---
title: 'AVP Business Strategy and Planning at Ullico'
canonical: 'https://feeny.ai/job/avp-business-strategy-and-planning-ullico-bethesda-11zx1nxdbrpe'
type: 'job'
last_seen: '2026-11-03'
---

# AVP Business Strategy and Planning at Ullico

- **Company:** Ullico
- **Location:** Bethesda, MD
- **Compensation:** $185k–$250k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-08
- **Last confirmed live:** 2026-11-03
- **Apply:** https://jobs.lever.co/ullico/fd1fd3a4-f044-4333-a8a4-0e9628010953

## Job description

Union Labor Life Insurance Company is actively recruiting an AVP Business Strategy and Planning for our Bethesda, MD office. This person will serve as a strategic partner to the President of the Life & Health Division of The Union Labor Life Insurance Company. This role supports annual business planning, runs special projects and strategic initiatives on behalf of the President, and produces the analysis and presentations that support divisional decision-making. The role is intentionally broad, providing exposure across underwriting, operations, account management, sales, and supplemental lines, as well as divisional strategy, financials, and trustee and broker relationships. The ideal candidate will bring strong analytical and communication skills, sound judgment and discretion with confidential information, and a commitment to supporting union members and their families through high quality work.

The successful candidate will:

- Support annual business planning, goal setting, and tracking of progress against divisional objectives.
- Research market, competitive, and regulatory developments in medical stop loss and Life insurance in the Taft-Hartley/multiemployer space and translate findings into implications for the division.
- Run strategic initiatives and special projects assigned by the President, coordinating across functional leaders. Pick up time-sensitive priorities and own them through to completion.
- Identify opportunities to improve process, drive growth, or gain efficiency across the division, and bring forward recommendations.
- Build presentations, board and trustee decks, rating-agency materials, and analytical packages. Turn complex data, claims analytics, book-of-business performance, into clear, decision-ready insights.
- Prepare briefing materials and talking points for executive, trustee, and broker meetings.
- Partner with the VPs of Operations and Underwriting and the AVP of Account Management to build working knowledge of each function and what drives divisional performance.
- Perform other similar and related duties as required.

Minimum Qualifications: Bachelor’s degree in Business Administration, Finance, Economics, Insurance, Healthcare Administration, or a related field required; MBA or other advanced degree preferred. Minimum of seven years of progressive experience in corporate strategy, business planning, consulting, insurance, healthcare, financial services, or a related industry. Demonstrated ability to lead complex projects, manage competing priorities, and drive results across multiple functional areas. Strong analytical and critical thinking skills with the ability to interpret financial, operational, and market data and translate findings into actionable business recommendations. Exceptional written, verbal, and presentation skills, including experience preparing executive-level materials, board presentations, and strategic reports. Proven ability to build relationships and influence stakeholders at all levels of an organization. Highly organized, self-motivated, and comfortable operating in a fast-paced environment with significant autonomy. Advanced proficiency in Microsoft PowerPoint, Excel, and other business productivity tools required. Knowledge of the life and health insurance industry, medical stop loss insurance, employee benefits, or the Taft-Hartley/multiemployer marketplace is strongly preferred.

For over 95 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement. From insurance products for members, leaders and employers, to investments that have created thousands of union jobs, our customers continue to count on Ullico to protect them. The Ullico Inc. family of companies includes The Union Labor Life Insurance Company; Ullico Casualty Group, Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc.  Visit [www.ullico.com](http://www.ullico.com).

Ullico is an Equal Opportunity Employer.  This organization participates in E-Verify.

The job posting will expire or renew after 30 days.

## About Ullico

## Company Overview
- **One-liner**: Ullico is the only labor‑owned insurance and investment company, dedicated to protecting and growing the North American labor movement.
- **Entity Type**: Private (labor‑owned, not publicly traded)
- **Headquarters**: Washington, D.C., USA
- **Founded**: 1927
- **Founders**: Founded by the American Federation of Labor (AFL) and its then‑president Samuel Gompers, with involvement from Matthew Woll

## Core Business
- **Primary industry**: Insurance and investment services focused on the union and multiemployer benefit plan market
- **Target customers**: B2B – union‑sponsored benefit plans, public employee benefit plans, union leaders, and signatory employers
- **Mission statement**: “To protect and grow the North American Labor Movement” by providing financial security to union members and their families

## Products & Services
- **Life & Health Insurance (Union Labor Life Insurance Company)**: Group life, health, and disability insurance products designed for union‑sponsored and public employee benefit plans. Retained 97% of in‑force group life business in 2025 and covered over 1.2 million members.
- **Property & Casualty Insurance (Ullico Casualty Group)**: Tailored liability insurance for union leaders, multiemployer fund fiduciaries, and signatory employers, including workers’ compensation alternative dispute resolution programs.
- **Investment Services (Ullico Investment Advisors)**: Real estate debt (“J for Jobs” – over $22 billion in loan financings since 1977), infrastructure funds (Ullico Infrastructure Fund – $6.7 billion AUM), real estate equity (Ullico Value‑Add Real Estate Fund I), and fixed‑income strategies (UIA Investment Management – $1.8 billion AUM).

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (labor‑owned private company)
- **Key Metric**: Pre‑tax operating earnings of $78 million in 2025; total assets under management of $13.4 billion (as of December 31, 2025)
- **Notable Investors/Partners**: Owned by unions and their members. Key partners include the AFL‑CIO, multiemployer pension funds, and public employee benefit plans. A.M. Best rating: A (Excellent) for Union Labor Life.
- **Growth Signals**: Record highs in gross written premium for life/health and property/casualty divisions in 2025; AUM increased by $1.2 billion; new real estate equity fund raised $184 million (targeting $250 million by June 2026); launched new products for 2026 and beyond.

## Competitive Advantages
- **Only labor‑owned insurance and investment company** – deep alignment with union values and a mission‑driven approach.
- **Over 95 years of experience** in the union marketplace, with a strong track record of serving multiemployer and public benefit plans.
- **High retention and financial strength** – 97% retention of in‑force group life business and an A (Excellent) rating from A.M. Best.
- **Proven job creation** – “J for Jobs” program has created nearly 350,000 union jobs and over 700 million working hours since inception.

## Strategic Focus
- **Protect and grow the labor movement** through new insurance and investment products tailored to union needs.
- **Expand investment services** – grow assets under management, especially in infrastructure and real estate equity, while maintaining a focus on union job creation.
- **Continue to deliver record financial performance** while investing in new initiatives for 2026 and beyond.
- **Strengthen community impact** – contributed over $1.8 million to nonprofit organizations and charitable causes in 2025.

## Why Work Here
- **Mission‑driven culture**: Employees contribute to the financial security of American workers and the labor movement.
- **Comprehensive benefits**: Health/dental/vision, 401(k) with employer match, pension plan, paid parental leave, tuition assistance, professional certification programs, and an Employee Assistance Program (EAP).
- **Work‑life balance**: The company states it “strives to provide a positive work‑life balance” and fosters camaraderie through social and sports activities.
- **Location**: Based in Washington, D.C. (1625 Eye Street, NW). The office is likely hybrid or in‑person; the careers page does not specify remote policy.
- **Stability and growth**: Over 95 years old with record financial strength, offering a stable environment with opportunities for growth.

## Sources
1. [Ullico Careers](https://www.ullico.com/about-ullico/careers/)
2. [Ullico Homepage](https://www.ullico.com/)
3. [Ullico About Page](https://www.ullico.com/about-ullico/)
4. [Ullico 2025 Annual Report](https://www.ullico.com/app/uploads/2026/05/UL_AnnualReport_2025_Web-2.pdf)
5. [Wikipedia – Ullico](https://en.wikipedia.org/wiki/Ullico)

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