Acrisure

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

Marketing

• Own North America field marketing strategy and execution, aligned to revenue targets, account segmentation, and regional priorities to drive pipeline creation, acceleration, and expansion
• Serve as the primary GTM partner to Sales leadership, supporting new logo acquisition, strategic account penetration, and multi-product growth through coordinated territory planning, sales plays, and enablement
• Translate global campaigns into high-impact regional programs, delivering field-ready messaging, assets, and experiences tailored to market dynamics and executive buyers
• Lead regional field programs including tier-1/2 events, ABM, partner initiatives, and customer advocacy, fully integrated with digital demand, SDR follow-up, and sales motions to maximize ROI
• Own regional performance measurement and optimization, managing KPIs such as pipeline sourced/influenced, cost per opportunity, and program ROI in close partnership with RevOps
• Build and lead a high-performing Field Marketing team across North America, acting as the voice of the region and collaborating closely with Product Marketing, Demand Gen, and Customer Marketing to drive revenue impact

Director, Field Marketing

Risk

• Provide expertise in safety and health to help prevent and reduce employee injuries and illnesses
• Support clients and their field management in developing effective safety programs
• Ensure compliance with applicable regulations and company policies
• Anticipate, identify, and evaluate hazardous conditions and work practices
• Conduct safety program needs assessments to identify deficiencies and recommend actions
• Develop, implement, and maintain health and safety policies, procedures, rules, and regulations
• 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
• Perform job hazard analyses to identify workplace hazards
• Coach and guide employees and management on safety compliance and safe work practices
• Participate in client safety initiatives and meetings
• Investigate and document incidents involving employees or company property
• Support OSHA recordkeeping requirements and safety incentive programs
• Travel and stay overnight as required (up to 50%)

Risk Control Consultant

• 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.
• Supports and informs coverage plans as necessary.
• Insurance marketing and sales.
• Collect renewal data on assigned accounts.
• Claims support.
• 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 agency 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.

Associate Account Manager – Korean Bilingual

Implementation Specialist

• Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team.
• Develop strong client relationships through care, focus and quality in every step of the client experience.
• Become an expert in the Heartland Payroll System and support new basic clients with varying levels of sophistication.
• Compare and contrast the previous payroll system to the Heartland Payroll System to ensure accurate account build and accurate payroll processing.
• Assist clients to navigate and learn technical aspects and self-service options.
• Ability to self-direct as circumstances change and priorities shift without micromanagement to support an entrepreneur-spirited work environment.
• Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures.
• Build strong relationships with internal and external partners to achieve top-notch client experience and client retention.
• Effectively communicate and professionally represent New Client Services and Payroll Operations internally and externally.

• Actively supports the client management team to ensure all key interactions between client and team are constructive and strategic.
• Assisting Strategist with client strategy development and execution.
• Assisting Client Management, Client Support and Technology Team members with resolution of elevated client issues.
• Ensure the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations.
• Manage the client insurance renewal process, and new client onboarding.
• Presenting Plan Cost Analysis and Financial reporting to client.
• Oversight of all client compliance best practices and annual review of Summary Plan Documents.
• Ensure business partnerships are maintained with all key carriers and third-party vendors in order to best promote the interests of our clients, to pro-actively identify and address issues in an effective manner and to ensure their client management team remains current on any planned/announced changes by a vendor which might impact their clients.

Employee Benefits Account Manager

• Actively supports the client management team to ensure all key interactions between client and team are constructive and strategic
• Assisting Strategist with client strategy development and execution
• Assisting Client Management, Client Support and Technology Team members with resolution of elevated client issues
• Ensure the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations
• Manage the client insurance renewal process, and new client onboarding
• Presenting Plan Cost Analysis and Financial reporting to client
• Oversight of all client compliance best practices and annual review of Summary Plan Documents
• Ensure business partnerships are maintained with all key carriers and third-party vendors

Payroll

• Responsible for recruiting and interviewing to continuously grow the sales team(s)
• Responsible for managing region and holding team accountable for productive sales goals
• Continuously support employees in the field to understand their challenges and coach up when necessary
• Maintain existing/prospective client records in CRM
• Build and develop knowledge of current product/service portfolio
• Provide status updates to VP and/or SVP
• Achieve minimum production requirements, including Install Margin Goal %
• Lead weekly team meeting and weekly one-on-one with team members
• Conduct monthly team training sessions

Division Sales Manager – Payroll, HR

Insurance

• 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.
• 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.
• Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle.
• 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

• Responsible for clients’ employee benefit experience
• accountable for developing and executing the benefit section of the Game Plan
• ensuring service standards are met
• Directs/Mentors/Coaches Associate Account Managers (AAM) supporting the assigned employee benefit client
• Acts as an ambassador with vendors and carriers promoting positive working relationships
• Creates client renewal strategy and ensures that it is successfully executed by the team
• Directs client benefit communication needs including wellness programs and benefit enrollment
• Stays up to date with industry trends

Account Executive

• Manage and grow a portfolio of commercial clients
• Ensure clients' insurance needs are met with precision and professionalism
• Collaborate closely with a Client Advisor to acquire and retain clients
• Execute the Total Client Sales Process
• Develop action plans to reach client goals and suggest potential upgrades
• Identify client needs and present comprehensive insurance and fintech solutions
• Conduct needs assessments and deliver customized insurance solutions
• Negotiate terms and coverage with underwriters and carriers
• Ensure compliance with industry regulations and company policies
• Provide exceptional customer service and support throughout the client lifecycle
• Secure quotes, negotiate premiums and commissions, prepare proposals and presentations

Commercial Lines Account Executive

Revenue Operations

• Perform regular data integrity checks on the CRM
• Work with CRM users to resolve issues, answer questions and gather feedback
• Conduct training on tools in the CRM
• Optimize and refine CRM structure based on business needs
• Build and test workflow automation and integrations
• Travel to Accelerator conferences to provide on-site support related to CRM and process
• Perform data imports and exports when necessary
• Oversee reporting configurations
• Collaborate with other Acrisure teams on various technical projects

Revenue Operations Analyst

Customer Support

• Provide exemplary customer service over the phone, online chat, or email.
• Document and update customer records based on interactions and customer needs.
• Develop and maintain a knowledge base of the evolving products and services.
• Mail requested documentation.
• Complete daily tasks when not on the phone.

Insurance Customer Care Representative

Security Engineer

• Design and maintain enterprise-wide security architecture frameworks spanning on-prem, hybrid, and multi-cloud environments (AWS, Azure, GCP, etc.)
• Define and enforce security-by-design principles across new projects, ensuring alignment with enterprise architecture and regulatory standards
• Develop and maintain zero trust and defense-in-depth strategies tailored to modern workloads, remote users, and dynamic infrastructure
• Lead security architecture reviews and threat modeling for major projects, new applications, and emerging technologies
• Collaborate with AI/ML teams to embed security and privacy controls into data pipelines, models, and deployment environments
• Identify and implement automation opportunities to improve detection, response, and compliance
• Serve as technical security lead on cross-functional initiatives, balancing strategic security objectives with agile project timelines
• Guide and mentor security engineers in best practices for architecture, configuration, and monitoring

IT Security Architect

• Perform daily service on assigned tasks by Producers and/or Account Executives
• 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 policies in their department for which we have a mutual client
• Keeping Producers informed of all important activities on their accounts
• 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
• Complete other functions and assignments as assigned including back-up duties