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From day one, you’ll be encouraged to bring your whole self to work, take on meaningful challenges, and grow in ways that matter to you.Learn more about Pekin Insurance Here!
Position Overview
The Strategic Planning Analyst III plays a pivotal role in shaping the organization's future. This position supports the facilitation of strategy development, the preparation and execution of strategy reviews, and the creation of clear, consistent communications. The Strategic Planning Analyst III will support alignment, accountability, and momentum around strategic priorities that drive the company’s growth and success.
Essential Job Functions
Facilitates and supports business and department-level strategic planning processes
Designs and conducts strategy reviews and alignment meetings
Creates and maintains strategy communications, including planning templates, updates, visuals, and scorecards
Monitors the progress and effectiveness of strategic initiatives, providing regular updates and recommendations for adjustments as needed
Supports the implementation and enablement of the company’s strategy framework, documentation, and execution systems, and develop change management plans to gain adoption
Partners with cross-functional teams and senior leaders to define business goals and ensure consistent alignment on key initiatives
Identifies and compiles analysis and insights from internal and external sources to support decision-making, including market trends, competitive intelligence, and emerging risks
Prepares and presents reports and presentations to senior leadership, providing clear and concise insights and recommendations
Stays up to date with industry trends, best practices, and emerging technologies to ensure the organization remains competitive and innovative
Developing workshop facilitation materials and strategy enablement resources
Performs other duties as assigned
Education & Experience
Required
Bachelor’s degree in Business, Organizational Leadership, Communications, or a related field. Or equivalent work experience.
Typically requires 2- 4+ years of experience in strategic planning, business planning, business analysis, management consulting, or corporate communications
Preferred
Experience in the insurance industry, particularly in Commercial Lines, Personal Lines, or Life Insurance
Good to have requirements:
Familiarity with strategy and execution frameworks such as 4DX, Playing to Win, OKRs, Balanced Scorecard, OGSM
Experience working in a strategy, business development, financial planning, or transformation office.
Qlik
Must have requirements:
Microsoft Office Applications
Comfortable facilitating workshops and large meetings
Certifications & Licenses
N/A
Knowledge, Skills & Abilities
Demonstrated ability to:
Communicate effectively across all levels of the organization
Influence business leaders and cross-functional teams
Think critically and connect tactical details to enterprise strategy
Work independently in a fast-paced environment
Write, collect, and review data
Demonstrated skill in:
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
Situational analysis and decision-making
Demonstrated knowledge of:
strategic planning and execution
industry standards
Microsoft Office Suite- Including SharePoint
Applicants must be authorized to work in the U.S. without sponsorship now or in the future.
Pay Range:
$83,000 – $111,000 per year
This range is based on the expected level of experience and skills for this position. Final compensation will depend on individual
Benefits:
Health, Dental and Vision Insurance
Generous 401(k) with company match
Paid Time Off (PTO) with Paid Holidays
Flexible/Hybrid Work Schedule
Paid Volunteer Program
For more information about the benefits we offer, please visit our Careers Page.
Get an insurance quote on your life, auto, home, or business. Founded in 1921, Pekin Insurance is a licensed provider for personal and business insurance. Find an agent today!
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