Life Insurance Consulting Manager
Job Description
Life Insurance Consulting Managers lead critical workstreams within complex transformation programs across the Life & Annuity value chain.
They help clients move from strategic ambition to measurable outcomes by translating business objectives into transformation initiatives that span operations, digital core modernization, workflow redesign, data, and emerging technologies. The role requires a combination of Life & Annuity expertise, consulting skills, transformation leadership, and delivery experience.
Successful candidates are comfortable working with senior stakeholders, challenging existing ways of working, designing future-state solutions, and leading cross-functional teams through execution.
Responsibilities
- Lead critical business and technology workstreams across Life & Annuity transformation programs from strategy and mobilization through implementation and value realization.
- Partner with client leaders to define transformation objectives, future-state operating models, and sequenced modernization roadmaps.
- Redesign end-to-end workflows across new business, underwriting, policy administration, servicing, claims, distribution, and operations.
- Help clients determine how AI, intelligent agents, automation, and emerging technologies can improve business performance, customer experience, and workforce effectiveness.
- Design AI-enabled and agentic workflows, including agent roles, orchestration, human decision points, data and tool requirements, controls, and value measures.
- Translate business priorities into actionable transformation plans, solution approaches, and delivery strategies that connect operations, digital core platforms, data, integration, and AI.
Basic Qualifications
- 7+ years of consulting, carrier, or transformation experience within Life Insurance, Annuities, or the broader insurance industry, with demonstrated expertise across multiple areas of the Life & Annuity value chain, including underwriting, policy administration, claims, operations, product, distribution, servicing, or new business.
- Experience leading business and/or technology workstreams within complex transformation, modernization, platform implementation, or digital transformation programs, partnering across business and technology teams to define future-state solutions and deliver measurable outcomes.
- Proven ability to identify, shape, sell, and lead consulting engagements, leveraging strong stakeholder management, facilitation, communication, and structured problem-solving skills to address complex business challenges and drive client value.
- Hands-on experience delivering programs in agile or iterative environments, including serving as a Product Owner, Product Manager, or similar role responsible for prioritization, execution, and value realization.
- Foundational knowledge of AI and Agentic AI concepts and their application within the insurance industry, including automation, predictive analytics, and intelligent workflows, with the ability to design AI-enabled solutions, collaborate with technology teams on implementation, and ensure compliance with regulatory and ethical standards.
Preferred Qualifications
- Experience shaping future-state operating models, business architecture, process reinvention, or end-to-end journey transformation.
- Experience supporting policy administration modernization or digital core transformation programs.
- Familiarity with Life & Annuity platforms such as ALIP, OIPA, Sapiens, FAST, Fadata, EIS, Majesco, or comparable technologies.
- Experience connecting policy administration with workflow, correspondence, data, APIs, digital channels, or downstream platforms.
- Applied experience shaping or delivering AI-enabled or agentic workflows, including orchestration, human-in-the-loop controls, responsible AI, and adoption considerations.
- Experience developing business cases, transformation roadmaps, value realization approaches, and executive recommend
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