Corporate Strategy Associate

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 the , 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 attracts with a long history of deep and continuing investment in our . For more information, visit .

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 a top tier management 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.

LI-MJ1

Why USI?

With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world.

At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

We invite you to learn more about what makes USI an exceptional place to work!

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact.

USI ONE® represents Omni, Network, Enterprise the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

USI offers that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint we’re working to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
• Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
• Visit our for a complete list of industry awards and recognitions!

USI is proud to offer a full-suite of benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings account, short and long-term disability, company- and employee-paid life insurance as well as other unique employer-sponsored and voluntary programs.

USI also offers a generous paid time away program including paid time off (PTO), fully paid time for employee disability leave, paid parental leave and holiday time.

Salary Range : $125,000 - 130,000

This is a bonus-eligible position with a target incentive of 15%