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:
Skills Required
- Bachelor's degree in Business Administration, Finance, Economics, Insurance, Healthcare Administration, or a related field
- MBA or other advanced degree
- At least seven years of progressive experience in corporate strategy, business planning, consulting, insurance, healthcare, financial services, or a related industry
- Experience leading complex projects, managing competing priorities, and driving results across multiple functional areas
- Strong analytical and critical thinking skills, including interpreting financial, operational, and market data
- Ability to translate analysis into actionable business recommendations
- Exceptional written, verbal, and presentation skills
- Experience preparing executive-level materials, board presentations, and strategic reports
- Ability to build relationships and influence stakeholders at all organizational levels
- Highly organized, self-motivated, and comfortable working autonomously in a fast-paced environment
- Advanced proficiency in Microsoft PowerPoint, Excel, and other business productivity tools
- Knowledge of life and health insurance, medical stop loss insurance, employee benefits, or the Taft-Hartley/multiemployer marketplace
What We Do
For more than 90 years, Ullico Inc. has served the union workplace. From insurance products for union members and innovative risk management solutions for contractors and employers, to investments in commercial real estate projects that have created thousands of union jobs, Ullico is a proud partner of the American worker. Ullico Inc. is an insurance and financial services holding company whose subsidiary companies include The Union Labor Life Insurance Company; Ullico Investment Advisors Inc.; Ullico Investment Company, LLC; and Ullico Casualty Group LLC. Headquartered in Washington, D.C., Ullico Inc. also has regional offices in New York, Chicago, San Francisco and Silver Spring, Md. It is the only insurance and investment company that is labor-owned, which is why union members and employers across America trust Ullico with protecting their families, employees, businesses and investments. For additional information, visit www.ullico.com.
