Managing Director, Insurance Transformation & AI

Forvis Mazars, LLP; Texas; On-site; USD 250,000 - 450,000; Full time

Job summary

Forvis Mazars, LLP in New York seeks a Managing Director to lead Insurance Transformation & AI initiatives, shaping strategy and client relationships across the US market.

You will drive cross-functional teams across strategy, operations, finance, data and technology to modernize underwriting, claims, policy administration, billing, and analytics, delivering measurable value to clients and building a differentiated offering.

Qualifications

• Bachelor's degree required; 15+ years in insurance consulting or industry.
• Proven experience advising insurance clients across P&C, Life, Health, and Reinsurance.
• Executive presence with C-suite stakeholders; proven business development.

Responsibilities

• Lead executive engagements and client relationships with NYC and Northeast markets.
• Drive transformation programs spanning underwriting, claims, policy admin, billing and finance.
• Shape AI-enabled, scalable workflows with governance, risk, and compliance.
• Oversee CFO and finance transformation initiatives including close, FP&A, and reporting.
• Grow the Insurance Transformation practice and drive market leadership in NYC.
• Coach and develop partners, directors, and consultants across teams.

Skills

Executive engagement

Insurance transformation

AI strategy

Business development

C-suite advisory

Leadership

Education

Bachelor's Degree

Tools

Guidewire

Duck Creek

Majesco

Salesforce

Cloud platforms

Data analytics tools

Job description

General information

Name: Managing Director, Insurance Transformation & AI

Posting Title: Managing Director, Insurance Transformation & AI

Ref #: 2237514

Date Published: Thursday, September 3, 2026

City: New York

State: New York

Country: United States

Job Category: Risk Advisory

Advertised Location: US-IA-Des Moines, US-IL-Chicago, US-NY-New York, US-TX-Dallas

Working time: Full Time

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.

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:

Client Advisory & Executive Engagement Leadership

• 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, finance, operations, and customer-facing processes
• Establish explainable, auditable, regulator-ready AI governance models aligned with model risk, privacy, security, compliance, and controllership expectations
• Translate AI and automation capabilities into executive-level business cases, ROI models, capability roadmaps, adoption plans, and benefits realization structures

Office of the CFO & Finance Transformation

• Lead insurance Office of the CFO transformation across Record-to-Report, controllership, close and consolidation, FP&A, forecasting, scenario modeling, Order-to-Cash, Procure-to-Pay, and shared services
• Help CFOs, CAOs, and finance executives improve close-cycle performance, financial data quality and lineage, forecast accuracy, auditability, governance, productivity, and decision support
• Connect finance transformation to insurance value drivers including claims cost, reserves, underwriting profitability, premium growth, commissions, reinsurance, statutory and management reporting, and actuarial inputs
• Develop finance + AI use cases such as journal entry copilots, reconciliation exception triage, flux and variance analysis, policy/accounting knowledge copilots, predictive forecasting, and driver-based planning

Practice Growth & NYC Market Leadership

• Drive business development for the Insurance Transformation practice, including market sensing, opportunity identification, account planning, proposal development, solution shaping, pricing, and deal strategy
• Build and maintain senior executive relationships across the NYC insurance ecosystem, including carriers, reinsurers, InsurTechs, and strategic technology partners
• Create repeatable go-to-market assets including transformation playbooks, AI-enabled insurance workflow accelerators, operating model frameworks, CFO transformation assets, value realization models, and industry points of view
• Within Insurance, Partner with Technology, Data & AI, Risk, Tax, Audit, and Consulting leaders to bring integrated solutions to market
• Represent Forvis Mazars externally through client events, industry forums, knowledge creation, and market-facing executive conversations

Team Leadership & Delivery Excellence

• Lead cross-functional engagement teams across strategy, operations, finance, data, technology, risk, compliance, and change management
• Own end-to-end delivery across assessment, strategy, design, pilot, implementation, scale, adoption, and benefits realization
• Manage engagement economics, delivery quality, executive governance, risk management, stakeholder alignment, and client outcomes
• Coach and develop partners, directors, senior managers, managers, and consultants while building the next generation of insurance transformation leaders
• Promote a high-quality, inclusive, collaborative, commercially disciplined, and innovation-oriented team culture

Minimum Qualifications:

• Bachelor's Degree
• 15+ years of insurance consulting and/or insurance industry experience, including leading large-scale transformation programs for P&C, Life, Health, Specialty, and Reinsurance carriers.
• Proven success as a Partner, Managing Director, Executive Director, or comparable market-facing leader with responsibility for business development, opportunity origination, client relationship management, account growth, revenue generation, and delivery excellence.
• Deep expertise advising insurance clients across core functional areas such as claims, underwriting, policy administration, billing, finance, actuarial, distribution, customer experience, operations, data, and technology modernization.
• Demonstrated ability to sell, shape, and deliver complex transformation initiatives spanning business strategy, operating model design, process transformation, data and analytics, AI/GenAI, intelligent automation, cloud, and core platform modernization.
• Executive presence and credibility with C-suite stakeholders, with the ability to navigate ambiguity, build consensus, and translate strategy into execution.
• Prior experience at a leading consulting firm or equivalent advisory organization.

Preferred Qualifications:

• MBA, CPA, CFA, CPCU, ARM, AIC, technology, data, analytics, or insurance certificiations
• Knowledge of insurance platforms and ecosystems, including Guidewire, Duck Creek, Majesco, Salesforce, cloud/data platforms, workflow tools, and emerging InsurTech solutions.

#LI-DSM, #LI-CHI, #LI-NYC

#LI-BS

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

New York Salary Range:

NY Minimum Salary (USD)

$ 250,000

NY Maximum Salary (USD)

$ 450,000

Illinois Wage Transparency

Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

IL Minimum Salary (USD)

$ 250000

IL Maximum Salary (USD)

$ 450000