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Associate- Transformation and Strategic Initiatives

3 months ago

Charlotte, United States Brightway Insurance Full time
Job DescriptionJob Description

About Brightway:

Established in 2008, Brightway has grown to become one of the largest privately-owned property/casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.2 billion in annual premiums.

Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients’ most important assets through consultation, curated choice, and confidence.

Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success.

About the role:

The Associate will be a key contributor to our organization, working closely with the Executive Leadership team to drive operational improvements, digital transformations, and leverage data science for organizational growth. This role requires strong analytical and quantitative skills, proficiency in financial modeling, and exceptional communication abilities to collaborate effectively with internal teams, private equity sponsors, and external stakeholders. Continue your career at Brightway Insurance while not only focusing on the mathematics but incorporating the numbers into real world applications.

Principal Duties and Responsibilities:

  • Actively participate in the evaluation and execution of investment opportunities. Perform financial analysis, market research, and due diligence.
  • Work closely with Executive Leadership Team to implement operational improvements, digital transformations, and leverage data science capabilities for growth.
  • Develop financial models to evaluate investment opportunities and support decision-making processes. This includes scenario analysis, return projections, and valuation assessments.
  • Collaborate with cross-functional internal teams, PE sponsor, and external stakeholders to drive successful outcomes.
  • Evaluate and create performance metrics dashboards to drive performance management across the organization and help Executive Leadership Team set organizational benchmarks
  • Prepare board materials, quarterly reports, and presentations for Executive Leadership Team and external stakeholders.

Requirements:

  • Bachelor's degree with experience in business, finance, mathematics, economics, and/or related field, with record of strong academic performance. Master's degree preferred.
  • 2+ years experience with strong analytical and quantitative skills, with proficiency in financial modeling and valuation techniques.
  • Exceptional interpersonal and communication skills, capable of working effectively in a team and with senior executives.
  • Self-starter with a high level of initiative, attention to detail, and the ability to manage multiple projects simultaneously.
  • Strong organizational, written and verbal communication skills
  • Desire to be onsite in Charlotte, NC
  • Exhibits our company values on a daily basis:
    • Say it, Do it
    • Here for Each Other
    • Inspired by Insurance
    • Next Level Effort
    • Embrace, educate, evolve

Now is the time join Brightway. You can make your mark here. Contribute to our momentum by helping build our next gen tech ecosystem to help power our agency owners’ success. Our culture is driven by our core values, appetite to grow and excitement to collaborate and see our hard work pay off.

Team members at Brightway enjoy:

  • Competitive salaries (based on research)
  • Paid Time Off
  • Medical/Dental/Life/Disability Insurance
  • 401(k) plan with up to a 4% company-match
  • Tuition reimbursement (regardless of course of study)
  • Recognition for living our core values

Help us be the brighter way to do insurance