Acrisure

Business Intelligence Developer

• Analisar carteira de clientes (prêmio, sinistro, comissionamento, rentabilidade)
• Identificar oportunidades de cross-sell, up-sell e otimização de portfólio
• Acompanhar tendências (ex: ciberseguro, ESG, embedded insurance) e movimento das seguradoras do mercado
• Identificar oportunidades de diferenciação e posicionamento competitivo
• Consolidar e analisar dados internos e externos
• Desenvolver relatórios gerenciais e dashboards (KPIs)
• Identificar tendências, riscos e oportunidades de negócio
• Traduzir dados em recomendações estratégicas
• Apoiar liderança em decisões de negócio
• Acompanhar indicadores de desempenho (metas vs. realizado)
• Realizar análises de variação e performance, além de benchmark e análises comparativas
• Desenvolver projeções e cenários (forecast)
• Monitorar mercado, concorrência e tendências

Analista de Inteligência de Negócios, Pleno

Accountant

• Prepare monthly and quarterly balance sheet reconciliations
• Research and resolve variances during the reconciliation process
• Conduct monthly revenue and expense variance analysis
• Prepare month-end journal entries and financial reports
• Support the monthly and quarterly close of agency management systems
• Assist in onboarding new Partners to Corporate Accounting processes
• Review aged accounts receivable (>180 days) and producer commission payables quarterly
• Audit cash and bank account activity to ensure accurate postings
• Fulfill audit requests and support annual audit preparation
• Contribute to year-end processes including budgeting, 1099s, unclaimed property, and state apportionment
• Reconcile intercompany balances between Acrisure Partners
• Provide prompt, courteous, and high-quality service to internal and external stakeholders

Staff Accountant

Account Manager

• Assist customers in identifying and providing for their bond needs
• Work directly with clients and carrier representatives in handling the execution and billing of bonds
• Prepare client-specific documents i.e. Prequalification Letters, Affidavits, Bond Authentication Form
• Process billing transactions for Accounting Department
• Interact with clients regarding bond specific needs, i.e., contract documents, bond forms, rating and billing questions
• Interact with surety company representatives in handling transactional related information/issues
• Work within the agency management system’s electronic file management specific to our surety clients
• Continue to pursue professional development as applicable

Surety Account Manager

• Provide excellent customer service to policyholders and prospects by answering inquiries, resolving issues, and offering solutions
• Assist clients with coverage changes in an automated environment
• Determine billing appropriateness and invoice accordingly
• Review entire account with each client contact
• Educate clients about policy coverage and changes
• Provide technical support to Producers
• Obtain client signatures on applications and ensure timely receipt of quotations and policies
• Manage clients' needs by producing binders, certificates, policies, endorsements, and verifying their accuracy
• Prepare summaries of insurance and maintain electronic and client activity files
• Verify policy and policy change information and facilitate corrections
• Process incoming mail requests and verify accuracy of direct billed cancellations
• Use agency credit and collection policy in invoicing and pursuing payments

Commercial Lines 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 websites for quoting when re-marketing 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 agency management system (Epic) 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 MVR’s and update driver lists when required
• Prepare renewal rating quotes, based applications
• Prepare proposals
• Process and issue binders
• Attend agency and dept meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)

Insurance Account Manager – Transportation

Account Executive

• Receive pre-qualified leads and manage the entire sales process from start to finish, ensuring a consultative and personalized customer journey;
• Provide consultative customer service and sales, conducting in-depth diagnosis of customer needs;
• Identify additional opportunities within the existing client base and support proactive prospecting when necessary;
• Negotiate with clients and close contracts;
• Conduct meetings and on-site or remote visits to gather information, validate projects and present proposals;
• Participate actively in all stages of the sales process;
• Work on the analysis and development of commercial projects;
• Maintain direct relationships with clients, including at managerial and executive levels;
• Review and analyze existing contracts, understanding products, company policies and coverages;
• Prepare technical and financial analyses, identifying trends, deviations and opportunities for adjustments to control loss ratios, with customized reports;
• Conduct negotiations with clients and suppliers, seeking the best cost–benefit conditions;
• Develop and execute results-oriented commercial strategies;
• Validate commercial studies, preparing financial maps and comparative scenario analyses;
• Actively engage in cross-selling and maintain relationships with the insurance market;
• Update and maintain the CRM, ensuring proper recording of opportunities, interactions and outcomes;
• Direct clients to post-sales channels, ensuring continuity, quality and satisfaction in service.

Senior Commercial Executive, SME

• Receive pre-qualified leads and manage the sales process from start to finish, ensuring a consultative and personalized customer journey;
• Provide consultative service and sales, conducting an in-depth diagnosis of customers’ needs;
• Identify additional opportunities within the existing client base and support active prospecting when necessary;
• Negotiate with clients and close contracts;
• Conduct meetings and visits (in-person or remote) to gather information, validate projects and present proposals;
• Participate actively in all stages of the sales process;
• Work on the analysis and development of commercial projects;
• Maintain direct relationships with clients, including managerial and executive levels;
• Read and analyze existing contracts, understanding the products, policies and coverages of client companies;
• Prepare technical and financial analyses, highlighting trends, deviations and opportunities for adjustments to control claims/loss ratios, delivering customized reports;
• Conduct negotiations with clients and suppliers to obtain the best cost-benefit conditions;
• Develop and execute results-oriented commercial strategies;
• Validate commercial studies by preparing financial models and comparative scenario analyses;
• Actively drive cross-selling and maintain relationships with the insurance industry;
• Update and maintain the CRM, ensuring proper recording of opportunities, interactions and outcomes;
• Direct clients to post-sales channels, ensuring continuity, quality and customer satisfaction in service.

Senior SME Sales Executive

Claims Specialist

• Responsible for managing workers’ compensation claims as assigned by claims supervisor
• Investigates claims
• Determines the compensability of the claim and extent of liability
• 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
• Contacts physicians to obtain medical diagnoses and projected treatment plans
• Monitors medical progress of claimants and coordinates follow-up treatments; reports to employers including any restrictions that may be imposed on claimants’ return to work
• Documents all information from contacts with employers, claimants, physicians, and attorneys into the claims’ management system and ensures that documentation is current
• Calculates and sets reserves through a reserve worksheet including the nature and scope of claims; adjusts reserves to reflect ultimate known exposures
• Issues medical, indemnity, legal and expense payments
• Prepares reports for excess carriers and requests reimbursement when needed
• Sets reminders to follow-up on tasks through diaries on the system; reviews and completes diaries daily
• Maintains physical files for claim-related documents such as medical information, legal reports, and other correspondence
• 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

Claims Examiner

• Provide professional stewardship including annual exposure reviews ensuring clients are adequately protected
• Conduct thorough assessments of a client's assets and potential risks
• Provide recommendations for appropriate insurance coverage
• Maintain strong relationships with clients and keep them updated on market changes
• Manage the renewal process to ensure maximum retention and recognize cross sell opportunities
• Deliver outstanding customer service by providing professional, timely and accurate communication
• Resolve complex service or coverage related issues
• Maintain complete and accurate client and policy data within the management system EPIC

Personal Lines Private Client Account Executive

Accounting Manager

• 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.

Senior Analyst, Accounting Application Management

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 while managing and leading a team.
• Responsible for recruiting and interviewing to continuously grow the sales team(s).
• Continuously support employees in the field to best understand their challenges and coach up when necessary.
• Maintain existing/prospective client records, in accordance with company policies.
• Provide status updates to VP and/or SVP.
• Responsible for achieving minimum production requirements, including Install Margin Goal %.
• Lead weekly team meetings and weekly one-on-one with team members.
• Conduct monthly team training sessions.
• Additional responsibilities may be assigned as needed.

Payroll Division Sales Manager

• Senior level contact responsible for clients’ employee benefit experience
• Accountable for developing and executing the benefit section of the Game Plan and ensuring service standards are met
• Directs/Mentors/Coaches Account Managers (AM) 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

Senior Account Executive, Employee Benefits

• Manage a book of business, policy quotes and carrier liaison for assigned clients/groups
• Interact with new and existing clients while devising creative solutions to meet client needs
• Guide clients and internal teams on compliance and regulatory policies
• Oversee wellness strategy and programs for clients
• Review the open enrollment process and ensure proper changes
• Support clients with renewal and insurance communication for employees
• Assist with escalated client issues
• Partner with the legal team for regulatory requirements
• Request and monitor census reports for underwriting questionnaire
• Meet regularly with brokers to keep up with industry standards
• Develop and cultivate relationships with producers and brokers
• Manage RFPs, non-renewals, and cancellation requests
• Strategically guide the client through decision-making processes
• Establish multi-year strategic plan development and manage financial information

Employee Benefits Account Executive

• 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 (in conjunction with Client Advisors) 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 when situations warrant 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
• Ensure timely delivery and accuracy of enterprise presentations including: Technical proposals, Strategy plans, Claims reviews, Progress reports, Executive workshops, Client onboarding sessions
• 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
• Review supplemental applications, loss runs, audit reports, and client data to surface needs and route solutions
• Lead, monitor, and report results of total client solution delivery within the renewal timeline

Enterprise Account Executive

Executive Assistant

• Manage executive calendars and inboxes, screening requests for purpose, urgency, and alignment to priorities; proactively identify conflicts, risks, and scheduling gaps and present options
• Review and triage communications, routing issues to the appropriate owners, managing escalations, and tracking resolution across teams
• Proactively draft responses, summaries, follow-ups, and updates on behalf of leadership as appropriate
• Prepare presentations, reports, and other deliverables by collecting inputs, coordinating contributors, and ensuring timely completion
• Maintain organized digital filing systems, distribution lists, and organizational reference materials
• Maintain and prioritize a master task and follow-up list derived from meetings, emails, and conversations; drive consistent operational follow-through
• Keep leadership informed of critical updates, required decisions, risks, and unresolved issues, and provide concise rollups on progress, priorities, and forward-looking calendar visibility
• Document communication strategies and provide update summaries to cross-functional stakeholders
• Coordinate meetings end-to-end, including preparation, logistics, materials, and follow-through, manage complex, multi-stakeholder and leadership engagements
• Coordinate all aspects of travel, including flights, lodging, ground transportation, calendar blocking, and complete itineraries
• Review and submit expense reports accurately, timely, and in compliance with policy; organize and maintain supporting documentation
• Track time-off requests, coordinate coverage as needed and maintain up-to-date team availability in shared calendars
• Identify opportunities to streamline workflows, improve efficiency, and reduce friction or cost