Specialist, Operational Excellence (Workday)

About Acrisure

Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Company has grown from $38 million to $4 billion in revenue since 2013 and deploys the best of Human and High Tech 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 High Tech.

Job Summary:

The Operational Excellence Specialist (the Specialist) will have a primary focus in supporting cross functional processes executed in Workday and is a strategic partner to all teams that use Workday within Acrisure Home Office and Acrisure Business Services. The Specialist will assist leader(s) and teams in the planning, development, and execution of the process improvements, guides, workflows, metric development, and training strategy necessary for providing best-in-class services. This individual is expected to act as an advisor and consultant on all things leading to operational excellence in that area and coordinating change management and communication around changes. The Specialist will build strong relationships with the leaders of the accounting, finance, human resources, and IT teams that utilize Workday, as well as other Home Office departments within Acrisure and leverage those relationships to service the needs of our Partners and support the strategic objectives and values of Acrisure.

The Operational Excellence team focuses on partnering with Acrisure Business Services leaders and Home Office functional/strategic leaders to ensure their teams have everything they need to operate with excellence while providing best-in-class services in accordance with regulatory guidelines for their specific areas. In addition, the Operational Excellence team supports the transforming of the organization to support its business strategy. It could include supporting a change in the organization's culture, modernizing specific functions, and will require a combination of change management actions to execute the

transformation. To enable our success, it will be critical to use data and insights to inform better ways of working together.

This position is located in Grand Rapids, Michigan.

Scope & Responsibilities

Process Analysis & Improvement:

• Responsible for assisting the teams that utilize Workday to ensure they have the tools and resources to provide best-in-class services to Partners and Home Office leaders.

• Ensure processes have associated documentation, guides, and workflows, both for current and future implementation.

• Responsible for knowledge management and documentation organization, publication, and maintenance.

Change Management/Documentation/Communication:

• Develop, communicate, and adhere to policies, best practices, and procedures relating to each area and Acrisure' s policies and procedures.

• Manage & communicate change effectively by using SharePoint, email, information sessions, and other methods.

• Support project teams in integrating change management activities into their project plans and apply a structured methodology while leading change management activities.

Data Analysis & Quality Assurance:

• Identify and collect performance metrics and key performance indicators (KPIs) for departments through partnership with stakeholders, including customer satisfaction surveys.

• Support creation of reports and dashboards to monitor the effectiveness of process documentation and improvements.

• Provide data-driven recommendations for optimizing operations.

Training & Development:

• Partner with the Technical Training team to develop and deliver training programs to educate employees on new processes and best practices.

• Provide guidance and support to teams during process transitions.

• Assist with coaching subject matter experts at all levels on training preparation and delivery for technical training, as needed.

Other Responsibilities:

• One-team mindset: recognize and step up when help is needed.

• Meet or exceed deadlines for deliverables and takes responsibility for outcomes and results.

• Proactively seek new opportunities to operate with excellence.

Requirements:

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

• Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives.

• Maintain a sense of urgency and ability to work with and meet all service level commitments and deadlines.

• Demonstrate effective written and verbal communication, free of slang and grammatical errors, including the ability to influence, actively listen, and problem solve with minimal assistance.

• Demonstrate excellent time management and prioritization skills.

• Able to work independently, multi-task, and enjoy a high degree of interaction with team members, senior management, and all levels of organization using discretion surrounding sensitive information.

• Documentation & Workflow Design: Capable of developing comprehensive end user documentation and designing visual workflows for improved operational understanding and efficiency, specifically for Enterprise Applications.

• Microsoft Suite: Excel for data analysis, Word for sophisticated document creation, PowerPoint for engaging presentations, and Outlook for efficient email and calendar management.

• SharePoint: Skilled in collaborative content management with a thorough understanding of permission levels and content moderation.

• Adobe Acrobat: Proficient in creating, editing, and signing PDF documents.

• Experience in Workday.

• Additional systems, including Monday.com, ServiceNow, Epic, Concur and Kofax AP Essentials, preferred.

• Familiarity with project management principles.

Education/Experience:

• Bachelor's Degree and/or three (3) or more years of experience.

• Experience in a corporate environment, insurance brokerage, or related industry preferred.

• Lean Six Sigma or A3 training and experience, preferred.

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Educational Resources

• Generous time away

#LI-KB1

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.