AVP Business Strategy and Planning

Ullico Inc.; Bethesda (MD); On-site; USD 185,000 - 250,000; Full time

Benefits offered by this job

Health/Dental/Vision

Pension

401K

Health Savings Account

Life Insurance

Paid Time Off

Job summary

Ullico Inc. in Bethesda, MD is seeking an AVP, Business Strategy and Planning to partner with the President of Life & Health Division.

The role supports annual business planning, executes strategic initiatives, and delivers analyses and presentations for divisional decisions. The role spans underwriting, operations, account management, sales, and trustee relationships, requiring strong analytical and communication skills, sound judgment, and discretion.

Qualifications

• Bachelor's degree required; MBA preferred.
• Minimum seven years of progressive experience in strategy or related fields.
• Strong analytical and critical thinking with data interpretation.
• Excellent written, verbal, and presentation skills.
• Ability to influence stakeholders across levels of the organization.

Responsibilities

• Support annual business planning and track divisional objectives.
• Research market, regulatory developments in life/stop loss for Taft-Hartley space.
• Lead strategic initiatives and special projects with cross-functional coordination.
• Identify opportunities to improve processes, drive growth, and efficiency across the division.
• Prepare executive materials, board decks, and analytical packages.
• Partner with leaders to understand operating drivers and performance.

Skills

Strategic thinking

Analytical skills

Communication skills

Presentation skills

Leadership

Education

Bachelor's degree in Business Administration, Finance, Economics, Insurance, Healthcare Administration, or related field

MBA or other advanced degree

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

Union Labor Life Insurance Company is actively recruiting an AVP Business Strategy and Planning for our Bethesda, MD office. This person will serve as a strategic partner to the President of the Life & Health Division of The Union Labor Life Insurance Company. This role supports annual business planning, runs special projects and strategic initiatives on behalf of the President, and produces the analysis and presentations that support divisional decision-making. The role is intentionally broad, providing exposure across underwriting, operations, account management, sales, and supplemental lines, as well as divisional strategy, financials, and trustee and broker relationships. The ideal candidate will bring strong analytical and communication skills, sound judgment and discretion with confidential information, and a commitment to supporting union members and their families through high quality work.

The successful candidate will:

• Support annual business planning, goal setting, and tracking of progress against divisional objectives.
• Research market, competitive, and regulatory developments in medical stop loss and Life insurance in the Taft-Hartley/multiemployer space and translate findings into implications for the division.
• Run strategic initiatives and special projects assigned by the President, coordinating across functional leaders. Pick up time-sensitive priorities and own them through to completion.
• Identify opportunities to improve process, drive growth, or gain efficiency across the division, and bring forward recommendations.
• Build presentations, board and trustee decks, rating-agency materials, and analytical packages. Turn complex data, claims analytics, book-of-business performance, into clear, decision-ready insights.
• Prepare briefing materials and talking points for executive, trustee, and broker meetings.
• Partner with the VPs of Operations and Underwriting and the AVP of Account Management to build working knowledge of each function and what drives divisional performance.
• Perform other similar and related duties as required.

Minimum Qualifications:

Bachelor's degree in Business Administration, Finance, Economics, Insurance, Healthcare Administration, or a related field required; MBA or other advanced degree preferred. Minimum of seven years of progressive experience in corporate strategy, business planning, consulting, insurance, healthcare, financial services, or a related industry. Demonstrated ability to lead complex projects, manage competing priorities, and drive results across multiple functional areas. Strong analytical and critical thinking skills with the ability to interpret financial, operational, and market data and translate findings into actionable business recommendations. Exceptional written, verbal, and presentation skills, including experience preparing executive-level materials, board presentations, and strategic reports. Proven ability to build relationships and influence stakeholders at all levels of an organization. Highly organized, self-motivated, and comfortable operating in a fast-paced environment with significant autonomy. Advanced proficiency in Microsoft PowerPoint, Excel, and other business productivity tools required. Knowledge of the life and health insurance industry, medical stop loss insurance, employee benefits, or the Taft-Hartley/multiemployer marketplace is strongly preferred.

Salary:

$185,000 - $250,000 a year

Starting Salary Range:

$185,000 - $250,000 (depending on relevant experience, skills, and credentials). This position is eligible to participate in Ullico Inc.'s("Ullico") annual incentive compensation program. An incentive award is contingent upon Ullico meeting financial goals set by the Ullico Board of Directors and your individual performance. The elements of the program, including eligibility, the range of potential incentive compensation, and the factors that determine the payment, will be shared with you after you become employed.

Benefits:

• Health/Dental/Vision
• Pension
• 401K
• Health Savings Account
• Life Insurance
• Paid Time Off

About Ullico:

For over 95 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement. From insurance products for members, leaders and employers, to investments that have created thousands of union jobs, our customers continue to count on Ullico to protect them. The Ullico Inc. family of companies includes The Union Labor Life Insurance Company; Ullico Casualty Group, Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc.

Equal Opportunity Employer:

Ullico is an Equal Opportunity Employer. This organization participates in E-Verify.

Application closing:

The job posting will expire or renew after 30 days.