The Director, Strategy and Administration operates at a tactical, strategic and operational level across the Advantasure organization reporting up through the President. This individual will have oversight of projects that do not neatly fit within the organizational chart or that fall between various departments or leaders' areas of responsibility. The Director, Strategy and Administration should be nimble in helping meet timely business needs or gaps and proven experience in a start-up environment with demonstrated ability in change management.
Work in coordination with the Executive Assistant to oversee and support the President's calendar.
Support and provide direction to the Executive Assistant by filling in knowledge gaps, coordinate completion of various requests.
Planning and executing executive meetings including facilitation, agenda creations, follow up needs and more.
Tracking miscellaneous follow-ups from meetings and/or requests from executives
Tracking high priority initiatives and identifying any obstacles
Communicating initiative status to the President, pulling in other executives or team members as necessary
Connecting teams that are working on similar initiatives
Pulling together and managing project teams that require input from multiple areas within the company
Running the annual budget cycle process such as helping department heads prepare their budget materials for presentation to the President
Project managing board meeting preparation and creation of board meeting materials
Running quarterly business reviews
Creating and updating monthly dashboards to track changes in key metrics
Analyzing investment opportunities
Identifying and taking on ad hoc strategic projects such as executing key initiatives or closing any operational gaps
Providing decision support through data gathering, information analyzing, and presenting considerations to relevant stakeholders
Designing and executing a corporate communication strategy
Partnering with the corporate communications team to facilitate and review Advantasure enterprise wide communications
Drafting speeches and presentations
Presentation and deliverables management
Complete and coordinate requests directed to president from other executives
Completing high-level reporting needs that represent the office of the president
Updating recruiting processes
Overseeing diversity and culture initiatives
Reviewing organizational structure, identifying any gaps, and filling them
Aligning internal processes
Serving as a trusted advisor and confidant to the executive
Review and provide input on key initiatives
Provides talking points and or preps executive on meeting subject and material
Attending meetings in place of the executive
Managing critical relationships on behalf of the executive
Assessing all inquiries directed to the executive and determining the proper course of action
Determining which meetings take priority
Vetting requests for time and routing requests to other departments as appropriate
Directly supervises exempt and non-exempt staff in accordance with company policies and applicable Federal and State Laws. Responsibilities include but are not limited to effectively interviewing, hiring, terminating, and training employees; planning, assigning and directing work; appraising performance; rewarding and counseling employees; addressing complaints and resolving problems; supporting and encouraging the engagement process.
This position description identifies the responsibilities and tasks typically associated with the performance of the position. Other relevant essential functions may be required.
EDUCATION OR EQUIVALENT EXPERIENCE:
Bachelor's Degree in insurance, information systems or related field preferred. Relevant combination of education and experience may be considered in lieu of a degree.
A minimum of seven years multi-faceted experience in the insurance industry, information technology field, or relevant business experience which provides the necessary skills, knowledge and abilities. Five years strategic solution development experience& leadership experience required.
SKILLS/KNOWLEDGE/ABILITIES (SKA) REQUIRED:
Demonstrated leadership abilities.
Knowledge of team-building and employee motivation theories with the ability to effectively manage multi-functional employee teams.
Thorough knowledge of insurance products and processes.
Demonstrated ability to work independently in the research, planning, development and implementation of corporate projects.
Ability to appropriately manage resources, budgets, issues, and risks for the successful completion of projects.
Extensive knowledge and understanding of computer systems, software, and database structure/application.
Excellent oral and written communications, as well as presentation skills.
Ability to understand business needs and conceptualize and implement processes and products that support those business strategies.
Ability to comprehend the consequences of various problem situations and seek creative solutions.
Ability to effectively exchange information clearly and concisely, and present ideas, report facts and other information, and respond to questions as appropriate.
Ability to establish rapport and maintain customer satisfaction without compromising priorities.
Ability to interact with others at all levels of the organization, to build consensus and get decisions implemented.
Thorough knowledge of project management principles and practices, including planning and coordination, with the ability to complete large projects involving multiple resources.
Ability to establish workflows, manage multiple projects, and meet necessary deadlines.
Ability to maintain confidentiality.
Ability to perform other assignments at locations outside the office.
Work is performed in an office setting with no unusual hazards. Travel is required.
The qualifications listed above are intended to represent the minimal skills and experience levels associated with performing the duties and responsibilities contained in this position description. The qualifications should not be viewed as absolute standards, but as general guidelines that should be considered with other position-related criteria.
We are an Equal Opportunity Employer. Diversity is valued and we will not tolerate discrimination or harassment in any form. Candidates for the position stated above are hired on an "at will" basis. Nothing herein is intended to create a contract.