Manager - Retirement, Financial and Education Benefits

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:

As the Manager of Retirement, Financial and Education Benefits, you will be responsible for overseeing the design and administration of our retirement and financial wellness offerings for employees across all 50 U.S. states. Reporting to the VP of Total Rewards, your primary goal will be to deliver programs that reflect the nature of our industry and meet the needs of employees to help attract and retain critical talent. This role requires a strategic thinker with a strong understanding of retirement plan provisions, governance, operations and compliance, as well as financial wellness strategies to maximize the value of our benefit programs for employees.

Responsibilities:

• Management: Serve as direct manager of the retirement and financial wellness benefits team.
• Benefits Strategy: Develop and execute a competitive retirement, financial and education benefits strategy that cost-effectively meets the evolving needs of our diverse employee base and promotes financial wellbeing.  
• Plan Design: Lead benefit reviews, including plan design analysis, benchmarking and recommendations.  Develop cost projections and align with budgeting goals.
• Benefits Administration: Oversee administration for our retirement, financial and education benefit programs, including data and integrations across internal and external systems and partners.  Develop and execute controls to ensure benefits are well managed and mitigate operational risk.
• Cost Management: Collaborate with finance and leadership teams to establish and manage the benefits budget.  Employ effective long-term cost management strategies to assure cost effective delivery of benefits while maintaining competitiveness and compliance.
• Employee Engagement and Enrollment: Develop communication strategies to engage employees in exploring available benefit programs and taking an active role in managing their overall financial wellbeing.  Deliver an easy, seamless enrollment experience leveraging available communication channels and technologies.
• Vendor Management: Manage and develop strong partnerships with plan recordkeeper, investment and legal advisors and other service providers. Assess vendor performance regularly and collaborate with vendors to resolve issues and ensure seamless administration.  Additionally, lead negotiations for contract reviews and RFPs.
• Mergers and Acquisitions: Ensure proper benefits processes and reviews are followed to deal due diligence through onboarding of new employees who are part of mergers and acquisitions.
• Expertise: Remain current on trends, best practices, and legal and regulatory updates.
• Compliance: Develop processes and procedures to ensure timely and accurate reporting and compliance with all regulatory requirements, including ERISA, DOL and other applicable laws. 
• Data Analysis and Reporting: Utilize benefits data and metrics to assess program effectiveness and identify areas for improvement.
• Employee Support: Provide support and assistance to employees with benefit-related inquiries, claims, and issues. Act as the point of contact for escalated benefit matters and offer timely resolutions.
  
  

Requirements:

• Proven ability to create and execute multi-year retirement benefits strategies
• M&A experience, including analysis of material liabilities, benefit comparisons, plan terminations and 401(k) mergers
• Experience managing or servicing 401(k) plans as a benefits or investment consultant, recordkeeper or human resources benefits manager, and completing compliance related plan requirements
• Experience managing non-qualified retirement or other deferred compensation plans is preferred
• Understanding and implementation of impactful employee financial wellness initiatives and education benefits
• Effective utilization of HR technology to administer benefits and provide self-service opportunities. Additionally, manage information provided to service center to answer benefit questions and respond to escalated employee inquiries. 
• Exceptional collaboration and communication skills with the ability to effectively partner with a diverse range of cross-functional stakeholders and external partners
• Change-agile mindset and strong change management skillset applied in a fast paced, rapidly evolving organization
• Strong understanding of fiduciary responsibilities including management of retirement/investment committees.
• Demonstrated leadership ability including experience managing and developing growing teams
• Strong analytical and problem-solving skills, with the ability to interpret data and make data-driven decisions.
  
  

Education/Experience:

• Bachelor's degree in Human Resources, Business Administration, or related field.
• Minimum of 10 years progressive benefits experience with at least 3 years in a leadership role.
  
  

Preferred Qualifications:

• Public company experience
• Workday experience
• Company with 5,000 employees
  
  

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.