Assistant Director, Customer Acquisition Employee Benefits

AD, Priority Business Customer Acquisition - ON07CE

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.

Ready to lead transformation and growth? Join us as Assistant Director, Customer Acquisition, where operational excellence meets strategic innovation.

This role balances operational excellence with strategic transformation and growth. The Assistant Director leads the Customer Acquisition team to deliver accurate, timely, and compliant quoting for groups of 2-499 lives, while driving innovation and market expansion. Responsibilities include running the business, ensuring day-to-day execution and performance, and transforming the business through platform adoption, automation, and continuous improvement. Growth objectives are central: expanding broker relationships, increasing quote volume, improving close ratios, and driving premium growth.

Key Accountabilities

Run the Business

• Lead daily operations for quoting and presale support across 2-499 lives.
• Provide people leadership: hire, onboard, coach, and develop a high-performing team; set clear expectations and manage performance with transparency and consistency.
• Establish operating routines: weekly huddles, queue management, TAT adherence, and quality controls.
• Ensure compliance, accuracy, and timeliness in all quoting activities.
• Manage team performance metrics including turnaround time, quality, and responsiveness.
• Coach and develop Quote Specialists and Sales Support Consultants.
• Expand broker relationships and improve service experience to support growth.
• Monitor and drive improvements in process, quote volume, close ratios, and premium won.
• Collaborate cross-functionally with Sales & Relationship Management (S&RM), Underwriting, Onboarding, Billing/Commissions, and Product to deliver cohesive pre-sale to install handoffs.

• Champion adoption of rating platforms.
• Identify and implement automation opportunities to streamline workflows.
• Lead readiness and adoption of platform and process transformation.
• Redesign processes for future-state efficiency and scalability.
• Driving growth through innovation, including new product bundles and cross-sell strategies.
• Collaborate with cross-functional partners to penetrate new markets and segments.
• Leverage data and analytics to inform decisions and accelerate premium growth.

• Bachelor's degree is preferred or equivalent combination of education and experience.
• 5+ years in employee benefits, sales support, underwriting, or pre-sale operations preferred.
• 2+ years of prior experience leading leaders required.
• Demonstrated strength in stakeholder management, communication, and decision-making in fast-paced environments.
• Working knowledge of pre-sale processes, licensing guidelines, and rules of engagement; familiarity with PRISM/Promise/RTQI/THPB a plus.
• Ability to analyze performance metrics and lead continuous improvement.