Process Consultant

Position Overview

We are seeking an experienced Process Consultant with strong expertise in Life Insurance operations, business process transformation, and Artificial Intelligence (AI)-driven process optimization. The ideal candidate will work closely with business stakeholders, operations leaders, and technology teams to assess current-state processes, identify improvement opportunities, and drive AI-enabled transformation initiatives across the Life Insurance value chain.

This role requires a blend of business consulting, process excellence, insurance domain expertise, and AI strategy implementation.

Key Responsibilities

Process Assessment & Transformation

• Analyze and document current-state business processes across Life Insurance operations.
• Identify process inefficiencies, bottlenecks, operational risks, and automation opportunities.
• Design future-state operating models and process improvement roadmaps.
• Lead business process reengineering (BPR) initiatives to improve efficiency, quality, and customer experience.

Life Annuity Insurance Domain Consulting

• Provide subject matter expertise across Life Insurance functions including:
• New Business & Underwriting
• Policy Administration
• Claims Processing
• Customer Service Operations
• Policy Servicing
• Billing & Premium Management
• Agent/Broker Support
• Understand regulatory and compliance requirements impacting Life Insurance operations.

AI & Intelligent Automation

• Identify opportunities to leverage AI, Generative AI, Machine Learning, NLP, and Intelligent Automation.
• Collaborate with technology teams to design and implement AI-driven solutions.
• Develop AI use cases and business cases aligned with operational objectives.
• Measure and track business outcomes from AI adoption initiatives.
• Support AI governance, risk assessment, and change management activities.

Stakeholder Management

• Facilitate workshops, process discovery sessions, and executive presentations.
• Partner with business and IT stakeholders to align transformation initiatives with strategic objectives.
• Present recommendations, process maps, KPIs, and transformation roadmaps to senior leadership.

Continuous Improvement

• Establish process performance metrics and governance frameworks.
• Drive RPA / Lean Six Sigma methodologies and continuous improvement practices.
• Monitor post-implementation benefits realization and operational performance.

Required Qualifications

• Bachelor''s degree in Business, Insurance, Operations, Engineering, or a related field.
• 8+ years of experience in RPA, Business Process Consulting, Operations Consulting, or Process Excellence.
• 5+ years of experience within the Life Insurance industry.
• Hands-on experience in process mapping, process redesign, and operational transformation.
• Strong knowledge of AI, Intelligent Automation, RPA, Generative AI, and process optimization technologies.
• Experience delivering consulting engagements with executive-level stakeholder interaction.
• Proficiency with process modeling tools such as Visio, Signavio, ARIS, Lucidchart, or similar.
• Strong analytical, problem-solving, and communication skills.

Required Skills

• Life Annuity Insurance Operations
• Business Process Reengineering (BPR)
• Process Consulting
• Business Transformation
• AI / Generative AI Strategy
• Intelligent Automation
• Process Mining
• RPA  and Lean Six Sigma
• Change Management
• Business Analysis

Candidate Profile

The successful candidate will be a strategic thinker with deep Life Insurance expertise and a passion for leveraging AI to transform business operations. The individual should be comfortable working in a highly collaborative, client-facing environment and driving measurable business outcomes through process modernization and innovation.