Acrisure

Financial Planning and Analysis

• Lead end-to-end budgeting, planning, and forecasting processes for the Global Specialty business unit
• Develop driver-based financial models tailored specifically for insurance product dynamics and P&L structures
• Analyze revenue, loss ratios, claims patterns, underwriting performance, and other insurance-related KPIs
• Prepare executive-level reporting packages comparing actuals to forecast, budget, and prior periods
• Provide regular visibility into operational and financial risks and opportunities across the portfolio
• Serve as the primary finance partner to Global Specialty leadership
• Use financial modeling and analysis to support growth and strategic initiatives
• Support the implementation of enterprise FP&A tools and process enhancements
• Collaborate cross-functionally with Global Specialty Leadership, Data & Analytics, and Corporate Accounting
• Build strong relationships with leadership and insurance segment agency partners to support financial performance and operational execution
• Represent FP&A in strategic discussions
• Mentor and lead a team of analysts

Senior Director, FP&A – Global Specialty

Administration

• Administer system access on all company websites for employees and clients
• Create carrier logins for new employees
• Remove terminated employees from carrier systems
• Work with CSR24 lead to maintain client logins
• Support customer needs with password resets and troubleshooting
• Provide training and support to new and existing employees
• Maintain confidentiality when working with sensitive data

Carrier Program Administrator

Account Manager

• Act as the primary contact for Mainstreet personal lines clients
• Respond promptly to inquiries, resolve issues, and provide expert guidance
• Assist clients with claims processing and follow up to ensure resolution
• Review and process renewals, endorsements, and cancellations
• Underwrite new and renewal business to ensure accuracy and compliance
• Prepare quotes for new and existing clients and manage issuance with carriers
• Work closely with underwriters and carriers to secure optimal coverage and pricing
• Utilize EPIC, carrier websites, and other platforms to maintain accurate records
• Ensure compliance with Texas insurance regulations and company policies
• Maintain organized, accurate documentation for all client interactions
• Identify opportunities for cross-selling and up-selling additional products
• Partner with internal teams to deliver seamless client experiences
• Contribute to special projects and process improvements as assigned

Personal Lines Account Manager

• Market transportation accounts and negotiate with underwriters to secure the best coverage and pricing.
• Apply creative analysis strategies using carrier partnerships, coverage options, and specialized programs to enhance client retention.
• Contribute to agency revenue growth while ensuring clients receive tailored solutions that meet their unique needs.
• Participate in marketing strategy with the sales and service team to establish clear timelines.
• Prepare marketing submissions in accordance with Acrisure guidelines.
• Communicate critical updates to underwriters and internal staff.
• Identify and leverage marketing resources, including carrier appointments, wholesalers, brokers, and Acrisure tools.
• Negotiate with underwriters to obtain optimal coverage, pricing, and agency revenue.
• Identify and recommend additional lines of coverage or enhancements in coordination with the team.
• Prepare proposals of coverage options for the sales team.
• Prepare premium finance contracts and company financing as needed.
• Request loss runs and prepare loss history summaries.
• Maintain Certificate of Insurance (COI) list and create master templates.
• Check policies against proposals/applications for accuracy and update as needed.
• Review company audits for accuracy, invoice, and follow up on additional premiums.
• Process policy changes and endorsements for carriers/customers.
• Maintain effective communication with internal teams throughout the marketing and binding process.
• Assist in cross-selling and rounding out accounts.
• Develop and maintain strong client relationships.
• Consult with clients on their total cost of risk.
• Provide solutions and Acrisure service recommendations to meet client needs.
• Maintain complete and accurate client and policy information in agency management systems.

Commercial Lines Account Manager

Account Executive

• Develop and maintain client relationships and work with producers to ensure that all coverage and service needs are met.
• Review and analyze commercial accounts and make appropriate coverage and limits recommendations to producers and clients as needed.
• Assemble information and applications provided by producers to prepare new business submissions.
• Assemble policy, coverage, and exposure information in conjunction with producers to prepare account submissions and market to carriers.
• Prepare client proposals based on new and renewal quotations, providing the best value to meet clients’ coverage needs.
• Review, verify accuracy, and prepare invoicing instructions for incoming policies and endorsements of assigned accounts.
• Day-to-day processing of Workers’ Compensation and Commercial Auto policies, endorsements, and invoices, as well as Certificates of Insurance, will be handled primarily by Commercial Department support specialists.
• Maintain data accuracy in the Agency Management System and its integrated Document Management System.
• Review contract insurance specifications for insureds to assure compliance, amend coverage and limits as needed, and provide updated Certificates of Insurance to reflect any required changes.
• Contribute to meeting agency production goals by assisting producers and providing superior customer service.

Account Executive, Large Commercial Lines

• 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

• 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, 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 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.

Agency Administration

• Provide day-to-day customer service to our clients
• Work directly with Producers and Insurance Company representatives to service existing customers
• Issue Certificates of Insurance and Auto Insurance ID Cards
• Assist with client calls on billing questions, make policy changes, add and delete vehicles and drivers
• Assist in gathering information required for underwriting/marketing an account and creating renewal submissions
• Orders policy changes
• Update data in agency management system

Payroll

• Process payroll accurately and timely for assigned clients using Paycor.
• Ensure compliance with federal, state, and local payroll regulations.
• Maintain payroll records and resolve discrepancies.
• Provide exceptional client support and respond to payroll inquiries.
• Assist with onboarding new clients as the role expands.

Payroll Specialist

• 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 data driven solutions
• Proactively communicate and coordinate annual enrollment support throughout the lifecycle of the client’s policy
• Maintain timely and accurate data 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 Benefits Team Leader to address any challenges and continuously improve service delivery
• 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 – Employee Benefits

Manager

• Lead all commercial lines operations aligned to the division to ensure the best client experience possible
• Recruit and lead the Commercial Lines Service Team supporting transferred accounts.
• Oversee the day-to-day functions of the commercial lines support staff.
• Responsible for ensuring that clients receive an exceptional customer service experience.
• Collaborate closely with the Divisional Commercial Lines Placement Leader to achieve department goals.
• Responsible for developing a training program for new CL Account Managers and support staff and implementing a training plan.
• Collaborate with Digital and Divisional leadership to execute operational initiatives that support our key performance metrics (i.e., organic growth, cross-sales, digital self-service, placement and retention goals.
• Develop, implement, and maintain standard operating practices to include the utilization of technology and AI agent enablement tools.
• Lead monthly meetings with the Commercial P&C Service leads to review workflows, procedures, staffing and performance needs and report back to the Commercial Lines Practice leader.
• Collaborate with HR concerning personnel management and employee relations.

Senior Commercial Lines Service Team Manager

Director

• Partners with the Vice President of Placement to implement and execute a comprehensive placement strategy with North American Specialty/International and our strategic and specialty carrier partners aligned with our business objectives and the needs of our clients across all industry verticals
• Evaluate North American Specialty/International and carrier performance based on key metrics such as service levels, claims handling, and underwriting responsiveness, and provide feedback to carriers to drive continuous improvement
• Ensure compliance with all applicable insurance laws, regulations, and carrier guidelines, staying updated on changes and communicating requirements to internal stakeholders
• Accountable for ensuring that the division’s placement offerings are accessible, user-friendly, and dependable
• Manage carrier activities, ensure efficient processes, resource allocation and adherence to established policies and procedures
• Identify opportunities for process optimization, automation, and streamlining, leveraging technology and innovation to enhance operational efficiency and scalability
• Collaborate with our underwriting teams to assess client risks and tailor placement strategies to meet specific client needs while ensuring adherence to carrier guidelines
• Establish and monitor key performance indicators (KPIs) to measure carrier placement performance, track metrics, and provide regular reports to senior leadership
• Lead, mentor, and develop a high-performing carrier placement team, fostering a collaborative and supportive work environment focused on achieving departmental and organizational goals

Director of Personal Lines Placement

• 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 Real Estate Account Manager

• Manages the overall team operations, client coordination, and customer service delivery
• Coordinates, coaches, and prioritizes tasks with Account Associates
• Leverages knowledge and expertise in client services to develop and assist team members
• Assists Producers and Account Executives with client service commitments
• Ensures service standards are met, trends are identified, and improvements are implemented
• Functions as day-to-day customer contact, helping clients make informed decisions
• Manages new business and renewal processes and oversees client changes
• Accountable for client service delivery through high client retention, account rounding, referrals, and renewals
• Ensures pre-renewal information is sent out and follows up for timely responses
• Manages renewal marketing plans and executes them with the team
• Creates accurate proposals for Producers and Service Teams
• Reviews quotes for accuracy and negotiates coverage/price with underwriters
• Completes the renewal bind processes accurately and ensures documentation

Artificial Intelligence

• Develop and implement risk frameworks for AI/ML models, including validation, monitoring, and explainability
• Apply SR 11-7 principles for model risk management across internally developed models
• Assess risks associated with general LLMs and AI features in acquired technologies
• Oversee data governance policies and procedures, ensuring data quality, lineage, privacy, and security
• Collaborate with business units to ensure compliance with data protection regulations (GDPR, CCPA, and emerging AI privacy laws)
• Conduct risk assessments for AI, data, and privacy initiatives and provide actionable recommendations
• Develop and maintain KRIs and dashboards for AI and data risk posture using AuditBoard
• Support creation and enforcement of AI, data, and privacy risk policies, standards, and appetite statements
• Act as a subject matter expert for AI, data, and privacy risk across the organization
• Provide training and awareness programs on AI ethics, data governance, and privacy risk management

Senior Director, FP&A – Global Specialty

Carrier Program Administrator

Personal Lines Account Manager

Commercial Lines Account Manager

Account Executive, Large Commercial Lines

Account Manager – Personal Lines

Agency Administration

Commercial Lines Account Manager

Payroll Specialist

Account Manager – Employee Benefits

Senior Commercial Lines Service Team Manager

Director of Personal Lines Placement

Commercial Lines Real Estate Account Manager

Account Manager

Manager, AI, Data & Privacy Risk