Acrisure

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 best understand their challenges and coach up when necessary
• Maintain existing/prospective client records, in accordance with company policies
• Continuously build and develop knowledge of current product/service portfolio
• Provide status updates to VP and/or SVP
• Responsible for achieving minimum production requirements
• Lead weekly team meeting and weekly one-on-one with team members
• Conduct monthly team training sessions

Payroll Division Manager

• Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients
• Manage and achieve Division’s productive sales goal on a monthly basis while managing a team of Territory Managers and Payroll Client Advisors
• Recruit and interview TM and PCA candidates
• Deploy divisional communication
• Manage PCA/TM activity
• Develop TMs
• Build TM business plans
• Develop, manage, and enhance partnerships across internal teams and external organizations
• Foster collaboration and adherence to corporate sales policies and objectives
• 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 the CRM system; currently Atlas
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry
• Provide status updates to VP and/or SVP
• Responsible for achieving minimum production requirements, including Install Margin Goal %
• Lead weekly team meeting and weekly one-on-one with team members
• Conduct monthly team training sessions

• Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients.
• Manage and achieve Division’s productive sales goal on a monthly basis while managing and leading a team of Territory Managers and Payroll Client Advisors.
• Recruit and interview TM and PCA candidates.
• Deploy divisional communication, manage PCA/TM activity.
• Develop TMs, build TM business plans, develop, manage, and enhance partnerships across internal teams and external organizations.
• Provide status updates to VP and/or SVP.
• Responsible for achieving minimum production requirements, including Install Margin Goal %.
• Lead weekly team meeting and weekly one-on-one with team members.
• Conduct monthly team training sessions.

Outside Sales

• Responsible for prospecting new clients into our Payroll/HCM services realm
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
• Attend weekly team meeting and weekly one-on-one with leader
• Responsible for training and coaching Senior Product Advisors (SPAs), who report to them
• Provide status updates to reporting PDM
• Additional responsibilities may be assigned as needed

Territory Sales Manager

Payroll Client Advisor

• Responsible for prospecting new clients into our Payroll/HCM services realm
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
• Attend weekly team meeting and weekly one-on-one with leader
• Responsible for training and coaching Senior Product Advisors (SPAs), who report to them
• Provide status updates to reporting PDM

Account Executive

• Responsible for prospecting new clients
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
• Attend weekly team meeting and weekly one-on-one with leader
• Additional responsibilities may be assigned as needed

Field Sales Representative

Account Manager

• Responsible for prospecting new clients into our Payroll/HCM services realm
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the CRM system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
• Attend weekly team meeting and weekly one-on-one with leader
• Responsible for training and coaching Payroll Client Advisors, who report to them
• Provide status updates to reporting PDM
• Additional responsibilities may be assigned as needed

Payroll Territory Manager

• Responsible for prospecting new clients
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
• Attend weekly team meeting and weekly one-on-one with leader

• Responsible for prospecting new clients
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry
• Attend weekly team meeting and weekly one-on-one with leader

Claims Specialist

• Manage a desk and caseload of workers’ compensation claims in an efficient and professional manner
• Investigate claims thoroughly, including coverage, liability, and exposure analysis
• Evaluate claim exposure and maintain accurate and timely reserves
• Manage litigation activity and coordinate with defense counsel as needed
• Evaluate claims for settlement and negotiate resolutions with claimants and attorneys
• Monitor and manage medical treatment activity and claim progression
• Maintain accurate, timely, and organized claim documentation within the claims system
• Ensure claim payments are processed accurately and timely
• Support timely and compliant claim resolution strategies
• Maintain communication with employers, injured workers, attorneys, medical providers, and clients throughout the claims process
• Participate in required training and maintain knowledge of assigned state workers’ compensation statutes
• Perform additional duties and projects as assigned

Workers Compensation Claims Examiner

Human Resources

• Align and own the HR strategy for the Operations and Placement groups within North America Insurance
• Build strong relationships with business leaders to provide thought leadership on organizational and people-related strategies
• Understand the business strategy and identify opportunities to increase alignment by helping business leaders identify, prioritize, and build organizational capabilities
• Diagnose gaps between current and desired organization performance and deploy actions to resolve gaps
• Provide data-driven guidance and constructive counsel to senior leaders
• Lead strategic workforce planning efforts, including capacity modeling, role clarity, and critical role identification to support scalable growth
• Act as a liaison between HR Business Partners, HR Shared Services, and COEs
• Manage and develop a team of HR professionals by setting clear expectations and conducting performance reviews
• Identify and implement performance metrics and analytics to measure effectiveness of HRBP team
• Establish a regular cadence to align the HR team with overall HR strategy
• Analyze processes to identify gaps or redundancies and improve how HR work is delivered
• Stay informed of HR trends, best practices, and emerging technologies
• Navigate complex organizational changes while helping employees adjust
• Provide expert guidance on employee relations, compliance, and risk-related matters

Senior Director, HR Business Partner

• Conduct annual reviews of clients’ insurance program
• Stay current on changes in clients' lifestyle that impact their risk profile and coverages
• Negotiate with carriers on clients' behalf
• Discuss any potential risks and recommend appropriate coverages
• Provide overall stewardship of risk management solutions for clients
• Successfully manage own book of business through developing, maintaining, and expanding relationships with clients
• Review exposures and current insurance program for assigned clients
• Collaborate with producers regarding the development and decisions for proposed plans of action and coverages for new accounts
• Monitor carrier activities to ensure responsibilities to the customer are fulfilled
• Complete account reviews
• Identify and communicate exclusions or changes to clients’ policies
• Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options

Personal Lines High Net Worth Account Manager

Compliance

• Support governance, risk, and compliance (GRC) activities by assisting with cybersecurity framework implementation and regulatory compliance efforts.
• Gain familiarity with GRC frameworks such as NIST CSF, ISO 27001, and COBIT, and help ensure technical and administrative controls align with audit and regulatory requirements.
• Assist in maintaining compliance with regulatory standards including SOX, HIPAA, SOC 2, GDPR, and PCI-DSS, while staying informed about evolving cybersecurity laws and obligations.
• Participate in internal and external audits by coordinating evidence collection, tracking remediation efforts, and supporting readiness for SOC 2, SOX ITGC, and HIPAA assessments.
• Collaborate with cross-functional teams to support security initiatives and communicate effectively with both technical and non-technical stakeholders.

Governance, Risk & Compliance Analyst

Program Manager

• Define and manage program plan, roadmap, scope, and success measures
• Lead planning and execution across multiple cross-functional workstreams or projects
• Facilitate program level steering committees and decision forums
• Ensure alignment across interdependent projects and multiple functions
• Manage budgets, timelines, and resourcing at the program level
• Advise executives and senior leaders on program trade offs, risks, and impacts
• Maintain strong relationships with sponsors and functional leaders
• Ensure consistent application of PMO frameworks and delivery standards
• Mentor Program Managers and Project Managers contributing to the program
• Identify and mitigate risks across the full program lifecycle

Payroll Division Manager

Payroll Division Manager

Payroll Division Manager

Territory Sales Manager

Payroll Client Advisor

Territory Sales Manager

Field Sales Representative

Payroll Territory Manager

Payroll Client Advisor

Payroll Client Advisor

Workers Compensation Claims Examiner

Senior Director, HR Business Partner

Personal Lines High Net Worth Account Manager

Governance, Risk & Compliance Analyst

Senior Transformation Program Manager