Director of Business Transformation

Posted 15 Hours Ago
Be an Early Applicant
2 Locations
In-Office
150K-175K Annually
Senior level
Insurance
The Role
Leads enterprise business transformation and process reengineering across insurance, BPO, franchising, and corporate functions. Oversees transformation portfolios, process discovery and redesign, controls by design, automation enablement, implementation governance, benefits realization, stakeholder engagement, and team development. Partners with business, technology, legal, compliance, finance, and operations leaders to deliver measurable improvements in cost, cycle time, quality, capacity, customer experience, and control performance.
Summary Generated by Built In

Pay Range:  

  • $150000 - $175000 / year

Our Perks & Benefits:_

  • Comprehensive benefits package including medical, dental, vision, and life insurance
  • Performance-based bonuses to reward your contributions*
  • Paid time off to recharge and maintain a healthy work-life balance
  • Flexible work options, including remote and hybrid opportunities, if eligible
  • Retirement Plan (401k) with company-matched contributions
  • Education Advancement, for employees and qualified dependents, via the Confie Enablement Scholarship Fund
  • Fitness Reimbursement – up to $15/month for gym memberships
  • Inclusive workplace through a strong commitment to Diversity, Equity, and Inclusion
  • Employee Assistance Program – confidential support for personal or professional challenges, at no cost
  • Extra Perks – optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and even pet insurance

 

Purpose

To lead Confie's business process improvements and business transformation agenda across a diversified operating model that includes insurance distribution and general agency operations, business process outsourcing (BPO), franchising, and enabling corporate functions

Run the reengineering center of excellence, establish standards and prioritization, and partner with business and functional leaders to redesign end-to-end processes, embed control by design, enable automation, and deliver measurable operating results


Essential Duties & Responsibilities

Reengineering Strategy and Portfolio Leadership:

  • Lead the reengineering program and portfolio, including intake, triage, prioritization, and road map management aligned to enterprise priorities
  • Build and maintain process architecture and a pipeline of high-impact opportunities across customer, operational, and enabling functions
  • Develop business cases and benefits hypotheses for prioritization initiatives, including cost, cycle time, quality, capacity, customer experience, and control performance
  • Establish standards for discovery, documentation, measurement, and handoffs to delivery teams

Discovery, Design, and Solution Definition:

  • Lead structured discovery and current state analysis using value stream mapping, process mapping, root cause analysis, and waste identification
  • Facilitate future state design that clarifies process steps, roles, decision points, exceptions, service levels, and control by design
  • Define requirements, operating model implications, and performance measures for redesigned processes
  • Partner with stakeholders to align scope, decision rights, and readiness needs, including policy updates, training, communications, and change enablement

Controls by Design:

  • Embed control requirements into process redesign from inception, including preventive and detective controls, auditability, access discipline, segregation of duties, exception handling, and monitoring triggers
  • Partner with Legal, Compliance, Finance, Technology, and Operations to align controls with regulatory requirements and practical execution

Delivery Model and Implementation Enablement:

  • Operate as a center of excellence that enables implementation by business owners and delivery teams while providing disciplined governance and support
  • Define implementation plans with clear ownership, milestones, dependencies, and adoption measures
  • Support execution through launch readiness, pilot training, training and job aids, cutover support, and post-launch stabilization
  • Establish benefits realization tracking and performance reviews to sustain improvements

Automation and Technology Enablement:

  • Partner with the Technology and Data teams to translate process redesign into workflow enablement, system configuration changes, automation opportunities, and decision support capabilities
  • Identify and prioritize automation opportunities, including rules-based automation, low-code workflows, document and data routing, and analytics-enabled decisioning where appropriate
  • Ensure measurement systems are defined and operationalized, including process performance indicators, control-monitoring signals, and benefits-realization reporting

Stakeholders Leadership and Communication:

  • Lead cross-functional working sessions, workshops, and governance routines with a clear agenda, decision, and follow-through
  • Communicate progress, risks, and decisions to leaders using concise narratives and data-supported reporting
  • Build strong relationships with functional leaders to drive adoption and reduce friction to implementation

Team Leadership and Capability Building:

  • Lead and develop a team of process analysts, continuous improvement leads, and transformation resources as assigned
  • Create reusable toolkits, templates, and standards that improve consistency and speed of delivery
  • Coach stakeholders on process thinking, measurement discipline, and change adoption

Qualifications and Education Requirements

Bachelor's degree required, an advanced degree preferred

8 or more years of progressive experience in process improvement, business transformation, business process management (BPM), operational excellence, or reengineering

Demonstrated success leading cross-functional initiatives from discovery through implementation and sustained performance

Experience in insurance, financial services, franchising, regulated operations, and/or outsourced service delivery models is strongly preferred

Expertise in end-to-end process design, value stream mapping, process mapping, root cause analysis, and operating model definition

Ability to translate process design into implementable requirements across operations and technology teams

Strong orientation to automation and workflow enablement in partnership with technology teams

Strong analytical capability, including benefits modeling and performance measurement

Proficiency with process mapping and analysis tools such as Microsoft Visio

Experience with workflow and automation platforms, including low-code automation and robotic process automation (RPA), and partnering with Technology teams to translate process designs into build-ready requirements

Experience using project and portfolio management tools to manage intake prioritization, delivery plans, and status reporting (Smartsheet or equivalent)

Strong capability with data and reporting tools to define metrics, track benefits, and monitor performance (for example, Microsoft Excel, SQL, Power BI, Tableau, or equivalent)

Familiarity with documentation and knowledge management tools to create and maintain standards, templates, and reusable playbooks (SharePoint)

Excellent facilitation, stakeholder management, and executive communication skills


Preferred Skills

Credentials that demonstrate process transformation capability are valued, including Lead Six Sigma (Green Belt or Black Belt), Project Management Professional (PMP), Certified Business Process Professional (CBPP), or comparable certifications

Specific Platforms: UiPath, ServiceNow, and QPR


Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice

 

Notice  

As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie’s use of these computer systems should contact Human Resources at [email protected]

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree
  • 8 or more years of progressive experience in process improvement, business transformation, business process management, operational excellence, or reengineering
  • Experience leading cross-functional initiatives from discovery through implementation and sustained performance
  • Expertise in end-to-end process design, value stream mapping, process mapping, root cause analysis, and operating model definition
  • Ability to translate process design into implementable requirements across operations and technology teams
  • Experience with automation and workflow enablement in partnership with technology teams
  • Strong analytical capability, including benefits modeling and performance measurement
  • Proficiency with process mapping and analysis tools such as Microsoft Visio
  • Experience with workflow and automation platforms, low-code automation, and robotic process automation
  • Experience using project and portfolio management tools such as Smartsheet or equivalent
  • Capability with data and reporting tools such as Microsoft Excel, SQL, Power BI, or Tableau
  • Familiarity with documentation and knowledge management tools such as SharePoint
  • Excellent facilitation, stakeholder management, and executive communication skills
  • Advanced degree
  • Experience in insurance, financial services, franchising, regulated operations, or outsourced service delivery models
  • Lead Six Sigma Green Belt or Black Belt certification
  • Project Management Professional (PMP) certification
  • Certified Business Process Professional (CBPP) certification
  • Experience with UiPath, ServiceNow, and QPR
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The Company
HQ: Huntington Beach, CA
711 Employees
Year Founded: 2008

What We Do

Confie is the largest personal lines insurance agency in the US. Since the day we established ourselves in 2008, we quickly grew to become the nation’s leading independent insurance provider for personal lines. Personal lines insurance includes auto, motorcycle, homeowners, renters, life, and health among others. We are passionate about serving our customers in their local communities through our click, call, or come-in approach. We live by our aspiration to be the most trusted source of insurance solutions so our customers can have peace of mind. In the insurance industry, we have been recognized as the #1 personal lines leader in the nation for the past five years. Confie is the only independent agency focused on personal lines insurance that consistently ranks in the Top 10 Property/Casualty agencies in the U.S. Our customers know us as friendly, professional, trustworthy, and knowledgeable. They recognize our brands and the great value we provide, and count on us for insurance solutions at competitive prices. We provide them quality coverage in the diverse communities that we serve. We believe that our employees are our brand. Our employees enjoy a positive, dynamic, inclusive and collaborative workplace where performance is rewarded, education is promoted, and employees have exciting opportunities to advance their careers. We strive to help every employee embrace our corporate values in everything they do. We promote a positive, workplace, and find satisfaction in a job well done. The secret to our continued success is our talented, diverse and dedicated employees. We are proud of our leading position in terms of employee diversity within our industry. At Confie, we offer competitive pay, great benefits, work-life balance, and significant upward opportunities for employees with passion. We look forward to you being a part of our team! Disclaimer: *2021 Top 50 Personal Lines Agency in Insurance Journal

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