Global Wholesale & Specialty Strategy and Transformation Lead, North America

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 advisory roles advantageous.

• Experience in leading large‑scale transformation

• Deep commercial acumen, strong analytical capability, and confidence using data and MI to inform underwriting and pricing decisions.

• Experience in project management and change management

• Demonstrated experience in executive level rep