Key Responsibilities:- Continuously monitor competitor, product, underwriting, pricing, distribution, technology, and market signals to identify meaningful shifts, risks, and opportunities.
- Translate raw intelligence into concise executive-ready outputs using the Insight 12 Implication 12 Action framework.
- Build and maintain the core CI toolkit over time, beginning with a market watch summary, competitor moves log, source library, and focused competitor profiles, then expanding into scorecards, battlecards, dashboards, and quarterly executive reviews as the function matures.
- Prioritize CI work based on decision impact, repeatability, and feasibility, ensuring the function produces fewer, sharper outputs rather than broad reporting that cannot be sustained.
- Conduct ad hoc deep dives on competitor moves, new entrants, partner opportunities, pricing changes, underwriting shifts, and distribution dynamics.
- Analyze where the company is winning or losing in the market and help identify the underlying drivers behind performance gaps.
- Partner with Product, Underwriting, Distribution, Marketing, Sales, and other cross-functional teams to validate findings and convert insights into action.
- Support quarterly executive competitive reviews, monthly market summaries, and rapid-response briefs for time-sensitive competitive developments.
- Build and maintain the SharePoint-based CI intelligence hub, including competitor profiles, source library, market watch archive, decision briefs, and competitor moves log.
- Use AI-enabled tools and workflow automation to accelerate signal gathering, summarize recurring sources, classify competitive moves, and improve consistency of outputs while maintaining human judgment and source validation.
Qualifications:- 5-8+ years of experience in competitive intelligence, market intelligence, strategy, product strategy, management consulting, corporate development, analytics, or a related field.
- Strong analytical skills, including benchmarking, gap analysis, market mapping, trend analysis, and synthesis of qualitative and quantitative information.
- Demonstrated ability to work in ambiguity, structure new problem spaces, and convert incomplete information into clear conclusions, practical implications, and recommended actions for senior decision-makers.
- Excellent written and verbal communication skills, with the ability to create concise, executive-ready briefs, presentations, and decision support materials.
- Comfort working with cross-functional stakeholders and influencing action without direct authority.
- High intellectual curiosity, structured thinking, attention to detail, and sound judgment about what matters most.
- Proficiency with Excel, PowerPoint, and research tools; experience with BI tools, dashboards, SharePoint, Teams, OneDrive, AI-enabled research, or workflow automation is preferred.
- Familiarity with life insurance, financial services, distribution partnerships, underwriting, or regulated markets is strongly preferred; candidates with transferable experience in strategy, market intelligence, or competitive analysis in adjacent industries will also be considered.
Skills:- Competitive and market intelligence: ability to monitor competitors, market signals, product moves, underwriting shifts, distribution changes, technology developments, and emerging trends.
- Strategic analysis and synthesis: ability to convert fragmented information into clear insights, implications, and recommended actions.
- Executive communication: ability to produce concise, decision-ready briefs, summaries, presentations, and recommendations for senior leaders.
- Structured problem solving: ability to define ambiguous problems, develop analytical frameworks, and prioritize the questions that matter most.
- Research and source validation: ability to gather, assess, organize, and validate information from public, industry, internal, and partner sources.
- Quantitative and qualitative analysis: ability to perform benchmarking, gap analysis, market mapping, trend analysis, and basic business or financial analysis.
- Knowledge management and content organization: ability to build and maintain a structured intelligence repository, source library, competitor profiles, moves log, and market watch archive.
- Cross-functional collaboration: ability to partner with Product, Underwriting, Distribution, Marketing, Sales, and executive stakeholders to validate findings and drive action.
- AI-enabled workflow leverage: ability to use Copilot, automation, and related tools to accelerate signal gathering, summarization, classification, and repeatable reporting while maintaining human judgment.
- Business judgment and prioritization: ability to focus on the highest-impact questions, avoid over-reporting, and produce outputs that can be sustained by a lean team.
- Insurance and financial services domain fluency: understanding of life insurance, underwriting, distribution partnerships, digital acquisition, or regulated financial services markets.
- Tools and presentation skills: proficiency with Excel, PowerPoint, SharePoint, Teams, OneDrive, research tools, and ideally BI or dashboard tools.
Compensation & Benefits:We believe in taking care of our employees and their families. We offer a comprehensive benefits package designed to support your health, well-being, and financial future. Here19s a look at what we provide:
- Salary: $92k-$118k
- Medical Insurance: Choose from a variety of plans to fit your healthcare needs.
- Dental Insurance: Coverage for preventive, basic, and major dental services.
- Employer-Paid Vision: Comprehensive eye care coverage at no cost to you.
- Employer-Paid Basic Life and AD&D Insurance: Peace of mind and additional protection.
- Employer-Paid Short-Term and Long-Term Disability Insurance: Financial support in case of illness or injury.
- 401(k) Plan: Save for your future with a company match to help you grow your retirement savings.
- PTO and Sick Time accrue each pay period: Take time off when you need it
- Annual Bonus Program: Performance-based bonus to reward your hard work.
Remote work is not available in the following States:
California, Colorado, Connecticut, and New York.
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