USI Insurance

About the Role:

The Corporate Strategy & Operations Analyst plays a key role in shaping enterprise strategy and delivering executive-level insights that guide decisions for senior leadership. In partnership with executives and regional teams, this role builds growth plans, advances strategic initiatives, and optimizes operational performance. The ideal candidate brings solid financial modeling skills, project management capability, and the confidence to communicate across all levels of the organization.

What You'll Do:

• Collaborate with Corporate Executives and Regional Leaders to develop and execute strategic and operational initiatives that drive revenue growth and margin improvement.
• Manage growth initiative workstreams, including leading weekly project meetings to ensure timely execution.
• Conduct financial and operational analyses, including monthly forecasting, performance reviews, and benchmarking across operating companies.
• Create and deliver materials for senior management, the Board of Directors, and other stakeholders, including budgeting and strategic planning presentations.
• Build and maintain dynamic reporting tools and dashboards (Excel, Power BI, Tableau) to support decision-making and performance tracking.
• Recommend and help implement best practices that improve operational performance across regions and operating companies.

What We're Looking For:

• 3+ years of experience in operational analysis and performance optimization preferred.
• Bachelor’s degree in a quantitative or business-related field; MBA or advanced degree preferred.
• Advanced financial analysis and data modeling capabilities; strong command of Excel.
• Experience with MS SQL, Analysis Services scripting, and BI tools (Power BI, Tableau) a plus.
• Clear communication and presentation skills, with the ability to translate data into actionable insights.
• Ability to manage multiple projects and deliver under tight timelines.
• Comfortable engaging with all levels of the organization, including senior executives.
• Creative problem-solving skills with ability to turn abstract concepts into practical solutions.

Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. 

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition 
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. 

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). 
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!