Senior Consultant, M&A (Insurance)

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.

Our Insurance practice is a growing team that partners with Private Equity and Corporate Strategic clients to transform insurance brokers carriers and InsurTech companies. We assist clients across the transaction lifecyclefrom pre-close due diligence to post-close integration and value creationwhile also helping them adapt to market demands through operating model transformations cost optimization strategies and the implementation of cutting-edge technology platforms and analytics.

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.

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.
  • Proficiency in project planning methodologies and software development life cycles.
  • Strong interpersonal skills and the ability to thrive in collaborative team-based environments
  • Bachelors 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 salaryrange 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. Employeesare able toenroll in our companys 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.

$124100$146000 USD

Los Angeles

$130000$152900 USD

New York City or San Francisco

$135900$159900 USD

A location not listed above

$118200$139000 USD

Other consultancies talk at you.
At West Monroe we work with you.

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 Monroe is 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 linked here .

Required Experience:

Senior IC