Managing Director, Insurance Managed Services

Develop and execute the strategic vision for Baker Tilly’s Insurance Managed Services business
Identify insurance business functions and processes suited for differentiated managed services
Build, commercialize, and scale managed services offerings across underwriting, policy administration, claims, finance and accounting, regulatory/risk/compliance, data/reporting, and insurance application/platform operations
Develop scalable delivery models combining insurance expertise, standardized processes, technology, automation, AI, and onshore, nearshore, and offshore resources
Help clients evaluate insurance operating models and determine which activities to retain, transform, automate, or deliver through managed services
Lead transitions from project-based consulting and transformation engagements to long-term managed services relationships
Partner across Insurance, Managed Services, Technology, Data and AI, Risk and Compliance, Operations, Offshore Delivery, and Growth teams
Serve as executive sponsor and trusted advisor for strategic insurance clients
Develop executive relationships across the insurance ecosystem
Drive business growth through market opportunities, go-to-market strategies, strategic pursuits, market awareness, and expansion of client relationships
Develop business cases and value propositions based on measurable insurance outcomes
Establish service delivery standards, governance models, KPIs, SLAs, quality controls, and operational performance frameworks
Champion AI, automation, intelligent workflows, analytics, and emerging technologies
Establish controls and governance addressing regulatory, privacy, security, quality, and operational risks
Maintain commercial and financial discipline across pricing, contracting, recurring revenue, delivery economics, margins, capacity, investments, and profitability
Make strategic decisions balancing client experience, risk, innovation, scalability, growth, and financial performance

• Bachelor’s degree in Business, Accounting, Finance, Insurance, Risk Management, Information Systems, or related field required
• 15+ years of progressive leadership experience in insurance, managed services, BPO/outsourcing, consulting, professional services, or technology-enabled delivery
• Deep knowledge of insurance operations, including underwriting, policy administration, claims, finance, compliance, data/reporting, and enabling technologies
• Proven experience building, scaling, or transforming insurance managed services, operations, BPO, shared services, or recurring delivery organizations
• Demonstrated success developing, commercializing, and taking new insurance service offerings to market
• Strong expertise in managed services operating models, governance, KPIs/SLAs, controls, quality, regulatory requirements, and performance improvement
• Experience designing scalable delivery models leveraging onshore, nearshore, offshore, automation, AI, workflow technologies, and analytics
• Proven success developing go-to-market strategies, leading strategic pursuits, expanding client relationships, and driving significant revenue growth
• Strong commercial and financial acumen, including pricing, contracting, recurring revenue, profitability, investment decisions, and business growth
• Ability to translate complex insurance challenges into scalable, technology-enabled solutions with compelling value propositions for senior insurance executives

Demonstrates extensive expertise in developing and executing strategic visions for insurance managed services, with a strong focus on building scalable delivery models that leverage technology, automation, and AI. Proven ability to drive business growth through effective go-to-market strategies and the establishment of…