Business Technology Officer

Job Description

The Business Technology Officer (BTO) is responsible for aligning technology, data, and business processes to accelerate revenue growth, improve operational performance, and enable enterprise scalability across the Wholesale organization. As a strategic member of leadership, the BTO partners closely with business leaders to identify opportunities where technology can simplify operations, enhance customer and employee experiences, and deliver measurable business value. This individual leads the strategy, governance, implementation, adoption, and optimization of business technology solutions, ensuring investments support the organization's long-term objectives and deliver a measurable return on investment.

A key responsibility of the role is driving the modernization and consolidation of agency management systems (AMS), standardizing business processes, and enabling data-driven decision making across brokerage, binding, underwriting, client service, and acquisition integration. The BTO works collaboratively with Enterprise Technology partners to leverage secure, scalable infrastructure, cybersecurity, and shared technology services, allowing the Business Technology organization to remain focused on business transformation, operational excellence, organizational adoption, and continuous improvement.

• Partner with executive leadership to develop technology strategies that directly support revenue growth and market expansion.
• Enable producers, brokers, binding teams, and client service professionals with tools that increase productivity and improve client retention.
• Identify opportunities to automate workflows, reduce friction, and accelerate the quote-to-bind process.
• Support acquisition and integration strategies through scalable technology platforms and standardized processes.
• Establish technology-enabled capabilities that improve carrier, customer, and employee experiences.

• Develop and execute a multi-year AMS consolidation strategy.
• Lead the migration from multiple agency management systems to a standardized enterprise platform.
• Ensure operational consistency across brokerage, binding, underwriting, and servicing teams.
• Oversee data conversion, governance, integration, user adoption, and change management efforts.
• Create standardized workflows and reporting frameworks that improve visibility and decision-making.
• Lead organizational change management, communication, training and adoption strategies to maximize realization of business value ROI & Value Realization.

• Develop business cases for all significant technology investments.
• Establish baseline metrics and financial targets before project approval.
• Measure and report realized benefits against projected returns.
• Ensure technology initiatives contribute to:
• Revenue growth
• EBITDA improvement
• Expense reduction
• Operational efficiency
• Employee productivity
• Customer retention
• Acquisition integration success
• Key ROI Metrics
• Quote-to-bind cycle time reduction.
• Policy processing efficiency improvements.
• Reduction in manual transactions.
• AMS user adoption rates.
• Cost savings from platform consolidation.
• Reduction in application and vendor spend.
• Increased automation rates.
• Data quality and reporting accuracy improvements.
• Technology spend as a percentage of revenue.
• Return on technology investment (ROTI)

Establish enterprise-wide data governance and reporting standards. Deliver dashboards and business intelligence that support executive decision-making. Partner with enterprise technology, data, and business teams to develop predictive analytics, automation, and AI capabilities that support growth and operational efficiency. Improve access to real-time performance metrics across all business functions.

Partner with enterprise technology teams to ensure secure, scalable, and reliable technology platforms that support wholesale business operations. Partner with enterprise cybersecurity and infrastructure teams to ensure business technology solutions meet security, compliance, disaster recovery, and business continuity standards. Ensure technology service delivery meets business expectations. Manage business applications, platform, and strategic technology vendor relationships to maximize performance, adoption, and value realization.

Serve as a trusted advisor to business leaders. Translate business priorities into technology initiatives. Create alignment between technology teams and operational leaders. Lead enterprise change management efforts to ensure successful adoption of new capabilities. Support strategic planning and annual budgeting processes.

Build and lead high-performing business and technology, data, analytics, and project delivery teams. Foster a culture of accountability, innovation, and continuous improvement.…