Acrisure

Consultant

• Provide proactive, technical consultative advice to public entity clients on employee benefits claim handling, trends, and outcomes
• Serve as the primary point of contact for clients regarding employee benefits claim questions, concerns, and service-related issues
• Deliver a high level of customer service by responding promptly to client inquiries and providing clear, professional guidance throughout the claim process
• Advocate on behalf of clients and members to facilitate timely claim resolution and ensure a positive service experience
• Educate clients on claims processes, benefit programs, coverage provisions, and available resources
• Assist clients and Call Center Team members in navigating routine and complex claims issues involving medical, dental, vision, disability, life, and related benefit programs
• Coordinate claim escalations with carriers and TPAs to facilitate timely resolutions
• Investigate claim concerns by gathering information, tracking progress, and communicating updates to clients
• Support appeals, grievances, and service-related claim challenges while maintaining a client-focused approach
• Document claim activity, action plans, and outcomes to ensure accurate records and follow-up
• Act as a liaison between clients, carriers, TPAs, and internal service teams to promote effective communication and seamless service delivery
• Foster strong working relationships with carrier representatives and vendor partners to help resolve client concerns efficiently
• Collaborate with account management and service teams to support overall client satisfaction and retention efforts
• Participate in client meetings and serve as a subject matter resource related service matters
• Coordinate periodic claim service reviews with clients, carriers, and internal stakeholders
• Assist in preparing claim summaries, service reports, and trend information to support client discussions
• Review claim service performance and identify opportunities to improve client experience and service delivery
• Monitor service commitments and ensure follow-through on action items and client concerns
• Provide training and educational support to clients regarding claims procedures, carrier requirements, and best practices
• Develop user-friendly resources and presentations to help clients better understand claim processes and available benefits
• Support internal education initiatives by sharing claims service trends, carrier updates, and client feedback
• Support customer service representatives with complex claims
• Identify opportunities to improve claims support processes, communication practices, and overall customer experience
• Provide feedback to carriers, TPAs, and internal teams regarding recurring service concerns and client needs
• Assist in developing best practices and service standards that enhance efficiency and client satisfaction

Employee Benefits Claims Consultant

Learning and Development

• Design, develop, and build complex, multi-modal learning solutions aligned to defined learning strategies or architectures
• Translate approved concepts and design intent into instructionally sound, visually engaging, and learner-ready experiences
• Develop storyboards, visual designs, and interactive elements
• Leverage modern authoring tools and technologies to produce scalable, efficient outputs
• Ensure solutions are ready for enterprise deployment across LMS/LXP platforms
• Facilitate and lead SME working sessions to gather, structure, and refine content
• Translate inputs into clear, learner-centered content and development assets
• Identify and resolve content gaps or inconsistencies
• Apply advanced instructional design principles to support learning objectives
• Conduct quality assurance processes and uphold brand standards
• Collaborate with Learning Architects and Program Leads

Senior Learning & Development Specialist

• Report, manage and resolve Middle-Market to Large Commercial client workers’ compensation claims
• Gather facts of the claim, review coverage and analyze estimates to resolve coverage disputes favorably for clients
• Prepare stewardship reports for the client, Client Advisor & Account Executive
• Provide recommendations or guidance to the Client Advisor or Account Manager on claims
• Document all activity in Epic
• Maintain ongoing contact with the insurance adjuster, client contact(s), defense attorney and others involved in the claim
• Assist the Account Executive and Client Advisor to resolve coverage questions
• Operate in a courteous and professional manner with all others
• Conduct regular and timely follow-up contact with adjusters, client contacts and others defending the claim

Senior Workers Comp Claims Consultant

Claims Specialist

• Independently manage a caseload of California workers' compensation claims from assignment through resolution
• Investigate claims, evaluate compensability, and determine appropriate claim handling strategies
• Review coverage, liability, medical documentation, and claim exposure in accordance with California regulations
• Establish and manage reserves based on claim exposure and ongoing developments
• Manage complex indemnity claims, including litigated files and settlement negotiations
• Coordinate with defense counsel, medical providers, employers, and other stakeholders throughout the claims process
• Monitor claim progress, maintain accurate diaries, and ensure timely follow-up on all assigned files
• Coordinate return-to-work efforts and support positive claim outcomes
• Identify fraud, subrogation, and cost containment opportunities when appropriate
• Maintain complete, accurate, and timely documentation within the claims management system
• Provide guidance and claim recommendations on complex files as needed
• Perform additional duties and projects as assigned

Senior Workers Compensation Claims Examiner

Data Analyst

• Identify and quantify key drivers of customer churn across segments
• Build and maintain churn prediction models using behavioral, transactional, and engagement data
• Conduct cohort and churned vs. retained analysis to uncover retention patterns and risk signals
• Translate insights into clear, actionable recommendations for Customer Success, Product, and Sales teams
• Design and operationalize a scalable customer health scoring framework
• Define leading indicators of customer risk and expansion opportunity
• Integrate and model data across core systems: Salesforce, Genesys, Pendo, Qualtrics and Power BI
• Build scalable data models to support self-service analytics and reporting
• Ensure data accuracy, consistency, and governance across systems
• Develop executive-level dashboards that track churn, retention, LTV, and customer health
• Move beyond descriptive reporting to diagnostic and predictive insights
• Standardize KPI definitions across the organization
• Partner with Operations, Customer Experience/Success, Product, Sales, and Finance to align on metrics and insights
• Influence strategy through data storytelling and business cases
• Act as a translator between technical teams and business stakeholders

Manager, Customer Analytics

• Project/Study strategy: assess requests and develop a strategy according to the client's needs and available market options
• Preparation of materials (Small and Medium scope): comparisons/financial projections, provider network, redesigns, and market information (coverages/differentiators)
• Preparation of materials (Medium and Large scope): comparisons/financial projections, provider network, redesigns, and market information (coverages/differentiators)
• Internal client support: provide support and assistance to the commercial area and/or other departments that require our backing
• Participation in internal and external meetings to support commercial/executive teams
• Market follow-up: monitor ongoing proposals, ensuring established deadlines are met
• Internal process follow-up: track study/project timelines, schedule the preparation of materials, and meet internal deadlines
• Interaction/relationship with insurers/carriers: monitor products and market updates, and participate in briefings and trainings
• Support in reviewing some team materials

Senior Negotiation Consultant – Retail

Analyst

• Lead implementation processes for corporate health and dental benefits for clients of various sizes and industries;
• Handle the registration/opening of sub-policyholders, sub-invoices, affiliated companies and legal entities (corporate clients), ensuring compliance with operators' procedures and requirements;
• Review, verify and validate documents and information received from internal departments and clients;
• Interact with clients, insurers/operators and partner departments to obtain and complete documents and information required for processes;
• Perform continuous follow-up on requests until their completion and regularization;
• Request and follow up with operators on the creation of registration structures, new sub-invoices and the inclusion of companies linked to contracts;
• Manage and keep area controls, KPIs and reports up to date;
• Enter and configure information in the operational system;
• Execute roster/data reconciliation processes, validate member databases and verify registration changes;
• Check the first invoice issued after implementations or contractual changes, ensuring correct inclusion of transactions;
• Support implementation projects, operational improvements and initiatives aimed at process optimization;
• Serve as a technical reference for operational requests related to benefits management;
• Ensure deadlines agreed with internal and external clients and operators are met;
• Maintain organization, digitization and document management for the processes under your responsibility;
• Participate in the development of KPIs, management controls and proposals for continuous improvement of the area's processes.

Senior Implementation Analyst

Art Director

• Own Brand Identity & Visual Systems: Define Acrisure's brand identity - visual language, design system, typography, color, motion, voice, and tone - building a coherent creative foundation that scales across products, markets, and audiences
• Own Acrisure's web experience as a living brand touchpoint - leading the initial redesign and continuing to evolve it
• Establish brand standards, guidelines, and governance frameworks that enable internal teams, business-unit marketing teams, and external partners to produce on-brand work consistently and at speed across the organization
• Bring craft and intentionality to every brand touchpoint
• Develop compelling brand narratives that make Acrisure's complex, multi-product portfolio accessible, differentiated, and memorable across audiences
• Partner with the CMO to shape Acrisure’s brand strategy and translate it into creative strategy
• Build and lead a multi-layer creative organization including senior leaders across disciplines
• Oversee the ecosystem of agency relationships aligned to enterprise strategy
• Define and implement the creative operating model

Creative Director

Claims Assistant

• Organizes the digital claim records for uniformity by removing duplicate records and top-lining documents
• Completes 10-day and 6-month claim maintenance checklists to ensure the highest level of claims statistical data processing
• Processes corrections to data error crits as required
• Completes manual Medicare query of claims at the CMS COB&R site as needed and documents the digital claim record
• Processes class code corrections that accurately depict the scope of an injured workers’ job and payroll
• Completes claim documents in both ImageRight and Powersuite
• Completes closure, re-opens, and reassignments of all claim files as submitted by Supervisory personnel
• Assists with record subpoenas and completes lien reviews organized with a worksheet summary
• Completes vendor referrals by service specialty and utilization review submissions to Rising
• Maintains contact with the WCAB for status updates on claims where named as a party to suit in error
• Complies with Maximus responses following IMR for timely fulfillment
• Reviews adjuster ImageRight tasks daily for medical authorization requests
• Provides administrative assistance to claim adjusting team members as needed
• Provides back-up in the entry of manual payments to the Claims Payable Analyst

Adjuster

• Assess coverage and review claims for purposes of investigations, action plans, evaluation, fraud, and claim resolution
• Complete quality investigations by gathering pertinent information
• Conduct thorough analysis of liability and continually assess exposure and evaluate for accurate reserves
• Work toward the resolution of claims files and take full charge of claim from inception to resolution
• Ensure that claims payments calculated accurately and are issued in a timely and accurate manner
• Ensures compliance of claims handling pursuant to all state, legal, statutory, and regulatory bodies
• Maintain a diary to follow claim progress on all claims
• Determine liability for permanent disability, mitigation of costs and resolution of claim
• Oversee litigation and coordination of claim with defense team

Senior Lost Time Adjuster

Account Manager

• Conduct in-person or virtual meetings to present solutions, products, or services tailored to the client’s or broker’s needs.
• Handle objections, negotiate commercial terms, timelines, and contracts, with a focus on closing sales and achieving targets.
• Keep the CRM updated with the sales pipeline, follow up on submitted proposals, and manage relationships with existing clients.
• Identify and qualify potential brokers and clients, pursuing new business opportunities through social media (LinkedIn), networking, and events.
• Propose new analyses, service proposals, and pricing adjustments.

Account Manager, Partnerships

Manager

• Learn and become an expert in GSI enrollment processes
• Understand and leverage enrollment capabilities, services and tools
• Proactively manage communication with the goal of improving enrollment and re-enrollment effectiveness
• Manage plans based on issued offers
• Develop and communicate enrollment strategy with both internal/external partners
• Develop enrollment project plans
• Develop employee communication and education tools and materials
• Review eligibility files for quality and accuracy
• Coordinate billing
• Process plan terminations and porting of policies
• Process ad hoc newly eligible enrollments
• Monitor and manage the progress of assigned programs, ensuring timely processing and resolution
• Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication
• Oversee the delivery of policies to clients, ensuring accuracy and completeness
• Learn and become an expert in Agency Management Systems

Multi-Life Case Manager

Payroll

• Responsible for prospecting new clients into our Payroll/HCM services realm
• Maintain existing/prospective client records in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry
• Attend weekly team meeting and weekly one-on-one with leader
• Responsible for training and coaching Senior Product Advisors (SPAs) who report to them
• Provide status updates to reporting PDM
• Additional responsibilities may be assigned as needed

Payroll Client Advisor

Advisor

• Increase revenue by developing new relationships for our Practice
• Leverage our leadership and marketing teams by way of integration for large transactions and key prospect development
• Learn organizational sales process by working closely with team members to establish an expertise in designing, underwriting, and distributing life, disability, Long-Term Care and Annuity products
• Maintain prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles
• Actively engage with advisors to understand their needs and provide tailored solutions
• Analyze feedback to improve service and client satisfaction
• Generate a steady flow of quality cases into the presale pipeline
• Identify and pursue new business opportunities in target markets
• Actively manage and monitor the pipeline to ensure a smooth progression of cases from initial contact to closing
• Strive to meet targeted close rates, adjusting sales tactics and advisor engagement strategies as needed
• Prepare regular reports on sales activities, market trends, and business development efforts
• Maintain accurate and up-to-date records of client interactions and sales processes
• Stay updated with the latest products, services, and industry trends
• Educate producers and clients on the benefits and features of the company's offerings
• Assist in the development of marketing materials and sales tools
• Work closely with internal teams to ensure cohesive business strategies
• Encourage a culture of innovation by suggesting new ideas and improvements for products and processes
• Develop and implement strategies for market penetration and client acquisition
• Collaborate with leadership around marketing needs to create and execute effective outreach campaigns to existing and new producer prospects
• Monitor the implementation of new employer market cases with our implementation team, ensuring smooth onboarding
• Coordinate with the Case Management team to deliver services that meet or exceed client expectations

Client Advisor

Revenue Operations

• Build, maintain, and enhance dashboards and reports in Salesforce, Power BI, Tableau, and Excel to support revenue forecasting, pipeline visibility, and performance tracking
• Analyze sales, marketing, and customer data to identify trends, risks, and opportunities across the revenue lifecycle
• Support day-to-day Salesforce operations, including data hygiene, basic configuration, report creation, and user support
• Partner with Sales, Marketing, Finance, and Customer Success teams to understand reporting needs and translate business questions into data insights
• Assist with revenue forecasting, pipeline reviews, and KPI tracking
• Document processes, definitions, and reporting logic to ensure consistency and scalability
• Support ad hoc analysis and special projects related to revenue growth and operational efficiency
• Help identify opportunities to improve tools, workflows, and data quality across revenue systems