Customer Service Team Leader jobs in Olympia, WA

About Acrisure

Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Company has grown from $38 million to $3.

9 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution.

Acrisure employs over 14,000 employees across thirteen countries.

Led by co-founder, Chairman and CEO Greg Williams, 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.

Job Summary :

The Account Service Team (AST) Team Leader is primarily responsible for leading a team of approximately 9 service associates, responsible for retaining, and growing an assigned book of business within the small / micro market (

Responsibilities :

Pro-actively manage service team and assigned book of business consistent with both AST and Acrisure Advantage Solutions objectives and goals

Create culture of accurate, timely and professional service engagement to assigned customers

Oversee assigned customer satisfaction as well as retention and grow relationships where appropriate by providing solutions and leveraging internal and external data as well as automation tools to support and educate the customer

Provide resolution support and oversight for identified customer escalation inquiries

Ensure team completes necessary workflows and activities in Agency Management System (AMS) and other applicable software in a timely manner

Oversee delivery of renewal information and competitive pricing for inforce and new solutions offers

Develop and deliver a regularly scheduled training plan and embrace being a student of the business by growing group insurance knowledge through company provided online learning tools as well as industry content and publications

Stay up to date on industry trends as well as market intelligence and include in team training

Other duties as required

Ensure business continuity workflow balancing during planned and unplanned team member absences

Requirements :

Proficient small group employee benefit knowledge (medical and ancillary)

Effective communication skills as well as strong organizational skills and demonstrated attention to details

Able to apply motivational leadership, support, and empowerment to service team

Embraces customer success and demonstrates a can do attitude

Proficient in MS Office applications and experience with AMS or related software

Can manage multi customer related activities simultaneously

Minimum 2 years team management experience

Education / Experience :

BA or BS Degree preferred, and minimum 4 years industry experience required

Demonstrated success with achieving team and organization objectives

Pay Details :

Annual Salary : $90,000 - $110,000

Last updated : 2024-04-30