Acrisure

Customer Support

• Answer inbound calls from insureds and agents regarding billing questions, payments, account information, and coverage related inquiries
• Process insured payments and maintain accurate account records
• Create and prepare deposits for bank processing
• Monitor receivables and communicate with insureds regarding past due balances
• Coordinate account escalations and collection activities when necessary
• Process refunds in accordance with company procedures and timelines
• Support vendor payable processing activities
• Print and process checks related to claims, refunds, commissions, and other payments
• Maintain accurate documentation and support additional accounting and administrative projects as assigned
• Provide professional and timely customer service across all interactions

Customer Service Representative

Security Engineer

• Play a key technical role in IT Security as Acrisure integrates its newly acquired companies at record pace
• Collaborate effectively with our diverse IT teams, including Datacenter, Network Operations, and Cloud teams
• Provide critical input on secure architecture, design, and implementation
• Conduct thorough security architecture design reviews and provide informed recommendations for proposed IT solutions
• Design, implement, and manage enterprise network security architecture across on-premises and cloud environments
• Deploy and maintain network security controls including next-generation firewalls, IDS/IPS, WAF, and DDoS protection
• Lead network segmentation and Zero Trust Network Access (ZTNA) initiatives to reduce attack surface and enforce least-privilege access
• Understand emerging threats and recommend necessary remediation steps to mitigate the current threat landscape
• Design, build, and maintain security architectures for cloud and hybrid environments, mainly Azure/M365 with a focus on Zero Trust privilege models
• Monitor, analyze, and respond to threats using network telemetry (NetFlow, PCAP, IDS alerts) and security tools
• Secure hybrid connectivity solutions including site-to-site VPNs, remote access VPNs, and private cloud networking (e.g., ExpressRoute)
• Partner with security and infrastructure teams to investigate and remediate network-based incidents and improve detection capabilities
• Automate network security deployments and configurations using Infrastructure as Code (Terraform, scripting, APIs)

Senior Network Security Engineer

Account Manager

• Provide excellent customer service to our policyholders and prospects by answering inquiries and resolving issues
• Assists clients with coverage changes
• Informs and educates clients about policy coverage and changes
• Provides technical support to Producers
• Prepares summaries of insurance and maintains client activity files
• Verifies policy and policy change information
• Processes incoming mail requests and verifies direct billed cancellations
• Sets priorities and manages workflow to ensure efficient processing of transactions
• Maintains cordial relationships with clients and co-workers

Commercial Lines Account Manager

• Develop marketing strategy for new and renewal business with Producer
• Obtain underwriting information directly from clients
• Advise clients on coverage changes and additions
• Educate clients on policy coverages, changes, exclusions, and needs
• Negotiate and secure quotes with Underwriters
• Maintain knowledge of commercial lines coverage and rating rules
• Understand carrier appetites and underwriting guidelines
• Use carrier websites for quoting and policy changes
• Prepare insurance summaries, schedules, quotes, and proposals
• Complete applications and documentation
• Bind coverage and confirm binder accuracy
• Verify policy and endorsement information
• Respond to client inquiries and report claims
• Issue Certificates of Insurance and Auto ID Cards
• Manage cancellations and ensure resolution
• Invoice and pursue prompt payments
• Maintain accurate electronic and client files
• Support Producers and agency goals
• Perform other duties as assigned

Senior Commercial Lines Account Manager

Analyst

• Respond to and resolve benefit-related support tickets;
• Provide operational support to local HR teams across group companies for requests and inquiries;
• Perform benefit enrollment and record updates, billing, and administrative tasks;
• Manage iFood benefit top-up requests;
• Handle billing for group companies;
• Post and reconcile invoices;
• Prepare cost allocations and consolidate financial information for HR and finance teams of each group company;
• Maintain KPI spreadsheets for client reporting;
• Monitor operational processes, ensuring deadlines are met and quality of deliverables.

Benefits Support Analyst

• Perform daily service on assigned tasks by Client Advisor and/or Account Executives with Acrisure’s written procedures
• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
• Respond to client inquiries, incoming mail, and company request needs on a timely basis
• Collect renewal data on assigned accounts
• Claims support
• Review new/renewal policies and endorsements to ensure items were received as ordered
• Maintain accuracy of client data in agency management system
• Document all activities in agency management system
• Understand and utilize upload, download, and interface technology
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies for mutual clients
• Keep Client Advisors informed of all important activities on their accounts, including potential problems
• Stay current with industry trends through educational seminars and classes for skill improvement 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 assigned, including back-up duties

Personal Lines Account Manager

Claims Specialist

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

Senior Transportation Claims Adjuster

• Maintain overall responsibility for client relationship management
• Manage the account service team
• Assist Health Insurance Fund (Fund) division
• Support JHIF members and their employees focusing on overall day-to-day needs
• Assistance with COBRA and Direct Bill programs within JHIF entities
• Review Medicare member eligibility and oversee transition into the Medicare population
• Assist with consulting services to clients by conducting client meetings and presentations
• Speak to employers/employees effectively during open enrollment meetings
• Collect pertinent data, establish facts and draw valid conclusions to assist members in rectifying claims issues
• Apply effective management and marketing techniques
• Build knowledge and skills to keep pace with market trends
• Strong organizational and management skills
• Familiarization with computer systems of all carriers for reference
• Coordinate and manage the renewal and RFP process for clients

Employee Benefits Account Manager

Insurance

• Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including service accounts, 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 Insurance Assistant

Revenue Operations

• Own the operational onboarding experience for new partners, including system setup, access provisioning and documentation delivery
• Design and maintain the partner sales process, including how deals are registered, routed, tracked, and closed across different partner types
• Partner with our in-house legal team to ensure partner agreements meet company standards and move through review and execution efficiently
• Document partner operational processes end to end and work closely with the Training team to transfer that knowledge to partners, inside sales, and field sales teams
• Partner with inside sales and field sales leaders to manage internal processes that handle partner-referred leads, ensuring clean handoffs, clear ownership, and visibility into lead status
• Serve as the Salesforce power user for all things partner, including partner records, deal registration, reporting, and process improvements
• Build scalable playbooks and standard operating procedures that keep partner operations running consistently as the program grows
• Identify gaps and friction points in partner workflows and recommend solutions that improve both the partner experience and internal efficiency
• Act as a trusted operational advisor to business development leaders by surfacing data, trends, and insights that inform partner strategy

Revenue Operations Partnerships Manager

Consultant

• Produce life and disability product illustration and proposals
• Assist in creating market leading illustration quote templates
• Assist in the maintenance of carrier product studies
• Work on intake and evaluation of new sales opportunities
• Support our external and internal sales teams in their sales efforts by sharing product expertise and collaboration on calls and in emails
• Assist our internal and external sales team with pre-sales preparation of presentations and broker call preparation
• Manage and build relationships between our internal/external sales teams and our producers to support intake of new sales opportunities
• Follow service protocols to include but not limited to quote turnaround times and responding to Sales Managers
• Manage pipeline data entry and quote follow-ups

Placement Consultant

• Building a community where people can grow, thrive, and make an impact
• Collaborating with teams
• Leading initiatives that benefit the community

Associate Account Manager

• Provide support to sales producers in developing new business opportunities
• Analyze client needs, coverage forms and quotations
• Initiate renewal process for existing clients
• Conduct marketing, negotiate rates, review quotes
• Finalize proposals and presentations in coordination with producers
• Bind insurance coverage and prepares binders
• Review policies for accuracy
• Schedule appointments with clients
• Identify exposure to loss and recommend appropriate coverages
• Complete applications in coordination with sales producers

Account Manager, Worker's Compensation

Client Services Representative

• Serve as the primary point of contact for employer groups, brokers, and participants regarding HRA, HSA, and FSA benefits
• Provide timely and professional customer service via phone and email
• Educate clients on benefit plan rules, IRS regulations, and eligibility requirements
• Assist participants with claims, reimbursements, and account transactions
• Process enrollments, contributions, and reimbursement claims in compliance with plan guidelines
• Assist employers in setting up and managing their benefit accounts
• Ensure accuracy of account balances, transactions, and reporting
• Troubleshoot issues related to debit card transactions, account funding, and claims processing
• Stay up to date on IRS regulations and industry best practices related to pre-tax benefit accounts
• Ensure all transactions and account activities comply with HIPAA, ERISA, and IRS guidelines
• Maintain accurate and confidential client and participant records
• Work closely with internal teams to resolve client concerns and improve service delivery
• Assist in onboarding new clients and training employers on using our platform
• Identify and suggest efficiency improvements in account servicing processes

Employee Benefits Client Service Representative

• 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)