Strategic Business Planning Specialist - Hybrid

Job Description Summary

The Strategic Business Planning Specialist will support management to ensure strategic business priorities are identified, prioritized, executed and results measured. Collaborate with key stakeholders for the successful discovery and execution of enhancements and projects.

• Assist with business case development through collaboration with key stakeholders to articulate business needs in project terms.
• Perform a critical business analysis during project execution by:
  • Leading / creating business requirements.
  • Completing current state and future state process flows.
  • Providing input for processes, training, and communication.
  • Developing UAT test strategy plan.
  • Developing and facilitating the execution of UAT test scripts.
  • Coordinating with QA/IT partners.
  • Monitoring and ensuring the resolution of defects through the warranty period.
• Develop and update strategic planning templates and communications.
• Update assigned strategic dashboards/tracking mechanisms.
• Coordinate with peers across the organization to continuously improve processes, documentation, and communication.
• Network with colleagues across business and technology to enhance business knowledge.
• Assist with escalated issues on priorities, goals, strategies, resources and key initiatives.
• Prepare presentations for delivery to specific audiences.

• Bachelor’s degree in a business field or equivalent experience.
• Two years of strategic planning experience in a similar environment or in a planning/consultant role.
• Ability to communicate with all levels of the organization to influence others towards strategic goals.
• Analytical and problem‑solving skills to plan strategy, tactics, and perform root‑cause analysis.
• Familiarity with project management tools, life cycles, etc.
• Proficiency using MS Office tools.

• Insurance/financial services experience.
• Knowledge of LEAN Six Sigma methodology.

• Hybrid office environment (3 days a week).
• Occasional travel to attend strategic planning sessions.

• The salary for this position generally ranges between $62,500 - $75,000 annually. Please note that the salary range is a good faith estimate and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
• Additionally, this position is typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan
• 401(k) Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the NYSE holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back‑Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the NYSE holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back‑Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs