Client Engagement Executive


The Client Engagement Executive reports to the Senior Vice President Programs & Strategic Sourcing

The Client Engagement Executive is a single point of contact and interface with a given business segment and information technology.Charged to work as a high level individual contributor, relationship builder, and cross functional team leader. Capable of working within a complex matrix environment to develop, execute, and drive completion of comprehensive solutions that aligning business strategies with IT solutions, that have significant return on investment.

Business Segment supported - Standard Lines Underwriting.Standard Lines products include: Workers’ Compensation, Automobile, General Liability, Property, Marine, Umbrella.Targeting three distinct segments: Small Business, Middle Markets, and Large National Accounts

Responsible for establishing, monitoring, fostering relationships and communications with business and IT leaders and 3rd party vendors to ensure success of major information technology initiatives within a given business segment’s IT solutions portfolio (Standard Lines).

In this role you will be responsible for working with the business Standard Lines leadership to understand business strategies and priorities. Subsequently, translating and prioritizing those strategies into solutions that deliver the greatest impact to Standard Lines and the CNA enterprise.

Overall, accountability for development and presentation of business case, negotiating/instilling/driving performance expectations across Standard Lines & IT functions, and 3rd party vendors.The Client Engagement Executive holds accountability for achieving expectations and facilitating resolutions for issues that impact success.


Management of enterprise-wide project portfolio for a given business segment(s)

Work with business and solutions to ensure that the business impact of the portfolio is understood and inline with enterprise level objectives
Manage the portfolio budgets $10 - $50 million annually


Build and manage successful relationships with business segments, IT and 3rd party vendors.In order to refine and align technology strategy with business strategy
Establish, refine, analyze, present and defend business plans at the executive level

Consult to clearly define the business issues and solutions


Work with business segments throughout the full life cycle of a given program

Especially during ideations and concept phase to identify alternative creative solutions while ensuring alignment with enterprise level goals
Work to manage customer expectations about release schedules addressing drift due to quality assurance findings


Work with IT and 3rd party vendors to ensure appropriated staffing for the life cycle of the initiatives

Accurate scoping and forecasting to predict when solutions can be scheduled


Provides management and oversight of work

Develop and maintain demand forecasts of technology solutions and services
Motivates and coaches engagement team through full life cycle of initiatives
Manage SLA’s


Apply metrics frameworks to measure cost/value ratio for initiatives and subsequently prioritize initiatives

Key Strategic Goals

Emerge as a trusted and visible resource for all partners
Develop a portfolio strategy that is in alignment with enterprise level strategy
Develop and refine the metrics used to measure the portfolio’s success
Creation of business architecture for the given segment
Define the tactical execution strategy within a given initiative’s road map
Work across portfolios to optimize and promote reusability


Client Engagement Executive will be a will be a “hands-on” leader/driver capable of developing successful relationships with executive leadership, and 3rd party vendors.Candidate will have a strong background leading and navigating full life cycle large complex systems initiatives (spends of $10 to $50 annually with 3 year programs over $100 Million) within a matrix environment.

· Minimum Bachelors Degree, Advanced degree preferred
· Value added certifications.

The successful candidate will have a minimum of 15 years of experience in progressive enterprise level IT roles ideally within the insurance or financial services or a Tier I Professional Services Practice focused on insurance or financial services.Ideally, candidate should have experience working in a matrix environment capable of developing and fostering high quality relationships with all levels of the enterprise.

The ideal candidate will have the following skills and experiences. Though each of the following items is not a requirement, a compelling combination of the following is a must:


Knowledge of IT, including in-depth experience in business systems analysis, larger scale program management and business process reengineering
Knowledge of the insurance vertical across; Operations, Distribution, Financial, Claims and Underwriting
Executive presence and professional image with consultative polish – excellent communication skills
Strong leadership skills including negotiation and conflict resolution - ability to win and influence
Ability to translate between business and technical client requirements clearly and verbally toindividuals of varying backgrounds
Ability to identify process improvements and develop and present a business case (practice management)
Understanding and experience in business applications/systems and how they are planned, specified, designed, built, tested, deployed and managed
Proven project management skills to manage projects from inception to implementation - ability to apply project development methodologies, reporting techniques, and measurement techniques
Experience: Client Engagement Executive

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