JOB SUMMARY:

The Enterprise Leadership Associate (ELA) • Executive Rotational Program is a high-potential leadership development role designed to build a pipeline of future enterprise leaders. This program is intended for professionals with established careers who are seeking a new career within Premium Finance and potentially their next leadership opportunity.

The ELA participates in a structured rotational program across sales, operations, underwriting, finance, and leadership functions, gaining a comprehensive understanding of the company's business model, financial performance, and operational priorities. Working closely with senior leadership, the ELA supports strategic initiatives, analyzes business performance, and contributes to enterprise-wide decision-making.

This role provides significant exposure to executive leadership and cross-functional operations and is designed to prepare participants for future leadership positions. Upon successful completion of the program, the Enterprise Leadership Associate is expected to transition into an Associate Sales or Operations Manager role or a comparable leadership position aligned with business needs.

KEY RESPONSIBILITIES:

• Enterprise Rotational Program Experience:
  • Participate in a structured, enterprise-level rotational program across sales, operations, underwriting, finance, and leadership functions to gain broad exposure to the business and its core operating models
  • Develop a strong understanding of organizational strategy, financial performance drivers, and operational execution across business lines
• Strategic & Executive Support:
  • Work directly with Managing Directors, Regional Sales Managers, and Regional Operations Managers to support strategic initiatives and business performance
  • Assist with planning, coordination, and follow-through on enterprise and regional priorities
• Business & Financial Analysis:
  • Analyze operational and financial performance data to identify trends, risks, and growth opportunities
  • Develop insights and recommendations to support data-driven decision-making by leadership
• Workforce & Organizational Effectiveness:
  • Support workforce planning, talent development, and organizational effectiveness initiatives in partnership with leadership
  • Contribute to initiatives focused on leadership development and succession planning
• Sales & Client Engagement:
  • Support client engagement, retention strategies, and business development efforts alongside sales leadership
  • Gain exposure and develop customer-facing strategies.
• Cross-Functional Projects & Process Improvement:
  • Contribute to cross-functional projects focused on process improvement, innovation, and operational scalability
  • Support initiatives designed to enhance efficiency, effectiveness, and enterprise alignment
• Willingness to relocate multiple times throughout the program, based on business needs
• Other duties as assigned

QUALIFICATIONS:

Education & Experience:

Bachelor's degree

7+ years of professional experience

Experience managing and developing direct reports

Professional & Leadership Skills:

Demonstrated leadership potential, including prior management experience or equivalent leadership responsibility

Strong analytical, strategic thinking, and problem-solving skills

Excellent written and verbal communication skills, including the ability to interact effectively with senior leadership

Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment

Ability to think critically, exercise sound judgment, and contribute to enterprise-level decision-making

Willingness to travel and relocate based on program structure and business needs

Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word

Familiarity with CRM systems; Salesforce experience preferred

Financial services, insurance, or service-based industry experience preferred

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