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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
The Strategic Projects & Insights Manager will lead high-impact, cross-functional initiatives to support the growth and performance of CRC Specialty platform. This role is responsible for developing actionable insights, building executive-level presentations, and advancing business-critical projects across the organization. They will work closely with senior leadership to analyze data, model producer and team performance, and support decision-making related to compensation, hiring, succession, and operational strategy. This position plays a key role in enabling smarter, faster decisions across CRC’s specialty business.
KEY RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Translate complex business problems into structured analysis
- Develop dashboards, visuals, and executive presentations in support of strategic planning
- Model and evaluate producer performance, team support structures, hiring ROI
- Partner closely with the team to interpret and apply production, hiring, financial, and operational data
- Drive strategic project work tied to business growth, broker optimization, trading performance, and organizational design
- Serve as a go-to resource for high-urgency, ad hoc requests from senior leadership
- Identify and communicate performance insights across CRC
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor’s Degree in Business Administration, Finance, or a related field required; MBA or equivalent advanced degree preferred.
- 4+ years of experience in strategy, business analysis, operations, consulting, or similar fields
- Proven expertise in Power BI, including:
- Data modeling (DAX)
- Dashboard development
- Integration of diverse data sources
- Familiarity with the insurance brokerage, E&S, or wholesale distribution space (preferred)
CERTIFICATIONS, LICENSES, REGISTRATIONS
FUNCTIONAL SKILLS
- Strong PowerPoint and executive presentation development skills
- Proficient in Excel-based modeling and scenario planning
- Experience managing multiple priorities, projects, and stakeholders in a fast-paced environment
- Exceptional critical thinking, with the ability to move from ambiguity to clarity
- Strong written and verbal communication skills
- Proficient in and able to support executive leadership with business cases or performance dashboards
- Ability to work with sales or producer performance data
- Prior exposure to compensation analysis or organizational planning
General Description of Available Benefits for Eligible Employees of CRC Group: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of CRC Group offering the position. CRC Group offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
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