Business Strategy and Planning Director – P&C Personal Lines

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are seeking a Business Strategy and Planning Director to support the Underwriting (UW) Organization within Property & Casuality Personal Lines, to include UW executive leadership in all things business operations, operational planning, and strategy management.  This role will manage key initiatives in Underwriting, ensure smooth communication within and from the department, and prioritization and execution of deliverables.  The role requires strong leadership, organization skills, critical thinking, and the ability to manage multiple complex tasks in a fast-paced environment.

These roles provide support and guidance to executive management to identify, develop and communicate specific business strategies across CoSA functional areas, utilizing expert knowledge of USAA, industry, business development, and financial planning. Leads strategic analyses of business needs and environmental trends in support of business strategy development and planning processes and, as appropriate, enterprise strategy and planning processes. Conducts business strategy reviews to assess progress and drive awareness of strategy achievement.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX, campus.   Relocation assistance is not available for this position.

What you'll do:

• Drives the development and coordination of components within the overarching CoSA strategy.

• Works with executive management to establish strategic and operational framework that establishes enables short and long-term business goals and key results.

• Develops specific processes to manage the business strategic and operational planning process.

• Drives the alignment of business process and frameworks to enterprise strategy, process and framework.

• Partners with senior-level leaders across functions and channels to develop near- and long-term visions and roadmaps and works with business leaders to manage transition from strategy to execution. 

• Maintains responsibility of integration of change management plans, project documentation and strategies for large, complex business specific initiatives that often impact the organization and/or enterprise.

• Identifies strengths and weaknesses to evaluate operational effectiveness by establishing best practices and management routines to address gaps.

• Guides team members as they perform research and analysis.

• Supports CoSA executive leadership by leading the design, coordination, and governance of the annual strategic planning and operational planning processes.

• Leads and motivates cross-functional team members in strategy and operational plan development and implementation.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years of experience without bachelor’s degree)

• 8 years of directly related business planning consultation experience to include developing business strategy for short-term and/or long-term goals.

• Experience influencing and managing communication to senior executives, internal colleagues through concise, official and regular updates on status, progress, strategies and roadmaps.

• Extensive experience in Project Management.

• Strong business acumen in financial services or related industry, and a proven ability to balance strategic thinking with practical implementation skills.

• Experience working with clients/customers to realize business issues and develop a strategy for the business’s direction from the gathered insights.

What sets you apart:  

• US military experience through military service or a military spouse/domestic partner

• 2 or more years Property & Casualty Insurance Experience. <