Oversee team operations, manage workflows, and monitor productivity while fostering relationships with staff. Implement process improvements and address issues to enhance efficiency in the Follow Up team.

• Assist Financial Advisors with the sale of Term Insurance through Covr’s insurance platform • Answer calls from Financial Advisors to assist with questions on term insurance products • Make proactive, outbound calls to Financial Advisors with the goal of promoting insurance concepts • Refer advisors to our Regional Insurance Consultants for permanent sales opportunities • Work in partnership with Regional Insurance Consultant to grow insurance sales • Perform demos of our insurance platform over zoom • Continually learn and assist in guiding financial advisors on the use of the Covr digital insurance platform • Communicate benefits and features of various insurance products based on client needs • Perform other duties and projects as assigned

• Lead the Term Life Insurance Sales organization, responsible for managing multiple teams and driving performance • Define and own KPIs across production, activity, efficiency, and quality; foster a data-driven performance culture with clear accountability at every level • Lead, develop, and scale a high-performing team of licensed agents and managers — hiring top talent, building career paths, and maintaining a culture of performance • Build and continuously improve sales playbooks, scripts, and sales motions • Develop coaching programs across call reviews, shadowing, certifications, and performance improvement plans for both managers and agents • Partner with Product and Marketing teams to develop shared test and experimentation roadmaps • Set and manage staffing plans in partnership with Finance and Marketing, ensuring coverage, ramp capacity, and productivity targets are met • Design and evolve compensation plans that align agent and manager incentives with business outcomes

Role Description The Senior Director, Insurance Claims Advisory, will be part of our global insurance business consulting practice. In this leadership role, you will serve as the primary advisory for global insurance clients on transforming, modernizing, and automating their claims ecosystems. This executive will focus on achieving superior client "mind-share gain" by driving the verticalization of our IT services offerings, leveraging strategic partnerships, and developing proprietary industry assets addressing Insurance Claims lifecycle. A critical component of this role is serving as the primary pre-sales Claims domain expert for the North American P&C and L&A sales team, translating complex IT capabilities into tangible business outcomes (e.g., improved claims efficiency, lower loss ratio). This role demands a unique blend of strategic vision, deep insurance domain expertise, ecosystem leadership, and commercial acumen to position our firm as the premier IT services partner in the insurance sector. Key Responsibilities - Vertical GTM Strategy & Mind-Share Gain: Define and execute a targeted GTM strategy aimed at capturing mind-share and market leadership within specific North American P&C and L&A sub-segments. Translate complex claims handling workflows into actionable systems architecture requirements for globally distributed engineering teams. - Verticalization of IT and Ops Services addressing Insurance Claims: Lead the adaptation and configuration of our core IT services portfolio (Cloud, Data/AI, Cybersecurity, Modernization) into tailored, insurance claims-specific solutions. Drive the creation of compelling value propositions for both P&C and L&A sectors. - Pre-Sales Domain Expertise & Deal Shaping: Act as the primary Claims subject matter expert (SME) for the North American sales team during complex, large-deal pursuits. Provide expert P&C and L&A domain and technology expertise during client-facing meetings, workshops, and proposal development. Shape commercial and solution constructs that address specific client challenges across underwriting, claims, policy administration, and regulatory reporting (e.g., NAIC). - Ecosystem & Partnership Leadership: Develop joint GTM motions with key alliance partners and Independent Software Vendors (ISVs) in the insurance space (e.g., Guidewire, Duck Creek, Majesco, Verisk) to amplify market reach and deliver integrated client solutions. - Asset & IP Development: Drive the commercialization of proprietary insurance industry assets, frameworks, and solution accelerators. Collaborate with delivery and product teams to codify best practices into repeatable, marketable assets that enhance our value proposition and delivery efficiency. - Thought Leadership & Brand Visibility: Serve as a visible thought leader for the firm’s insurance practice. Represent the company at tier-1 industry conferences (e.g., InsureTech Connect, Applied Net), publish white papers, and engage with analyst firms (Gartner, Forrester) to shape market perception. - Commercial Execution & Pipeline Growth: Achieve revenue targets by collaborating closely with the direct sales force and providing high-impact pre-sales support that increases win rates and deal size. Qualifications - Strategic Vision: Ability to translate complex industry trends (e.g., insurtech disruption, AI adoption) into a clear, compelling commercial strategy. - Commercial Acumen: Expertise in structuring complex deals, articulating ROI, and navigating enterprise sales cycles. - Influencer & Communicator: Exceptional executive-level communication and presentation skills; a recognized public speaker or thought leader is a strong plus. - Ecosystem Builder: Demonstrated ability to build relationships with technology partners and influence cross-functional teams without direct authority. - Analytical Rigor: Highly data-driven approach to market analysis, GTM planning, and performance monitoring. Requirements - Deep Insurance Domain Expertise: 15+ Years of experience working within the P&C or L&A insurance industries, with a strong understanding of core value chains (underwriting, policy servicing, claims). - C-Suite Network and Commercial Acumen: Experience in GTM, management consulting, or a commercial leadership role within the IT services industry with a strong C-suite network among carriers and brokers. - Partner Network: Experience collaborating with key insurance software partners like Guidewire, Duck Creek Technologies, or Majesco is highly valued. - Travel: This position does require travel based on company and business needs up to 50%. Benefits - Medical, dental, and vision insurance with an employer contribution. - Flexible spending or health savings account. - Life and AD&D insurance. - Short and long term disability coverage. - Paid time off. - Employee assistance program. - Participation in a 401k program with company match. - Additional voluntary or legally-required benefits.