Ullico

Sells insurance and manages union investments

AVP Business Strategy and Planning

Corporate StrategyConfirmed live in the last 24 hours

Full-timeBethesda, MD, USA$185k - $250k /yr

About the Job

Requirements

A bachelor's degree in Business Administration, Finance, Economics, Insurance, Healthcare Administration, or a related field is required.
A minimum of seven years of progressive experience in corporate strategy, business planning, consulting, insurance, healthcare, financial services, or a related industry is required.
Demonstrated ability to lead complex projects, manage competing priorities, and drive results across multiple functional areas.
Strong analytical and critical thinking skills, including the ability to interpret financial, operational, and market data and translate findings into actionable business recommendations.
Written, verbal, and presentation skills, including experience preparing executive-level materials, board presentations, and strategic reports.
Ability to build relationships and influence stakeholders at all levels of an organization.
Ability to operate with significant autonomy in a fast-paced environment.
Advanced proficiency in Microsoft PowerPoint, Excel, and other business productivity tools.

Responsibilities

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, and own time-sensitive priorities 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; translate complex data, claims analytics, and 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.

Desired Qualifications

An MBA or other advanced degree is preferred.
Knowledge of the life and health insurance industry, medical stop loss insurance, employee benefits, or the Taft-Hartley/multiemployer marketplace is strongly preferred.

Salary Range: 185000 to 250000 (Currency: USD) (Pay period: per-year-salary)

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.

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.Visit www.ullico.com.

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

The job posting will expire or renew after 30 days.

About the Company

Ullico

Sells insurance and manages union investments

Ullico sells insurance and manages investments for labor organizations, union members, employers and employee benefit plans. Its family of companies combines life and health coverage, liability insurance and investment services geared to the union workplace. Insurance policies cover risks such as death, disability, large medical claims and legal liability, while its investment teams manage commercial mortgages, infrastructure assets and fixed income portfolios. The group earns insurance premiums and fees for managing assets and related financial services. Its insurance operations began in 1927, and Ullico is headquartered in Bethesda, Maryland.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Bethesda, MD
Founded: 1927

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