USI Insurance Services · 1 week ago
Corporate Strategy Associate
Valhalla, NY
Full-time
Onsite
Entry, Mid Level
$125K/yr - $130K/yr
1+ years expUSI Insurance Services is a leading insurance brokerage and consulting firm that provides a range of risk management solutions. The Corporate Strategy Associate will work closely with Corporate Executives and Regional Business Leaders to develop business strategies and drive execution on key initiatives, leveraging analytics for decision-making and managing growth initiatives.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
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
Qualification
Required
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
Benefits
Annual incentive bonus
401k
Paid time off
Comprehensive health benefits
Premium Health, Vision, and Dental Insurance options
Employee programs that recognize outstanding achievement
Award-winning wellness program
College scholarships for associates' children
Financial help in times of need
Short and long-term disability
Company- and employee-paid life insurance
Paid parental leave
Holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
Company data provided by crunchbase