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Insurance Strategy information

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$55.5K

$124.7K

$217.5K

How much do insurance strategy jobs pay per year?

As of Jun 9, 2026, the average yearly pay for insurance strategy in the United States is $124,659.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,000.00 and $157,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals in Insurance Strategy roles, and how can they be addressed?

Professionals working in Insurance Strategy often encounter challenges such as adapting to rapidly changing regulatory environments, analyzing emerging risks, and aligning business objectives with evolving market trends. Successfully addressing these challenges requires a proactive approach to staying informed about industry regulations, strong collaboration with actuarial, underwriting, and product development teams, and leveraging data-driven insights to inform strategic decisions. Building cross-functional relationships and maintaining continuous professional development are key to overcoming these obstacles and driving impactful results in the role.

What is insurance strategy?

Insurance strategy refers to the planning and decision-making processes used by insurance companies or professionals to achieve their business objectives. This can involve developing products, setting pricing, managing risk, analyzing market trends, and ensuring regulatory compliance. Effective insurance strategy helps companies remain competitive, meet customer needs, and maintain profitability in a changing market. Professionals in this field often work closely with actuaries, underwriters, and executives to guide the direction of the company.

What is the difference between Insurance Strategy vs Insurance Underwriter?

AspectInsurance StrategyInsurance Underwriter
Primary RoleDevelops long-term plans to optimize insurance products and market positioningAssesses individual insurance applications to determine coverage and premiums
Required CredentialsTypically requires a degree in business, finance, or risk management; certifications like CPCU are commonRequires actuarial or insurance-specific certifications; often a degree in mathematics, statistics, or related fields
Work EnvironmentCorporate offices, strategic planning teamsUnderwriting departments, insurance companies
Employer & Industry UsageUsed in insurance companies, consulting firms, and risk management departmentsPrimarily within insurance companies, underwriting agencies

Insurance Strategy focuses on planning and positioning for future growth, while Insurance Underwriters evaluate individual risks to determine coverage. Both roles require specialized credentials and are integral to the insurance industry, but they serve different functions within the insurance process.

What are the key skills and qualifications needed to thrive in Insurance Strategy, and why are they important?

To excel in Insurance Strategy, you need strong analytical skills, industry knowledge, and a background in finance, business, or actuarial science. Familiarity with data analytics tools, financial modeling software, and risk assessment platforms is often required, along with relevant certifications such as CPCU or CFA. Strategic thinking, communication, and stakeholder management are crucial soft skills for influencing decisions and driving change. These competencies are vital for developing effective strategies that ensure organizational growth, regulatory compliance, and competitive advantage in the insurance sector.
More about Insurance Strategy jobs
What states have the most Insurance Strategy jobs? States with the most job openings for Insurance Strategy jobs include:
What job categories do people searching Insurance Strategy jobs look for? The top searched job categories for Insurance Strategy jobs are:
Insurance Strategy jobs near you
Infographic showing various Insurance Strategy job openings in the United States as of June 2026, with employment types broken down into 1% Internship, 88% Full Time, 6% Part Time, 1% Temporary, 2% Contract, and 2% Nights. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $124,659 per year, or $59.9 per hour.

Life Insurance Strategist

Rockefeller Capital Management

Saratoga Springs, NY • On-site

$121K - $156K/yr

Full-time

Medical, Life

Posted 10 days ago

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.

Position

The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports directly to the Head of Insurance and Annuities and serves as a key resource for Private Advisors across the firm.This is a highly visible, advisor-facing position that combines strategic planning, client presentation, implementation oversight, and ongoing relationship management. The Life Insurance Strategist acts as the public face of life insurance for the firm,representingRockefeller in national advisor calls, internal conferences, and complex client engagements. The primaryobjectiveof the role is to identifyappropriate insurancestrategies, drive execution from planning through placement, and clearly communicate outcomesto advisors and senior leadership.

Responsibilities
  • Lead life insurance case creation, including planning discussions, fact-finding, and clientobjectivegathering in partnership with Private Advisors.
  • Prepare and present Rockefeller Capital Management-branded insurance strategy summaries for advisors and clients, translating complex concepts into clear, actionable recommendations.
  • Complete illustration requests and case designs based on fact-specific planning contexts and client goals.
  • Present insurance strategies, product structures, and associated financials directly to clients and advisors.
  • Serve as the primary point of contact for underwriting, coordinating closely with the firm's Broker General Agent, Ash, to drive efficiency and outcomes.
  • Manage white-glove application, underwriting, and supervision processes across Private Advisor teams, third-party partners, and clients.
  • Track, manage, and report insurance activity and revenue for management reporting and leadership updates.
  • Review existing insurance portfolios for pricing, efficiency, and policy health,identifyingopportunities for optimization or restructuring.
  • Support Long-Term Care cases, including policy interpretation, planning analysis, and client presentations.
  • Educate and mentor Private Advisor teams on term insurance processes, underwriting expectations, and ongoing casemanagementbest practices.
  • Own and manage theProformexbook management tool, including data feeds, user access, and report creation.
  • Support policy servicing needs asrequired, including agent of record transfers, ownership changes, and data linkage.
  • Coordinate and manage third-party resources and specialists, reportingprogressand outcomes to ManagingDirectorleadership.
  • Partner effectively with other field specialists, including Wealth Strategies, Retirement, Trust, Alternative Investments, and Structured Investments, to deliver comprehensive client solutions.
  • Remain accountable for defined and measured goals related to insurance activity and execution.
Qualifications
  • A minimum of 10+ years of experience in field wholesaling and/or retail financial services sales.
  • Series 7 or 6, 63, and life and health insurance licensesrequired.
  • Industry professional designations preferred (CIMA, CFP, CFA, CFM, CLU,ChFC, etc.).
Skills
  • Deep knowledge of life insurance, long-term care solutions, underwriting processes, and wealth protection and transfer strategies.
  • Ability to assess complex client needs and designappropriate, scalable insurance solutions.
  • Strong presentation, communication, and advisor-facing relationship management capabilities.
  • Proven ability to manage high-volume casework end-to-end with precision and accountability.
  • Demonstrated leadership and mentoring capability despite individual contributorrole.
  • Ability to work under pressure, meet deadlines, and deliver consistent execution results.
  • Strategic and tactical thinker with a collaborative, solution-oriented approach.
  • High levelof professionalism, adaptability, and personal accountability.
Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Employment Type: FULL_TIME

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