Acrisure

Account Executive

• Check policy for accuracy and handle corrections according to agency guidelines
• Manage the change request and endorsement process according to agency guidelines
• Receive, review and document client and insurer correspondence in agency management system
• Review follow up list on a daily basis and take appropriate action
• Prepare Certificates of Insurance
• Act as primary back-up for Account Manager, handling immediate service needs as capable
• Prepare renewal exposure requests
• Prepare draft proposals and renewal documents
• Prepare evidence and proofs of coverage and forward to appropriate parties
• Prepare loss summaries
• Prepare applications for re marketing and quote with different carriers

Commercial Lines Associate Account Executive

Account Manager

• 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
• 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 ensure 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 polices 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

Commercial Lines Real Estate Associate – Account Manager

• Assists clients with coverage changes in automated environment supported by an imaging system
• Determines whether delayed or advanced billing is appropriate and invoices accordingly
• 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)
• Reviews policy audits, verifies accuracy, and facilitates corrections between the client and carrier as needed
• Verifies policy and policy change information, facilitating corrections when necessary
• Processes incoming mail requests, responding promptly and appropriately
• Verifies the accuracy of all direct-billed cancellations and takes appropriate corrective action when needed
• Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency financial equity whenever possible
• Leaves accurate documentation of all contacts
• Refers current and prospective clients to the Life/Benefits Department and to Personal Lines for solicitation of those lines of business
• Assists in designing, or independently designs, insurance plans for clients as assigned and directed by agency management or producer(s)
• Attends client meetings at their locations as necessary

Senior Account Manager, Commercial Lines

Sales

• Act as technical lead for Salesforce delivery teams (internal and/or partners)
• Guide developers and integration engineers through build and release cycles
• Partner with Product Owners, Architects, and Business Stakeholders
• Lead the design, development, and deployment of integration solutions connecting Salesforce, Agentforce, and other internal/external systems
• Design and lead implementation of Salesforce-centric integration architectures using MuleSoft (Anypoint Platform)
• Define API-led connectivity patterns (System, Process, Experience APIs)
• Oversee ETL and data integration processes, ensuring accurate, secure, and timely exchange of data across Salesforce and associated tools
• Collaborate with stakeholders to translate business requirements into actionable technical solutions
• Deliver scalable, integrated solutions that support both immediate and long-term business goals
• Lead development across Salesforce clouds (Sales Cloud, Service Cloud, Experience Cloud, Platform)
• Establish and enforce development best practices (Apex, LWC, Flows, CI/CD)
• Review code and integration designs to ensure quality, performance, and security
• Define and maintain CI/CD pipelines for Salesforce and MuleSoft
• Manage environment strategy (Dev, QA, UAT, Prod)

Salesforce Development Lead

• Have a primary responsibility for policy maintenance and service of an assigned portion of accounts.
• Maintain a high level of client retention by managing the day-to-day service needs of clients.
• Market and service accounts in accordance with the platform objectives and procedures.
• Establish and maintain a strong relationship and assist client advisors in making decisions on account updates and coverage for accounts.
• Collaborate with client advisors to review exposures and insurance programs for assigned clients.
• Provide day-to-day service and anticipate customer’s needs.
• Handle initial report of claims and follow up to ensure proper claim progression.
• Monitor carrier activities to ensure they fulfill their responsibilities to the customer.
• Complete account reviews and attempt to round-out each customer’s insurance portfolio.
• Provide timely, professional, accurate communication to client, team, and carrier representatives.
• Coach and mentor junior members of the commercial lines.

Commercial Lines Account Manager

• Establish & maintain a strong relationship and make periodic decisions on account updates and coverages
• Review exposures and current insurance program for assigned clients
• Determine if current carrier is the best fit for the client taking coverage, protection, and cost effectiveness into consideration
• Work with producers with the development and decisions about plans of action and coverages for new accounts
• Provide day-to-day service, anticipate customer’s needs, and respond to client questions and issues in a timely manner
• Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
• Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (i.e.: policies & endorsements quoted & accurately issued on a timely basis, claims being handled properly & on a timely and accurate basis)
• Complete account reviews

Personal Lines Account Manager

• 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.

Operations

• Guide team members in delivering proactive, personalized, and consistent service experience.
• Support feedback collection and escalation processes to ensure timely resolution of client issues and promote long-term satisfaction and retention, and support retention SWARM process.
• Foster a positive, client-centric culture by modeling accountability, collaboration, and inclusion.
• Provide coaching, support skill-building, and promote professional development to strengthen team engagement and performance.
• Monitor individual and team performance metrics, identify gaps, and offer real-time feedback and support.
• Assist in anticipating team needs to maintain workflow momentum and service quality.
• Connects with Manager to relay real-time feedback for teams for increased visibility.
• Ensure team adherence to company policies, procedures, and regulatory standards.
• Identify potential risks and contribute to the development of consistent practices that reduce exposure.
• Lead the day-to-day execution of workflow improvements and process enhancements.
• Promote the use of best practices and standard operating procedures to ensure high service quality and efficiency.
• Partner with internal stakeholders on initiatives that support client growth, cross-selling opportunities, and market expansion.
• Support adoption of operational technologies and tools to drive automation and scalability.
• Help identify process optimization opportunities and ensure team alignment with operational strategies.

Commercial Insurance Operations Supervisor

Recruitment

• Manage full-cycle recruiting for a portfolio of open requisitions, supporting NAS
• Build and maintain relationships with hiring managers to understand job requirements and deliver quality candidates efficiently
• Execute sourcing strategies using internal tools, job boards, and networking to identify and engage top talent
• Support candidate outreach that reflects Acrisure’s value proposition and speaks to the needs of sales-driven, client-facing talent
• Maintain accurate records in the applicant tracking system (Workday) and ensure timely updates across all touchpoints
• Deliver a best-in-class candidate and hiring manager experience by providing clear, timely communication and support throughout the process
• Be an active participant in intake meetings, provide consistent updates, and manage candidate pipelines effectively
• Collaborate with peers and HR partners to ensure alignment with hiring needs and timelines
• Represent Acrisure's brand in the market with professionalism and care, ensuring all candidate interactions reflect our values and business goals
• Own the performance of assigned requisitions, with a focus on time-to-fill, candidate quality, and stakeholder satisfaction
• Anticipate obstacles in the hiring process and work proactively with your TA Manager to resolve them
• Follow standardized workflows while identifying opportunities to improve speed and precision in execution
• Embrace feedback and contribute to a culture of continuous improvement and performance excellence

Recruiter

• 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

• 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.