Transformation Senior Associate

Reposted 2 Days Ago
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Westlake, OH, USA
In-Office
Senior level
Agency • Insurance • Financial Services
The Role
Conduct structured problem-solving and analysis to support strategic initiatives. Build Excel models and slide decks, run and analyze A/B marketing tests, translate data into actionable recommendations, present to senior leaders (CEO/CFO), manage tasks and timelines, and collaborate with senior team members to drive implementation.
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

  • Structured problem-solving and analytical work
  • Create clear, insightful slide decks (presentation skills)
  • Build and maintain Excel models
  • Translate data into clear recommendations and drive implementation
  • Design, run, and analyze A/B tests/marketing experiments
  • Engage and present effectively to senior stakeholders (CEO/CFO)
  • Proactive task and project timeline management
  • Collaborate with and learn from senior team members
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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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Senior Associate - Transformation

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Westlake, OH, USA
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