated Insurance Transformation + AI offering for the broader Financial Services Insurance practice.

What You Will Do

• Build and grow our insurance transformation consulting business in the US in partnership with consulting and insurance executive leadership.
• Lead C-suite advisory engagements with insurance CEOs, CFOs, COOs, CIOs, Chief Claims Officers, Chief Underwriting Officers, and business unit leaders
• Advise insurance executives on transformation strategy, investment roadmaps, operating model redesign, AI adoption, and value realization
• Translate complex insurance economics, regulatory pressures, technology constraints, and data challenges into clear executive recommendations
• Build and serve as the primary relationship owner for select insurance clients in the New York City and Northeast markets

Insurance Strategy & Operating Model Transformation

• Lead enterprise transformation initiatives across P&C, Life, Health, Specialty, and Reinsurance carriers, including underwriting, claims, policy administration, billing, distribution, and servicing
• Redesign target operating models spanning shared services, centers of excellence, outsourcing, managed services, governance, talent, process, and technology enablement
• Diagnose current-state performance issues including leakage, rework, cycle-time drivers, manual effort, data quality gaps, control weaknesses, and customer experience friction
• Help clients modernize core insurance processes such as FNOL, coverage and causation review, investigation/SIU, subrogation, litigation management, vendor orchestration, recovery, underwriting triage, submission intake, policy servicing, billing, and producer/customer workflows
• Connect transformation roadmaps to measurable outcomes including profitable growth, loss and LAE reduction, expense efficiency, stronger controls, improved cycle times, and better policyholder, claimant, agent, and employee experience

AI, Data & Intelligent Workflow Transformation

• Shape AI-enabled and agentic AI transformation opportunities that move beyond pilots into governed, production-scale operating capabilities
• Design intelligent workflows that combine document ingestion, policy and coverage retrieval, summarization, decision support, exception triage, recommendations, and human-in-the-loop controls
• Partner with data, engineering, architecture, risk, compliance, and business teams to embed AI into underwriting, claims,