Acrisure

Account Manager

• Assists clients with coverage changes in an automated environment supported by an imaging system
• Informs and educates clients about policy coverages, changes, exclusions, and insurance coverage needs
• Provides technical support to producer(s) to benefit clients
• Prepares proposals in coordination with producer(s)
• Submits applications to eligible and appropriate carriers
• Manages clients’ needs by producing binders, certificates, policies, endorsements, and related items
• Prepares summaries of insurance, schedules, and proposals as needed for account reviews
• Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities
• Reviews policy audits, verifies accuracy, and facilitates corrections between the client and carrier as needed

Commercial Lines Account Manager

• Support the team through marketing of accounts including negotiation with underwriters to obtain optimal coverage and pricing
• Participate in marketing strategy to establish clear marketing strategy and timeline
• Prepare marketing submissions in accordance with guidelines
• Effectively communicate with underwriters and internal staff critical updates as needed
• Identify and leverage all marketing resources to include carrier direct appointments, wholesalers, and brokers, and Acrisure resources
• Identify and recommend additional lines of coverage or enhancements in coordination with the sales and service team
• Negotiate with underwriters to obtain optimal coverage, pricing, and agency revenue
• Prepare proposal of coverage options to sales team for presentation
• Prepare premium finance contracts and company financing as needed
• Maintain effective communication to internal team to ensure successful marketing and submissions process through policy binding
• Assist in the cross-sell and rounding out of accounts
• Develop and maintain client relationships
• Consulting with clients regarding their total cost of risk
• Provide solutions and service recommendations to clients to address their business and insurance needs
• Maintain complete and accurate client and policy information in agency management system(s)
• Provide consistent and effective feedback to department and executive leadership related to carrier submission interaction, successes, and concerns
• Provide mentorship and training to other team members through active engagement in team and department meetings
• Perform other duties as required and/or assigned.

Senior Account Manager – Large Commercial

Risk

• Analyze medical and pharmacy claims, eligibility, utilization, and related healthcare data to identify high-cost drivers, emerging risk, chronic and catastrophic conditions, and material shifts in cost and utilization
• Apply clinical judgment to interpret treatment pathways, disease progression, and utilization patterns to identify where risk and cost can be actively managed
• Use data review to position findings as opportunities for intervention, prioritization, and strategic focus
• Support high-cost claimant and large-claim reviews by synthesizing clinical context and cost trends into actionable insights and clear recommendations
• Translate complex clinical and financial findings into executive-ready insights that inform cost management, benefit strategy, and employer decision-making
• Align identified findings with appropriate clinical, wellbeing, navigation, or cost-containment solutions based on data-driven rationale
• Lead the development and delivery of client-facing materials that clearly articulate implications, opportunities, and recommended actions
• Partner with consultants, service teams, analytics partners, and the internal team to shape strategic narratives, align on priorities, and prepare for client discussions
• Clearly communicate data limitations, assumptions, and methodological considerations to ensure appropriate interpretation and use of insights
• Serve as a clinical and analytical subject matter expert for internal stakeholders, including consulting, wellbeing, underwriting, and leadership teams
• Contribute to the development and standardization of reporting templates, insight libraries, and clinical review best practices
• Support internal enablement, mentoring, and knowledge-sharing related to clinical interpretation, insight quality, and effective use of claims-based analytics

Clinical Nurse Risk Strategist

• Assists clients with coverage changes in an automated environment supported by an imaging system; determines whether delayed or advanced billing is appropriate and invoices accordingly.
• Uses each client contact as an opportunity to review the entire account, round it out, and market as needed.
• Informs and educates clients about policy coverages, changes, exclusions, and insurance coverage needs.
• Provides technical support to producer(s) to benefit clients and support the agency’s strategic business goals.
• Prepares proposals in coordination with producer(s).
• Submits applications to eligible and appropriate carriers.
• Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies.
• Manages clients’ needs by producing binders, certificates, policies, endorsements, and related items, verifying their accuracy.
• Prepares summaries of insurance, schedules, and proposals as needed for account reviews.
• Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with producer(s).
• Renews policies following agency standards; verifies each renewal’s accuracy and ensures all renewals are produced.

• Assist customers in identifying and providing for their bond needs
• Work directly with the client, client advisors and Surety Company representatives
• Maintain and update client financial and bond files
• Receive and dispatch correspondence promptly
• Review contracts and bond forms and extract relevant information
• Ensure the accuracy of bid and final bond requests
• Prepare bid and final bonds
• Keep clients frequently updated on request status
• Process final close-outs for premium audits
• Process Billing Accounts Receivable follow up
• Act as liaison with surety companies and maintain surety relationships
• Act as liaison with clients and client staff
• Assist Client Advisors & other team members
• Prepare routine/follow-up correspondence – paper and electronic
• File, draft, and/or send correspondence
• Prepare overnight packages and receipts
• Assist in mailings
• Provide other administrative support, as directed

Surety Bond Account Manager

• Assist the Account Manager with service needs
• Support Account Manager by requesting policy changes
• Handle premium collections
• Answer client questions and concerns
• Respond to Account Manager requests in a timely manner
• Provide service and support to Account Managers on existing accounts
• Prepare summaries of insurance and recommend coverages
• Maintain client accounts on the agency management system
• Document conversations and properly attach documents to EPIC
• Follow up on outstanding orders and correspondence
• Respond to carrier requests for additional information
• Participate in seminars and other training for knowledge and skill development
• Provide backup in other areas as assigned
• Help develop efficiencies in automation and paper flow

Commercial Lines Associate Account Manager

Account Executive

• Building and maintaining strong, trust-based relationships with clients and prospects
• Identifying new business opportunities and cross-selling additional products and services
• Consistently meet and exceed individual sales goals and revenue targets through account rounding and prospecting new business from existing clients and identified target groups
• Conducting thorough needs assessments and delivering customized insurance and total client solutions
• Negotiating terms and coverage with underwriters and carriers
• Ensuring compliance with industry regulations and company policies
• Providing exceptional customer service and support throughout the client lifecycle
• Collect detailed risk and underwriting information including survey data and loss history
• Develop and deliver formal proposals of insurance including details of coverage, limits, deductibles, and other pertinent information
• Collaborate with Account Manager to ensure complete company submissions and account service, including claims issues
• Secure quotes, negotiate premiums and commissions, prepare proposals and corresponding presentations
• Bind coverage, prepare binders, and delegate certificates
• Ability to provide Contract review
• Process policy changes and corresponding documents

Commercial Lines Account Executive

Insurance

• Market property and casualty insurance programs on prospective accounts for large market accounts
• Gather, analyze, and organize data
• Prepare submissions and applications
• Negotiate coverage terms
• Prepare proposals for prospects, for both new and renewal business
• Maintain timeline and process during the new business process and renewal process
• Communicate effectively within the team environment
• Review insurance policies and contracts and make recommendations for improvement
• Work with others to prepare insurance submissions for new business prospects and renewing accounts
• Attend prospects and proposal meetings with producer
• Analyze excel spreadsheets of prospect client exposure and/or loss data
• Answer prospect and carrier phone calls
• Maintain familiarity with various insurance companies and wholesalers
• Handle confidential and non-routine information
• Abide by and maintain all licensing requirements
• Attend seminars, company meetings, and educational activities needed to improve overall job expertise and product knowledge
• Work independently and within a team on special and ongoing projects

Insurance Carrier Placement Specialist

Analyst

• Support Commercial lines retail placement strategy execution
• Collate carrier production reports and track against them
• Prepare for carrier performance review sessions –data analysis, material development, agenda building and follow up
• Conduct data analysis to produce detailed insight into specialty portfolio
• Support the restructuring of carrier approach to engaging with Acrisure under new divisional structure
• Understand and analyze carrier compensation plans and develop plans towards maximizing revenue through those agreements
• Develop materials for effective communication of compensation structures to field teams and executives
• Keep abreast of industry / market dynamics and prepare informative documentation for Acrisure leaders

Associate Analyst – US Markets

• As a member of the Large Commercial Placement Team, the Placement Specialist will market property and casualty insurance programs on prospective accounts for large market accounts.
• Gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms, and prepare proposals for prospects, for both new and renewal business.
• 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 producer and Segment Leader.
• 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.
• Attend prospects and proposal meetings with producer, as needed.
• 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 relationship with various insurance companies and wholesalers.
• Handle confidential and non-routine information.
• Abide by and maintain all licensing requirement, including continuing education.
• Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge.
• Work independently and within a team on special and nonrecurring and ongoing projects.

• 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

• Establish credibility by developing sustainable relationships with senior-level client personnel and be recognized as a trusted advisor by clients, Acrisure leadership, and peers
• Collaborate with client executives and organizational leaders to identify opportunities to provide risk management consultation (risk reduction and/or mitigation)
• Proactively touch base with clients regarding business performance, any problem areas they are experiencing, identify more potential engagement points, etc.
• Facilitate goal setting with assigned clients to better understand each client’s business goals, how they measure success, and how we can help them achieve and track such goals
• Act as a conduit to facilitate opportunities to other internal departments
• Improve client relationships with insurance carrier partners by facilitating meetings and coordinating activities which maximize product awareness and service delivery between the carrier and client
• Conduct on-site risk assessments of worksite locations for prospects and clients to mitigate hazard exposure by introducing risk-reward controls
• Provide hazard assessment solutions as determined by risk assessments/audits
• Develop and maintain service plans tailored to client need
• Conduct educational training workshops, seminars, and webinars
• Develop policies and procedures designed to reduce/eliminate loss frequency and severity and assure compliance with governmental statutes and mandates
• Monitor loss trending with an eye towards reducing cost of risk and provide analysis to clients
• Advise our clients on loss prevention, safety and risk factors
• Integrate risk control best practices into daily operations that focus on improving quality, productivity, and customer service
• Assist client in creating or modifying risk management controls, policies, and procedures
• Assist with creating and maximizing Acrisure’s consultative services, training, and educational resources
• Act as a Liaison of loss prevention services being provided by carrier or other programs being utilized by clients
• Creation and delivery of Operational Best Practices from a Risk-management perspective for some or all the various industries within Acrisure’s Practice Groups.

Risk Consultant

Financial Planning and Analysis

• Define, govern, and operationalize work across the Finance Systems & Automation (FSA) organization
• Lead, coach, and develop a team responsible for governance and operational oversight of the Workday platform
• Provide strategic ownership for work in-take process design and administration supporting FSA ways of working
• Own the governance model for enhancement requests, ensuring prioritization of the highest value work
• Provide executive oversight of operational incidents, case management, and service delivery
• Establish and maintain dashboards, KPIs, and performance metrics to measure operational health and effectiveness
• Provide leadership and oversight for SOX related activities within FSA
• Partner with Internal Audit, IT, and Finance leadership to ensure compliance with control expectations

Director, Finance Systems Governance – Operational Excellence

Claims Specialist

• Investigate claims thoroughly, including coverage and identifying subrogation
• Manage medical issues and schedule timely appointments
• Work closely with Team Manager to identify red flags
• Consistently keep claim files documented and updated
• Ensure that all medical payments are issued timely and appropriately

Commercial Lines Account Manager

Senior Account Manager – Large Commercial

Clinical Nurse Risk Strategist

Commercial Lines Account Manager

Surety Bond Account Manager

Commercial Lines Associate Account Manager

Commercial Lines Account Executive

Insurance Carrier Placement Specialist

Associate Analyst – US Markets

Insurance Carrier Placement Specialist

Account Manager – Personal Lines

Risk Consultant

Director, Finance Systems Governance – Operational Excellence

Medical Only Claims Examiner