Global Wholesale & Specialty Strategy and Transformation Lead - North America

Title:

Global Wholesale & Specialty Strategy and Transformation Lead, North America

Company:

Everest Global Services, Inc.

Job Category:

Underwriting Operations

Job Description:

About Everest:

Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.

Drive profitable growth across the North America Global Wholesale & Specialty (GWS) business by shaping, executing, and monitoring the divisional strategy. This role serves as the strategic partner for the North America GW&S Exec Team and senior underwriting/functional leaders, ensuring that priorities, investments, analytics, and delivery efforts are focused on the highest-value opportunities.

The role acts as the connector between business needs, analytics, operations, and delivery teams to ensure execution is fast, disciplined, and business-led.

This is hybrid role based out of the New York City office, with travel as needed.

Key Responsibilities

1. Profitability & Strategic Direction

• Lead development, refinement, and execution of the NA GW&S strategy with
  clear focus on profitability, margin improvement, and disciplined growth.

•  Monitor business performance and portfolio trends; translate insights into
  actionable strategic recommendations.

• Partner with underwriting, commercial, and finance leaders to identify high-
  value opportunities and areas requiring corrective action.

2. Performance Monitoring & Analytics Direction

• Work closely with Business Performance & Analytics to ensure NA has the right dashboards, MI, and insight tools to support underwriting, pricing, and
  business decisions.

• Define analytics priorities for North America aligned to business needs, ensuring timely and fit-for-purpose outputs.

• Support data-led performance reviews and strategic insights for quarterly
  business reviews and leadership forums.

3. Investment & Business Case Leadership

• Evaluate and prioritize North America investment requests (technology, data,
  operations, talent, etc.) and create business cases aligned to the overall GW&S
  strategy.

• Partner with Finance, Ops, and AI/Data to ensure investments deliver
  measurable business value.

4. North America Governance & Operating Model

• Lead the NA GW&S Strategy Realization Board, and partake in relevant
  management forums (Operating Board, Performance Board, Production Board)
  to challenge, question, and steer discussions to ensure NA perspectives and
  needs are incorporated.

• Partner with relevant teams to ensure governance outputs translate into clear
  action plans for the NA business.

5. Transformation, Delivery & Execution

• Partner with Delivery & Change to ensure NA initiatives are properly scoped,
  resourced, and delivered on time.

• Ensure priorities reflect NA business needs, monitor progress, remove blockers, and escalate issues where needed.

6. Stakeholder Leadership & Collaboration

• Build strong relationships with underwriting heads, commercial leads, finance
  partners, operations, AI/Data, IT, and other functions.

• Serve as a strategic advisor to senior NA leaders and the Global Head of
  Strategy & Transformation.

• Ensure clear communication of strategy, priorities, and progress across the NA
  team

Skills, Abilities & Competencies:

• As a strategic insurance leader, you should have 10+ years of experience in wholesale/E&S and specialty markets

• Experience in A&H and/or Facultative a plus

• Experience with technology optimization, digital/AI implementation in the re/insurance industry a plus

• Proven track record of shaping and delivering strategy in complex environment, with a background in top‑tier consulting or internal strategic advisory roles advantageous.

• Experience in leading large‑scale transformation

• Deep commercial acumen, strong analytical capability, and confidence using data and MI to inform underwriting and pricing decisions.

• Experience in project management and change management

• Demonstrated experience in executive level reporting, presentation, and business case development

• Ability to collaborate effectively across underwriting, finance, operations, and data/AI teams globally, influencing senior stakeholders to drive results in fast‑paced environments.

The base salary range for this position is $152,000 - $215,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).

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What if I don’t meet every requirement? At Everest we are dedicated to building an inclusive and authentic workplace. So, if you are excited about this role but your past experience doesn’t align perfectly with every element in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Please let us know if you need any accommodations throughout the application or interview process.

Our Culture

At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click here to learn more about our culture. 

• Our Values are the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Inclusion and Belonging.
• Our Colleague Behaviors define how we operate and interact with each other no matter our location, level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together.  

All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve. 

Type:

Regular

Time Type:

Full time

Primary Location:

New York, NY

Additional Locations:

Atlanta, GA, Chicago, IL - South Riverside

Everest is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy), sexual orientation, gender identity or expression, national origin or ancestry, citizenship, genetics, physical or mental disability, age, marital status, civil union status, family or parental status, veteran status, or any other characteristic protected by law. As part of this commitment, Everest will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at [email protected].

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