Agency Strategy, Principal
Core
Drive execution of key agency strategic initiatives by leveraging data, analytics, and structured problem solving to deliver measurable business impact.
Role type
Principal Strategy & Analytics Lead
Builds
Strategic workplans, timelines, dashboards, and visualizations for agency growth and productivity
Domain
Financial Services / Insurance
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
Strategic initiative execution, data analysis, analytical modeling, structured problem-solving, project management, stakeholder alignment, business insight generation
Preferred skills
Insurance or financial services experience, regulatory licensing knowledge
Technologies
Excel, Power BI, Tableau
Responsibilities
Lead execution of key agency strategic initiatives and cross-functional projects; Translate strategic direction into structured workplans and deliverables; Leverage data analytics to generate actionable insights and develop dashboards; Partner with internal stakeholders to align on priorities and facilitate cross-functional collaboration; Manage and support multiple strategic initiatives simultaneously.
Seniority
Senior, hands-on IC with strategic oversight
