Alera Group

Provides employee benefits, risk, wealth management

AI Product Lead - Property & Casualty, Shared Services & Sales

Business OperationsPosted on Nov 10

Full-timeRemote in USA

About the Job

Requirements

A bachelor's degree in Business Administration, Technology, Data Science, Artificial Intelligence, Engineering, Organizational Development, or a related field is required.
At least 7 years of progressive experience, including at least 3 years in Property & Casualty insurance, is required.
At least 2 years of experience in AI or automation, including building prototypes, defining evaluation and acceptance criteria, and managing vendor architecture and budgets, is required.
Experience in business transformation, technology-enabled operations, consulting, or insurance brokerage, including leading cross-functional initiatives, is required.
A record of leading AI, operational improvement, or technology-enabled change that delivered measurable results is required.
Working knowledge of evolving AI regulations, ethical AI, data governance, and privacy and security requirements is required.
Strong business, insurance, and financial acumen, including business cases, budgets, vendor management, and return-on-investment tracking, is required.
The ability to influence senior stakeholders, build consensus, and drive alignment across a matrixed organization is required.
Strong analytical and problem-solving skills and sound judgment in ambiguous, fast-changing environments are required.
Excellent communication skills and the ability to turn complex technical concepts into clear business recommendations are required.

Responsibilities

Develop and execute the Property & Casualty AI strategy and roadmap, aligned to practice objectives, systems, operational needs, enterprise standards, and growth goals.
Provide AI support and guidance to Shared Services and Sales, helping identify, prioritize, and deliver practical AI use cases.
Run the Property & Casualty AI operating approach, including initiative intake, prioritization, budget recommendations, progress reporting, and decision support.
Manage the AI initiative portfolio, deciding what to prioritize, scale, redesign, or discontinue based on value, risk, feasibility, and expected return.
Translate AI-enabled productivity gains into measurable outcomes for client experience, efficiency, colleague capacity, and growth.
Represent Property & Casualty, Shared Services, and Sales needs in decisions on AI platforms, licensing, integrations, vendors, data readiness, and build-versus-buy.
Lead AI enablement across supported teams, including implementation, communication, upskilling, and adoption.
Partner with Finance, Transformation, Operations, Legal, Compliance, Security, Communications, Learning & Development, IT, and field leaders to align priorities and manage risk.
Apply enterprise responsible AI standards covering privacy, security, compliance, vendor risk, approvals, and documentation.
Build business cases and investment recommendations, and track adoption, productivity, financial, operational, and client impact metrics.
Monitor AI, insurance, Property & Casualty, regulatory, and competitor trends, and turn them into recommendations.
Manage relationships with AI vendors, consultants, and strategic partners to ensure delivery against agreed outcomes.
Participate in enterprise AI councils, champion networks, innovation forums, acquisition integration efforts, and cross-functional working groups.

Desired Qualifications

A master's degree or relevant certification is preferred.
Relevant AI, technology, risk management, or business leadership certifications are preferred.

OVERVIEW

AI Product Lead - Property & Casualty, Shared Services & Sales

At Alera Group, our people, and the way we empower them, are our greatest competitive advantage. We are seeking an AI Product Lead to define and execute the AI and operational excellence strategy for our P&C practice, with additional AI support for Shared Services and Sales. In this role, you will own the P&C AI roadmap. You will turn emerging capabilities into practical solutions that improve efficiency, support growth, enhance the client experience, and advance One Alera.

If you are energized by translating new technology into measurable business results, partnering with senior leaders across the enterprise, and helping teams work smarter, this is your opportunity to lead.

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

RESPONSIBILITIES

What You'll Do

Develop and execute the P&C AI strategy and roadmap, aligned to practice objectives, systems, operational needs, enterprise standards, and growth goals
Provide AI support and guidance to Shared Services and Sales, helping identify, prioritize, and deliver practical AI use cases
Run the P&C AI operating approach: initiative intake, prioritization, budget recommendations, progress reporting, and decision support
Manage the AI initiative portfolio, deciding what to prioritize, scale, redesign, or discontinue based on value, risk, feasibility, and expected return
Translate AI-enabled productivity gains into measurable outcomes for client experience, efficiency, colleague capacity, and growth
Represent P&C, Shared Services, and Sales needs in decisions on AI platforms, licensing, integrations, vendors, data readiness, and build-versus-buy
Lead AI enablement across supported teams, including implementation, communication, upskilling, and adoption
Partner with Finance, Transformation, Operations, Legal, Compliance, Security, Communications, Learning & Development, IT, and field leaders to align priorities and manage risk
Apply enterprise responsible AI standards covering privacy, security, compliance, vendor risk, approvals, and documentation
Build business cases and investment recommendations, and track adoption, productivity, financial, operational, and client impact metrics
Monitor AI, insurance, Property & Casualty, regulatory, and competitor trends, and turn them into recommendations
Manage relationships with AI vendors, consultants, and strategic partners to ensure delivery against agreed outcomes
Participate in enterprise AI councils, champion networks, innovation forums, acquisition integration efforts, and cross-functional working groups

QUALIFICATIONS

What You'll Bring

Bachelor's degree in Business Administration, Technology, Data Science, Artificial Intelligence, Engineering, Organizational Development, or a related field (master's degree or relevant certification preferred)
7+ years of progressive experience, including 3+ years in Property & Casualty insurance
2+ years in AI or automation, including building prototypes, defining evaluation and acceptance criteria, and managing vendor architecture and budgets
Experience in business transformation, technology-enabled operations, consulting, or insurance brokerage, including leading cross-functional initiatives
A record of leading AI, operational improvement, or technology-enabled change that delivered measurable results
Working knowledge of evolving AI regulations, ethical AI, data governance, and privacy and security requirements
Strong business, insurance, and financial acumen, including business cases, budgets, vendor management, and ROI tracking
The ability to influence senior stakeholders, build consensus, and drive alignment across a matrixed organization
Strong analytical and problem-solving skills, with sound judgment in ambiguous, fast-changing environments
Excellent communication skills, with the ability to turn complex technical concepts into clear business recommendations

Licensure (if applicable)

Relevant AI, technology, risk management, or business leadership certifications preferred

Compensation

Salary Range: $200,000 - $260,000 annually + Bonus

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

Medical, dental, and vision insurance
Life and disability coverage
401(k)
Generous paid time off
Professional development and career growth opportunities

ADDITIONAL INFORMATION

Work Arrangement

This position is Remote

Travel Requirements: Frequent travel to other offices and client meetings is expected.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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,#LI-Remote, #Nationwide

Location Type

Remote

About the Company

Alera Group

Provides employee benefits, risk, wealth management

Alera Group provides tailored employee benefits, risk management, and wealth management services to businesses, nonprofits, and individuals across the United States. It combines national-scale resources with a local office network to deliver personalized consulting, pricing, and advisory services for insurance, benefits, and retirement plans. The firm differentiates itself through its national reach paired with strong local relationships and industry-specific expertise, offering programs such as compliance consulting, workplace wellness, and reference-based pricing to control healthcare costs. Its goal is to help clients navigate complex insurance and financial landscapes, stay compliant, and achieve their benefits and wealth objectives.

Company size: 1,001-5,000
Company stage: Debt Financing
Total funding: $4.3B
Headquarters: Deerfield, IL
Founded: 2017

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