Director, Strategic Planning - Remote
Posted 2025-04-22Job TitleDirector, Strategic Planning - RemoteLocationArizona - Home TeleworkersAdditional LocationsJob Information
CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. Our employees proudly live our core beliefs and fulfill our enduring purpose to help members prevent, prepare for and recover from life's uncertainties, and we're proud of the culture we create together. As we commit to progress over perfection, we recognize that every day is an opportunity to be innovative and adaptable. At CSAA IG, we hire good people for a brighter tomorrow. We are actively hiring for a Director of Strategic Planning. Join us and support CSAA IG in achieving our goals.
Your Role:
The Director of Strategic Planning will lead the orchestration and implementation of CSAA's strategic and long-range goals. This role will manage the annual strategic planning process in collaboration with the CEO and the Executive Leadership Team, ensuring that all strategic initiatives align with and drive the company's objectives for growth, profitability, and superior customer experience. The Director will support teams across the enterprise to align their divisional and departmental strategies, goals and measures to ensure complete alignment to the overall strategy. This pivotal role, will analyze current trends in the industry, assess competitive threats, and identify opportunities for the company to grow revenue and improve its operational efficiency. Insights gleaned will be crucial in transforming these external factors into actionable strategic opportunities that span across the company's various business divisions.
Your Work:
? Lead the development of annual strategic planning process, working closely with the CEO and Executive Leadership Team and Divisional heads.
? Ensure seamless integration of strategic plans with day-to-day operational activities across all departments.
? Create comprehensive business strategy assessments and presentations while monitoring the progress of strategic initiatives.
? Forge a strong linkage between the strategic plan and the three-year financial and operating plan in close collaboration with the Finance department.
? Partner with senior-level leaders across various functions and channels to develop both near- and long-term visions and roadmaps, facilitating a smooth transition from strategic planning to practical execution.
? Support individual business units in crafting their strategic plans, ensuring they align with broader corporate strategic priorities and divisional initiatives.
? Develop, disseminate, and monitor clear performance standards and key performance indicators for business units and other critical areas of focus.
? Collaborate with the Strategy Execution Office to ensure that all initiative planning processes are in sync with the overall corporate strategy, key priorities, and goals.
? Assist senior leadership in tracking, analyzing, and communicating strategic performance measures, providing regular, timely, and accurate updates on operational and/or financial gaps or deficiencies, as well as progress on key revenue initiatives.
? Offer business and technical thought leadership, influencing decision-making within executive circles and ensuring that strategic insights lead to actionable outcomes.
? Champion interdepartmental teamwork and cooperation, taking a leadership role to maximize organizational synergy.
? Depending on the growth needs of the Strategy team, take charge of recruiting, hiring, and onboarding competent strategy associates to bolster the strategic planning function.
? Promote continuous skill development within the Strategy team and beyond, coaching for improvement and growth, and inspiring others through proactive leadership and positive actions to maintain high morale and engagement.
Required Experience, Education and Skills
? 10+ years' experience operating in strategic and operational roles at a leadership level.
? 10+ years' experience influencing and managing communication to senior executives, internal colleagues through concise, official, and regular updates on status, progress, strategies, and roadmaps.
? 7+ years' experience with strategic planning, business development and / or strategic marketing experience in the financial services or insurance industry.
? Proven ability to lead others directly or indirectly, as demonstrated through 5+ years of leading teams, enterprise-wide programs, or large cross-functional programs
? Bachelor of Arts (BA)
? Experience selling ideas and concepts and working persuasively with colleagues using advanced analytical and problem-solving skills.
? Exceptional analytical skills complemented by superior time management abilities. Must be adept at synthesizing complex data into actionable insights
? Proficient in developing detailed work plans, accurately estimating and managing resources, timelines, and budgets to ensure project success.
? Skilled in crafting detailed presentations that effectively communicate key messages to various stakeholders.
? Excellent presentation and persuasion skills, with experience in engaging and influencing top-level executives, including the Board, CEO, and Executive Leadership Team.
? Experience in providing intellectual leadership and rigorous analytical evaluation to support significant business decisions.
? Intellectual Curiosity: Strong intellectual curiosity with a proven track record of applying it to solve business challenges and enhance analytical efforts.
? Problem-Solving Abilities: Capable of resolving routine to moderately complex issues by applying established policies and procedures effectively
What would make us excited about you?
? Demonstrated expertise in property and casualty insurance, with a strong ability to integrate strategic vision with practical execution.
? Ideal candidate would possesses a thorough understanding of relevant industry processes, policies, and procedures, ensuring compliance and strategic alignment
? Ability to create a collaborative, inclusive and psychologically safe environment, demonstrating authenticity and fostering trust to inspire and empower team members and colleagues
? Actively shapes our company culture through words and actions (e.g., sponsoring an employee resource group, mentoring employees, volunteering, joining cross-functional committee / team, encouraging team member involvement in these activities)
? Models our Core Beliefs and champions our cultural norms (e.g., willing to have cameras when it matters: interviewing candidates, building relationships with team members, etc.)
? Delivers our strategy through an enterprise lens, staying informed of key enterprise initiatives, industry trends, and business results
? Demonstrates a company ownership mindset, thinking beyond boundaries of their own area
? Travels as needed for role, including enterprise meetings, divisional / team meetings, representing the company at industry events, and other in-person meetings
? Fulfills business needs, which may include investing extra time, helping other teams, etc
CSAA IG Careers
At CSAA IG, we're proudly devoted to protecting our customers, our employees, our communities, and the world at large. We are on a climate journey to continue to do better for our people, our business, and our planet. Taking bold action and leading by example. We are citizens for a changing world, and we continually change to meet it.
Join us if you...
? BELIEVE in a mission focused on building a community of service, rooted in inclusion and belonging.
? COMMIT to being there for our customers and employees.
? CREATE a sense of purpose that serves the greater good through innovation.
Recognition: We offer a total compensation package, performance bonus, 401(k) with a company match, and so much more!Read more about what we offer and what it is like to be a part of our dynamic team at https://careers.csaa-insurance.aaa.com/us/en/benefits
If a reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].
As part of our values, we are committed to supporting inclusion and diversity at CSAA IG. We actively celebrate colleagues' different abilities, sexual orientation, ethnicity, and gender. Everyone is welcome and supported in their development at all stages in their journey with us.
We are always recruiting, retaining, and promoting a diverse mix of colleagues who are representative of the U.S. workforce. The diversity of our team fosters a broad range of ideas and enables us to design and deliver a wide array of products to meet customers' evolving needs.
CSAA Insurance Group is an equal opportunity employer.
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