Modernization Consultant

Modernization Consultant

The Modernization Consultant partners with Financial Services executives and business leaders to translate strategic goals into clearly defined business objectives and actionable requirements that drive growth and continuous improvement. Serving as both a facilitator and trusted advisor, this role works across underwriting, life, annuity, wealth management, and product and pricing teams to identify modernization opportunities, improve operational efficiency, and ensure cross‑functional alignment for strategic initiatives.

Who We Are: At Farm Bureau Financial Services, our client/members can feel confident knowing their family, home, cars, and other property are protected. We value a culture where integrity, teamwork, passion, service, leadership, and accountability are at the heart of every decision we make and every action we take. We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.

What You'll Do

• Facilitate and coordinate the analysis of business objectives and requirements across Financial Services areas, ensuring appropriate stakeholder involvement for strategic initiatives.
• Partner with executives and business leaders to clarify goals, identify modernization opportunities, and drive continuous improvement.
• Evaluate business considerations impacting agents, service delivery, and operational efficiency; provide consultative guidance and recommendations based on analysis.
• Develop strong working relationships with business leaders to support effective discovery, requirements gathering, and decision‑making.
• Produce clear, well‑structured business documentation including requirements, status updates, implementation plans, and leadership communications.
• Identify and recommend process improvements across Financial Services and related departments to improve service, efficiency, and outcomes.
• Consult on and support the implementation of strategic initiatives, including initiatives that drive organizational change.
• Act as a trusted advisor to Business Solutions, IT, QA, vendors, and Financial Services leadership to ensure initiatives align with long‑term strategy.
• Provide insight into cross‑functional impacts, dependencies, and considerations related to strategic and business initiatives.
• Coordinate updates to Financial Services policies and procedures resulting from project and initiative releases, while proactively identifying opportunities to streamline processes.
• Support additional projects or initiatives as needed to advance organizational priorities.

Qualifications

• Bachelor's degree or equivalent experience required, with 5+ years of relevant professional experience.
• Demonstrated experience in project or program environments; Agile methodology experience required.
• Strong analytical, strategic thinking, organizational, problem‑solving, and documentation skills.
• Proven experience with organizational and process improvement methodologies.
• Solid understanding of the insurance business, with the ability to quickly assess business needs and implications.
• Ability to influence, advise, and collaborate effectively with senior leaders and cross‑functional teams.
• Strong facilitation, planning, decision‑making, and written and verbal communication skills.
• Results‑oriented mindset with the flexibility to adapt to ambiguity and manage changing expectations.
• Familiarity with enterprise‑wide Farm Bureau products, services, and strategies preferred.
• Ability to read, write, and speak English fluently.
• Reliable attendance and ability to meet role responsibilities consistently.

What We Offer You: When you're on our team, you get more than a great paycheck. You'll hear about career development and educational opportunities. We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time, casual Fridays, a flexible hybrid work location policy, and teams who know how to have fun. Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and even an onsite medical clinic. Farm Bureau....where the grass really IS greener!

If you're intereste