Operations Performance Specialist, Financial Lines

Zurich Insurance

. Direct the planning, execution, and measurement of Financial Lines strategic and transformational initiatives .

Posted 11/5/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $82,400 - $178,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Financial Lines and operational effectiveness, with a strong focus on change management and project management methodologies. Proven ability to lead cross-functional initiatives that drive organizational efficiency and profitability.

Highest-signal resume keywords

Project Management ExperienceChange Management MethodologiesFinancial Lines ExpertiseOperational EfficiencyCommunication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Project ManagementChange ManagementOperational Performance ImprovementAnalytical SkillsProblem-SolvingUnderwriting SkillsConsultative Skills

Soft Skills

Creative Problem-SolvingOrganizational SkillsPrioritization Skills

Certifications & Qualifications

Project Management Certification (PMP)Six Sigma CertificationLean Certification

Industry Keywords

Insurance IndustryFinancial LinesClaimsConsultingRisk EngineeringUnderwriting

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Direct the planning, execution, and measurement of Financial Lines strategic and transformational initiatives
Engage directly with the senior leadership team
Shape and drive transformational initiatives for the SBU and Business Unit-wide initiatives
Help the field management team navigate operational ambiguity and drive problem solving
Upskill and transfer knowledge to increase overall field management bench strength
Lead, design, and/or facilitate cross-functional projects promoting organizational effectiveness, efficiency, and profitability
Create timelines, agendas, goals, and metrics/measurements
Guide development, implementation, and institutionalization of best practices around execution and change management
Guide development of communication and implementation procedures for enterprise and Business Unit initiatives
Provide methodologies and tools to sponsors and team members to support initiatives and institutionalize a culture embracing innovation
Identify business improvement opportunities, develop solutions, manage initiatives, and identify required resources
Incorporate metrics and measurements into solutions, track progress, capture change impact, and identify further improvement opportunities
Work with underwriting management to drive continuous improvement in operational performance
Ensure effective change management practices throughout the initiative lifecycle to improve execution and delivery of results
Report to the Financial Lines Operations Leader

Requirements

What you’ll need

Specialist: Bachelor’s Degree and 4 or more years of experience in the Insurance or Operations area; OR High School Diploma or Equivalent and 6 or more years of experience in the Insurance or Operations area; OR Zurich Certified Insurance Apprentice including Associate Degree and 4 or more years of experience in the Insurance or Operations area
Lead: Bachelor’s Degree and 5 or more years of experience in the Claims, Consulting, Risk Engineering or Underwriting area; OR High School Diploma or Equivalent and 7 or more years of experience in the Claims, Consulting, Risk Engineering or Underwriting area; OR Zurich Certified Insurance Apprentice, including an Associate Degree and 5 or more years of experience in the Claims, Consulting, Risk Engineering or Underwriting area
Specialist: Project management experience
Lead: Experience in Organizational Effectiveness or Change Management
Lead: Experience in the application of existing and/or change management methodologies and tools
Lead: Project management experience
In-depth knowledge of the insurance industry with subject matter expertise in Financial Lines
Project Management Certification (PMP) preferred
Six Sigma and/or Lean Certification preferred
Advanced knowledge in driving operational efficiencies
Creative problem-solving and analytical skills
Experience creating management/leadership materials
Advanced underwriting and general consultative skills are a distinct advantage
Superior communication skills preferred
Impeccable organizational skills preferred
Ability to prioritize projects in importance preferred
Management/general consultancy experience preferred
Employment sponsorship is not offered

Benefits

Comp & perks

Short-term incentive bonus eligibility: 10% for the Specialist level
Short-term incentive bonus eligibility: 15% for the Lead level
Merit increases
Comprehensive benefits for employees and their families
Growth, inclusion, and a supportive environment