Managing Director, Insurance Transformation & AI

Forvis Mazars US; New York (NY); Sur place; USD 250 000 - 350 000; Plein temps

Résumé du poste

Forvis Mazars in the United States seeks an executive-level insurance transformation leader to grow our Financial Services consulting practice. You will advise insurance entities across P&C, life, health specialty, and reinsurance on enterprise transformation, operating model modernization, AI-enabled workflow reinvention, and CFO transformation.

You will serve as the market-facing leader, building executive client relationships, originating complex opportunities, and directing multidisciplinary

Qualifications

• Executive-level consulting leader with deep insurance transformation experience.

Responsabilités

• 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
• 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
• 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,

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,