West Monroe

West Monroe

Senior Consultant, M&A (Insurance Value Creation)

Chicago; Minneapolis; New York · Senior

Work authorization required$124k-$146kDetected 14 days ago
LLMsBusiness DevelopmentFinancial ModelingM&APerformance ManagementCommunicationProblem SolvingCritical ThinkingMentoring

About the role

  • At West Monroe, our people are our business.
  • We pride ourselves on bringing a different mindset to consulting-one that is highly collaborative, flexible, and tenacious.
  • This role will focus on delivering client value, driving business development efforts, and contributing to the growth of our practice.

Responsibilities

  • 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.
  • 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.
  • Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.
  • Build data-driven methodologies and assets for evaluating Insurance services and technology businesses in a due diligence capacity.
  • Collaborate with software, infrastructure, and security architects to elevate the Insurance advisory capabilities of the M&A team.
  • Support business development efforts by creating work plans, pricing estimates, and risk assessments for prospects.

Requirements

  • 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.
  • 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
  • Ability to travel up to 30%
  • 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.
  • Proven ability to manage concurrent projects and workstreams efficiently.
  • Strong analytical, problem-solving, and quality assurance skills.
  • Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
  • Proficiency in project planning methodologies and software development life cycles. Strong interpersonal skills and the ability to thrive in collaborative, team-based environments
  • 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 salary range 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.

Nice to have

  • Familiarity with SaaS, software company transactions, and technology transformations is preferred.
  • Bachelor's degree or equivalent preferred

Compensation

  • Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below).

Company info

  • 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.
  • We are looking for a Senior Consultant with experience in Insurance and Mergers & Acquisitions (M&A) to join our team.

Visa & Work Authorization

  • Authorization to work permanently in the United States without sponsorship.
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This listing is sourced directly from West Monroe's careers page and normalized into a canonical job model.