Strategy & Portfolio Analyst III

Looking for more than just a job? You’ve found it. At Pekin Insurance, you’re not a number—you’re part of something bigger. For over 100 years, we’ve built a community where people are valued, supported, and empowered to grow. Here, you’ll find a workplace where collaboration is real, ideas are welcome, and the work you do truly matters. We’re proud to help people through life’s toughest moments—and it’s our people who make that possible. From day one, you’ll be encouraged to bring your whole self to work, take on meaningful challenges, and grow in ways that matter to you. Learn more about Pekin Insurance Here! Position Overview The Strategy and Portfolio Analyst III plays a pivotal role in shaping the organization's future. This position supports the facilitation of strategy development, the preparation and execution of strategy reviews, and the creation of clear, consistent communications. This position supports prioritization, alignment, and accountability around strategic initiatives that optimize the value of the company’s portfolio, through management of the portfolio intake, demand management, and governance processes. Essential Job Functions Facilitates and supports business and department-level strategic planning processesDesigns and conducts strategy reviews and alignment meetingsCreates and maintains strategy communications including goals, priorities, scorecards and other results, and governance decisions.Manages the portfolio intake process for new initiatives, enhancements and requests, ensuring submissions include sufficient business context, objectives, benefits, and success measuresMonitors the progress and effectiveness of the portfolio, providing regular updates and recommendations for adjustments as neededSupports the implementation and enablement of the company’s strategy framework, documentation, and execution systems, and develops change management plans to gain adoptionPartners with cross-functional teams and business stakeholders to understand target outcomes, define strategic objectives and business goals, and ensure consistent alignment on key initiativesIdentifies and compiles analysis and insights from internal and external sources to support decision-making, including market trends, competitive intelligence, and emerging risksPrepares and presents reports and presentations to senior leadership, providing clear and concise insights and recommendationsStays up to date with industry trends, best practices, and emerging technologies to ensure the organization remains competitive and innovativeDevelops workshop facilitation materials and strategy enablement resourcesMaintains a consolidated view of portfolio demand, prioritization status, and supporting documentation to provide transparency across the organizationIdentifies conflicting requests and facilitates discussions to clarify or resolve competing prioritiesFacilitates consistent assessment of portfolio requests using agreed-upon criteria, including business value, risk, urgency, dependencies, and strategic alignmentPrepares portfolio insights and recommendations for governance review and supports prioritization discussions and decision-making forumsPerforms other duties as assigned Required Education & Experience Bachelor’s degree in business, organizational leadership, communications, or a related field, or equivalent work experienceTypically requires 4+ years of experience in strategic planning, business planning, business analysis, management consulting, or corporate communications Preferred Familiarity with strategy and execution frameworks such as Playing to Win, OKRs, Balanced Scorecard, OGSM, and 4DXExperience with portfolio management, program management, demand intake, prioritization, or governance processes Experience working in strategy, business development, financial planning, or transformation officeExperience in the insurance industry, particularly in Commercial Lines, Personal Lines, or Life Insurance Certifications & Licenses N/A Knowledge, Skills & Abilities Demonstrated ability to: communicate effectively across all levels of the organizationinfluence business leaders and cross-functional teamsthink critically and connect tactical details to enterprise strategywork independently in a fast-paced environmentwrite, collect, and review data Demonstrated Skill In using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problemssituational analysis and decision-making Demonstrated Knowledge Of strategic planning and executionindustry standardsMicrosoft Office Suite- Including SharePoint Applicants must be authorized to work in the U.S. without sponsorship now or in the future. Pay Range $83,000 – $111,000 per yearThis range is based on the expected level of experience and skills for this position. Final compensation will depend on individual Benefits Health, Dental and Vision Insurance Generous 401(k) with company matchPaid Time Off (PTO) with Paid HolidaysFlexible/Hybrid Work SchedulePaid Volunteer Program For more information about the benefits we offer, please visit our Careers Page.