Senior Manager, M&A (Insurance Value Creation)

Are you ready to make an impact

At West Monroe our people are our business. We pride ourselves on bringing a different mindset to consultingone that is highly collaborative flexible and tenacious. Our people-first culture is core to our identity and we are committed to fostering an inclusive and diverse environment where unique perspectives drive impactful results.

OurInsurancepractice partners with Private Equity and Corporate Strategic clients to transform insurance brokers carriers MGAsInsurTechs and insurance services organizations. We help clients navigate the full transaction lifecyclefrom pre-close due diligence through post-close integration and value creationwhile enabling long-term growth through operating model transformation technology modernization data and analytics and digital strategy.

We are seeking aSenior Manager with deep experience iMergers & Acquisitions (M&A) to help lead our growing Insurance Value Creation vertical. This leader will be responsible for managing complex client engagements developing trusted executive relationships driving business development mentoring teams and helping shape the future of our Insurance M&A offering.

Responsibilities

Client Leadership

• Lead complex technology operations and business transformation engagements for Private Equity and Corporate Strategic clients across the transaction lifecycle including platform acquisitions mergers integrations carve-outs and value creation initiatives.
• Serve as a trusted advisor to executive client stakeholders including CIOs CTOs CFOs business leaders and Private Equity operating partners.
• Lead pre-close technology and operational due diligence efforts by assessing risksidentifyingvalue creation opportunities and developing actionable recommendations for investors and corporate buyers.
• Oversee post-close integration separation and transformation programs including Day 1 readiness operating model design technology modernization systems integration data strategy and digital transformation initiatives.
• Provideexecutive-level guidance on technology investments operating model decisions organizational design and transformation roadmaps.
• Ensure successful engagement delivery by managing scope quality financial performance staffing and client satisfaction across multiple concurrent engagements.
• Lead executive steering committees workshops and client presentations while effectively managing complex stakeholder environments.
• Identifyrisks resolve issues proactively and drive measurable business outcomes for clients.

Practice Leadership

• Help define and execute the strategic direction of West Monroes Insurance M&A practice.
• Develop and enhance methodologies frameworks accelerators and intellectual property supporting technologyduediligence post-close execution and value creation.
• Collaborate across West Monroe practicesincluding Software Infrastructure Cybersecurity Data & AI and Customer Solutionsto deliver integrated client solutions.
• Mentor coach and develop consultants managers and senior consultants while fostering a collaborative high-performingteamculture.
• Play an active role in recruiting onboarding performance management and career development of team members.
• Contribute thought leadership through market insights publications conference participation and industry events.

Business Development

• Lead business development activities by cultivating executive relationships with Private Equity firms strategic acquirers and insurance executives.
• Identify qualify and pursue new business opportunities while expanding existing client relationships.
• Lead proposal development solution design pricing strategy staffing plans and pursuit teams.
• Develop account strategies that generate repeat business and long-term client partnerships.
• Represent West Monroe at Insurance M&A and Private Equity industry events while strengthening the firms market presence.

Qualifications

• 8 yearsof consulting M&A advisory technology consulting or operational leadership experience within the Insurance industry.
• Deepexpertiseacross Insurance subsectors including brokers carriers MGAsInsurTech insurance services/BPO and FinTech.
• Significant experienceleading technology and operational due diligence post-merger integration carve-outs and value creation initiatives for Private Equity investors and corporate strategics.
• Demonstrated success managing complex consulting engagements and leading multidisciplinary teams.
• Proventrack recorddeveloping executive-level client relationships and serving as a trusted advisor to C-suite stakeholders.
• Experience leading business development efforts including originating opportunities developing proposals and expanding client accounts.
• Strong understanding of enterprise technology cloud platforms software products digital transformation data strategy and technology operating models.
• Exceptional communication executive presentation negotiation and stakeholder management skills.
• Strong financial acumen with experience managingengagementeconomics and profitability.
• Proven ability to coach mentor and develop consulting teams while fostering an inclusive collaborative culture.
• Bachelors degreerequired; MBA or other advanced degree preferred.
• Ability to travel up to 30%; travel is typically short-term (23 days on-site per diligence project with higher travel during post-close execution).
• Authorization to work permanently in the United States without sponsorship.
• A commitment to inclusion diversity and openness tonew ideasand perspectives.

Were a global business and technology consulting firm passionate about creating measurable value for our clients delivering real-world solutions.

The combination of business and technology is not new but how we bring them together is unique. Were fluent in both. We know that technology alone is not the answer but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.

At West Monroe we zero in on the heart of the opportunity getting to results faster and preparing people for whats next.

Youll feel the difference in how we work. We show up personally. Were right there in the room with you co-creating through the challenges. With West Monroe collaboration isnt a lofty promise but a daily action. We work together with you to turn vision into clear action with lasting impact.

West Monroeis an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit experience and potential without regard to race color national origin sex sexual orientation gender identity marital status age religion disability veteran status or any other characteristic prohibited by federal state or local law. To learn more about diversity equity and inclusion at West Monroe visit If you require a reasonable accommodation to participate in our recruiting process please inquire by sending an email to .

Please review our current policy regarding use of generative artificial intelligence during the application process.

If you are based in California we encourage you to read West Monroes Notice at Collection for California residents provided pursuant to the California Consumer Privacy Act (CCPA) and linkedhere.