Strategy Associate
Covr Financial Technologies
Hartford, CT, USA
Posted on Thursday, August 22, 2024
REPORTS TO: CEO
DEPARTMENT: Project Management
FLSA STATUS: Exempt
TRAVEL: none
WORK SCHEDULE: M-F, may need to flex times due to business needs
LOCATION: Harford, CT (3 days onsite/2 days remote)
COMPANY OVERVIEW:
Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers.
Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun!
JOB SUMMARY:
In this highly visible role as a Strategy Associate, you will sit at the core of our business at the crossroads of strategy, project management and analytics, working closely with Executives and to help develop business strategy, growth plans and drive execution. You will make meaningful and measurable improvements impacting an abundance of both internal and external clients and customers. You will lead key cross-functional projects across the business, collaboratively working with senior leaders, and be critically involved in strategic planning, problem solving, and making decisions impacting Covr's overall business.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
Education and Experience:
We offer a competitive benefits package:
Covr is an equal opportunity employer and values diversity in our workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities. Please note that we do not provide immigration sponsorship for this position.
DEPARTMENT: Project Management
FLSA STATUS: Exempt
TRAVEL: none
WORK SCHEDULE: M-F, may need to flex times due to business needs
LOCATION: Harford, CT (3 days onsite/2 days remote)
COMPANY OVERVIEW:
Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers.
Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun!
JOB SUMMARY:
In this highly visible role as a Strategy Associate, you will sit at the core of our business at the crossroads of strategy, project management and analytics, working closely with Executives and to help develop business strategy, growth plans and drive execution. You will make meaningful and measurable improvements impacting an abundance of both internal and external clients and customers. You will lead key cross-functional projects across the business, collaboratively working with senior leaders, and be critically involved in strategic planning, problem solving, and making decisions impacting Covr's overall business.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
- Work closely with Executives to lead the execution of key cross functional business initiatives, working efficiently across organization lines.
- Manage Growth Initiative workstreams and run weekly project meetings to ensure activities stay on track.
- Assist in developing, leading, and implementing strategic and operational initiatives to enhance revenue growth and / or improve operating margins.
- Review and analyze financial and operating reports and participate in monthly forecasting
- Communicate and present findings to Executives
- Define and report on both key metrics and user data to measure the performance of our operations and inform data driven decision making.
- Performs other duties and projects as assigned.
Education and Experience:
- BA required; MA preferred
- 1-2 years of experience at a consulting firm or a corporate strategy role in a financial institution.
- Track record of using analytics to support decision-making, with the ability to dig deep into data and identify the right insights.
- Self-motivation and the ability to independently identify and implement high-value analyses and projects.
- Verbal and written communication and data modeling and presentation skills, with ability to simplify complex concepts and effectively communicate those to senior leadership and key stakeholders.
- Strong leadership, organizational and execution skills in a fast-paced environment
- Excellent attention to detail and ability to multi-task without losing focus.
- Proficient in Microsoft Outlook, Word and Excel
- Comfortable with routine, repetitive tasks
- Excellent written communication skills
We offer a competitive benefits package:
- Salary range of $70,000 to $75,000 with 5% bonus incentive
- Paid Time Off (PTO): 3 weeks to start, increasing with years of service
- Paid holiday’s – 11 days
- Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees
- Adult and child orthodontia
- Health Savings Account (HSA) with quarterly company contributions
- Short-Term and Long-Term Disability
- NEW - Pet insurance for cats and dogs!
- 401(k) with company match
- Company paid Life and AD&D insurance for all full-time employees.
- Supplemental Life and AD&D insurance up to 5x’s salary for employee
- Supplemental Life and AD& D plans offered for spouse and dependents
- Flexible Spending Accounts (FSAs): medical, dependent, parking and transit
Covr is an equal opportunity employer and values diversity in our workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities. Please note that we do not provide immigration sponsorship for this position.