Operations Consultant, Insurance

Overview

We are seeking a Senior Operations Consultant to join our Optimization and Transformation team. This role drives operational excellence by partnering with Operations, Underwriting, Sales, and Claims teams to discover, analyze, and transform business processes across the organization.

You will conduct discovery sessions to understand end-to-end operations, design future-state operating models, and support strategic initiatives including platform migrations, automation implementations, and operating models, including consolidating multiple groups into unified operations with standardized workflows.

Beyond project-based work, you will serve as an ongoing business process partner to field teams, providing continuous support for process innovation and problem-solving. You will also act as a liaison between business operations and cross-functional partners including Operational Delivery & Implementation, Finance, and Technology.

Success requires deep knowledge of insurance operations, exceptional stakeholder engagement skills, and a proven ability to design operating models, champion recommendations, and sustain excellence through ongoing partnership.

• Conduct structured discovery sessions with Operations, Underwriting, Sales, Claims, and other stakeholders to map current-state processes, system dependencies, pain points, and business requirements
• Lead operational diagnostics to identify inefficiencies, capability gaps, manual workarounds, and digitization opportunities
• Facilitate value stream mapping to visualize end-to-end workflows and identify automation opportunities
• Document as-is processes and operating models to support transformation planning and technology solution design
• Assess organizational design, roles, operational capacity, and technology utilization to inform operating model recommendations

• Serve as a dedicated business process partner to assigned field teams, providing ongoing advisory support for operational excellence
• Facilitate continuous improvement initiatives, Kaizen events, and rapid problem-solving sessions
• Monitor process performance metrics and proactively identify optimization opportunities
• Coach teams on process thinking and problem-solving methodologies to build a culture of continuous improvement
• Provide process guidance during and after major implementations to ensure sustained adoption
• Pilot innovative approaches with field teams and scale successful practices across the organization

• Conduct gap analyses comparing current capabilities against available tools, platforms, and technology solutions
• Assess process maturity and technology readiness across business units to prioritize transformation investments
• Analyze process costs, labor utilization, and capacity constraints to quantify efficiency opportunities
• Design future-state operating models that optimize organizational structure, process flow, technology capabilities, and resource allocation
• Develop strategic recommendations for consolidation strategies, shared services models, centers of excellence, and span of control optimization
• Create business cases with scenario modeling, trade-off analysis, and ROI projections to support executive decision-making

• Lead consolidation efforts to unify fragmented operations into standardized, scalable processes that support platform migration
• Identify and prioritize automation opportunities including RPA, workflow automation, and digital tools
• Draft business requirements and functional specifications for platform migrations and technology enhancements

• Draft executive summaries, business review presentations, and strategic assessments for leadership
• Facilitate cross-functional review sessions with Operations, OpEx Delivery & Implementation, Finance, Technology, and executive leadership
• Develop dashboard and reporting frameworks to track transformation progress and business outcomes
• Translate complex operational and technical information into clear, actionable…