AI Product Lead - Property & Casualty, Shared Services & Sales

AI Product Lead - Property & Casualty, Shared Services & Sales

At Alera Group, our people, and the way we empower them, are our greatest competitive advantage. We are seeking an AI Product Lead  to define and execute the AI and operational excellence strategy for our P&C practice, with additional AI support for Shared Services and Sales. In this role, you will own the P&C AI roadmap. You will turn emerging capabilities into practical solutions that improve efficiency, support growth, enhance the client experience, and advance One Alera.

If you are energized by translating new technology into measurable business results, partnering with senior leaders across the enterprise, and helping teams work smarter, this is your opportunity to lead.

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

• Develop and execute the P&C AI strategy and roadmap, aligned to practice objectives, systems, operational needs, enterprise standards, and growth goals
• Provide AI support and guidance to Shared Services and Sales, helping identify, prioritize, and deliver practical AI use cases
• Run the P&C AI operating approach: initiative intake, prioritization, budget recommendations, progress reporting, and decision support
• Manage the AI initiative portfolio, deciding what to prioritize, scale, redesign, or discontinue based on value, risk, feasibility, and expected return
• Translate AI-enabled productivity gains into measurable outcomes for client experience, efficiency, colleague capacity, and growth
• Represent P&C, Shared Services, and Sales needs in decisions on AI platforms, licensing, integrations, vendors, data readiness, and build-versus-buy
• Lead AI enablement across supported teams, including implementation, communication, upskilling, and adoption
• Partner with Finance, Transformation, Operations, Legal, Compliance, Security, Communications, Learning & Development, IT, and field leaders to align priorities and manage risk
• Apply enterprise responsible AI standards covering privacy, security, compliance, vendor risk, approvals, and documentation
• Build business cases and investment recommendations, and track adoption, productivity, financial, operational, and client impact metrics
• Monitor AI, insurance, Property & Casualty, regulatory, and competitor trends, and turn them into recommendations
• Manage relationships with AI vendors, consultants, and strategic partners to ensure delivery against agreed outcomes
• Participate in enterprise AI councils, champion networks, innovation forums, acquisition integration efforts, and cross-functional working groups

• Bachelor's degree in Business Administration, Technology, Data Science, Artificial Intelligence, Engineering, Organizational Development, or a related field (master's degree or relevant certification preferred)
• 7+ years of progressive experience, including 3+ years in Property & Casualty insurance
• 2+ years in AI or automation, including building prototypes, defining evaluation and acceptance criteria, and managing vendor architecture and budgets
• Experience in business transformation, technology-enabled operations, consulting, or insurance brokerage, including leading cross-functional initiatives
• A record of leading AI, operational improvement, or technology-enabled change that delivered measurable results
• Working knowledge of evolving AI regulations, ethical AI, data governance, and privacy and security requirements
• Strong business, insurance, and financial acumen, including business cases, budgets, vendor management, and ROI tracking
• The ability to influence senior stakeholders, build consensus, and drive alignment across a matrixed organization
• Strong analytical and problem-solving skills, with sound judgment in ambiguous, fast-changing environments
• Excellent communication skills, with the ability to turn complex technical concepts into clear business recommendations

Licensure (if applicable)

• Relevant AI, technology, risk management, or business leadership certifications preferred

Compensation

• Salary Range: $200,000 - $260,000 annually + Bonus

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

• Develop and execute the P&C AI strategy and roadmap, aligned to practice objectives, systems, operational needs, enterprise standards, and growth goals
• Provide AI support and guidance to Shared Services and Sales, helping identify, prioritize, and deliver practical AI use cases
• Run the P&C AI operating approach: initiative intake, prioritization, budget recommendations, progress reporting, and decision support
• Manage the AI initiative portfolio, deciding what to prioritize, scale, redesign, or discontinue based on value, risk, feasibility, and expected return
• Translate AI-enabled productivity gains into measurable outcomes for client experience, efficiency, colleague capacity, and growth
• Represent P&C, Shared Services, and Sales needs in decisions on AI platforms, licensing, integrations, vendors, data readiness, and build-versus-buy
• Lead AI enablement across supported teams, including implementation, communication, upskilling, and adoption
• Partner with Finance, Transformation, Operations, Legal, Compliance, Security, Communications, Learning & Development, IT, and field leaders to align priorities and manage risk
• Apply enterprise responsible AI standards covering privacy, security, compliance, vendor risk, approvals, and documentation
• Build business cases and investment recommendations, and track adoption, productivity, financial, operational, and client impact metrics
• Monitor AI, insurance, Property & Casualty, regulatory, and competitor trends, and turn them into recommendations
• Manage relationships with AI vendors, consultants, and strategic partners to ensure delivery against agreed outcomes
• Participate in enterprise AI councils, champion networks, innovation forums, acquisition integration efforts, and cross-functional working groups

• Bachelor's degree in Business Administration, Technology, Data Science, Artificial Intelligence, Engineering, Organizational Development, or a related field (master's degree or relevant certification preferred)
• 7+ years of progressive experience, including 3+ years in Property & Casualty insurance
• 2+ years in AI or automation, including building prototypes, defining evaluation and acceptance criteria, and managing vendor architecture and budgets
• Experience in business transformation, technology-enabled operations, consulting, or insurance brokerage, including leading cross-functional initiatives
• A record of leading AI, operational improvement, or technology-enabled change that delivered measurable results
• Working knowledge of evolving AI regulations, ethical AI, data governance, and privacy and security requirements
• Strong business, insurance, and financial acumen, including business cases, budgets, vendor management, and ROI tracking
• The ability to influence senior stakeholders, build consensus, and drive alignment across a matrixed organization
• Strong analytical and problem-solving skills, with sound judgment in ambiguous, fast-changing environments
• Excellent communication skills, with the ability to turn complex technical concepts into clear business recommendations

Licensure (if applicable)

• Relevant AI, technology, risk management, or business leadership certifications preferred

Compensation

• Salary Range: $200,000 - $260,000 annually + Bonus

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities