Acrisure

Account Manager

• Provides support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations
• Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
• Reviews and summarizes marketing results and prepares proposals
• Finalizes proposals and presentations in coordination with producers
• Binds insurance coverage and prepares binders and or delegates certificates issuance
• Reviews policies for accuracy and reviews contracts.
• Prepares summaries and/or schedules of coverage for clients
• Schedules appointments with clients as requested by sales producers
• Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers
• Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers
• Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
• Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
• Prepares summaries of insurance, schedules and proposals for clients and prospects when needed
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier. Verifies policy and policy change information, facilitating corrections when necessary
• Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer.

• Perform daily service on assigned task 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, 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.
• Insurance marketing and sales.
• Collect renewal data on assigned accounts.
• Claims support.
• Develops coverage strategies and plans as necessary.
• Review new/renewal policies and endorsements to insure items were received as ordered.
• 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.
• Assist other departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
• 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.

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 Client Advisors and Account Service Team, as well as with markets
• 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
• 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 relationships with various insurance companies and wholesalers
• Handle confidential and non-routine information
• Rating policies in carrier systems, when applicable, to assist in the quoting and proposal development process
• Abide by and maintain all licensing requirements, including continuing education
• Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge
• Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each client’s specific risk profile
• Work independently and within a team on special and nonrecurring and ongoing projects
• Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs

Enterprise Insurance Placement Specialist

• Maintain and update client financial and bond files
• Review contracts and bond forms, extracting relevant information
• Ensure accuracy of bid and final bond requests
• Prepare and issue bid and final bonds
• Provide timely status updates to clients
• Process final close-outs and premium audits
• Handle billing and accounts receivable follow-ups
• Act as liaison between clients, internal teams, and surety companies
• Maintain strong relationships with surety partners
• Prepare routine and follow-up correspondence (paper and electronic)
• File, draft, and send correspondence and documentation
• Prepare overnight packages, receipts, and mailings
• Assist Client Advisors and other team members as needed
• Provide general administrative support as assigned

Senior Surety Bond Account Manager

• Manage the onboarding and implementation process for all new groups
• Oversee the creation, updating, and distribution of onboarding packets to group members
• Conduct 60 to 90 day follow ups for newly implemented groups
• Collaborate with the Sales team to support prospective and existing broker relationships
• Manage the renewal process for existing groups
• Assist with program builds, plan configuration, and product setup within internal administrative systems
• Perform weekly system validations to track plan setup and enrollment activity for new groups
• Monitor enrollment rollovers for renewing groups
• Maintain accurate broker and client information within internal systems
• Assist the Client Services Manager with product reviews and internal education
• Support the development and maintenance of marketing materials for new and existing programs
• Work with the Director of Operations on operational initiatives and process improvements
• Attend weekly department meetings and collaborate with leadership

Account Manager – Korean Bilingual

Analyst

• Provide escalated (Tier 2/3) operational support for a portfolio of enterprise applications, ensuring timely resolution of incidents, problems, and service requests
• Monitor application health, performance, and integrations, proactively identifying trends, risks, and opportunities for improvement
• Partner with internal technology teams, vendors, and business stakeholders to troubleshoot complex issues, coordinate fixes, and support system changes, upgrades, and releases
• Support application lifecycle management activities, including configuration changes, testing, documentation, and knowledge transfer
• Participate in incident, problem, and change management processes, including root cause analysis and post-incident reviews
• Maintain accurate application documentation, runbooks, and support procedures to ensure operational continuity
• Act as a trusted technology partner to internal teams by translating technical concepts into clear, actionable guidance

Analyst – Application Management

Operations

• Execute all Employee Benefits operations in assigned region to ensure the best client experience possible
• Maintain key client account management, as assigned
• Responsible for managing the service team, and team leads in assigned region
• Develop and implement standard operating practices to create efficiencies through use of technology and processes
• Communicate consistently with Employee Benefits Operations Manager and Director of Employee Benefits Operations, and Growth Leader as necessary
• Execute operational initiatives that support organic growth and retention goals through collaboration with members of the leadership team
• Lead and implement key carrier strategic initiatives to achieve placement and revenue goals working with the EB Operations Manager
• Quarterly review of the AM/AC book of businesses to ensure proper staffing to align with excellent customer service experience
• Liaison between producers and account management teams
• Facilitate regular department meetings to review workflows, procedures and influence and promote a positive culture and work environment
• Collaboration with human resources around personnel management and employee relations
• Responsible for executing business processes to ensure compliance with regulations, policies, and procedures

Employee Benefits Operations Team Lead

Claims Specialist

• Utilize familiarity with the insurance industry to answer client and provider questions
• Troubleshoot complex problems independently
• Handle multiple high-volume email inboxes, including Claim Reports
• Coordinate daily scheduled claims distribution to Claims Associates
• Execute temporary and ongoing special projects including research involving claims
• Solve complex issues regarding clients or providers proactively
• Fulfill loss run requests from clients, insurers, brokers, etc.
• Assist Team Leads with training, support, quality, and performance duties as needed
• Manage claims entry and phone queue as necessary

• Process and review claims involving minor injuries and routine pay and close cases
• Examine claim forms and related documentation to determine coverage
• Maintain accurate and up to date claim files, including documentation and reserves
• Review and process medical bills and claim related expenses
• Issue payments to claimants and providers in accordance with company procedures
• Communicate with internal team members and external contacts via email and phone
• Handle general inquiries and assist with billing related questions
• Refer more complex claims or issues to a supervisor or claims representative
• Provide administrative and clerical support to claims examiners and representatives
• Help ensure claims are processed efficiently and without unnecessary delays

Claims Representative

Account Executive

• Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle.
• Explain the value proposition to clients via Atlas CRM, upsell current clients on other Heartland products and services.
• Maintain regular communication with the Payroll Territory Manager (PTM) and/or Payroll Division Manager (PDM).
• Close sales of business solutions with merchants throughout the area.
• Set appointments with business owners in person or face to face via your network and referral partnerships.
• Run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.
• During training period, accompany on initial appointments to train on sales process using tablet based CRM platform, Atlas.
• Set your own work schedule to maximize the upside of commission and residuals on business you bring in.

Field Sales Representative

Security Engineer

• Research and resolve Epic Configuration issues within SLA guidelines.
• Analyze and complete Epic Configuration and Security requests promptly, evaluating the logical coherence of each request to ensure accuracy and functionality.
• Adhere to approval guidelines before implementing configuration updates.
• Maintain Excel Configuration Workbooks to accurately document configured settings in Epic, facilitating transparency and accountability in configuration management.
• Contribute to the Configuration Manual by documenting nuances, tips, and best practices learned during the configuration process, fostering continuous improvement and knowledge sharing within the team.
• Collaborate with team members to address unique and challenging configuration requests, conducting thorough research before seeking assistance to demonstrate proactive problem-solving and analytical skills.
• Assist team members to maintain the Epic Security Configuration for 9,000+ users within our Epic instance.

Analyst – Epic Security, Configuration

Risk

• Provide expertise in safety and health to help prevent and reduce employee injuries and illnesses
• Support clients and their field management in developing and maintaining effective safety programs across assigned branches and job sites
• Ensure compliance with applicable regulations (OSHA, DOT, MSHA, EPA) and company policies
• Mitigate risk, reduce losses, and lower overall insurance costs
• Anticipate, identify, and evaluate hazardous conditions and work practices
• Conduct safety program needs assessments to identify deficiencies and recommend preventive and corrective actions
• Develop, implement, and maintain health and safety policies, procedures, rules, and regulations
• Implement and evaluate hazard control programs; measure, audit, and assess effectiveness
• Facilitate and document required safety training for employees, supervisors, and temporary workers
• Conduct safety meetings and training programs for client employees
• Assist with branch, facility, field, and job-site safety inspections and observations
• Perform job hazard analyses to identify workplace hazards
• Coach and guide Acrisure and client employees and management on safety compliance and safe work practices
• Assist with compliance efforts related to federal, state, and local regulations (OSHA 1910/1926, DOT, MSHA, EPA, ADA)
• Participate in client safety initiatives, meetings, and programs, including providing customized training as needed
• Collaborate with job-site safety personnel to identify and resolve safety issues
• Investigate and document incidents involving employees, temporary workers, or company property
• Coordinate with Acrisure Claims Advocates and medical providers to support injury management and return-to-work programs
• Support OSHA recordkeeping requirements and safety incentive programs
• Travel and stay overnight as required (up to 50%)
• Be available on-call as needed, unless approved time off has been scheduled

Safety and Risk Control Consultant, Bilingual

Affiliate Manager

• Facilitate the CoE value measurement framework across the portfolio.
• Develop business value cases, including ROI, DCF, and KPI modeling.
• Conduct prototype value realization checkpoints.
• Produce value realization dashboards and reports.
• Escalate underperforming initiatives to leadership.
• Maintain the CoE KPI measurement framework.
• Support instrumentation of value metrics within Foundry platforms.

Forward Deployed Partner

Engineer

• Assume ownership of deployed solutions and maintain operational performance
• Develop lifecycle management plans, including versioning and release management
• Monitor system health using Foundry and AIP observability tools
• Drive user adoption and provide training and documentation
• Support recurring value realization measurement cycles
• Identify scalability improvements and architectural enhancements
• Support release and deployment management activities

Account Manager

Account Manager

Enterprise Insurance Placement Specialist

Senior Surety Bond Account Manager

Account Manager

Account Manager – Korean Bilingual

Analyst – Application Management

Employee Benefits Operations Team Lead

Claims Specialist

Claims Representative

Field Sales Representative

Analyst – Epic Security, Configuration

Safety and Risk Control Consultant, Bilingual

Forward Deployed Partner

Forward-Deployed Engineer