This is a remote position.
Our client a mid-sized tech-driven commercial MGA and insurance wholesaler in the US is seeking an AI Process Optimization Lead to drive real measurable efficiency gains across the business.
This role sits at the intersection of operations and AI. Youll embed directly with teams (underwriting claims operations finance) map workflows end-to-end identify inefficiencies and apply AI to improve speed cost and output. Youll build and test solutions hands-on - from quick MVPs to AI-enabled workflows - and partner with product/engineering when scaling is needed.
This is not a strategy-only role. Youll be expected to move quickly build iterate and deliver tangible results. The ideal candidate understands both business processes and AI well enough to translate problems into practical high-impact solutions.
Employment Type: Full-Time Permanent
Location: MUST be physically located in the US or Ontario Canada (Visa sponsorship is not available)
What Youll Do:
- Embed with business teams across the company (underwriting claims wholesale audits operations finance product) to deeply understand current workflows bottlenecks and pain points.
- Map end-to-end processes and identify specific opportunities where AI can automate augment or accelerate work - prioritized by business impact and feasibility.
- Define velocity metrics for each function (submissions reviewed/day time-to-quote claims processed/day close cycle time etc.) and set measurable productivity targets.
- Design and implement AI-powered workflow solutions - using approved tools and platforms - that deliver tangible throughput improvements.
- Build and maintain dashboards and reporting to track velocity metrics across functions making progress visible to leadership on a weekly and monthly cadence.
- Serve as the primary liaison between business teams and engineering - translating business needs into technical requirements and ensuring AI solutions fit real workflows.
- Lead change management for AI adoption - training teams creating documentation driving usage and reinforcing that productivity improvement is an ongoing operating discipline.
- Evaluate and recommend AI tools and platforms for companys approved toolset working with engineering to vet for security compliance and data handling requirements.
- Support the AI Committee with enterprise-wide velocity reporting tool approval recommendations and cross-functional best practice sharing.
- Identify opportunities to replicate wins across companys 12 product verticals - a workflow improvement in commercial auto that can be applied to construction workers comp and beyond.
- Ensure all AI process solutions meet regulatory obligations (state insurance regulations HIPAA for workers comp CCPA) and data governance standards.
Requirements
- 5 years of experience in process improvement business operations or consulting - with recent 2 years focused on AI/automation-driven transformation in the insurance industry.
- Demonstrated ability to map complex business processes identify optimization opportunities and deliver measurable improvements.
- Experience with LLM-based tools and applications (ChatGPT Claude Copilot or similar) for business process automation.
- You must be an active daily AI user - not someone who has read about it but someone who lives it. You have built custom AI skills and agents for your own work incorporated third-party AI libraries and tools into your personal and professional workflows and can demonstrate specific examples of how AI has changed the way you operate. We are looking for practitioners not observers.
- Strong proficiency with data analysis and visualization (SQL Python Excel Tableau/Power BI or similar).
- Experience defining KPIs and velocity metrics building measurement frameworks and driving accountability against targets.
- Excellent communication and stakeholder management skills - ability to work effectively with underwriters claims adjusters operations staff and C-suite executives.
- Experience leading change management for technology adoption across cross-functional teams.
- Self-starter who thrives in a fast-paced growth-stage environment with ambiguity.
- Bachelors degree in Business Engineering Computer Science Data Science or a related field.
Benefits
- Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
- Professional development opportunities
- Owner Referral Program
- Work from home reimbursement for remote/hybrid roles
- Canary emergency financial assistance program
- Comprehensive medical dental vision
- Life/AD&D Insurance
- Confidential Employee Assistance Program
- Health Savings Account includes company contribution
- Short-term disability
- Voluntary benefits - supplemental accident critical illness hospital insurance
- Employee discounts
- 401(k) Plan with company match contribution
- Addition Wealth Financial Wellness Program
- Various Time Off Programs
- 11 company paid holidays
At Talencore we stand against racism and discriminatory practices. We stand against violence.
We proudly support and partner with organizations that lift people up so everyone can succeed and thrive and honour our candidates experiences perspectives and unique identity.
We are committed to continuing to make diversity equity and inclusion part of everything we do from how we work with our talented candidates to how we support our clients in building their diverse workforce.
Required Skills:
- 5 years of experience in process improvement business operations or consulting - with at least 2 years focused on AI/automation-driven transformation. - Demonstrated ability to map complex business processes identify optimization opportunities and deliver measurable improvements. - Experience with LLM-based tools and applications (ChatGPT Claude Copilot or similar) for business process automation. - You must be an active daily AI user - not someone who has read about it but someone who lives it. You have built custom AI skills and agents for your own work incorporated third-party AI libraries and tools into your personal and professional workflows and can demonstrate specific examples of how AI has changed the way you operate. - We are looking for practitioners not observers. - Strong proficiency with data analysis and visualization (SQL Python Excel Tableau/Power BI or similar). - Experience defining KPIs and velocity metrics building measurement frameworks and driving accountability against targets. - Excellent communication and stakeholder management skills - ability to work effectively with underwriters claims adjusters operations staff and C-suite executives. - Experience leading change management for technology adoption across cross-functional teams. - Self-starter who thrives in a fast-paced growth-stage environment with ambiguity. - Bachelors degree in Business Engineering Computer Science Data Science or a related field.
This is a remote position. Our client a mid-sized tech-driven commercial MGA and insurance wholesaler in the US is seeking an AI Process Optimization Lead to drive real measurable efficiency gains across the business. This role sits at the intersection of operations and AI. Youll embed dir...
This is a remote position.
Our client a mid-sized tech-driven commercial MGA and insurance wholesaler in the US is seeking an AI Process Optimization Lead to drive real measurable efficiency gains across the business.
This role sits at the intersection of operations and AI. Youll embed directly with teams (underwriting claims operations finance) map workflows end-to-end identify inefficiencies and apply AI to improve speed cost and output. Youll build and test solutions hands-on - from quick MVPs to AI-enabled workflows - and partner with product/engineering when scaling is needed.
This is not a strategy-only role. Youll be expected to move quickly build iterate and deliver tangible results. The ideal candidate understands both business processes and AI well enough to translate problems into practical high-impact solutions.
Employment Type: Full-Time Permanent
Location: MUST be physically located in the US or Ontario Canada (Visa sponsorship is not available)
What Youll Do:
- Embed with business teams across the company (underwriting claims wholesale audits operations finance product) to deeply understand current workflows bottlenecks and pain points.
- Map end-to-end processes and identify specific opportunities where AI can automate augment or accelerate work - prioritized by business impact and feasibility.
- Define velocity metrics for each function (submissions reviewed/day time-to-quote claims processed/day close cycle time etc.) and set measurable productivity targets.
- Design and implement AI-powered workflow solutions - using approved tools and platforms - that deliver tangible throughput improvements.
- Build and maintain dashboards and reporting to track velocity metrics across functions making progress visible to leadership on a weekly and monthly cadence.
- Serve as the primary liaison between business teams and engineering - translating business needs into technical requirements and ensuring AI solutions fit real workflows.
- Lead change management for AI adoption - training teams creating documentation driving usage and reinforcing that productivity improvement is an ongoing operating discipline.
- Evaluate and recommend AI tools and platforms for companys approved toolset working with engineering to vet for security compliance and data handling requirements.
- Support the AI Committee with enterprise-wide velocity reporting tool approval recommendations and cross-functional best practice sharing.
- Identify opportunities to replicate wins across companys 12 product verticals - a workflow improvement in commercial auto that can be applied to construction workers comp and beyond.
- Ensure all AI process solutions meet regulatory obligations (state insurance regulations HIPAA for workers comp CCPA) and data governance standards.
Requirements
- 5 years of experience in process improvement business operations or consulting - with recent 2 years focused on AI/automation-driven transformation in the insurance industry.
- Demonstrated ability to map complex business processes identify optimization opportunities and deliver measurable improvements.
- Experience with LLM-based tools and applications (ChatGPT Claude Copilot or similar) for business process automation.
- You must be an active daily AI user - not someone who has read about it but someone who lives it. You have built custom AI skills and agents for your own work incorporated third-party AI libraries and tools into your personal and professional workflows and can demonstrate specific examples of how AI has changed the way you operate. We are looking for practitioners not observers.
- Strong proficiency with data analysis and visualization (SQL Python Excel Tableau/Power BI or similar).
- Experience defining KPIs and velocity metrics building measurement frameworks and driving accountability against targets.
- Excellent communication and stakeholder management skills - ability to work effectively with underwriters claims adjusters operations staff and C-suite executives.
- Experience leading change management for technology adoption across cross-functional teams.
- Self-starter who thrives in a fast-paced growth-stage environment with ambiguity.
- Bachelors degree in Business Engineering Computer Science Data Science or a related field.
Benefits
- Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
- Professional development opportunities
- Owner Referral Program
- Work from home reimbursement for remote/hybrid roles
- Canary emergency financial assistance program
- Comprehensive medical dental vision
- Life/AD&D Insurance
- Confidential Employee Assistance Program
- Health Savings Account includes company contribution
- Short-term disability
- Voluntary benefits - supplemental accident critical illness hospital insurance
- Employee discounts
- 401(k) Plan with company match contribution
- Addition Wealth Financial Wellness Program
- Various Time Off Programs
- 11 company paid holidays
At Talencore we stand against racism and discriminatory practices. We stand against violence.
We proudly support and partner with organizations that lift people up so everyone can succeed and thrive and honour our candidates experiences perspectives and unique identity.
We are committed to continuing to make diversity equity and inclusion part of everything we do from how we work with our talented candidates to how we support our clients in building their diverse workforce.
Required Skills:
- 5 years of experience in process improvement business operations or consulting - with at least 2 years focused on AI/automation-driven transformation. - Demonstrated ability to map complex business processes identify optimization opportunities and deliver measurable improvements. - Experience with LLM-based tools and applications (ChatGPT Claude Copilot or similar) for business process automation. - You must be an active daily AI user - not someone who has read about it but someone who lives it. You have built custom AI skills and agents for your own work incorporated third-party AI libraries and tools into your personal and professional workflows and can demonstrate specific examples of how AI has changed the way you operate. - We are looking for practitioners not observers. - Strong proficiency with data analysis and visualization (SQL Python Excel Tableau/Power BI or similar). - Experience defining KPIs and velocity metrics building measurement frameworks and driving accountability against targets. - Excellent communication and stakeholder management skills - ability to work effectively with underwriters claims adjusters operations staff and C-suite executives. - Experience leading change management for technology adoption across cross-functional teams. - Self-starter who thrives in a fast-paced growth-stage environment with ambiguity. - Bachelors degree in Business Engineering Computer Science Data Science or a related field.
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