Lead Consultant

Lead Consultant

As a Lead Consultant, you will be contributing to different phases of the consulting lifecycle. You will be intensely involved in life insurance process consulting; you will define the problem, propose and create the solution. You will possess strong knowledge of life insurance and annuity products. You will work closely with actuaries, business/test analysts, and software engineers to analyze, resolve, and provide expert advice on calculations as they pertain to U.S. compliance. You will guide teams on project processes and deliverables, contribute to proposal development, client training, and internal capability building, and help define project scope. You will have the opportunity to shape value-adding consulting solutions that enable our clients to meet the changing needs of the global landscape. The job entails sitting as well as working at a computer for extended periods of time. Candidates should be able to communicate effectively by telephone, email, and face-to-face interactions.

Key Responsibilities

• Gather requirements, create requirements specification documents, and obtain client signoffs
• Proactively contribute to all associated project workstreams, ensuring appropriate knowledge sharing and information exchange to drive successful project outcomes. This includes, but is not limited to, 7702, 7702A, and 101(f) related calculations
• Analyze and resolve life insurance and annuity policy values, compliance value calculations, and investigate mismatches to identify and resolve differences
• Prioritize production issues and track them through resolution with project team members
• Independently lead business meetings with stakeholders for prioritization, work intake, business reviews, and regular updates on work items

Basic Qualifications

• Bachelor's or Master's degree in Engineering, Risk Management Sciences, or foreign equivalent from an accredited institution
• At least 10–12 years of relevant experience as described below

Preferred Qualifications

• Must have completed LOMA certification
• Must have experience in the U.S. Insurance domain with Life Insurance or Annuity products
• Should have experience in new product launch/implementation and/or conversion and migration projects
• Should have experience with at least one Policy Administration System (Vantage, Ingenium, OIPA, IPAS, ALIP, or EXIGEN) and exposure to external interfacing systems
• Should be well-versed in annuity product types, annuity-specific riders, contract lifecycle processes, and annuity payout options
• Nice to have experience with compliance and taxation rules and their impact on policy servicing
• Should be well-versed in Requirements Management, Requirements Gathering tools and techniques, and Use Case development
• Experience in life insurance/annuity new business and conversion projects is preferred
• Nice to have knowledge of life insurance terminology and calculations for life products, including cash value, death benefits, and compliance values such as TAMRA Premium, CVAT, and GPT values
• Strong experience working with client actuaries to define requirements and translate them into designs and specifications for software engineering teams
• Experience working with nearshore and offshore delivery teams

Who We Are

Infosys BPM Limited, a wholly owned subsidiary of Infosys Limited (NYSE: INFY), provides end-to-end transformative business process management (BPM) services for its clients across the globe. The company's integrated IT and BPM solutions approach enables it to unlock business value across industries and service lines, and address business challenges for its clients. Utilizing innovative business excellence frameworks, ongoing productivity improvements, process reengineering, automation, and cutting-edge technology platforms, Infosys BPM enables its clients to achieve their cost reduction objectives, improve process efficiencies, enhance effectiveness, and deliver superior customer experience. Infosys BPM has 42 delivery centers in 14 countries spread across 5 continents, with 60,530 employees from 105 nationalities, as of March, 2026. The company has been consistently ranked among the leading BPM companies globally and has received over 60 awards and recognitions in the last 5 years, from key industry bodies and associations like the Outsourcing Center, SSON, and GSA, among others. Infosys BPM also has very robust people practices, as substantiated by the various HR-specific awards it has won over the years. The company has consistently been ranked among the top employers of choice, on the basis of its industry leading HR best practices. The company's senior leaders contribute widely to industry forums as BPM strategists.