Corporate Strategy Associate

USI Insurance Services; United States; Remote; USD 125,000 - 130,000; Full time

Job summary

Join a leading insurance brokerage and consulting firm as a Corporate Strategy Associate, where you will play a pivotal role in shaping business strategies and driving execution. This position offers the opportunity to work closely with C-level executives, leading cross-functional projects that enhance revenue growth and operational efficiency. You will leverage your analytical skills to provide insights that impact decision-making and contribute to the overall success of the organization. With a focus on professional growth, you will thrive in a dynamic environment that values innovation and collaboration.

Benefits

Annual Incentive Bonus

401(k)

Paid Time Off

Health Insurance

Vision Insurance

Dental Insurance

Team-Building Events

Qualifications

• 1-3 years of experience in management consulting or corporate strategy.
• Strong technical capabilities in data analysis and financial modeling.

Responsibilities

• Lead execution of key cross-functional business initiatives.
• Analyze financial reports and participate in forecasting calls.
• Communicate findings to corporate executives.

Skills

Analytical Skills

Verbal Communication

Written Communication

Data Modeling

Financial Analysis

Leadership Skills

Organizational Skills

Execution Skills

Education

Bachelor's Degree

Master's Degree (preferred)

Tools

Excel

MS SQL

PowerBI

Tableau

Job description

About USI

USI is an Insurance Brokerage and Consulting firm that delivers property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. We are a leading national middle market broker with over $2 billion in revenue, and have uniquely invested in tools and resources to aid our associates in their success. USI has more than 10,000+ dedicated and innovative professionals in approximately 200 offices. USI has become a premier insurance brokerage and consulting firm by leveraging theUSI ONE Advantage, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and expertise, and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attractsbest-in-class industry talentwith a long history of deep and continuing investment in ourlocal communities. For more information, visitusi.com.

The Opportunity

In this highly visible role as a Corporate Strategy Associate, you will sit at the core of our business at the crossroads of both strategy and analytics, working closely with Corporate Executives and Regional Business Leaders to help develop business strategy, growth plans and drive execution. You will have the freedom to make decisions independently and make meaningful and measurable improvements impacting an abundance of both internal and external clients and customers. You will lead key cross-functional projects across the business, collaboratively working with senior leaders, and be critically involved in strategic planning, problem solving, and making decisions impacting our USI’s overall business.

What you’ve done:

• 1-3 years of experience at atop tiermanagement consulting firm or a corporate strategy role in a financial institution.
• Track record of using analytics to support decision-making, with the ability to dig deep into data and identify the right insights.
• Self-motivation and autonomy, the ability to independently identify and implement high-value analyses and projects.
• Verbal and written communication and data modeling and presentation skills, with ability to simplify complex concepts and effectively communicate those to senior leadership and key stakeholders.
• Strong leadership, organizational and execution skills in a fast-paced environment
• Strong technical capabilities including advanced Excel.MS SQL / Analysis Services scripting, and business intelligence dashboard modeling (PowerBI, Tableau, or similar platform) is a plus.
• Advanced level of financial analysis.
• Limited domestic travel

What you’ll do:

• Work closely with Corporate Executive and Regional Business Leaders to lead the execution of key cross functional business initiatives, working efficiently across organization lines.
• Manage Growth Initiative workstreams and run weekly project meetings to ensure activities stay on track.
• Assist in developing, leading, and implementing strategic and operational initiatives to enhance revenue growth and / or improve operating margins.
• Review and analyze financial and operating reports and participate in monthly forecasting and performance review calls.
• Communicate and present findings to Program Management and Corporate Executives
• Analyze potential acquisition targets through financial analysis and pro-forma modeling of USI Program opportunity.
• Define and report on both key metrics and user data to measure the performance of our operations and inform data driven decision making.

What we offer:

• Accelerated Growth Environment:Engulf yourself in an environment designed for skill and knowledge enhancement, where you have the autonomy to partner with C-level leaders on projects which ultimately result in the success of our vision and mission here at USI.
• Top Tier Compensation Package:Enjoy a rewarding package that includes an annual incentive bonus, aligning with our commitment to recognize and value your contributions.
• Comprehensive Benefits Package:Prioritize your well-being with a comprehensive benefits package, featuring PTO, 401k, and premium Health, Vision, and Dental Insurance options.
• Team-Building Events:Engage in team events that foster collaboration, creating an atmosphere where your professional and personal growth are celebrated.

The anticipated gross salary range for this role is $125,000 - $130,000 per year. Actual compensation will vary depending on factors such as a candidate’s qualifications, skills, experience, and competencies. Base annual salary is only one component of USI’s total compensation and competitive benefits package, which includes an annual incentive bonus, 401(k), paid time off, and comprehensive health benefits.

USI Insurance Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

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