Global Wholesale & Specialty Strategy and Transformation Lead, North America

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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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

• 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 reporting, presentation, and business case development
• Ability to collaborate effectively across underwriting, finance, operations, and data/AI teams globally, influencing senior stakeholders to drive results in fast-paced environments.

The base salary range for this position is $152,000 - $215,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).

Global Wholesale & Specialty Strategy and Transformation Lead, North America at Everest Global Services, Inc. in New York, New York, 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.