Associate / Manager, Strategic Initiatives

Ledgebrook

5d•Remote

About The Position

Ledgebrook is building an Excess & Surplus (E&S) lines insurance company that combines deep underwriting and pricing expertise with a modern tech platform. This role is within the Product & Data team, focusing on executing key strategic initiatives, launching new insurance products and data tools, and creating executive-level presentations. The position involves partnering with leaders across various departments (pricing and analytics, engineering, data excellence, operations, legal, and compliance) to shape the company's data and technology strategy. Responsibilities include identifying and prioritizing cross-functional opportunities, leading projects like data migrations, technology rollouts, and data governance. The role also requires developing presentations for the Board of Directors, investors, and business partners, building business cases, and supporting company events like partner summits and offsites.

Requirements

5+ years of professional experience
Strong project management and organizational skills, with the ability to move projects forward on schedule and through ambiguity
Familiarity with insurance data, reporting standards, and key performance metrics
Experience preparing executive-level presentations using Microsoft PowerPoint
Collaborative teammate, with ability to influence stakeholders across the organizations
Ability to manage multiple priorities in a fast-paced startup environment
Strategic and analytical mindset capable of leveraging qualitative and quantitative data to develop business cases
Prior Property & Casualty insurance experience
Authorized to work in the United States without the need for current or future employer-sponsored work authorization.

Nice To Haves

Desire to be part of a forward-thinking finance team embracing AI and automation
A passion for delivering world-class customer service to our internal and external customers
Intellectual curiosity and a strong desire for innovation, rather than following the status quo
A hunger for continuous learning and opportunities to grow
Agile prioritization skills coupled with a keen sense of urgency
A strong drive and desire to win together as a high-performing team
A moral compass to "do the right thing, period."
An eagerness to actively participate and connect with the whole team, across remote locations
An honest, transparent communication style
A proactive, solution-oriented mindset.

Responsibilities

Coordinate with internal and external stakeholders to execute on key strategic initiatives.
Lead strategic efforts to launch new insurance products and data tools.
Build executive-level presentations that drive the story of Ledgebrook forward.
Partner with functional leaders across the organization to help shape the future of Ledgebrook’s data and technology advantage.
Identify and prioritize cross-functional opportunities.
Act as a lead project manager on key initiatives such as data migrations and enhancements, large scale technology roll outs and change management, data governance initiatives.
Engage with leadership to develop presentations and content that outline Ledgebrook’s strategic vision and business results to our Board of Directors, investors, and business partners.
Develop and exhibit a deep understanding of enterprise-wide strategic initiatives and build business cases to influence the next stage of our journey.
Provide ad hoc support to key company events, such as partner summits and offsites.