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Director of Business Transformation

Role overview

Qualifications

  • Bachelor's degree required; advanced degree preferred
  • 8+ years of progressive experience in process improvement, BPM, operational excellence, or reengineering with cross-functional initiative success
  • Strong experience in insurance, financial services, franchising, regulated operations, or outsourced service delivery; expertise in end-to-end process design, value stream mapping, root cause analysis, and operating model definition
  • Proficiency with process mapping tools (e.g., Microsoft Visio) and workflow/automation platforms (low-code, RPA); ability to translate process designs into build-ready requirements; strong data and reporting skills (Excel, SQL, Power BI, Tableau)

Responsibilities

  • Lead the reengineering program and portfolio, including intake, triage, prioritization, roadmapping, and development of a high-impact pipeline across customer, operational, and enabling functions; establish standards for discovery and handoffs
  • Oversee discovery, design, and solution definition—value stream mapping, current/future state design, requirements, performance measures, and readiness alignment with stakeholders
  • Establish Controls by Design and ensure regulatory alignment by embedding preventive/detective controls, audits, access controls, and partnering with Legal, Compliance, Finance, Technology, and Operations
  • Serve as a center of excellence for delivery and automation enablement—define implementation plans, support execution, manage adoption and benefits realization, and lead cross-functional governance and stakeholder communications

About the company

Confie logo

Confie

Insurance Brokerage & Agencies

Confie is the largest personal lines insurance agency in the US. Since the day we established ourselves in 2008, we quickly grew to become the nation’s leading independent insurance provider for personal lines. Personal lines insurance includes auto, motorcycle, homeowners, renters, life, and health among others. We are passionate about serving our customers in their local communities through our click, call, or come-in approach. We live by our aspiration to be the most trusted source of insurance solutions so our customers can have peace of mind. In the insurance industry, we have been recognized as the #1 personal lines leader in the nation for the past seven years. Confie is the only independent agency focused on personal lines insurance that consistently ranks in the Top 10 Property/Casualty agencies in the U.S. Our customers know us as friendly, professional, trustworthy, and knowledgeable. They recognize our brands and the great value we provide, and count on us for insurance solutions at competitive prices. We provide them quality coverage in the diverse communities that we serve. We believe that our employees are our brand. Our employees enjoy a positive, dynamic, inclusive and collaborative workplace where performance is rewarded, education is promoted, and employees have exciting opportunities to advance their careers. We strive to help every employee embrace our corporate values in everything they do. We promote a positive, workplace, and find satisfaction in a job well done. The secret to our continued success is our talented, diverse and dedicated employees. We are proud of our leading position in terms of employee diversity within our industry. At Confie, we offer competitive pay, great benefits, work-life balance, and significant upward opportunities for employees with passion. We look forward to you being a part of our team! Disclaimer: *2023 Top 50 Personal Lines Agency in Insurance Journal

Company details

Company typeLarge
IndustryInsurance Brokerage & Agencies
Company size1001 - 5000

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Job description

Pay Range:  

  • $150000 - $175000 / year

 

Our Perks: 

  • Generous PTO plans, sick pay and health benefits
  • Annual bonus based on employment standing*
  • Work from home and hybrid model employment
  • Confie Enablement Fund/ Scholarship Program
  • I-Care Recognition Program
  • Corporate Social Responsibility Program
  • Diversity, Equity and Inclusion Initiatives
  • Confie Hub and Discount Programs (Gym Membership)

 

Purpose

To lead Confie's business process improvements and business transformation agenda across a diversified operating model that includes insurance distribution and general agency operations, business process outsourcing (BPO), franchising, and enabling corporate functions

Run the reengineering center of excellence, establish standards and prioritization, and partner with business and functional leaders to redesign end-to-end processes, embed control by design, enable automation, and deliver measurable operating results

 

Essential Duties & Responsibilities

Reengineering Strategy and Portfolio Leadership:

  • Lead the reengineering program and portfolio, including intake, triage, prioritization, and road map management aligned to enterprise priorities
  • Build and maintain process architecture and a pipeline of high-impact opportunities across customer, operational, and enabling functions
  • Develop business cases and benefits hypotheses for prioritization initiatives, including cost, cycle time, quality, capacity, customer experience, and control performance
  • Establish standards for discovery, documentation, measurement, and handoffs to delivery teams

Discovery, Design, and Solution Definition:

  • Lead structured discovery and current state analysis using value stream mapping, process mapping, root cause analysis, and waste identification
  • Facilitate future state design that clarifies process steps, roles, decision points, exceptions, service levels, and control by design
  • Define requirements, operating model implications, and performance measures for redesigned processes
  • Partner with stakeholders to align scope, decision rights, and readiness needs, including policy updates, training, communications, and change enablement

Controls by Design:

  • Embed control requirements into process redesign from inception, including preventive and detective controls, auditability, access discipline, segregation of duties, exception handling, and monitoring triggers
  • Partner with Legal, Compliance, Finance, Technology, and Operations to align controls with regulatory requirements and practical execution

Delivery Model and Implementation Enablement:

  • Operate as a center of excellence that enables implementation by business owners and delivery teams while providing disciplined governance and support
  • Define implementation plans with clear ownership, milestones, dependencies, and adoption measures
  • Support execution through launch readiness, pilot training, training and job aids, cutover support, and post-launch stabilization
  • Establish benefits realization tracking and performance reviews to sustain improvements

Automation and Technology Enablement:

  • Partner with the Technology and Data teams to translate process redesign into workflow enablement, system configuration changes, automation opportunities, and decision support capabilities
  • Identify and prioritize automation opportunities, including rules-based automation, low-code workflows, document and data routing, and analytics-enabled decisioning where appropriate
  • Ensure measurement systems are defined and operationalized, including process performance indicators, control-monitoring signals, and benefits-realization reporting

Stakeholders Leadership and Communication:

  • Lead cross-functional working sessions, workshops, and governance routines with a clear agenda, decision, and follow-through
  • Communicate progress, risks, and decisions to leaders using concise narratives and data-supported reporting
  • Build strong relationships with functional leaders to drive adoption and reduce friction to implementation

Team Leadership and Capability Building:

  • Lead and develop a team of process analysts, continuous improvement leads, and transformation resources as assigned
  • Create reusable toolkits, templates, and standards that improve consistency and speed of delivery
  • Coach stakeholders on process thinking, measurement discipline, and change adoption

 

Qualifications and Education Requirements

Bachelor's degree required, an advanced degree preferred

8 or more years of progressive experience in process improvement, business transformation, business process management (BPM), operational excellence, or reengineering

Demonstrated success leading cross-functional initiatives from discovery through implementation and sustained performance

Experience in insurance, financial services, franchising, regulated operations, and/or outsourced service delivery models is strongly preferred

Expertise in end-to-end process design, value stream mapping, process mapping, root cause analysis, and operating model definition

Ability to translate process design into implementable requirements across operations and technology teams

Strong orientation to automation and workflow enablement in partnership with technology teams

Strong analytical capability, including benefits modeling and performance measurement

Proficiency with process mapping and analysis tools such as Microsoft Visio

Experience with workflow and automation platforms, including low-code automation and robotic process automation (RPA), and partnering with Technology teams to translate process designs into build-ready requirements

Experience using project and portfolio management tools to manage intake prioritization, delivery plans, and status reporting (Smartsheet or equivalent)

Strong capability with data and reporting tools to define metrics, track benefits, and monitor performance (for example, Microsoft Excel, SQL, Power BI, Tableau, or equivalent)

Familiarity with documentation and knowledge management tools to create and maintain standards, templates, and reusable playbooks (SharePoint)

Excellent facilitation, stakeholder management, and executive communication skills

 

Preferred Skills

Credentials that demonstrate process transformation capability are valued, including Lead Six Sigma (Green Belt or Black Belt), Project Management Professional (PMP), Certified Business Process Professional (CBPP), or comparable certifications

Specific Platforms: UiPath, ServiceNow, and QPR

 

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice

 

Notice  

As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie’s use of these computer systems should contact Human Resources at employeerelations@confie.com 

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Marcus Rivera

Chief Revenue Officer

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