This is a remote position.
Overview
We are seeking an experienced Engagement Lead to drive client success and delivery excellence across large-scale insurance transformation programs. This role serves as the primary bridge between business stakeholders, technology teams, and external partners, ensuring the successful execution of initiatives involving MGA market models, insurance core platforms, digital transformation, and AI-driven solutions.
The ideal candidate will have a strong background in insurance program delivery, stakeholder management, and enterprise transformation, with the ability to align business objectives with technology solutions while fostering long-term client relationships.
Client Engagement
- Act as the primary point of contact for client executives and key business stakeholders.
- Build trusted client relationships and ensure alignment between business goals and program outcomes.
- Provide strategic guidance and ensure high levels of client satisfaction throughout the engagement.
- Lead end-to-end delivery of insurance transformation initiatives.
- Manage project scope, timelines, budgets, quality, and resource planning.
- Coordinate cross-functional teams to ensure successful execution of project deliverables.
- Ensure solutions are aligned with Managing General Agent (MGA) distribution models, underwriting workflows, and regulatory requirements.
- Collaborate with business and technical teams to support modernization of insurance operations.
- Champion the adoption of AI-enabled solutions and intelligent automation across insurance processes.
- Support change management initiatives to drive successful user adoption and business value realization.
- Facilitate executive steering committees, client workshops, governance meetings, and status reviews.
- Communicate program progress, key milestones, risks, and strategic recommendations to senior leadership.
- Identify program risks, dependencies, and potential roadblocks.
- Develop mitigation strategies and ensure proactive resolution of issues to minimize delivery impact.
Requirements
- Proven experience as an Engagement Lead, Program Manager, Delivery Lead, or Client Partner within the insurance or financial services industry.
- Strong understanding of insurance core platforms, policy administration systems, and enterprise transformation programs.
- Experience working with Managing General Agent (MGA) business models, underwriting processes, and insurance distribution channels.
- Demonstrated experience leading enterprise AI/ML adoption or digital transformation initiatives.
- Strong knowledge of program governance, project delivery methodologies, and stakeholder management.
- Excellent communication, presentation, negotiation, and relationship management skills.
- Proven ability to manage multiple stakeholders across business and technology organizations.
- Strong analytical thinking, problem-solving, and decision-making capabilities.
- PMP, PRINCE2, Agile, Scrum Master, or SAFe certification.
- Experience with cloud-based insurance platforms and API-driven integration architectures.
- Knowledge of insurance regulatory frameworks and compliance standards.
- Experience managing large-scale digital transformation programs across multiple business units.
- Familiarity with data analytics, AI governance, intelligent automation, and emerging technologies in insurance.
- Strong leadership skills with the ability to mentor cross-functional teams.
- Strategic mindset with a strong focus on client success and long-term partnership development.
- Ability to balance innovation with operational excellence while driving measurable business outcomes.
- Experience working in global delivery models and collaborating with distributed teams.
Benefits
Skills Required
- Proven experience as an Engagement Lead, Program Manager, Delivery Lead, or Client Partner within the insurance or financial services industry
- Strong understanding of insurance core platforms, policy administration systems, and enterprise transformation programs
- Experience with Managing General Agent business models, underwriting processes, and insurance distribution channels
- Experience leading enterprise AI/ML adoption or digital transformation initiatives
- Knowledge of program governance, project delivery methodologies, and stakeholder management
- Excellent communication, presentation, negotiation, and relationship management skills
- Ability to manage multiple stakeholders across business and technology organizations
- Strong analytical thinking, problem-solving, and decision-making capabilities
- PMP, PRINCE2, Agile, Scrum Master, or SAFe certification
- Experience with cloud-based insurance platforms and API-driven integration architectures
- Knowledge of insurance regulatory frameworks and compliance standards
- Experience managing large-scale digital transformation programs across multiple business units
- Familiarity with data analytics, AI governance, intelligent automation, and emerging insurance technologies
- Leadership skills to mentor cross-functional teams
- Experience working in global delivery models with distributed teams
What We Do
Exavalu leads the way in business and technology consulting and solution delivery, focusing on specialized digital transformation across the Insurance, Healthcare & Life Sciences, and Nonprofit industries. As an award-winning digital transformation advisor, we take pride in delivering leading-edge solutions to clients worldwide. Led by industry veterans and technology experts, we bring our deep understanding in customer experience, process automation, digital engineering, cloud, data and AI with a very strong industry core foundation. Drawing on our industry insights and technological acumen, we enable clients to drives growth, profitability, and cost optimization. We mitigate risks and elevate customer experience through our comprehensive suite of services, including strategic advisory, expert-led technology [build and maintenance], and best-in-class products and solutions. Our unwavering focus on understanding the industry's hard problems and finding the right solution has garnered recognition as the preferred ally for organizations seeking transformative growth.
