Deputy Director (Insurance Industry)

Job Description

Job Description

About The Institutes

Located in beautiful Malvern, Pennsylvania, The Institutes® are a not-for-profit comprised of diverse affiliates that educate, elevate, and connect people in the essential disciplines of risk management and insurance. Through products and services offered by our nearly 20 affiliated business units, people and organizations are empowered to help those in need with a focus on understanding, predicting, and preventing losses to create a more resilient world.

Additionally, we understand the importance of work-life balance—in 2026 Philly.com named us a Top Workplace for the eleventh year and USA Today named us a USA Top Workplace for the fourth year. We provide excellent benefits and a friendly, team-focused work environment to drive employee engagement.

Deputy Director

The Deputy Director serves as the staff leader responsible for translating the business unit’s mission and strategy into execution across membership, programs, operations, and enterprise coordination. The role combines leadership with hands-on management in a lean, start-up environment and is designed for a growing membership-based business unit serving young professionals in risk management and insurance.

This position acts as the primary staff liaison to the executive leadership council and shared-services partners, leads planning and implementation of member programs and experiences, manages the business unit’s operating rhythm and budget, and helps build the systems, partnerships, and infrastructure needed for sustainable growth.

*This role will lead and align various volunteer chapter board members without direct supervisory duties.

What You’ll Do:

Departmental Leadership and Management

1. Lead execution of the business unit’s strategic priorities, annual operating plan, and key performance measures.
2. Collaborate with Chapter leadership in strategic planning and execution on a chapter level.
3. Build and maintain a rolling annual plan that integrates membership, programming, communications, sponsorship, and operational milestones.
4. Establish practical systems, workflows, and documentation that support quality, consistency, and scale in a start-up environment.
5. Identify opportunities for innovation, growth, and improved member value while balancing budget, capacity, and business unit priorities.

Membership and Community Growth

1. Develop and implement strategies for member recruitment, onboarding, engagement, retention, and renewal.
2. Define, refine, and communicate the business unit’s member value proposition for young professionals in risk management and insurance.
3. In collaboration with Business Unit Marketing, design and improve the member journey, including programs, communications, and community-building opportunities.
4. Use data, feedback, and participation trends to recommend improvements to membership offerings and engagement strategy.
5. Collaborate with Partnership team to create and market sponsorship packages.

Executive Leadership Council and Member Relations

1. Serve as the primary staff liaison to Executive Leadership Council, including agenda planning, meeting preparation, follow-up, and execution of priorities.
2. Build strong relationships with ELC members, volunteers, and external stakeholders to support engagement, alignment, and informed decision-making.
3. Prepare reports, updates, presentations, and planning materials for the ELC and other stakeholders.
4. Support governance-related coordination, including committee activity, bylaws implementation, and volunteer leadership engagement as applicable.

Programs, Events, and Partnerships

1. Lead planning and delivery of member programs, educational offerings, networking opportunities, and events, both virtual and in person.
2. Coordinate with marketing, communications, technology, finance, and other shared-services partners to ensure effective execution and a strong member experience.
3. Help develop and support sponsorship, partnership, and stakeholder engagement efforts that strengthen the business unit’s reach and sustainability.
4. Ensure project management structures, calendars, and accountability mechanisms are in place for key initiatives and events.

Financial and Operational Stewardship

1. Develop and manage the business unit’s annual budget in partnership with organizational leadership and finance support.
2. Monitor revenue and expenses, track performance against goals, and recommend adjustments as needed to support financial sustainability.
3. Oversee day-to-day operations of the business unit, including vendor coordination, technology platforms, compliance support, and process improvement.
4. Establish regular reporting on business unit performance, membership metrics, program outcomes, and budget status.
5. Collaborate with chapters and finance to ensure compliance with non-profit status.

What We’re Looking For:

1. Bachelor’s degree required.
2. 5+ years of professional work experience required.
3. Insurance industry experience strongly preferred.
4. Experience working with young professionals, emerging talent communities, or member populations in risk management and insurance strongly preferred.
5. Experience leading teams.
6. Demonstrated ability to turn strategic goals into measurable execution and operational results.
7. Experience managing budgets, vendors, and projects.
8. Experience building programs, events, engagement strategies, or member-facing initiatives preferred.

Key Competencies

1. Strategic thinking and sound judgment.
2. Strong written, verbal, and presentation communication skills.
3. Relationship-building across members, volunteers, sponsors, and enterprise partners.
4. Adaptability and comfort in a start-up or evolving environment.
5. Problem-solving, initiative, and continuous improvement mindset.
6. Ability to work independently while coordinating effectively with others.

Special Working Conditions and Physical Demands

1. Minimal travel required

The Best Part? The Benefits!

To enforce the importance of work-life balance, employees enjoy excellent benefits, including:

• 401(k) plan with company contribution up to 16%
• Generous time off package that includes paid vacation, personal, sick, and holidays
• Paid maternity and parental leave
• Tuition reimbursement
• Medical, dental, vision, and prescription coverage
• On our Malvern campus: Free lunch every day when working on campus, onsite fitness center, and a beautiful 1.25-mile walking path!