Acrisure’ s Great Lakes Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Great Lakes Platform to where it is today, with a culture built on organic partnership.
Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’ s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
About The Role
The Employee Benefits Service Team Field Manager will oversee and manage the field service team responsible for delivering exceptional service to clients in the employee benefits department. This role involves ensuring client satisfaction, leading a team of service professionals, and driving operational efficiency. The ideal candidate will have a strong background in employee benefits, excellent leadership skills, and a commitment to providing outstanding client experiences.
Essential Duties and Responsibilities:
Lead and manage a team of employee benefits service professionals including Account Managers and Account Coordinators in assigned territory of Great Lakes region.
Provide coaching, training, and development opportunities to team members.
Conduct regular performance evaluations to review KPI’s and implement improvement plans as necessary.
Ensure that clients receive timely, accurate, and professional service.
Act as an escalation point for complex client issues and resolve them effectively.
Maintain strong relationships with clients to understand their needs and expectations.
Work with EB Service Team Lead and other EB Client Service Field Managers to develop and implement service protocols and procedures to enhance efficiencies and effectiveness.
Monitor and analyze team performance metrics to identify areas of improvement.
Collaborate with other departments to streamline processes and improve service delivery.
Ensure that all service activities comply with relevant regulations and company policies.
Maintain accurate and up-to-date documentation of client interactions and service activities.
Prepare and present regular reports on team performance and client satisfaction.
Participate in strategic planning initiatives to enhance service offerings and client experiences.
Identify opportunities for growth and development within the employee benefits service team.
Contribute to the development of the new service strategies and initiatives.
Maintain small book of business in role of Account Manager.
Assist EB Service Lead with group/client advisor assignments, evaluate if changes are needed.
Assist with hiring, interviewing, and onboarding of service team.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Requirements:
Demonstrated ability to problem solve and anticipate solutions.
Experience specializing in employee benefits in an agency setting.
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel, and Power Point).
Able to prioritize and meet deadlines.
Professional, organized, and strong communicator. Must be able to communicate ideas, concepts, and strategies to all levels of the organization.
Competent with collaboration tools such as WebEx, Zoom or Teams
Able to conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.
Travel required: 20%
Education/Experience:
Minimum of 5 years of experience in employee benefits or related experience.
Must have and maintain L&H license.
Proven experience in leadership or management role.
Strong knowledge of employee benefits and regulations.
College degree preferred.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate stress due to regular deadlines and daily challenges.
High finger dexterity while typing documents and forms.
Occasionally lift up to 20 lbs.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.
The noise level in the work environment is usually moderate.
Benefits & Perks:
Competitive Compensation
Industry-Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Educational Resources
Generous time away
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.