Transformation Lead

The Transformation Leader (Insurance) 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.Responsibilities1. 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.Skillset12–18+ years of experience in insurance, with deep exposure to P&C broker or carrier operationsProven track record leading large-scale transformation or operational excellence programsStrong understanding of broker workflows, carrier interactions, and regulatory requirementsExperience working with senior executives and cross-functional teamsExperience in setting up process measurement systems with advance visualization tools to implement real time monitoring frameworks and platformsProficiency in data and analytical tools like control charts, descriptive statistics, box charts, hypothesis testing etcCertifications 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 themExperience of leading and driving strategic initiatives for COO, CFO and CIO personasProven experience in driving continuous improvements across teams using Lean Six Sigma, Design Thinking, Digital and Automation Solutions, Advanced Analytics and GenAIExcellent communication and stakeholder management with ability to work in diverse teams and with multiple stakeholdersFacilitative Leadership skills – Influencing skills, mentoring and coaching – to be able to drive changeQualifications MBA / Post Graduation in any disciplineCertified Project Manager/ Master Black BeltCertified in RPA/DigitalCertified Design Thinking

Location: Delhi NCR