Strategic Planning Manager manages the analytical and research activities supporting an organization's strategic, short-term, and long-range goal planning function. Oversees data collection and conducts organizational reviews to identify the business's strengths and weaknesses and evaluate operational effectiveness. Being a Strategic Planning Manager leads the research of emerging trends, expansion opportunities, competitive threats, and the viability of outside business partners. Develops recommendations for internal business process improvement. Additionally, Strategic Planning Manager designs and executes methods to track and measure organizational performance data to use for planning. Requires a bachelor's degree. Typically reports to a director. The Strategic Planning Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Strategic Planning Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Company Description
Strategic Planning and Insurance Advisors is a local independent insurance agency located in North Wales, PA. With over 25 years of experience, we specialize in providing advice and services for life insurance, home insurance, auto insurance, and business insurance. As a family and friend-owned agency, we prioritize giving our clients personalized attention to help them meet their financial security goals.
Role Description
This is a full-time on-site role for a Personal Lines Account Manager at Strategic Planning and Insurance Advisors. The Account Manager will be responsible for managing personal insurance accounts, providing exceptional customer service, rating and offering renewal coverage options to our current clients, and handling various insurance-related tasks on a day-to-day basis.
Qualifications