AI Workflow Optimization Lead

Position Summary

Leads the design and optimization of AI-enabled business workflows across key functions such as underwriting, claims, and servicing. This role drives process transformation by identifying AI opportunities, defining requirements, and ensuring measurable improvements in efficiency, cost, and performance.

Requirements & Workflow Definition

• Translate business problems into detailed functional and non-functional requirements for AI-enabled solutions
• Define workflow components including inputs, outputs, decision logic, exception handling, escalation paths, and control mechanisms
• Establish human + AI interaction models including decision support vs. automation, confidence thresholds, review processes, and override rules
• Partner with Product, Engineering, and Data Science teams to ensure requirements are complete, testable, and aligned to implementation capabilities

Data Definition & Readiness

• Define and document data requirements for AI-enabled workflows, including sourcing, structure, lineage, and usage
• Assess data availability, completeness, and fitness for purpose in partnership with data and technology teams
• Identify and prioritize data gaps, enrichment opportunities, and remediation actions required to support AI solutions
• Ensure alignment with data governance, privacy, and regulatory requirements
• Support definition of training, validation, and monitoring datasets in collaboration with Data Science

Process Improvement & Value Realization

• Support development of business cases, including value drivers, ROI assumptions, and expected operational impact
• Identify risks, dependencies, and constraints impacting AI workflow implementation and performance

AI Performance & Continuous Optimization

• Define and implement AI Control Plans including performance metrics, thresholds, monitoring requirements, and escalation protocols
• Aggregate and synthesize performance metrics across model, system, and operational layers (e.g., model accuracy, system reliability, workflow throughput, exception rates)
• Translate technical and operational performance into business insights and measurable impact
• Identify performance gaps and drive continuous optimization of AI-enabled workflows, including threshold tuning, workflow redesign, and human-in-the-loop adjustments
• Ensure data quality and data drift considerations are incorporated into ongoing performance evaluation

Leadership & Collaboration

• Serve as a bridge between business, product, data, and technology teams to align on AI workflow design and execution
• Facilitate workshops and working sessions to drive alignment on process design, requirements, and AI use cases
• Communicate effectively with stakeholders, including senior and executive leadership
• Define and standardize AI discovery frameworks, workflow design approaches, and performance measurement practices across the organization
• Mentor and guide less experienced team members or project resources as needed

Requirements

• 7+ years of experience in process improvement, operations, product, or transformation roles.
• Experience with AI, analytics, or automation initiatives.
• Strong understanding of business processes (insurance experience preferred).
• Knowledge of data structures, data quality, and workflow dependencies.
• Strong analytical, problem-solving, and stakeholder management skills.
• Lean/Six Sigma experience preferred.
• Bachelor’s degree preferred