Acrisure

Insurance

• Market property and casualty insurance programs on prospective accounts for large market accounts
• Gather, analyze, and organize data
• Prepare submissions and applications
• Negotiate coverage terms
• Prepare proposals for prospects, for both new and renewal business
• Maintain timeline and process during the new business process and renewal process
• Communicate effectively within the team environment
• Review insurance policies and contracts and make recommendations for improvement
• Work with others to prepare insurance submissions for new business prospects and renewing accounts
• Attend prospects and proposal meetings with producer
• Analyze excel spreadsheets of prospect client exposure and/or loss data
• Answer prospect and carrier phone calls
• Maintain familiarity with various insurance companies and wholesalers
• Handle confidential and non-routine information
• Abide by and maintain all licensing requirements
• Attend seminars, company meetings, and educational activities needed to improve overall job expertise and product knowledge
• Work independently and within a team on special and ongoing projects

Insurance Carrier Placement Specialist

Analyst

• Support Commercial lines retail placement strategy execution
• Collate carrier production reports and track against them
• Prepare for carrier performance review sessions –data analysis, material development, agenda building and follow up
• Conduct data analysis to produce detailed insight into specialty portfolio
• Support the restructuring of carrier approach to engaging with Acrisure under new divisional structure
• Understand and analyze carrier compensation plans and develop plans towards maximizing revenue through those agreements
• Develop materials for effective communication of compensation structures to field teams and executives
• Keep abreast of industry / market dynamics and prepare informative documentation for Acrisure leaders

Associate Analyst – US Markets

• As a member of the Large Commercial Placement Team, the Placement Specialist will market property and casualty insurance programs on prospective accounts for large market accounts.
• Gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms, and prepare proposals for prospects, for both new and renewal business.
• 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.
• 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.
• 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.

Account Manager

• Serve as the primary point of contact for clients, managing day-to-day communications and fostering strong, long-lasting relationships for assigned book of business.
• Understand client needs and objectives, providing strategic recommendations and tailored solutions.
• Proactively communicate and coordinate renewals and relationships.
• Maintain timely and accurate updates and changes on policies for assigned customer activity in Agency Management System and related customer engagement software where applicable.
• Maintain consistent and ongoing engagement throughout the customer lifecycle.
• Implement and monitor data driven and customer tailored marketing or awareness campaigns.
• Ensure customer engagements are valuable, drive industry or solution awareness and delivered timely to exceed client expectations.
• Attain retention and growth targets for assigned customer block by leveraging proactive data driven customer engagement tools and awareness campaigns.
• Contribute to the identification of new opportunities for client growth and expansion of services.
• Share client engagement best practices with peers.
• Stay updated with industry trends and best practices to provide clients with cutting-edge solutions and services.
• Coordinate with internal teams, including Digital Marketing, Human Resources, Compliance and third-party partners.
• Collaborate with the Digital Employee Personal Team Leader to address any challenges and continuously improve service delivery.
• Support cross-functional initiatives that enhance the overall digital strategy and contribute to client success.
• Drive client adoption of self-service tools and enrollment capabilities.
• Ensure clients receive exceptional value from Acrisure’s digital services, going above and beyond to exceed expectations.
• Promote additional digital services and solutions that can further support client objectives and business growth.
• Drive innovation within client accounts, introducing new ideas, tools and approaches that enhance the overall client relationship.
• Met or exceed client retention and satisfaction metrics through a highly consultative and technology first approach.
• Perform other tasks or projects as requested by service team or region leadership.

Account Manager – Personal Lines

Risk

• Establish credibility by developing sustainable relationships with senior-level client personnel and be recognized as a trusted advisor by clients, Acrisure leadership, and peers
• Collaborate with client executives and organizational leaders to identify opportunities to provide risk management consultation (risk reduction and/or mitigation)
• Proactively touch base with clients regarding business performance, any problem areas they are experiencing, identify more potential engagement points, etc.
• Facilitate goal setting with assigned clients to better understand each client’s business goals, how they measure success, and how we can help them achieve and track such goals
• Act as a conduit to facilitate opportunities to other internal departments
• Improve client relationships with insurance carrier partners by facilitating meetings and coordinating activities which maximize product awareness and service delivery between the carrier and client
• Conduct on-site risk assessments of worksite locations for prospects and clients to mitigate hazard exposure by introducing risk-reward controls
• Provide hazard assessment solutions as determined by risk assessments/audits
• Develop and maintain service plans tailored to client need
• Conduct educational training workshops, seminars, and webinars
• Develop policies and procedures designed to reduce/eliminate loss frequency and severity and assure compliance with governmental statutes and mandates
• Monitor loss trending with an eye towards reducing cost of risk and provide analysis to clients
• Advise our clients on loss prevention, safety and risk factors
• Integrate risk control best practices into daily operations that focus on improving quality, productivity, and customer service
• Assist client in creating or modifying risk management controls, policies, and procedures
• Assist with creating and maximizing Acrisure’s consultative services, training, and educational resources
• Act as a Liaison of loss prevention services being provided by carrier or other programs being utilized by clients
• Creation and delivery of Operational Best Practices from a Risk-management perspective for some or all the various industries within Acrisure’s Practice Groups.

Risk Consultant

Financial Planning and Analysis

• Define, govern, and operationalize work across the Finance Systems & Automation (FSA) organization
• Lead, coach, and develop a team responsible for governance and operational oversight of the Workday platform
• Provide strategic ownership for work in-take process design and administration supporting FSA ways of working
• Own the governance model for enhancement requests, ensuring prioritization of the highest value work
• Provide executive oversight of operational incidents, case management, and service delivery
• Establish and maintain dashboards, KPIs, and performance metrics to measure operational health and effectiveness
• Provide leadership and oversight for SOX related activities within FSA
• Partner with Internal Audit, IT, and Finance leadership to ensure compliance with control expectations

Director, Finance Systems Governance – Operational Excellence

Claims Specialist

• Investigate claims thoroughly, including coverage and identifying subrogation
• Manage medical issues and schedule timely appointments
• Work closely with Team Manager to identify red flags
• Consistently keep claim files documented and updated
• Ensure that all medical payments are issued timely and appropriately

Medical Only Claims Examiner

Director

• Develop and execute the enterprise service management strategy to align ITSM services with business objectives
• Drive adoption of ESM best practices across HR/Finance/Legal service domains
• Establish and maintain governance frameworks for Incident, Problem, Change, Request, and Knowledge Management
• Own the Major Incident Management process, ensuring rapid triage, escalation, and resolution of critical service disruptions
• Own the Change Management process, enforcing risk assessment, approval workflows, and compliance to minimize service impact
• Co-create roadmaps with operational service area leaders to prioritize initiatives, technology investments, and process improvements
• Champion automation, self-service, and platform optimization to enhance service delivery and reduce cost-to-serve
• Monitor service performance metrics (SLAs, KPIs, CSAT) and lead initiatives to improve customer experience and operational efficiency
• Conduct post-incident reviews and implement preventive measures to reduce recurrence of major incidents
• Act as a trusted advisor to business and technology leaders, ensuring services meet evolving organizational needs
• Communicate service performance, risks, and improvement plans to executive leadership
• Build and mentor a high-performing service management team, fostering collaboration, accountability, and continuous improvement

Director, Enterprise Service Management

Marketing

• Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, proposals, renewals, follow-up, and correspondence.
• Respond to client inquiries and company requests on a timely basis.
• Become proficient in carrier websites for quoting when remarketing an account or adding additional lines of coverage.
• Keep your desk and files organized at all times.
• Perform superior customer service at all times.
• Properly utilize the management system to keep track of all pending items.
• Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
• Collect renewal data on assigned accounts.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC).
• Document all activities in agency management system (Applied Systems / EPIC).
• Understand and utilize upload, download and interface technology.
• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers.
• Maintain knowledge of policy provisions and any changes in these provisions.
• Complete other functions and assignments as assigned including back-up duties.

Commercial Lines Marketing Specialist

• Successfully manage own book of business through developing, maintaining, and expanding outstanding relationships with clients and successfully addressing their business needs
• Review exposures and current insurance program for assigned clients
• Determine if current carrier is the best fit to address the client’s needs including coverage, protection, and cost effectiveness
• Collaborate with producers regarding the development and decisions for proposed plans of action and coverages for new accounts to align with client needs
• Provide daily service, anticipate customer’s needs, and respond to client questions and issues in a timely and consultative manner
• Keep customers up to date on 'pending changes' in the insurance world that may impact their insurance coverage
• Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (i.e.: policies & endorsements to be quoted & accurately issued on a timely basis, claims being handled properly and accurately on a timely basis, etc.)
• Complete account reviews
• Keep aware of and provide best in class account management to ensure optimization of customer experience, operational efficiencies, etc. and share feedback with producers regarding potential opportunities.
• Ensure processes are followed on a timely basis to support business needs, including but not limited to, coverage review process, work in EPIC, and ensure all umbrella policies are updated to maintain comprehensive coverage
• Identify and communicate any exclusions or changes to clients’ policies as well as any potential for mitigating options.
• Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options to provide the best possible service between cost and coverage while maintaining protection for each client.

Personal Lines High Net Worth Account Manager

• Interact with clients to address all servicing needs
• Processing of policies, endorsements, and audits
• Enter policy data into our client management system
• Order loss runs for re-marketing accounts
• Become proficient in carrier web-sites for quoting when remarketing an account or adding additional lines of coverage
• Keep your desk and files organized at all times
• Perform superior customer service at all times
• Properly utilize the management system to keep track of all pending items
• Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
• Expedite certificates of insurance if CSR team is short staffed and client needs immediately
• Run MVRs and update driver lists when required
• Prepare renewal rating quotes, based on applications
• Process and issue binders
• Attend agency and department meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)

Commercial Lines Account Manager

• Establish & maintain a strong relationship and make periodic decisions on account updates and coverages
• Review exposures and current insurance program for assigned clients
• Determine if current carrier is the best fit for the client taking coverage, protection, and cost effectiveness into consideration
• Work with producers with the development and decisions about plans of action and coverages for new accounts
• Provide day-to-day service, anticipate customer’s needs, and respond to client questions and issues in a timely manner
• Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
• Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (i.e.: policies & endorsements quoted & accurately issued on a timely basis, claims being handled properly & on a timely and accurate basis)
• Complete account reviews

Personal Lines Account Manager

• Lead the Solution Architecture, from a Functional perspective for Workday Financials modules, including Banking, Procurement and VNDLY
• Understand the overall finance/accounting setup of Workday
• Leading system projects, resolving complex issues, improving processes, and enhancing the overall user experience across the Workday platform
• Manage teams in identifying business requirements for functional design, process design, prototyping, and user acceptance testing
• Ensure that recommendations from implementation partner fit standards of minimum customization, maximum scalability
• Communicate effectively with stakeholders to convey project updates and recommendations
• Participate in full-cycle and phase X implementation projects within the Workday FINS product suite
• Identify and implement process improvements that streamline end‑to‑end operations (e.g., invoice‑to‑pay, cash movement, bank reconciliation, supplier onboarding)
• Collaborate closely with business units, Treasury, Procurement, and Controllership to align Workday configurations with operational needs

Finance Systems Manager

• Responsible for maintaining timeline and process during the new business process and renewal process
• Communicate effectively within the team environment, inclusive of the producer and Segment Leader.
• Review insurance policies and contracts and make recommendations for improvement.
• Prepare property and casualty insurance submissions for new business prospects and renewing accounts.
• Attend prospects and proposal meetings with producer, as needed.
• Analyze excel spreadsheets of prospect client exposure and/or loss data
• 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.

• Market property and casualty insurance programs on prospective accounts for middle to large market accounts
• Gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms, and prepare proposals for prospects, for both new and renewal business
• Maintain 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
• 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