Leadership Program for Recent MBA, CFA, and CPA

At all times the focus for development is leadership, and although the program has finance as its foundation, development of business judgment and operational competencies are focused on as intently as is development of financial expertise.  We also require performance to the highest standards of professionalism, integrity and ethical conduct.

 

Participants in the program are carefully selected and screened for four primary attributes.

 Interest and technical competency in finance and economic theory and practice Demonstrated record of excellence in their professional or personal life. Commitment to their career – we want those who want to be leaders in business. Most importantly, we look for innate leadership

 

Purpose and Goals

Rotational assignments are the cornerstone of the leadership program.  Assignment opportunities are evaluated using three basic requirements:

 

-Significance of business value to the organization

-Development opportunity for individual

-Dedication of managers to the success of the program

 

A member should approach each rotation as an immediate contributor to the success and achievement of objectives in whatever role they are assigned. 

 

Structure

Rotations are generally 9-12 months in duration, but can and will be handled individually to best match the 3 criteria above.

There is no set number of rotations, but most participants should expect 2-3 rotations.  As with the length of the rotations, this is a guideline that will be determined separately for each individual based on experience, performance, and business needs.

Successful transition from one rotation to another is critical.  Business owners should feel no impact from rotational re-assignments.  It is up to the managers and members of existing and new rotations to ensure this smooth transition.

Examples of Rotations

Personal Lines Finance

Commercial Lines Finance

Field Finance

Strategic Planning

Claims Finance

Management Information Systems

Personal and Commercial Operations

It should be noted however, that the program rotations are constantly evaluated against criteria above, and it is expected that the number and nature of rotation positions will change over time.  However, the number of positions will remain relatively low given the required focus of the programs principles.

Examples of Project Assignments include:

Developing Agent Profitability tool

Claims Operating Model Redesign

Merger and Acquisition Analysis

Personal Lines State Strategies

 

We seek to identify and attract individuals with positive leadership traits and strong quantitative skills.  Candidates are expected to have demonstrated leadership at some point in their personal or professional lives, and expressed a strong desire to further develop these skills. Candidates with an MBA, CPA, CFA or other professional designations are preferred.  Work experience of 3 to 5 years is targeted, although specific insurance industry experience is not required.