Operations & Planning Specialist

About Acrisure

A global fintech leader Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringingcutting-edgetechnology and top-tier human support together we connect clients with customized solutions across a range of insurance reinsurance payroll benefits cybersecurity mortgage services and more.

In the last twelve years Acrisure has grown in revenue from $38 million to almost$5 billionand employs over 19000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership accountability and collaboration we equip our teams to work at the highest levels possible.

Job Summary

TheOperations & PlanningSpecialistprovides operational leadership and strategic coordination to ensure work flows effectively across the team. Itis responsible fordesigning andmaintainingsystems that support prioritization planning and execution. Acting as a key partner to the Team Director this role exercises independent judgment to manage work intake assess risks recommend sequencing and ensure alignment across stakeholders. The ideal candidate brings strong operational acumenanticipatesneeds and proactively drives clarity in a dynamic environment.

Responsibilities

Work Intake & Activity Tracking

• Evaluate and triage incoming requestsdeterminingurgency scope and recommended prioritization
• Assess workload implications andadvisethe Director on sequencing and resource allocation
• Maintain visibility into active workstreams and independently surface risks conflicts or capacity concerns
• Make recommendations that influence team priorities and operational decisions

Planning & Administrative Support

• Preparefor planning cycles by shaping agendasidentifyingrequired inputs and coordinating contributors
• Facilitate planning discussions and synthesize outcomes into actionable plans ownership assignments and timelines
• Ensurefollowthroughbyestablishingtracking mechanisms and escalating risks when commitments are at risk
• Develop andmaintainthe teams operating cadence including planning forums review cycles and communication touchpoints

Coordination & Communication Support

• Serve as a strategic liaison across teams ensuring alignment on shared work dependencies and timelines
• Establish communication practices that support consistent information flow and reduce ambiguity
• Represent the team incrossfunctionaldiscussions providing clarity on priorities status and risks

Director Support & Liaison Assistance

• Partner closely with the Team Director to translate strategic priorities into operational plans
• Provide insight into workload distribution emerging risks and opportunities for efficiency
• Managehighvisibilitycommitments and ensure the Director is equipped with the right information at the right time
• Exercise discretion in handling sensitive information and making decisions on behalf of the Director when appropriate

Process & Tools Support

• Design implement and refine processes templates and tools that improve clarity efficiency and scalability
• Identifyoperational gaps and propose solutions that enhance team effectiveness
• Lead adoption of systems that support work management documentation and communication
• Establish standards for documentation workflows and ways of working

Requirements

• High integrity with sound judgment and discretion when handling confidential information
• Strong organizational skills with attention to detail andfollowthrough
• Proactive dependable andsolutionorientedapproach to work
• Clear professional communicator able to work effectively with multiple stakeholders
• Comfortable supporting leaders and teams in afastmovingenvironment

Education and Experience

• Bachelors degree or equivalent practical experience preferred
• Proficiencyin Microsoft Outlook Word PowerPoint Excel and Teams
• Experience supporting meetings calendars ormultiparticipantcoordination
• Familiarity with Copilot Loop Power Automate or similar tools is a plus
• Professional presence with the ability torepresentAcrisure appropriately