Acrisure

Financial Planning and Analysis

• Lead the continuous forecast and planning processes for the assigned business unit(s), delivering timely and accurate projections, budgets, and longer-term plans
• Develop and manage robust driver-based financial models that link operational metrics to targeted business outcomes
• Own variance analyses that explain the “why” behind results that lead to actionable insights
• Partner with the Data & Analytics team to design and deliver dashboards, integrate new data sources, and ensure consistent KPI definitions
• Create executive-ready materials for senior leadership and the Board of Directors, including financial packages and business performance updates
• Support strategic initiatives, including ROI analyses, M&A modeling, and other critical projects
• Potential to oversee a team of analysts, to include establishing clear goals, coaching for career growth, and building advanced modeling and analytics skills across the team
• Establish relationships and collaborate with peers, executive leaders, business partners, and other stakeholders in Operations, Finance, Enterprise Technology and other parts of the organization as needed to achieve operational and financial objectives
• Proactively seek opportunities to improve processes, driving automation and efficiency

Manager, Financial Planning & Analysis

Customer Support

• Support clients with policy servicing needs, including applications, endorsements, certificates, and billing inquiries
• Review new and renewal policies to ensure accuracy and completeness
• Process and manage insurance documentation, including ACORD forms
• Maintain accurate and up to date client records within the agency management system
• Document all client interactions and activities within internal systems
• Communicate with clients, carriers, and internal partners via phone and email
• Assist with renewal processing and collection of required underwriting information
• Ensure compliance with company standards, client requirements, and applicable regulations
• Collaborate with team members to support efficient and accurate account servicing

Property and Casualty Customer Service Representative

Analyst

• Assume ownership over the company’s long-term forecast model and perform diverse and complex financial analyses focused on key value drivers such as organic growth, margin, strategic investments, and cash flow conversion.
• Provide analytical support and help coordinate responses to due diligence responses and data requests for debt and equity transactions.
• Contribute to the development of presentation materials for executive leadership, lenders, investors, rating agencies, and other internal and external stakeholders.
• Support public peers analyses focused on relative valuation, financial performance, and operational benchmarking.
• Proactively prepare and maintain recurring deliverables, including: Public peer analysis, Internal Fair Market Value, Interest rate hedging analysis, Cash flow forecasting and liquidity analysis, Quarterly leverage, covenant, and rating agency support materials.
• Develop a strong working knowledge of the company’s complex equity and debt capital structures, including: Preferred equity terms (governance, economics, conversion mechanics, and exit rights) and Debt covenants, leverage thresholds, compliance requirements, and reporting obligations.
• Partner with Treasury leadership to evaluate capital structure optimization, funding strategies, and risk mitigation opportunities.
• Support interest rate risk management strategy, including the evaluation of hedging opportunities.
• Serve as a trusted partner to Finance, Accounting, FP&A, Legal, Tax, Investor Relations, and Corporate Development teams.
• Interface professionally and effectively with external advisors, including legal counsel, banks, lenders, and financial advisors, to support transaction execution and ongoing capital markets activity.
• Communicate complex financial concepts clearly and concisely to both technical and non-technical audiences.

Analyst, Treasury & Capital Markets

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.
• 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 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.

Associate Account Manager – Public Entity

• Process policy endorsements and updates accurately and efficiently
• Provide necessary documentation and respond promptly to agency partner inquiries
• Assist agency partners in identifying cross-selling opportunities to expand client portfolios
• Answer phones and resolve customer queries with a focus on professional and efficient communication
• Monitor and support retention efforts throughout the policy term
• Review accounts for remarketing opportunities and recommend the best options to agency partners when needed
• Maintain accurate and detailed records of all communications and actions taken

Account Analyst

Payroll

• Provide comprehensive support to our HR department and agency partners with a high degree of customer satisfaction
• Create and maintain strong relationships with stakeholders involving Agency Partners, HR Leadership, HR Business Partners, the Mergers & Acquisition team and Finance and Accounting Departments
• Report payroll and tax issues and recommend system or process changes
• Provide exemplary customer service in all encounters
• Assist with training or knowledge transfer activities as needed
• Remain informed of multi-state tax (federal, state, local) requirements
• Manage workload including new agency payroll implementations and ongoing payroll support
• Administer payroll tasks and activities
• Process and input employee changes and other earnings required for payroll
• Execute and utilize payroll reports as needed

Payroll Associate

• Serve as the primary relationship manager for assigned clients, owning day-to-day service, renewal planning, and escalation needs.
• Develop and execute coverage strategy and account service plans tailored to client risk profiles, operational needs, and market conditions.
• Apply advanced knowledge of insurance principles to evaluate exposures and guide clients through coverage structure, protection strategies, and pricing considerations.
• Conduct comprehensive account reviews and ensure alignment of client programs with evolving business needs.
• Independently collaborate with Client Advisors on marketing strategy, carrier selection, and program design for complex accounts.
• Analyze carrier proposals, negotiate terms as needed, and prepare clear, professional recommendations for clients.
• Monitor carrier performance to ensure delivery on commitments, including policy issuance, endorsements, and claims handling.
• Anticipate client needs and proactively recommend solutions, improvements, or additional coverages.
• Handle initial claim reports and oversee claim progression, ensuring client expectations are met and communication remains timely and accurate.
• Inform clients of industry, regulatory, or carrier changes that may impact coverage or risk exposure.
• Identify and execute on rounding and cross-sell opportunities across commercial, personal, benefits, and specialty lines.
• Support new business efforts by delivering exceptional client experiences and seeking referrals.
• Mentor, guide, and support onboarding of new or junior Account Managers.
• Provide expertise and coaching on coverage concepts, account handling, system workflows, and client communication.
• Participate in or lead team meetings, process improvements, and internal initiatives.
• Maintain accurate and compliant client records within the agency management system.
• Uphold agency standards, policies, and procedures, including confidentiality requirements.
• Maintain all required insurance licenses and continuing education.

Lead Account Manager – Commercial Lines

Account Executive

• Senior level contact responsible for clients’ employee benefit experience
• Accountable for developing and executing the benefit strategy and ensuring service standards are met
• Directs/Mentors/Coaches Account Managers (AM) and junior level support staff
• 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, and compliance deliverables for clients
• Leads Self-funding marketing alongside data analytics team
• Responsible for coordinating, presenting renewal details and driving cost containment strategies
• Manage and oversee the Open Enrollment timeline to ensure that client expectations are met
• Responsible for rounding out existing client accounts at the time of pre-renewal

Employee Benefits Account Executive

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

Insurance Placement Specialist – Commercial, Middle Large

Sales

• Respond to inbound customer inquiries regarding insurance products and services
• Assist customers in understanding available coverage options and guide them through the enrollment process
• Provide a positive and professional customer experience during all interactions
• Maintain accurate records of customer conversations and updates within internal systems
• Support team members with administrative tasks and customer follow up as needed
• Learn company products, processes, and compliance requirements related to the insurance industry
• Collaborate with team members to ensure customers receive timely and helpful support
• Contribute to a positive team environment focused on service, learning, and continuous improvement

Inbound Sales Specialist

• Provide excellent customer service to policyholders and prospects by answering inquiries
• Resolve issues and offer solutions
• Process changes to the policy as requested by the insured according to agency procedure
• Issue certificates of insurance as requested by insured and/or broker
• Create billing activities for accounting, reviewing account and collecting payment
• Monitor pending cancellations according to agency procedure
• Keep all information in agency management system accurate
• Utilize suspense system for pending items
• Provide back up for other agency service staff as needed

Commercial Lines Associate Account Manager

Director

• Overseeing 6-7 full time direct reports in determining coverage, compensability, and benefits due
• Ensures ongoing adjudication of claims within service expectations, industry best practices and specific client service requirements
• Identifies subrogation of claims and clear action plans
• Reviews and approves settlement of claims within designated authority
• Responsible for overseeing reserve establishment for designated claims
• Monitors necessary state filings within statutory limits
• Oversees the litigation process and ensures timely resolution
• Reviews vendor referrals utilized in investigation and/or litigation management
• Communicates claim activity and processing with the claimant and the client
• Reviews and maintains supervisory diary on claim system
• Leads team manager meetings and assigns accountability

Regional Director – Workers' Compensation Claims

• Identify opportunities to broaden or enhance coverage based on client needs.
• Develop coverage summaries and proposal materials for new and renewal business.
• Prepare premium finance agreements or carrier financing arrangements when needed.
• Request loss runs and compile loss history summaries.
• Maintain COI lists and create certificate templates.
• Review policies for accuracy and consistency with proposals and applications.
• Review carrier audits, issue invoices, and follow up on additional premiums or discrepancies.
• Process policy changes and endorsements for clients and carriers.
• Maintain consistent communication with clients, carriers, and internal teams throughout the marketing, renewal, and servicing process.
• Assist in cross‑selling and rounding out commercial accounts where appropriate.
• Build and maintain strong, trust‑based client relationships.
• Consult with clients on coverage considerations and risk‑mitigation approaches.
• Recommend Acrisure services or solutions that align with client needs.
• Maintain accurate, complete client and policy information in agency management systems.

Manager, Financial Planning & Analysis

Property and Casualty Customer Service Representative

Analyst, Treasury & Capital Markets

Account Manager

Associate Account Manager – Public Entity

Account Analyst

Payroll Associate

Lead Account Manager – Commercial Lines

Employee Benefits Account Executive

Insurance Placement Specialist – Commercial, Middle Large

Inbound Sales Specialist

Commercial Lines Associate Account Manager

Regional Director – Workers' Compensation Claims

Inbound Sales Specialist

Commercial Lines Account Manager