Strategy & Insights Specialist

About Us

At Prevail, we believe success isn't given, it's built. We stand alongside discerning customers to protect what they've created in life and business; with the same care and commitment they put into building it.

We deliver crafted insurance solutions across niche segments: High Net Worth, Specialty (specialised small business), and Lifestyle & Leisure. These are customers with unique and complex needs, and we design coverage that fits, removes friction, and takes risk off their plate.

Everything we do aims at the best experience and the best outcome for the end customer: clear processes, fast decisions, reliable coverage, and measurable results. We act with integrity, own our outcomes, and get 1% better every day, progressive, energetic, and forward-thinking by design

About the Opportunity

This role sits at the intersection of strategy, insight, and coordination. We are seeking a Strategy & Insights Specialist, who will work directly with the CEO to help shape, stress-test, and communicate the ideas that drive the business forward, while connecting with teams across the business to help turn thinking into doing.

You'll help join the dots between market trends, customer preferences, and emerging technology, so we stay sharp and ahead in the high-net-worth, lifestyle, and specialty insurance space.

You'll often sit in the room with insurer partners, data teams, and key stakeholders — listening, learning, and helping prepare the stories, materials, and follow-ups that move big ideas from concept to execution. It's a dynamic, hands-on coordination role that combines curiosity, commercial thinking, and delivery discipline.

Key Responsibilities

• Strategic Research & Insight – Conduct research and gather insight on market trends, customer preferences, competitor activity, and emerging risks.
• Commercial & Financial Support – Build models and scenarios to test ideas and help the CEO and leadership team make informed strategic calls.
• Strategy Coordination – Work across teams to ensure strategic projects have clear owners, deliverables, and progress tracking.
• Storytelling & Communication – Prepare presentation decks, strategy papers, and partner materials that bring ideas to life and drive engagement.
• Partner & Stakeholder Engagement – Join key meetings with insurer partners and external stakeholders; capture insights, prepare briefs, and coordinate next steps.
• Cross-Functional Collaboration – Work with Operations, Technology, and Compliance to ensure ideas are translated into actionable, measurable initiatives.
• Market & Innovation Scanning – Track developments in AI, data, and insurance innovation that can influence our growth or shape new opportunities.

Skills and Qualifications

• Minimum 5 years' experience in strategy, insight, commercial analysis, consulting, or business support.  Ideally within financial services or insurance.
• Strong capability in research, market analysis and commercial insight with experience translating data into actionable recommendations.
• Proven experience in cross-functional project coordination, managing multiple stakeholders, and driving initiatives to completion.
• Excellent storytelling, presentation, and written communication skills, with the ability to engage diverse audiences.
• Strong analytical and problem-solving skills, including scenario modelling and interpreting financial and operational data.
• High level of commercial acumen and understanding of business drivers in insurance, high-net-worth, or specialty sectors.
• Proactive, curious, and adaptable, with a hands-on approach to strategy execution.
• Familiarity with emerging technology, data, and innovation trends in the insurance or financial services sector is highly desirable.

Benefits

As a valued member of Prevail, we believe that when people thrive, performance follows. That's why we've built a benefits offering that supports your wellbeing, growth, protection, and purpose—not just at work, but in life. We back our team with real flexibility, meaningful development, and a culture where accountability, integrity, and contribution matter

• We believe in hybrid working, purposeful time together to build strong connections, spark ideas and move faster, while giving you the space and flexibility to focus and perform at your best.
• You'll grow through structured development, mentoring and tuition support, with ANZIIF accreditation pathways that convert learning into real capability.
• You're backed by company-paid Life, TPD, Salary Continuance and Travel insurance, with access to additional discounted cover.
• Your wellbeing is supported through annual health checks, skin checks, flu shots, holistic wellness programs and confidential counselling.
• You'll thrive in a collegiate, high-trust culture where integrity and accountability matter, your ideas land quickly, and your contribution counts.

Why Join Prevail

This is more than a role it's your chance to help shape one of Australia's most forward-thinking specialist underwriting agencies. At Prevail, you'll work on complex, meaningful risks across High Net Worth, Specialty, Lifestyle & Leisure for customers who expect more and value precision.

You'll be part of a high-performance, no-ego culture where ideas move fast, ownership is real, and the team succeeds together. We're modernising how we work from better systems and digital platforms to refreshed, purpose-built office spaces designed to energise and connect.

And we back what matters to you with volunteer leave, a genuine focus on wellbeing, and a working rhythm that supports both your ambition and your life.

If you're ready to grow with a business that's moving fast, shape something meaningful, and help set a new benchmark for what great looks like in specialist insurance — this is your moment.

Our Culture & Values

At Prevail, our values aren't just words  they're behaviours we live every day.
They guide how we work, how we show up for each other, and how we deliver results.

P – Problem-Solving
We lean into challenges with creativity, energy, and action.

R – Relationships
We build trust through genuine connection and shared success.

E – Easy to Deal With
We make life easier for customers, partners, and colleagues.

V – Value
We focus on what matters and deliver with integrity.

A – Accountability
We take responsibility and follow through — no excuses.

I – Integrity
We do the right thing — even when no one's watching.

L – Learning
We challenge ourselves to improve — every day, in every way.

To Apply

We are always on the lookout for great talent, if you are interested in a confidential conversation regarding career opportunities, please email

We believe that our people are our greatest asset. Our people are chosen for their personalities, their ethics and professional qualities without any exclusion, preferential treatment, or discrimination. We are proud to be an equal opportunities employer and do not discriminate by reason of age, gender, gender identity, race, sexual orientation, nationality, religion or disability or any other difference. We encourage applications from all individuals and will provide appropriate assistance for candidates with disabilities or special needs throughout the recruitment process upon request.