Lead-Lean Digital Transformation-Insurance

The Transformation Leader is responsible for driving end-to-end operational transformation across Property & Casualty (P&C) insurance carrier & broker operations. The role focuses on improving efficiency, scalability, service quality, and profitability through process redesign, digitization, operating model changes, and data-driven decision making.

The role would be responsible for the effective delivery of the Transformation Roadmaps and projects for the clients with a distinctive focus on deploying digital technologies like Robotics, Machine Learning, Intelligent automations, Generative AI, etc. by working with cross-functional global teams to favourably impact to the business outcomes of the customer.

Responsibilities

1. Operational Transformation

• Lead large-scale transformation initiatives across core broker operations, including:
• Policy placement & renewals
• Endorsements & mid-term adjustments
• New business onboarding
• Claims coordination & servicing
• Carrier interactions and compliance
• Identify inefficiencies, bottlenecks, and cost drivers; redesign processes using Lean / Six Sigma principles.
• Standardize workflows across lines of business, geographies, and acquired broker entities.

2. Digital & Automation Enablement

• Drive adoption of digital tools, workflow platforms, and automation (RPA, OCR, straight-through processing).
• Partner with IT, vendors, and Insurtech to modernize broker management systems (BMS), CRM, and document management.
• Enable data integration between carriers, brokers, and internal systems.

3. Operating Model & Organization Design

• Define target operating models aligned to growth, M&A, and client segmentation strategies.
• Optimize role clarity, spans of control, and sourcing models (onshore/offshore/shared services).
• Support post-merger integration for acquired brokerages.

4. Performance & Analytics

• Establish operational KPIs and dashboards (e.g., turnaround time, hit ratios, cost per policy, error rates).
• Embed performance management routines and continuous improvement culture.
• Use data to drive prioritization of transformation initiatives.

5. Change & Stakeholder Management

• Lead change management across frontline teams, leaders, and partners.
• Act as a trusted advisor to senior leadership.
• Communicate vision, progress, and impact clearly and consistently.

Skillset

• 10–18+ years of experience in insurance, with deep exposure to P&C broker or carrier operations
• Proven track record leading large-scale transformation or operational excellence programs
• Strong understanding of broker workflows, carrier interactions, and regulatory requirements
• Experience working with senior executives and cross-functional teams
• Experience in setting up process measurement systems with advance visualization tools to implement real time monitoring frameworks and platforms
• Proficiency in data and analytical tools like control charts, descriptive statistics, box charts, hypothesis testing etc
• Certifications in Project Management, Automation, Design Thinking will be preferred.
• Demonstrate thought leadership and risk-taking abilities.
• Strong Quantitative and problem-solving ability: Ability to conceptualize complex problems and develop an Analytical Road map for them
• Experience of leading and driving strategic initiatives for COO, CFO and CIO personas
• Proven experience in driving continuous improvements across teams using Lean Six Sigma, Design Thinking, Digital and Automation Solutions, Advanced Analytics and GenAI
• Excellent communication and stakeholder management with ability to work in diverse teams and with multiple stakeholders
• Facilitative Leadership skills – Influencing skills, mentoring and coaching – to be able to drive change
• Leadership Attributes
• Outcome-driven and pragmatic
• • Comfortable with ambiguity and complexity
• • Influential without direct authority
• • Balances strategic thinking with hands-on execution
• Qualifications we seek in you!
• MBA / Post Graduation in any discipline
• Certified Project Manager/ Master Black Belt
• Certified in RPA/Digital
• Certified Design Thinking