Senior Consultant, M&A (Insurance Value Creation)

West Monroe

$118K — $139K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of experience in consulting, M&A, or IT within the Insurance industry.
  • Experience in M&A-centric roles with Private Equity investors or corporate strategics.
  • Familiarity with technology transformations and SaaS transactions is preferred.
  • Proven ability to manage multiple projects efficiently.
  • Strong analytical, problem-solving, and communication skills; proficient in presenting to executives.
  • Experience integrating AI tools into workflows for enhanced productivity.
  • Bachelor's degree or equivalent preferred.

Responsibilities

  • Serve Private Equity and Corporate Strategic clients through various stages of the transaction lifecycle.
  • Conduct due diligence to identify compliance, operational, and growth risks.
  • Lead post-close engagements such as integration planning and value creation initiatives.
  • Implement processes and technologies that drive operational efficiency for clients.
  • Facilitate workshops to design future-state processes and evaluate technology solutions.
  • Develop client communications, including project and financial plans.
  • Manage tasks in a fast-paced environment while maintaining attention to detail.

Benefits

  • Comprehensive medical, dental, vision, and basic life insurance coverage.
  • 401k plan participation and employee stock ownership program.
  • Annual bonuses based on performance.
  • Unlimited flexible time off and ten paid holidays each year.
  • Eligibility for ten weeks of paid parental leave from the hire date.
Full Job Description
We are looking for a Senior Consultant with experience in Insurance and Mergers & Acquisitions (M&A) to join our team. This role will focus on delivering client value, driving business development efforts, and contributing to the growth of our practice. You will work directly with clients to solve complex business and technology challenges, while mentoring junior consultants and advancing your career at one of the best places to work. Responsibilities Client Delivery • Serve Private Equity and Corporate Strategic clients across the transaction lifecycle, including platform acquisitions, mergers/integrations, and divestitures/carve-outs. • Conduct pre-close technology and operations due diligence, identifying risks and opportunities related to compliance, operations, revenue, and growth. • Lead post-close engagements, including Day 1 readiness planning, post-merger integration, carve-out execution, and technology-enabled value creation initiatives such as digital transformation, systems migration, data strategy, and target operating model development. • Work directly with clients to implement processes and technologies that drive business value and operational efficiency across business and technical functions. • Facilitate client workshops to design future-state business processes, define requirements, and evaluate technology solutions against industry best practices. • Interface with all levels of management, including C-level executives, at client organizations. • Develop client-ready communications, such as project plans, implementation plans, and financial models, to facilitate decision-making, mitigate risks, and resolve issues. • Manage multiple tasks efficiently in a fast-paced, team-oriented environment while maintaining high attention to detail and prioritizing competing demands. • Collaborate with engagement teams to establish highly functioning joint project teams and reduce project risk. • Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs. • Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes. Practice Development • Build data-driven methodologies and assets for evaluating Insurance services and technology businesses in a due diligence capacity. • Enhance frameworks and tools for technology due diligence, advisory engagements, and broader Insurance practice initiatives. • Collaborate with software, infrastructure, and security architects to elevate the Insurance advisory capabilities of the M&A team. • Actively participate in recruiting top talent, mentoring junior consultants, and contributing to the performance management process. Business Development • Support business development efforts by creating work plans, pricing estimates, and risk assessments for prospects. • Assist in tailoring proposals to client investment needs and constraints, particularly in the Insurance and Financial Services sectors. • Build and leverage a professional network by attending industry events and engaging with clients and prospects. • Actively participate in M&A and Insurance industry events to stay informed of market trends and competitive dynamics. Qualifications • 4+ years of experience in consulting, M&A, or IT within the Insurance industry. Strong knowledge of Insurance sub-sectors, including brokers, carriers, MGAs, InsurTech, BPO/Insurance Services, and FinTech. • Experience in M&A-centric roles (e.g., due diligence, post-merger integration, carve-outs) with Private Equity investors or corporate strategics. • Familiarity with SaaS, software company transactions, and technology transformations is preferred. • Proven ability to manage concurrent projects and workstreams efficiently. • Strong analytical, problem-solving, and quality assurance skills. • Excellent organizational, verbal, and written communication skills, with the ability to present to C-level executives. • Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs. • Proficiency in project planning methodologies and software development life cycles. Strong interpersonal skills and the ability to thrive in collaborative, team-based environments • Bachelor's degree or equivalent preferred • Ability to travel up to 30%; travel is typically short-term (2-3 days on-site per diligence project, 50% during post-close execution). • Authorization to work permanently in the United States without sponsorship. • A commitment to inclusion, diversity, and openness to new ideas and perspectives. Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity. Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company's 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date. Seattle or Washington, D.C. $124,100-$146,000 USD Los Angeles $130,000-$152,900 USD New York City or San Francisco $135,900-$159,900 USD A location not listed above $118,200-$139,000 USD

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