Brokerage Management Consultant
Core
Insurance Brokerage Management Consultant analyzing business problems, designing practical solutions, and supporting transformation delivery for insurance brokerage clients.
Role type
Senior IC management consultant (insurance brokerage transformation)
Builds
End-to-end workflows, process maps, requirements, and implementation-ready deliverables for digital core modernization
Domain
Insurance brokerage / Business and technology transformation
Required skills
Management consulting, business/technology transformation, process analysis, workflow design, requirements engineering, product management, AI-enabled workflow design, stakeholder facilitation
Preferred skills
Insurance value chain knowledge, policy administration, digital core modernization, platforms (Applied Epic, Vertafore, BenefitPoint), agentic workflows
Technologies
Applied Epic, Vertafore, BenefitPoint
Responsibilities
Analyze current-state processes and develop future-state recommendations; Design end-to-end workflows across the Brokerage value chain; Develop requirements, process maps, user stories, and acceptance criteria; Support product management activities including backlog refinement and value tracking; Contribute to AI-enabled workflow design; Facilitate working sessions and track scope, dependencies, and risks; Develop client-ready analyses, roadmaps, and business cases; Travel up to 80% based on client and project requirements
Seniority
Senior, hands-on IC