Acrisure

Advisor

• Achieve annual sales objectives by building a qualified pipeline, converting leads into revenue-generating opportunities, and meeting or exceeding quota
• Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools
• Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions across multiple lines of business
• Develop deep client relationships and provide consultative sales advice
• Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
• Build external networks and promote Acrisure within the community
• Follow structured sales cadences through the create–convert–close–retain cycle
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
• Research industry and market trends, track competitor activity, and refine positioning
• Share market insights with leadership and cross-functional teams to optimize offerings, client experience, and revenue strategies

Personal Lines Client Advisor

• Achieve annual sales objectives by building a qualified pipeline, converting leads, and meeting or exceeding quota
• Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools
• Partner with service teams and marketing specialists to deliver proposals and tailored solutions across multiple lines of business
• Develop deep client relationships through a consultative sales approach
• Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
• Build external networks and promote Acrisure within the community
• Follow structured sales cadences across the create–convert–close–retain cycle
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
• Research industry and market trends, track competitor activity, and refine positioning
• Share insights with leadership and cross-functional teams to optimize product offerings, client experience, and revenue strategies

Account Manager

• Manage overall team operations, client coordination, and customer service delivery
• Coordinate, coach, and assist Account Associates and prioritize their workload
• Develop, coach, and assist Account Associates and other team members using expertise in client services, insurance processing, and customer experience
• Assist Producers and Account Executives with client service commitments
• Ensure service standards are met, identify trends, and implement team process improvements
• Serve as the day-to-day customer contact, troubleshoot issues, and help clients make well-informed decisions
• Manage new business and renewal processes and oversee day-to-day client changes
• Ensure client service delivery supports retention, account rounding, referrals, and uneventful renewals
• Send pre-renewal information within service standards and follow up with clients and insurance markets for timely responses and quotes
• Manage renewal marketing plans with Producers and Service Teams and ensure execution
• Create accurate proposals and deliverables for client renewal meetings
• Review quotes for accuracy against supporting documents
• Negotiate additional coverage and pricing with underwriters
• Complete renewal bind processes and checklists accurately and promptly
• Ensure renewals are completed and documented in client files
• Maintain accurate file documentation to minimize E&O exposure and respond quickly to client requests

Employee Benefits Account Manager

Assistant

• Provide clarifications on coverage, limits and deadlines
• Process additions, removals, transfers and portability
• Reply to inquiries received by e-mail within a maximum of 24 business hours from receipt
• Record all service interactions in the Itsseg operational module
• Immediately inform coordination of any incidents or relevant information observed during service

Benefits Assistant

• Service assigned employee benefits accounts, including quoting and issuing policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
• Respond promptly to client inquiries, incoming mail, and company requests
• Develop coverage strategies and plans as necessary
• Perform insurance marketing and sales
• Collect renewal data on assigned accounts
• Provide claims support
• Review new and renewal policies and endorsements to ensure ordered items were received
• Maintain accurate client data in Applied Systems / EPIC
• Document all activities in Applied Systems / EPIC
• Use upload, download, and interface technology
• Assist other departments with information needed to issue appropriate policies for mutual clients
• Keep Producers informed of important account activities and potential problems
• Maintain current knowledge of industry trends, underwriting requirements, and policy provisions
• Complete other assigned functions, including backup duties

• Maintain and update client financial and bond files
• Receive and dispatch correspondence promptly
• Review contracts and bond forms and extract relevant information
• Prepare bid and final bonds, subdivision bonds, license and miscellaneous bonds, ensuring accuracy before transmittal
• Frequently keep clients updated on request status
• Process final close-outs for premium audits
• Act as liaison with surety companies and maintain surety relationships
• Act as liaison with clients and client staff
• Assist Client Advisors
• Assist other team members
• Prepare routine and follow-up correspondence, both paper and electronic
• Maintain agency management system and files
• Draft and/or send correspondence
• Prepare overnight packages and receipts and assist with mail
• Answer the telephone and respond to voice messages
• Provide other administrative support as directed

Surety Account Manager

Account Executive

• Retain and expand client relationships
• Improve the client experience as a professional insurance advisor
• Facilitate the sales cycle for identified opportunities
• Serve as senior-level contact for clients’ employee benefits experience
• Develop and execute benefit strategies and ensure service standards are met
• Direct, mentor, and coach Account Managers and junior support staff
• Promote positive working relationships with vendors and carriers
• Create client renewal strategies and ensure successful execution
• Direct client benefit communications, including wellness programs and benefit enrollment
• Monitor industry trends and client compliance deliverables
• Lead self-funding marketing with the data analytics team
• Coordinate and present renewal details and drive cost-containment strategies
• Manage and oversee the Open Enrollment timeline
• Expand existing client accounts during pre-renewal
• Partner with Account Managers as the primary client contact for financial matters such as carrier fees

Senior Account Executive, Employee Benefits

General

• Lead execution of new business and renewal processes for small/mid-market commercial insurance accounts
• Maintain placement timelines and processes, including exposure analysis, quote specifications, coverage analysis, negotiation, and proposal presentation
• Develop high-level placement strategies for complex accounts using market intelligence and carrier relationships
• Evaluate alternative risk financing mechanisms, including large deductible programs and captive structures
• Build insurance towers and conduct financial modeling and exposure analysis
• Exercise independent judgment when placing accounts with alternative carriers
• Oversee end-to-end placement processes for compliance, accuracy, and timely execution
• Lead year-end portfolio reviews and recommend strategic improvements
• Cultivate executive-level relationships with carriers and wholesalers
• Collaborate with Client Advisors and Account Service Teams on client-facing marketing strategy and placement outcomes
• Mentor Placement Specialists and Account Teams and support professional development
• Review insurance policies and contracts and recommend improvements
• Prepare property and casualty insurance submissions
• Analyze Excel exposure and loss data and develop financial models for loss-sensitive programs
• Use carrier systems and comparative rating tools for quoting and proposal development
• Perform coverage gap analysis and provide strategic recommendations
• Work independently and collaboratively on special and ongoing projects
• Identify opportunities to engage Risk Resources for specialized client solutions

Senior Placement Specialist – Commercial Small/Mid

Claims Specialist

• Manage a desk and caseload of workers’ compensation claims
• Investigate claims, including coverage, liability, and exposure analysis
• Evaluate claim exposure and maintain accurate and timely reserves
• Manage litigation activity and coordinate with defense counsel
• Evaluate claims for settlement and negotiate resolutions
• Monitor and manage medical treatment activity and claim progression
• Maintain accurate and organized claim documentation in the claims system
• Ensure claim payments are processed accurately and timely
• Support timely and compliant claim resolution strategies
• Communicate with employers, injured workers, attorneys, medical providers, and clients
• Participate in required training and maintain knowledge of assigned state workers’ compensation statutes
• Perform additional duties and projects as assigned

Workers Compensation Claims Examiner

Supervisor

• Lead, coach, and develop a team of approximately 4 to 6 workers' compensation claims professionals
• Review, assign, and oversee claim activity for compliance with company standards, client instructions, and state regulations
• Provide technical guidance on complex workers' compensation claims
• Review and approve reserve changes, settlement authority, and other claim decisions within established authority levels
• Monitor claim quality, productivity, workloads, and timely claim resolution
• Oversee litigation management, vendor utilization, and cost containment strategies
• Ensure timely statutory filings, accurate documentation, financial reporting, and proper claim coding
• Support claims involving municipalities, public entities, and self-insured programs
• Monitor claim recoveries, including subrogation, Second Injury Fund recoveries, Social Security offsets, and Medicare-related recoveries
• Lead team meetings, establish accountability, and provide coaching, mentoring, and performance feedback
• Participate in recruiting, interviewing, onboarding, and developing claims professionals
• Assist the Regional Director with workload balancing, claim reviews, operational planning, and continuous improvement initiatives
• Participate in client meetings, claim reviews, and stewardship discussions
• Build relationships with clients, brokers, insureds, and internal business partners
• Perform additional duties and projects as assigned

Workers Compensation Supervisor

Customer Retention Specialist

• Cultivate and retain client relationships through demonstrated expertise and ongoing support
• Collaborate with strategic partners to identify at-risk accounts and execute retention and growth strategies
• Achieve retention metrics and ensure account profitability within the defined portfolio
• Interpret competitor offers and quotes and perform cost analysis
• Negotiate directly with customers using consultative conversations to retain accounts and maximize revenue
• Respond to account reviews, escalated customer issues, product information requests, account terminations, and reimbursement requests
• Stay current on Heartland Payroll service offerings and industry changes to assign appropriate solutions
• Identify relevant product offerings and recommend additional products to existing customers
• Answer inbound customer calls and resolve inquiries
• Manage and resolve customer complaints with excellent service and follow-up
• Align with sales and service teams to ensure customer satisfaction
• Identify attrition triggers and report portfolio attrition status to leadership
• Recommend solutions to customers, teammates, and leadership
• Maintain Salesforce compliance standards and detailed client documentation
• Participate in coaching for continuous improvement and team development

Client Manager, Payroll and HCM Retention

• Manage a caseload of transportation bodily injury claims, including litigated and non-litigated exposures
• Investigate, evaluate, negotiate, and resolve trucking and transportation-related claims
• Handle claims involving long-haul trucking, semi-trucks, and commercial transportation exposures
• Review coverage, assess liability, and determine claim resolution strategies
• Coordinate with defense counsel and support litigation management activities
• Maintain ownership of bodily injury claims and associated property damage exposures throughout the claim lifecycle
• Maintain accurate and timely documentation in the claims management system
• Communicate with insureds, claimants, attorneys, vendors, and internal stakeholders
• Ensure compliance with state regulations and company policies
• Negotiate settlements and support timely claim resolution
• Mentor less experienced team members and provide claims-handling guidance
• Perform additional duties and projects as assigned

Senior Transportation Claims Adjuster

• Manage overall team operations, client coordination, and customer service delivery
• Coordinate, coach, and assist Account Associates while reviewing and managing workload
• Support Producers and Account Executives with client service commitments
• Ensure service standards are met, identify trends, and implement process improvements
• Serve as the day-to-day customer contact, troubleshoot issues, and help clients make well-informed decisions
• Manage new business and renewal processes and oversee day-to-day client changes
• Ensure pre-renewal information is sent within service standards and follow up with clients and insurance markets
• Manage renewal marketing plans with Producers and Service Teams
• Create accurate proposals and deliverables for client renewal meetings
• Review quotes for accuracy against supporting documents
• Negotiate additional coverage and price with underwriters
• Complete renewal bind processes and checklists accurately and promptly
• Ensure renewal aspects are completed, documented, and files accurately maintained to minimize E&O exposure

• Prospect and develop new business in the Corporate Benefits and/or Corporate Insurance segments.
• Identify cross-selling opportunities and portfolio expansion.
• Manage the entire sales cycle, from prospecting through contract closing.
• Develop strategic relationships with corporate clients, partners, and insurers.
• Deliver sales presentations, negotiate, and conduct executive meetings with decision-makers.
• Structure consultative and customized commercial proposals.
• Support technical studies and market analyses to identify opportunities.
• Work alongside technical teams to build the best solutions for clients.
• Monitor performance indicators, sales funnel, and commercial targets.
• Represent the company at events, strategic meetings, and client visits.

Senior Commercial Executive – Fluent Mandarin

Financial Planning and Analysis

• Perform and manage all activities related to the Accounts Receivable process, ensuring accurate records and timely collection of company payments.
• Daily monitoring and reconciliation of receipts (including D-1 analysis).
• Post payments and access and import bank statements and data from insurance operators/providers.
• Upload documents and analyze inconsistencies in operational systems (TOTVS/Quiver).
• Billing: Issue tax invoices (Nota Fiscal) via the municipal system and reconcile closing balances between the financial system and municipal records.
• Delinquency: Provide support for collections of overdue accounts.
• Generate aging reports, projected cash flow, and delinquency indicators.
• Documentation: Maintain organized filing and archiving of payment receipts and supporting documents.
• Work closely with Accounting to ensure proper classification and recognition of revenue.
• Manage and lead collection processes to ensure efficient recovery of outstanding amounts.
• Workday migration.

Personal Lines Client Advisor

Personal Lines Client Advisor

Employee Benefits Account Manager

Benefits Assistant

Employee Benefits Account Manager

Surety Account Manager

Senior Account Executive, Employee Benefits

Senior Placement Specialist – Commercial Small/Mid

Workers Compensation Claims Examiner

Workers Compensation Supervisor

Client Manager, Payroll and HCM Retention

Senior Transportation Claims Adjuster

Employee Benefits Account Manager

Senior Commercial Executive – Fluent Mandarin

Junior Financial Analyst – Temporary