About the role
Planning and Engagement Serves as the insurance industry subject matter expert in digital and AI transformation and account planning. Brings a multi-year strategic insurance perspective to account planning. Applies knowledge of insurance market dynamics, AI adoption, legacy modernization, rising claims costs, climate and catastrophe risk, distribution change, aging workforces, evolving customer expectations, regulatory scrutiny, and the shift from reactive risk transfer to proactive risk prevention and advisory models.
Leads multi-horizon planning that connects customer outcomes, business processes, data foundations, AI capabilities, governance models, and technology investments. Helps customers define roadmaps from near-term productivity and modernization opportunities to enterprise-scale AI operating model transformation. Builds and maintains relationships with senior executive-level business decision makers. Identifies stakeholders, decision makers, influencers, and implementation leaders for strategic insurance transformation opportunities and engages with those leaders to make it happen.
Helps teams connect business sponsors, technology leaders, risk and compliance leaders, operations executives, and partner ecosystems around a shared transformation agenda. Collaborates with account teams, rapid deployment teams, and other internal stakeholders to build and mature pipeline across the insurance industry territory. Works with account teams to translate customer priorities into opportunity strategies, solution plays, partner motions, executive alignment, and commercial execution.
Collaborates with account teams, business strategy leads, business development managers, solution architects, technical specialists, industry solution teams, consulting teams, and partner organizations to plan, orchestrate, and execute customer opportunities. Maintains a perspective on how AI is transforming insurance from task-level automation to enterprise-scale operating model change.
Helps customers and internal teams understand the implications of responsible AI in insurance, including transparency, explainability, human oversight, model governance, privacy, security, bias mitigation, regulatory compliance, and auditability. Advises and presents at customer, partner, and industry forums. Establishes a learning baseline for less experienced colleagues and shares industry knowledge, customer insights, and patterns that improve team capability and field execution.
Other Bachelor's Degree in a relevant technology, business, or strategy field AND 7+ years of customer-facing experience in insurance, financial services, management consulting, consultative selling, enterprise technology, digital transformation, data, AI, or industry-relevant equivalent management or technical work experience OR Master's Degree in a related field AND 5+ years of customer-facing experience in insurance, financial services, management consulting, consultative selling, enterprise technology, digital transformation, data, AI, or industry-relevant equivalent management or
technical work experience OR 10+ years experience in a consultative sales, advisory, strategy, transformation, or industry leadership capacity within the insurance industry, serving insurance customers through enterprise technology, management consulting, professional services, systems integration, fintech, insurtech, or related industry roles.
Experience working with insurance business leaders on transformation opportunities across areas such as underwriting, claims, distribution, customer experience, policy administration, actuarial and risk modeling, fraud, compliance, life insurance, property and casualty, reinsurance, brokerage, group benefits, or specialty insurance. Ability to engage senior business decision makers, shape business value propositions, and translate strategic insurance priorities into technology-enabled transformation opportunities.
Working knowledge of cloud, data, AI, automation, security, and modern application capabilities as applied to regulated financial services and insurance environments. Proven ability to work across account teams, solution teams, engineering, partners, consulting organizations, and senior customer stakeholders to shape complex transformation programs and drive execution.
Knowledge of insurance business and technology domains, including claims, underwriting, distribution, policyholder engagement, producer and broker productivity, actuarial modeling, risk management, regulatory compliance requirements, core systems modernization, and customer experience. Experience helping large enterprise customers move AI initiatives from ideation to production-scale transformation with measurable business outcomes.
Experience developing executive narratives, industry points of view, business cases, transformation roadmaps, co-innovation proposals, partner strategies, and multi-horizon account plans. Familiarity with responsible AI, model governance, data governance, security, privacy, and regulatory considerations in insurance or other regulated industries.
Minimum requirements
- Bachelor's degree + 7+ years or Master's degree + 5+ years customer-facing experience in insurance, financial services, consulting, or related fields.
- Proven ability to engage senior business leaders and translate insurance priorities into technology-enabled transformation.
- Working knowledge of cloud, AI, automation, security, and insurance business and technology domains.
This listing was parsed by AI and may not be complete. Check the official posting on Microsoft's site for the most accurate information.