
Global Wholesale & Specialty Strategy and Transformation Lead, North America
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Job overview
The Global Wholesale & Specialty Strategy and Transformation Lead drives profitable growth across Everest’s North America business by shaping, executing, and monitoring divisional strategy. The role partners with senior underwriting and functional leaders to focus priorities, investments, analytics, and delivery on high-value opportunities. It connects business needs with analytics, operations, and delivery teams, and is based in the New York City office with a hybrid work arrangement and travel as needed.
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Full job description
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 adviso y roles advantageous. Experience in leading large-scale transformation D
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