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At Pekin Insurance, you’re not a number—you’re part of something bigger. For over 100 years, we’ve built a community where people are valued, supported, and empowered to grow. Here, you’ll find a workplace where collaboration is real, ideas are welcome, and the work you do truly matters. We’re proud to help people through life’s toughest moments—and it’s our people who make that possible.
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.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree in Business, Organizational Leadership, Communications, or related field (or equivalent experience)
- 2-4+ years experience in strategic planning, business planning, business analysis, management consulting, or corporate communications
- Microsoft Office Applications (Microsoft Office Suite, including SharePoint)
- Comfortable facilitating workshops and large meetings
- Communicate effectively across all levels and influence business leaders
- Write, collect, and review data; perform situational analysis and decision-making
- Experience in the insurance industry (Commercial Lines, Personal Lines, or Life Insurance)
- Familiarity with strategy and execution frameworks (4DX, Playing to Win, OKRs, Balanced Scorecard, OGSM)
- Experience with strategy, business development, financial planning, or transformation office
- Qlik
What We Do
We help our customers build their dreams. Or rebuild their lives. At Pekin Insurance,® we provide peace of mind and long-term security for our policyholders, shareholders, agents, and employees. Through wars. Peace. Economic downturns and upswings. We’ve remained undaunted. Flexible. Innovative. We’ve always managed to find ways to get the job done. Since 1921. Today, we’re one of the nation’s most successful insurance providers, with combined assets of $2 billion, more than 900 employees, 1,200 agencies, and 7,500 independent agents.
