Team Lead - Employee Benefits

Acrisure, LLC • Grandview Heights, OH

258d • $95,000 - $105,000

About The Position

The Employee Benefits Digital Team Leader role offers an exciting opportunity to lead a dynamic team, drive innovative digital strategies, and make a significant impact on client success and business growth. The Digital Team Leader is responsible for overseeing and guiding a digital employee benefits Account Management team to achieve strategic goals and enhance the customer experience through digital client service delivery and engagement. This role involves managing an assigned book of business leveraging digital strategies, technology and AI for a competitive advantage, and ensuring effective execution of data driven marketing campaigns. The Digital Team Leader will be responsible for client relationship management, promoting solutions and services, as well as driving innovation to deliver exceptional value.

Requirements

• Bachelor's degree in business administration, or a related field.
• Must hold applicable health and welfare insurance license.
• Minimum of 3 years of experience in leading a service delivery, Sales or Account Management organization or similar role.
• Proven track record of successfully managing growth and customer satisfaction strategies as well as associate development.
• Strong understanding of employee benefits, digital tools and self-service capabilities.

Nice To Haves

• Exceptional leadership and team management skills, with the ability to inspire and guide a team towards achieving goals.
• Proficient computer skills and agency management software systems, expert understanding of EPIC utilization and other agency management applications and software.
• Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word, PowerPoint and analytics platforms.
• Strong organizational and time management skills, along with a demonstrated attention to detail.
• Ability to make timely business decisions.
• Excellent communication and interpersonal skills, with a client-focused approach.
• Creative problem-solving abilities and a passion for innovation.

Responsibilities

• Lead, mentor, and motivate a diverse digital Account Management team, fostering a collaborative and innovative work environment.
• Oversee assigned digital service team client block including achieving annual retention, growth and satisfaction targets.
• Provide resolution support and oversight for identified customer escalation inquiries.
• Set clear goals and performance expectations for team members, providing regular feedback and professional development opportunities.
• Deliver annual performance reviews and conduct monthly performance checkpoint meetings.
• Develop and oversee performance action plans for those not meeting the required metrics.
• Ability to recruit, interview and onboard new associates to their team.
• Responsible for leading business processes to ensure compliance with regulations, Acrisure policies & procedures, and E&O prevention.
• Facilitate adherence to Acrisure procedures and workflows with all staff members.
• Communicate consistently key operational reporting and metrics to Platform leadership, including but not limited to sales and retention metrics, carrier escalations, aged renewal reports and accounting discrepancies.
• Coordinate training on operating systems and procedures as required.
• Execute data driven awareness and comprehensive digital marketing strategies aligned with Acrisure's business objectives and client needs.
• Lead account rounding and digital solutions.
• Focus on small employee benefit customer accounts to maximize impact and drive significant growth for Acrisure.
• Drive associate and client use of technology including applicable agency management systems, quoting and sale activity software as well as other self-service tools.
• Facilitate operational initiatives that support organic growth and retention goals through collaboration with members and digital marketing.
• Leverage cutting-edge technology and AI tools to optimize digital marketing efforts and gain a competitive advantage.
• Stay updated with industry trends and emerging technologies to incorporate into customer engagement communications and engagement.
• Utilize unique insights to shape and enhance Acrisure's digital strategies, ensuring they remain at the forefront of innovation.
• Support overall optimization goals and utilization of Acrisure tools and resources.
• Ensure the effective execution of data driven marketing and compliance campaigns, monitoring performance, and adjusting when appropriate to achieve desired outcomes.
• Build and maintain proactive relationships and ongoing customer engagement strategies leveraging industry and customer specific data.
• Guide the team to ensure best-in-class services, providing necessary tools, workflows, training plans, metrics, and quality review procedures.
• Drive innovation within the digital team, encourage creative approaches and new ideas to meet evolving market and client demands.
• Perform other tasks or projects as requested by service team or region leadership.

Benefits

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Educational Resources
• Generous time away

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree