- Develop and execute a vertical growth strategy to expand Sikich’s market share across carrier, MGA, wholesalers, reinsurers, and specialty insurance organizations.
- Drive strategic pursuits and pipeline expansion by aligning sales plays to insurance-specific challenges, including core system modernization, underwriting transformation, delegated authority oversight, digital distribution, regulatory compliance, and data-driven decision making.
- Support account teams with deal shaping, executive positioning, and value articulation for complex, multi-solution opportunities.
- Champion Sikich’s differentiated Insurance offerings—particularly modernization of client core platforms (ERP, CRM, Policy, Billing, and Claims systems) and their ecosystem of technology solutions. This includes Digital Front Door solutions, financial and operational reporting, Data & AI, and compliance enablement—to position the firm as a trusted digital transformation partner.
- Lead go-to-market strategy and executive positioning for Sikich's technology solutions such as Digital Front Door for Insurance, a Salesforce-based solution that streamlines quoting, submissions, policy servicing, and agent, broker engagement that integrates with existing policy administration systems.
- Translate technical capabilities into measurable business outcomes for insurance executives, ensuring clients clearly understand the value Sikich's integrated digital and operational solutions across the insurance lifecycle.
- Collaborate with leaders across Sikich practices such as Salesforce, Microsoft Business Applications, Data Analytics & AI, Cybersecurity, and Risk Management to design and pursue coordinated account strategies aligned to insurance modernization roadmaps.
- Expand wallet share within existing insurance clients through end-end transformation programs from strategy to system selection through implementation, integration, and managed services.
- Support go-to-market campaigns reinforcing Sikich's Digital Regulated Industries positioning and through leadership.
- Serve as an insurance industry thought leader through webinars, conferences, and industry forums.
- Stay ahead of emerging trends in underwriting, embedded insurance, delegated authority digitization, regulatory technology, and AI driven risk insights to inform client conversations ang GTM evolution.
- Provide voice-of-the-customer feedback to refine Sikich's insurance vertical strategy, offerings, and partner ecosystem within the insurance landscape.
- Proven consultative solution-selling experience within the insurance industry, particularly in core system modernization, digital transformation, data & AI, and or regulatory driven initiatives.
- Strong understanding of regulatory, operational, and technogy challenges facing insurance companies, including emerging, mid-market, and enterprise carriers, MGAs and specialty insurance organizations.
- Executive-level communication, presence, and credibility with C-suite and senior insurance stakeholders, including CIOs, COOs, and CUOs, and Heads of Distribution.
- Entrepreneurial mindset with strong execution bias, especially in fast evolving market.
- Insurance vertical pipeline growth and closed revenue across new and existing clients.
- Average spend per insurance client.
- Cross-practice expansion across Sikich offerings such as Salesforce, Microsoft, Data Analytics & AI, cybersecurity, and Risk Management.
- Development of an Insurance Playbook spanning Sikich practices and capabilities including but no limited to Salesforce (Digital Front Door), Microsoft, Data Analytics & AI, Cybersecurity, Risk Management, IT Managed Services.
In compliance with this state’s pay transparency laws, the base compensation range for this role is $161,800- $218,400- $275,000. This is not a guarantee of compensation or salary, as final offer amount may vary based on several factors including but not limited to experience and geographic location. Compensation ranges for roles in our Government Services pillar are determined by contract with the specific government agency Sikich is servicing.
- Servant Leader – You are hyper focused on engaging employees, fostering their development, and building a positive culture.
- Solutions Focused – You see opportunities in every business problem and can develop, articulate, and implement solutions.
- Collaboration – You are a relationship builder across all levels of the organization and across all business units.
- Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible.
- Impact & Influence Thinking – You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives.
- Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
- Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.
- Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.
- Flexible work arrangements
- Health, dental, vision, life, and accident/death/disability insurance options
- HSA employer contribution
- Nine (9) paid holidays annually.
- A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
- 401(k) with employer contributions
- CPA bonus with four (4) paid exam days & four (4) paid study days.
- Tuition reimbursement
- Generous employee referral bonus program
- Client referral bonus program
- Pet insurance
- FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.
Skills Required
- Proven consultative solution-selling experience within the insurance industry
- Experience with core system modernization, digital transformation, data and AI, or regulatory-driven initiatives
- Strong understanding of regulatory, operational, and technology challenges facing insurance companies, carriers, MGAs, and specialty insurance organizations
- Executive-level communication, presence, and credibility with C-suite and senior insurance stakeholders
- Entrepreneurial mindset with a strong execution bias
- Ability to engage employees, foster development, and build a positive culture
- Ability to identify business problems and develop, articulate, and implement solutions
- Strong relationship-building and collaboration skills across organizational levels and business units
- Demonstrated integrity, consistency, follow-through, and credibility
- Ability to influence stakeholders and gain support for proposals and solutions without formal authority
What We Do
Sikich LLP is a global company specializing in technology-enabled professional services. Now with more than 1,600 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and ranks as one of the largest CPA firms in the United States. From corporations and not-for-profits to state and local governments and federal agencies, Sikich clients utilize a broad spectrum of services and products to help them improve performance and achieve long-term, strategic goals. Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor




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