Senior Associate - Transformation

Posted 6 Days Ago
Be an Early Applicant
Westlake, OH, USA
In-Office
Senior level
Agency • Insurance • Financial Services
The Role
Perform structured problem solving and analysis for strategic initiatives; build Excel models and presentation slides; collaborate with senior team members; present findings to CEO/CFO and senior stakeholders; manage tasks and project timelines; foster a collaborative team environment.
Summary Generated by Built In

About Goosehead  

Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we’re more than just a bit selective when it comes to hiring new team members.

Job Responsibilities:

  • Conduct structured problem-solving and analytical work to support strategic initiatives

  • Develop clear, insightful slides and Excel models to communicate findings and recommendations

  • Translate data into clear recommendations and partner with stakeholders to drive implementation

  • Support and lead marketing experiments / tests through A/B testing

  • Actively collaborate and learn from senior team members, supporting their strategic oversight and decision-making

  • Contribute to fostering a fun, collaborative, and productive team environment.

  • Engage directly with senior stakeholders presenting insights and recommendations effectively. You will be directly communicating to the CEO / CFO as you are working on the top priorities for Goosehead

  • Proactively manage assigned tasks and support project timelines to ensure timely, impactful results

  • Although the function is called a “Transformation Office”, not all studies/projects will be focused transformation types

Benefits Summary

  • High quality voluntary health, vision, disability, life, and dental insurance programs

  • 401K Matching Plan

  • Employee Stock Purchase Plan

  • Paid holidays, vacation, and sick leave

  • Corporate sponsored programs to enhance employee physical, financial, mental, and emotional wellness

  • Financial Solution Program

Equal Employment Opportunity:

Goosehead is an equal-opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability. 

Skills Required

  • Conduct structured problem-solving and analytical work to support strategic initiatives.
  • Develop Excel models to analyze data and support recommendations.
  • Create clear, insightful slides and presentations to communicate findings.
  • Collaborate with and support senior team members in strategic oversight and decision-making.
  • Engage directly with senior stakeholders, presenting insights and recommendations effectively to CEO/CFO.
  • Proactively manage assigned tasks and support project timelines to ensure timely, impactful results.
  • Contribute to fostering a collaborative and productive team environment.
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The Company
2,120 Employees
Year Founded: 2003

What We Do

Goosehead Insurance is an innovative independent personal lines insurance agency that distributes its products and services through corporate and franchise locations throughout the United States. Founded in 2003, the company focuses on providing extraordinary value by offering a broad choice of products and a world-class service experience, representing over 200 insurance companies that underwrite both personal and commercial lines.

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