Success Coach

Summary

Join Acrisure as a Success Coach, IT Integration and become the subject matter expert on key IT services and technology infrastructure. You will ensure successful partner integration by developing training materials, conducting training sessions (both in-person and virtually), and assisting with process improvement. Collaboration with various IT teams and partners is crucial. This role requires strong communication, presentation, and problem-solving skills, along with proficiency in Microsoft 365 and other technologies. The position involves managing multiple projects, creating documentation, and providing support to partners. Travel to partner locations may be required.

Requirements

• High School Diploma or the recognized equivalent, required
• Minimum of 3 years training experience, required
• Valid driver’s license and safe driving record, required
• High proficiency with Microsoft cloud stack: Outlook, Excel, PowerPoint, Word, Teams, SharePoint, OneDrive & Power Platform
• Proficiency with Cisco Webex virtual PBX solution
• Proficiency with EDR, Password Managers, Multi Factor Authentication

Responsibilities

• Develop adoption strategy of enterprise technology systems and framework
• Demonstrate a strong, positive, customer service-oriented approach with interactions and in training activities
• Evaluate results and initiate changes to meet organization objectives
• Create, design, edit, and maintain documentation, training materials and job aids
• Ability to host and present meetings virtually and in-person
• Be willing to travel to partners’ location for onsite training as needed
• Prepare/Verify the quality of training materials and documentation
• Update workflows and verify technical accuracy of documentation
• Work in a face-paced environment
• Be the subject matter authority on Platform related IT initiatives
• Assist with the creation of communication templates and develop communications plans around deployments and usability
• Conduct site visits and/or remote meetings with agency partners to deliver training and assist with adoption of our key IT infrastructure as agencies integrate
• Provide timely and detailed responses to agency partners’ requests for support and assistance
• Assist with the creation of “IT Matrix” that partners can use as reference and training new employees
• Assist with CSAT creation to help gauge quality of training and job aids
• Collaborate with Acrisure Operational Excellence team for ongoing training beyond the basics
• Assist with integration close out items
• Manage multiple projects at once with detailed plans and due dates
• Assist with design of enterprise systems around the framework of business optimization

Preferred Qualifications

• Associate’s or Bachelor’s degree preferred
• Experience working with Property & Casualty or Real Estate Title Insurance agency preferred
• Microsoft 365 Fundamentals (MS-900) preferred
• Proficiency with Adobe Acrobat, other Adobe products preferred
• Bilingual or multilingual proficiency
• Dutch, Castilian Spanish, and Italian

Benefits

Remote and/or based in an Acrisure facility