AI Strategy

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Our Culture
Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates.

About The Role
The AI Strategy & Adoption Manager will lead the company's efforts to identify, evaluate, and implement AI-driven solutions that enhance productivity, improve client deliverables, and streamline operations. This role will serve as the internal champion for AI adoption, ensuring alignment with business objectives, compliance standards, and industry best practices.

Core Responsibilities include:
the following. Other duties may be assigned.

AI Strategy & Roadmap

• Develop and maintain an AI adoption roadmap aligned with company objectives.
• Identify high-value AI use cases for insurance consulting and brokerage operations.
• AI Tool Evaluation & Governance
• Research and vet AI tools and vendors, ensuring compliance with security and regulatory standards.
• Determine and evaluate the need to leverage consulting partners to support the success and speed of AI specific strategies
• Establish AI governance frameworks for ethical and responsible AI use.
• Business Use Case Development
• Collaborate with business units to design AI-driven solutions for client servicing, underwriting, and compliance.
• Build proof-of-concepts (POCs) and pilot programs to validate AI initiatives.
• Implementation & Integration
• Partner with IT and operations to integrate AI tools into workflows.
• Oversee data readiness and quality for AI applications.
• Training & Change Management
• Develop AI literacy programs for employees.
• Act as an internal evangelist for AI adoption, addressing resistance and misconceptions.
• Risk Management & Compliance
• Ensure AI solutions comply with insurance regulations and data security standards.
• Monitor and mitigate risks related to AI bias, errors, or misuse.
• Performance Monitoring & Continuous Improvement
• Track AI performance and ROI post-implementation.
• Recommend optimizations and upgrades as technology evolves.

Skills Needed

• Bachelor's degree in Business, Technology, Data Science, or related field (Master's preferred).
• 3–7 years' experience in AI strategy, digital transformation, or technology adoption.
• Familiarity with insurance industry processes (underwriting, claims, policy management).
• Strong understanding of AI tools, machine learning concepts, and data governance.
• Excellent stakeholder management and communication skills.

Preferred

• Experience with AI integration in regulated industries.
• Knowledge of Salesforce and similar CRM's
• Certifications in AI/ML, data analytics, or change management.

Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".