Job Title: Private Client Services Team Lead - FL

Department: Personal Lines

Location: Southeast Platform

Reports to: Private Client Operations Lead – SE Region

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

Reporting to the Private Client Operations Lead - Personal Lines, this role is responsible for overseeing and managing the Private Client personal lines service teams within the territory. Key responsibilities include managing and servicing a select portfolio of clients, developing and nurturing talent, onboarding new team members, providing training, optimizing workflows, and ensuring adequate backup support for the region. The Elite Account Manager Service Team Lead will collaborate closely with the Private Client Operations Lead to ensure that all service teams operate efficiently and deliver high-quality service to clients.

Responsibilities*:

• Manage and service a select portfolio of clients, ensuring their needs are met with personalized attention and tailored solutions.

• Assist Private Client Operations Lead with the supervision of team members within assigned platform and remotely to ensure optimal performance.

• Identify and develop talent within the service teams, providing coaching and mentorship.

• Foster a positive and collaborative team environment that encourages professional growth and development.

• Oversee the onboarding process for new team members, ensuring they are well-integrated and fully equipped to succeed.

• Develop and implement training programs tailored to the needs of the service teams.

• Ensure that all team members are up-to-date with industry best practices, company policies, and product knowledge.

• Analyze and improve workflows to enhance efficiency and service delivery within the teams.

• Identify and address any bottlenecks or challenges in the current processes, implementing solutions as needed.

• Ensure consistency in service delivery within the defined territory.

• Identify and establish a robust backup support system within the region to ensure seamless service continuity.

• Develop a cross-training program to ensure team members can cover essential roles when needed.

• Monitor and adjust backup strategies as necessary to meet the evolving needs of the territory.

• Work closely with the Private Client Operations Lead to align the territory's goals with the broader organizational objectives.

• Serve as a key point of contact between the service teams and senior leadership, facilitating effective communication.

• Participate in regular meetings with the Private Client Operations Lead to provide updates and receive feedback.

• Ensure the team maintains compliance with all company policies and procedures.

• Collaborate with the Private Client Operations Lead for the implementation of key carrier strategic initiatives to achieve placement and revenue goals.

• Facilitate team communication and collaboration to achieve operational goals, and develop efficient workflows and processes for identifying new opportunities.

• Engage in resolving escalated client issues within the territory.

• Leverage operational excellence team to support overall optimization goals and utilization of tools and resources.

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management

Requirements:

• Strong organizational and time management skills, along with a demonstrated attention to detail

• Superior skills in operational leadership, employee development, and employee engagement

• Professional verbal and written communication skills

• Strong ability to analyze, interpret, and communicate financial data and reporting.

• Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect.

• Ability to make appropriate and timely key business decisions.

• Effective change management, time management, and follow-up skills

• Proven record of accomplishment of leading a team in a fast-paced work environment

• Proficient computer skills with agency management & carrier software systems

• Travel up to 20%

Education/Experience:

• Bachelor’s degree or higher is preferred, or equitable experience

• Minimum 6 years of HNW/Private Client personal lines insurance experience

• Minimum 5 years successfully managing a team

• Property & Casualty Insurance License

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option           

• Opportunities for Growth

• Parental Leave

• 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.