Manager, Employee Benefits Large, Complex, Key Accounts

Acrisure • Tampa, FL

3d

About The Position

The Manager, Employee Benefits Large, Complex, Key Accounts reports to the Director of Operations, Employee Benefits and will significantly contribute to the overall health and success of the Division by executing on strategies and strengthening processes and procedures to ensure the delivery of excellent customer service and dynamic client experiences. This role serves as the standard-bearer of Acrisure’s performance culture and client-focused values.

The Manager, Employee Benefits Large, Complex, Key Accounts plays a critical role in the execution of operational strategies and process improvements to enhance client retention, team efficiency, and overall business growth. This role is responsible for implementing policies, managing a team, and ensuring operational excellence across all functions.

Requirements

• Bachelor’s degree in business administration or related field is preferred
• Must currently hold an active life & health license
• Minimum of 5 years of progressive experience in the insurance and/or financial services industries
• Minimum of 5 years of management experience preferred
• Proven experience in managing teams, implementing process improvements, and driving operational excellence.
• Proven record of driving operational excellence and efficiency in service of dynamic client experiences
• Experience supporting business development lifecycle.
• Self-motivating and has the ability to motivate others to achieve and excel in a fast-paced, dynamic environment.
• Excellent business and people decision-making skills and problem-solving abilities
• Model positive energy and handle stress in the face of challenges, deadlines, and aggressive financial commitments.
• Excellent leadership and coaching ability
• Deep understanding of markets, clients, and competitors
• Adept at cultivating and growing productive, long-term customer relationships.

Responsibilities

• Client Retention and Growth: Prepare and equip team members to deliver proactive, personalized, easy to navigate, consistent experiences so clients receive comprehensive insurance solutions tailored to their needs. Interact with clients directly, gather insights, ask periodic questions, and analyze recent responses against past ones for feedback. Provide escalation paths for circumstances that require a more urgent plan or response for a client. Actively participate in cross-functional initiatives that promote cross selling and deliver growth. Key player in leading the retention SWARM process.
• Culture and talent: Model and promote a client centric culture that values leadership at all levels, personal and collective accountability, and being great teammates. Recruit, develop, and engage team members. Identify capability and/or capacity gaps and work with partners and Subject Matter Experts (SMEs) to find solutions. Provide opportunities for employees to learn new skills and take on new challenges and provide guidance and support along the way. Provide regular and constructive feedback to help employees improve their performance and achieve goals. Create elite workplaces and work environments where employees feel valued, respected, and included.
• Performance Monitoring: Monitor and analyze key performance indicators (KPIs) to compare actual results to planned objectives and take corrective action when necessary. Conduct ongoing assessment of how well the work is going and anticipate the needs of employees before they run out of materials, time, patience or something else. Model and encourage self-reflection through interactions with employees - this involves personally reflecting on performance and identifying areas for improvement. Drive incentive process as a key motivational initiative.
• Risk Management: Ensure compliance with industry regulations, company policies, and operational best practices. Identify and mitigate potential risks through proactive planning and problem-solving. Lead efforts to standardize policies and procedures, ensuring operational consistency and minimizing exposure to risk.
• Market Expansion: Stay abreast of industry trends, market dynamics, and competitive landscape in the Employee Benefits sector. Identify opportunities to expand our service offerings to current clients and prospects.
• Operational Excellence: Implement operational strategies and initiatives as directed by the Director of Operations, Employee Benefits to drive efficiency and scalability. Oversee day-to-day workflow improvements, process optimizations, and standard operating procedures to enhance service quality. Continuously evaluate and refine processes to ensure alignment with client needs, market trends, and business objectives.
• Process Improvement and Technology Integration: Support process optimization, automation, and streamlining, leveraging technology and innovation to enhance operational efficiency and scalability. Ensuring utilization of technology and automation to improve operational effectiveness and ensure alignment with business objectives.
• Connectivity: Work in connection with the Growth and Placement leaders to ensure connectivity on our approach to retention, growth and placement efforts.

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive