Acrisure

Account Manager

• Establish, develop, and sustain professional relations with internal staff, carriers, and clients.
• Assist Account Manager with assigned book of business as it relates to pre-renewal marketing and analysis, renewal administration and ongoing communication.
• Respond to client questions and issues while maintaining appropriate client files.
• Manage enrollment and educational material under the direction of the Account Manager.
• Manage Retiree medical and COBRA notifications when assigned.
• Investigate and resolve eligibility file issues, research and resolve file discrepancies reported by carriers.
• Provide timely updates to client and carrier requests.
• Provide policy interpretation and clarify procedures to HR and Department management per the contracts issued by the carriers.
• Assist in annual benefits open enrollment including plan design changes and testing; conduct open enrollment presentations when needed.
• Assist in identifying inefficiencies and areas in need of improvement.
• Ensure all post renewal activities are completed timely (Cobra, SBC’s, Epic, review of first renewal billing and census).
• Oversee preparation, development and release, of assigned account RFP’s.
• Release all renewal marketing timely to respective Carrier’s/TPA’s.
• Track marketing responses and follow up based on delivery date.
• Review all proposals confirming responses match the requested products requested.
• Spreadsheet client financials for review with the Account Manager.
• Perform other duties when necessary to support assigned Account Manager.
• Comply with government and state regulations and plan provisions to ensure compliance with annual notices and plan provisions are communicated accurately.

Benefits Account Manager – Public Entity

• Assists clients with coverage changes in an automated environment supported by an imaging system
• Informs and educates clients about policy coverage, changes, exclusions and insurance coverage needs
• Provides technical support to Producer(s) to benefit clients and to reach agency's strategic business goals
• Manages clients' needs by producing binders, certificates, policies, endorsements and other related items; verifies their accuracy
• Prepares summaries of insurance, schedules and proposals as needed for account review
• Verifies policy and policy change information, facilitating corrections when necessary
• Processes incoming mail requests, responding promptly and appropriately
• Uses agency credit and collection policy in invoicing and pursuing prompt payments
• Maintains a cordial and effective relationship with clients, co-workers, and other business contacts.

Commercial Lines Account Manager

Claims Specialist

• Manage a caseload of multi-state workers’ compensation claims, including indemnity, employer’s liability, and subrogation exposures
• Conduct initial claim investigation, including coverage verification, compensability determination, and timely contact with involved parties
• Communicate with injured workers, employers, medical providers, attorneys, and other stakeholders to support claim resolution
• Set and manage reserves to ultimate probable cost within established authority levels
• Ensure timely delivery of benefits and required notices in accordance with jurisdictional requirements
• Coordinate return to work efforts in alignment with medical guidance and employer programs
• Manage litigation, including directing defense counsel and attending hearings or depositions as needed
• Negotiate settlements with injured workers, attorneys, and other parties
• Identify and pursue subrogation opportunities and manage third party recoveries
• Review medical and expense bills for accuracy, causation, and appropriateness
• Maintain accurate and timely documentation within the claims system
• Prepare claim status reports and participate in claim review meetings
• Assign and coordinate nurse case management resources when appropriate
• Collaborate with leadership on complex claims requiring additional support or escalation

Claims Analyst II

Insurance

• Responsible for maintaining timeline and process during the new business process and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Communicate effectively within the team environment, inclusive of the producer and Segment Leader.
• Review insurance policies and contracts and make recommendations for improvement.
• Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts including, but not limited to: Insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc.
• Attend prospects and proposal meetings with producer, as needed
• Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary
• Answer prospect and carrier phone calls
• Maintain familiarity and working relationship with various insurance companies and wholesalers
• Handle confidential and non-routine information
• Abide by and maintain all licensing requirement, including continuing education
• Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge
• Work independently and within a team on special and nonrecurring and ongoing projects

Insurance Carrier Placement Specialist

Producer

• Develop and maintain a strong pipeline of prospective clients within the aerospace and aviation industry
• Identify new business opportunities and generate revenue through prospecting, networking, and referrals
• Serve as a trusted advisor by developing strong client relationships and understanding each organization’s risk management and insurance needs
• Present and recommend customized insurance and risk management solutions aligned with client operations
• Collaborate with internal service teams, marketing partners, and technical specialists to develop proposals and deliver solutions across multiple lines of business
• Utilize CRM platforms and internal sales tools to track opportunities, manage pipeline activity, and maintain accurate client records
• Maintain awareness of aviation industry trends, regulatory changes, and emerging risks that may impact clients
• Represent Acrisure professionally within the aviation community and maintain strong external relationships within the industry

Aviation Sales Producer

Payroll

• Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients.
• Manage and achieve their Division’s productive sales goal on a monthly basis.
• Recruit and interview Payroll Territory Managers (PTM) and Senior Product Advisors (SPAs).
• Deploy divisional communication and manage SPA/PTM activity.
• Develop PTMs and build PTM business plans.
• Maintain and manage relationships with partners including Payments Dealers, and business networking groups.
• Monitor and adhere to corporate sales policies.
• Provide status updates to VP and/or SVP.
• Lead weekly team meetings and conduct monthly training sessions.

Payroll Division Sales Manager

• Answer phone calls and respond to email inquiries from policyholders and prospects
• Provide information about insurance products, coverage, and policies
• Process policy changes, renewals, and cancellations
• Investigate and resolve policyholder complaints, billing issues, and claims inquiries
• Assist policyholders in filing claims and provide guidance on claim procedures
• Handle escalated customer service issues and collaborate with team members to resolve complex problems
• Maintain accurate records of customer interactions and update policyholder information as required
• Promote additional insurance products and services to policyholders

Account Executive

• Building and maintaining strong, trust-based relationships with clients and prospects
• Identifying new business opportunities and cross-selling additional products and services
• Consistently meet and exceed individual sales goals and revenue targets through account rounding and prospecting new business from existing clients and identified target groups
• Conducting thorough needs assessments and delivering customized insurance and total client solutions
• Negotiating terms and coverage with underwriters and carriers
• Ensuring compliance with industry regulations and company policies
• Providing exceptional customer service and support throughout the client lifecycle
• Collect detailed risk and underwriting information including survey data and loss history.
• Develop and deliver formal proposals of insurance including details of coverage, limits, deductibles, and other pertinent information.
• Collaborate with Account Manager to ensure complete company submissions and account service, including claims issues.
• Capability to put together industry standard ACORD applications via our Agency Management System, supplemental applications, review loss runs, develop a narrative of the account along with claims data analytics and metrics.
• Secure quotes, negotiate premiums and commissions, prepares proposals and corresponding presentations.
• Bind coverage, prepare binders, and delegate certificates.
• Ability to provide Contract review.
• Process policy changes and corresponding documents.
• Proficient in carrier websites for rating, billing, processing changes, and loss retrieval.
• Meets with clients as needed or directed by client advisor.
• Participate in carrier/wholesaler meetings for relationship development.
• Serves as technical expert, assisting insureds and department members to resolve complex issues.

Commercial Lines Account Executive – Transportation

Risk

• Serve as a trusted point of contact for clients, both brokers and groups, providing exceptional customer service and timely submission of claims and reporting.
• Support Account Executives in managing client relationships and ongoing service needs.
• Manage the stop-loss work center queue.
• Work with the Wholesure Specialty Placement accounting team to ensure timely payment of premium for all clients.
• Ensure broker commissions are paid timely.
• Liaise with insurance carriers, vendors, and TPAs to ensure issue resolution.
• Maintain accurate client records, documentation, and claim and reporting tracking within agency management.
• Analyze data and provide insights.
• Identify opportunities to improve service processes and enhance the overall client experience.
• Build strong, long-term client, carrier, and TPA relationships through responsiveness, professionalism, and attention to detail.

Alternative Risk Funding Specialist

• Assist customers in identifying and providing for their bond needs
• Work directly with the client, client advisors and Surety Company representatives in handling the execution of all types of surety bonds
• Maintain and update client financial and bond files
• Receive and dispatch correspondence promptly
• Review contracts and bond forms and extract relevant information
• Ensure the accuracy of bid and final bond requests
• Prepare bid and final bonds
• Keep clients frequently updated on request status
• Process final close-outs for premium audits
• Process Billing Accounts Receivable follow up
• Act as liaison with surety companies and maintain surety relationships
• Act as liaison with clients and client staff
• Assist Client Advisors & other team members
• Prepare routine/follow-up correspondence – paper and electronic
• File, draft, and/or send correspondence
• Prepare overnight packages and receipts
• Assist in mailings
• Provide other administrative support, as directed

Surety Bond Account Manager

• Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.
• Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.
• Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.
• Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.
• Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
• Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.
• Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle.
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.
• Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.

Commercial Insurance Client Advisor

• Investigate workers compensation claims as assigned by claims supervisor
• Determine compensability of claim and liability based upon facts, applicable negligence laws, case law and statutes
• Responsible for managing workers’ compensation claims as assigned by claims supervisor
• Communicates directly with clients, employers, injured workers, physicians, and attorneys to bring claims to a timely conclusion
• Interviews, telephones, or corresponds with claimant and witnesses, consults police and hospital records
• Documents all information from contacts with employers, claimants, physicians, and attorneys into the claims’ management system and ensures that documentation is current
• Reviews claims’ submissions for thoroughness and accuracy
• Determines compensability of claims through information gathered and according to workers’ compensation statutes
• Makes recommendations as to compensability and coverage of claims
• Provides guidance and advice to clients on direction of claims after all information has been gathered and analyzed
• Ensures jurisdictional filings are complete and timely
• Obtains pre-certification approval for specific treatments as needed
• Reviews bills and medical notes; authorizes and codes bills
• Attends seminars and meetings as needed to stay abreast of current industry knowledge
• May attend mediations, hearings, trials or other legal proceedings
• Processes medical-only workers’ compensation claims involving minor injuries and/or payment

Claims Examiner

• Serve as the primary relationship lead for enterprise-level and complex commercial accounts.
• Build and sustain strong client partnerships with a deep understanding of multi-line business needs and organizational risk.
• Lead Quarterly Business Strategy Meetings with stakeholders, focusing on program structure, KPIs, financial performance, loss trends, and forward-looking mitigation plans.
• Conduct Discovery Sessions to surface emerging exposures, operational changes, and strategic business priorities.
• Assist in development of and execute De-Risking Strategies aligned with overarching business risk and industry dynamics.
• Deliver Coverage Gap Analysis reviews and recommend solutions to eliminate exposure misalignment.
• Review contracts, leases, and third-party risk transfer requirements to ensure coverage compliance and appropriate allocation of risk.
• Present benchmarking insights, claims trends, and strategic performance analytics to support informed client decision-making.
• Consult on complex program structures including captives, large deductible programs, risk financing, and alternative approaches.
• Oversee a proactive strategic claims approach, partnering with internal claims resources to reduce total cost of risk.
• Execution and delivery of Total Client Experience timelines across assigned accounts.
• Conduct and organize client meetings, workshops, educational sessions, and operational/executive presentations—both independently and with cross-functional support.
• Identify Total Client Opportunities, integrating product and advisory resources across Acrisure departments.
• Coordinate and collaborate with Client Advisors, Placement, Account Executives, Account Managers, and specialty resource partners to retain and grow assigned accounts.
• Perform additional duties as assigned.

Enterprise Account Executive

• Building a community where people can grow, thrive, and make an impact
• Making a lasting impact on the communities it serves

• Obtain and maintain a State Life & Health Insurance license
• Complete the DSI Advisor Training Program
• Develop a strong technical understanding of DSI’s Disability Income and Life Insurance products
• Clearly communicate program options to clients via phone and email
• Maintain accurate, detailed records in our CRM system
• Follow DSI’s established sales and service process

Benefits Account Manager – Public Entity

Commercial Lines Account Manager

Claims Analyst II

Insurance Carrier Placement Specialist

Aviation Sales Producer

Payroll Division Sales Manager

Commercial Lines Account Manager

Commercial Lines Account Executive – Transportation

Alternative Risk Funding Specialist

Surety Bond Account Manager

Commercial Insurance Client Advisor

Claims Examiner

Enterprise Account Executive

Account Executive

Insurance Advisor