Job#: 3038170

Job Description:

Strategy Associate – Technology Solutions Strategy & Planning

The Technology Solutions Strategy & Planning team is seeking an analytical and motivated Strategy Associate with strong communication skills.

This team is responsible for developing a 3-5 year technology and capability roadmap across our insurance businesses. We operate at the intersection of business strategy, technology, and transformation, ensuring that investments are aligned to growth, profitability, and operational efficiency goals.

As a Strategy Associate, you will play a key role in supporting enterprise-wide strategic initiatives—combining the structured problem solving of a management consultant, the coordination and execution rigor of a project manager, and the curiosity and analytical depth of a research analyst.

This is a high-visibility role that interacts directly with senior business and technology leaders and contributes to critical decisions on investment priorities, transformation sequencing, and capability development.

What You’ll Do

• Support Business Strategy Discovery by planning and coordinating sessions with business, technology and other key stakeholders
• Gather and analyze data on internal systems, capabilities, and processes across product lines to identify gaps and opportunities within the technology landscape supporting each business unit
• Support Strategy development and decision-making by translating strategic priorities of business leaders into technology and capability needs
• Post-strategy discovery sessions, summarize key outcomes, decisions, and next steps for stakeholder communications.
• Translate subsequent technology solutions due diligence activities into structured project plans, timelines, and deliverables. Track progress across workstreams and proactively follow up to ensure timely completion
• Collaborate with business, technology and finance stakeholders to develop business cases/CBAs and support financial analyses of technology investments
• Translate findings into concise, business-friendly recommendations and develop clear, executive-ready PowerPoint presentations
• Assist in building and maintaining multi-year technology and capability roadmaps, consolidating views across business units ,and surfacing cross-functional dependencies 

Experience

• 2–5+ years of experience in one or more of the following:
  • Management consulting or strategy
  • Insurance (carrier, broker, or advisory)
  • Technology strategy, operations, or transformation
• Experience working across business and technology teams

Core Skills

• Strong Communication & Storytelling
  • Ability to synthesize complex ideas into clear, structured narratives
  • Experience developing executive-level presentations
• Project Management & Organization
  • Strong ability to manage multiple priorities, timelines, and stakeholders
  • Detail-oriented with a proactive, follow-through mindset
• Analytical & Financial Acumen
  • Ability to structure problems and analyze data to generate insights
  • Familiarity with business cases, ROI, and financial modeling
• Research & Structured Thinking
  • Ability to conduct market research and translate findings into actionable insights
• Insurance Knowledge
  • Understanding of insurance value chain (underwriting, pricing, claims, etc.) preferred
  • Specialty or commercial lines experience is a plus

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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