Strategy & Transformation Senior Manager - Insurance

Baker Tilly US; Kalamazoo (MI); On-site; USD 146,000 - 289,000; Full time

Job summary

Baker Tilly is seeking an experienced Insurance Transformation Senior Manager to join our Digital Consulting practice. You will lead client engagements across discovery, design, implementation and adoption, guiding multi-disciplinary teams to deliver measurable outcomes for insurance clients.

You will work with property & casualty, life & annuity, health, and other insurance services; you will translate business strategy into practical roadmaps, manage budgets and vendor relationships, and

Qualifications

• Bachelor’s degree in business, information systems, finance, insurance or related field.
• At least 8 years of relevant management consulting or insurance transformation experience.
• Experience leading cross-functional transformation engagements with multiple workstreams and budgets.

Responsibilities

• Lead insurance client engagements from discovery through roadmap, design, implementation, testing, deployment and adoption.
• Advise on underwriting, policy administration, claims, billing and customer experience for insurance clients.
• Manage transformation programs across core insurance functions and distribution.
• Translate priorities into roadmaps, requirements, budgets, governance and measurable outcomes.
• Guide system modernization, cloud enablement, data analytics and automation initiatives.
• Facilitate workshops with executives and IT teams to define requirements and drive decisions.
• Direct cross-functional teams and manage risks, quality and executive reporting.
• Develop business cases and contribute to proposals and go-to-market efforts.

Skills

Executive communication

Team leadership

Problem-solving

Relationship management

Stakeholder management

Education

Bachelor’s degree in business, information systems, finance, insurance or related field

Tools

Jira

Confluence

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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

About Baker Tilly Digital

Baker Tilly has an exciting opportunity for an experienced insurance transformation leader to join our growing Digital Consulting practice. We combine deep industry, functional and technology capabilities to help insurers navigate complex business and digital transformations, modernize core operations and deliver measurable business outcomes. This Senior Manager will lead client engagements and multidisciplinary teams while helping expand our insurance industry capabilities.

You Will Enjoy This Role If…

• You are energized by solving complex business and technology challenges for insurance organizations.
• You enjoy leading diverse teams and translating strategy into practical, measurable change.
• You thrive in an entrepreneurial, collaborative consulting environment and want to help grow an insurance-focused offering.
• You value building trusted relationships with clients, coaching colleagues and continually developing your expertise.

What You Will Do

• Lead insurance client engagements from discovery and business case development through roadmap, design, implementation, testing, deployment and adoption.
• Advice property and casualty, life and annuity, health insurance, broker, MGA and insurance services clients as relevant to your expertise; understand their operating models, distribution channels and regulatory considerations.
• Manage transformation programs across insurance functions such as underwriting, policy administration, claims, billing, customer and agent experience, finance and distribution.
• Translate business priorities into transformation roadmaps, requirements, delivery plans, milestones, budgets, governance structures and measurable performance indicators.
• Guide core system modernization, platform integration, process redesign, cloud and digital enablement, data and analytics, intelligent automation and responsible AI use cases.
• Facilitate workshops with insurance business leaders, CIO/technology teams, operations leaders and third-party solution providers to define requirements, prioritize initiatives and resolve tradeoffs.
• Direct cross-functional Baker Tilly, client and vendor teams; manage workstreams, staffing, dependencies, risks, issues, quality and executive reporting.
• Build compelling business cases and track outcomes such as expense reduction, cycle-time improvement, improved claims or underwriting performance, customer experience and operational resilience.
• Develop trusted relationships with senior client stakeholders; communicate clear recommendations and proactively identify follow-on opportunities.
• Contribute to proposals, scoping, thought leadership, go-to-market efforts, delivery methods and reusable insurance transformation assets.
• Coach and develop consultants and managers, foster an inclusive team culture and uphold high standards of client service and delivery.

Successful Candidates Will Have

• Bachelor’s degree in business, information systems, finance, insurance or a related field.
• At least 8 years of relevant experience in management consulting, insurance industry transformation, enterprise program delivery or related roles; substantial experience serving or working within insurance organizations strongly preferred.
• Demonstrated knowledge of insurance business processes and technology ecosystems, with depth in one or more of underwriting, policy administration, claims, billing, distribution or customer experience.
• Proven success leading complex, cross-functional business and technology transformation engagements, including managing multiple workstreams, budgets, vendors and senior stakeholders.
• Ability to connect insurance business strategy to technology decisions, operating model changes, process improvements and quantifiable outcomes.
• Experience eliciting requirements, developing business cases and roadmaps, leading workshops, and overseeing implementation and change management.
• Strong executive communication, facilitation, analytical, relationship management, team leadership and problem-solving skills.
• Experience with full lifecycle technology implementations, integrations and testing; familiarity with Agile delivery practices and tools such as Jira and Confluence.
• Ability to travel as needed and work outside standard business hours when client engagements require it.

Preferred Qualifications

• Experience with insurance platforms or ecosystems such as Guidewire, Duck Creek, Majesco or comparable solutions.
• Experience applying advanced analytics, AI or automation to insurance operations, with appropriate governance and risk considerations.
• PMP, PgMP, Agile or comparable project/program management certification.
• Prior consulting experience supporting business development, proposal development and account expansion.

The pay range for this position is $146,400 to $288,900. This range represents a good‑faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.