Your Way Insurance, an Accretive Company, has an exciting opportunity for a dynamic and detail-oriented Strategy Associate as we continue our growth journey. This role involves collaborating with multiple departments, including Accounting & Finance, Sales, Quality, Retention, HR, and more. The Strategy Associate will own strategic initiatives from inception to completion, working directly with Executive Management to ensure alignment with our organizational goals.

Your Way Insurance, an Accretive Company, is a people business. Our biggest differentiator is the quality of the incredibly talented, compassionate, and driven team we have. We put our customers first and feel an obligation to always do what is right.

• Identify, own, and execute strategic initiatives from inception to completion, including launching new products, adding sales channels, and improving sales performance.
• Implement process and technology improvements across departments, including Finance, Sales, Operations, and Compliance.
• Prepare executive presentation materials to support analyses, present project progress, and enable communication.
• Gather data from multiple sources to analyze information, formulate and test hypotheses, integrate findings, and enable strategic decision-making.
• Create Management, Finance, and Operational Reporting to enhance data-driven decision-making.
• Enable cross-functional collaboration between departments through project management and stakeholder engagement.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Base salary: A competitive annual salary paid bi-weekly.
• Bonuses: Additional annual bonus awarded for meeting or exceeding performance goals, such as sales quotas or customer satisfaction metrics.
• Benefits: Health insurance, retirement plans, and other benefits offered to full-time employees.
• Expense reimbursement: Compensation for expenses incurred while performing work-related activities, such as travel expenses or costs associated with attending industry conferences.
• Flexible schedule: The ability to set their own schedule and work from home or other remote locations.
• Training and development opportunities.
• Performance-based incentives.
• Non-monetary incentives: Rewards and recognition programs that acknowledge the contributions to the organization.

Some potential qualifications for a Strategy Associate could include;

• Project Management: Ability to manage multiple cross-functional projects simultaneously, ensuring deadlines are met and objectives are achieved.
• Strategic Thinking: Strong, data-driven analytical skills to test hypotheses, inform executive decision-making, and enable implementation of initiatives.
• Data Experience: Strong ability to analyze data in Excel and other advanced data visualization technologies (e.g., PowerBI).
• Communication and communication: Excellent verbal and written communication skills to direct initiatives and manage stakeholders.
• Executive Presentation Skills: Proficiency in Microsoft Office Suite (Excel, PowerPoint) to build executive-level analyses and presentations.
• Strong data analytics skills to interpret and leverage data for strategic planning.
• Desire to work in a fast-paced environment.
• Knowledge of the Medicare industry is a plus.
• Bachelor’s degree in business, STEM, or a related field.
• 2+ years in a consulting role including strategic analysis and project management is highly preferred.

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!