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. Bringing cutting-edge technology 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 billion and employs over 19,000 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 The Operations & Planning Specialist provides operational leadership and strategic coordination to ensure work flows effectively across the team. It is responsible for designing and maintaining systems 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 acumen, anticipates needs, and proactively drives clarity in a dynamic environment. Responsibilities Work Intake & Activity Tracking Evaluate and triage incoming requests, determining urgency, scope, and recommended prioritization Assess workload implications and advise the 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 Prepare for planning cycles by shaping agendas, identifying required inputs, and coordinating contributors Facilitate planning discussions and synthesize outcomes into actionable plans, ownership assignments, and timelines Ensure follow‑through by establishing tracking mechanisms and escalating risks when commitments are at risk Develop and maintain the team's 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 in cross‑functional discussions, 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 Manage high‑visibility commitments 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 Identify operational 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 and follow‑through Proactive, dependable, and solution‑oriented approach to work Clear, professional communicator able to work effectively with multiple stakeholders Comfortable supporting leaders and teams in a fast‑moving environment Education and Experience Bachelor's degree or equivalent practical experience preferred Proficiency in Microsoft Outlook, Word, PowerPoint, Excel, and Teams Experience supporting meetings, calendars, or multi‑participant coordination Familiarity with Copilot, Loop, Power Automate, or similar tools is a plus Professional presence with the ability to represent Acrisure appropriately Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including:

Physical Wellness:

Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

Mental Wellness:

Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

Financial Wellness:

Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

Family Care:

Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com. Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents:

Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud:

Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you. There are amazing opportunities for talented people in every part of our business. We invite you to find your next great opportunity with us. You can apply, track your progress and review new postings all in one place!

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.