Acrisure

Account Manager

• 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
• 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

Employee Benefits Account Manager

Learning and Development

• Plan and lead staff to support our great team culture and ensure the team meets expectations
• Motivate and engage staff to work efficiently and effectively
• Mentor, coach, and develop L&D staff
• Address and handle staff performance issues
• Create and execute L&D strategies to ensure skill development, deepen knowledge, and improve the performance of our operations teams
• Partner with other L&D leaders to ensure we are driving a progressive strategy and leveraging AI and other tools to increase speed and impact
• Coordinating the development, execution, refinement, and measurement of training, communications, and L&D KPIs
• Ensure L&D initiatives are positively impacting the business through data and clear results
• Identify methods to improve processes, increase efficiency, and implement, as directed
• Work with peers and stakeholders to ensure consistency is achieved throughout L&D
• Foster a cohesive relationship with operations, sales, business development, and technology partners
• Understand the evolution of the payroll operations organization; current & future payroll initiatives
• Other tasks as assigned or requested

Learning and Development Manager

Affiliate Manager

• The FD Partner actively builds and contributes to Palantir Foundry and AIP solutions
• Lead technical design sessions and architecture decisions within the pod
• Maintain sufficient hands-on proficiency in Foundry and AIP to unblock delivery
• Contribute code, configuration, and documentation during crunch periods
• Own the end-to-end business relationship for a portfolio of Palantir use cases
• Drive alignment on use case type and documentation
• Present Go/No-Go recommendations to executive sponsors with supporting data
• Lead pod delivery and provide technical direction
• Serve as a communication bridge between business leadership and the CoE

Forward-Deployed Partner – Palantir Foundry, AIP

• Manage high-value or complex accounts, often involving more intricate problem-solving end negotiations
• Collaborate with the client advisor to review exposures and insurance programs for assigned clients
• Determine if carrier is the best fit for the client while considering coverage, protection, and cost
• Collaborate with client advisors to market, quote, and prepare the proposal for the client
• Provide day-to-day service, anticipate customer’s needs, and respond to client issues/questions in a timely manner
• Manages initial report of claims, and following up to ensure that the claim is properly progressing
• Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer
• Develops and executes strategic account plans to drive client growth and retention
• Attempt to round-out each customer’s insurance portfolio including, the solicitation of additional commercial and personal lines insurance where applicable
• Maintain customer records in accordance with procedures
• Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
• Assist or complete other tasks as directed by platform management

Senior Account Manager

Account Executive

• Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance
• Review client exposures, loss experience and current coverage and recommend appropriate products and services
• Provide proactive day-to-day client service by anticipating and evaluating client’s needs
• Work well independently but also in groups utilizing internal assistant, accounting, marketing and claims resources appropriately
• Manage the renewal process to ensure maximum retention and recognize cross sell opportunities where possible
• Deliver outstanding customer service by providing professional, timely and accurate communication
• Establish effective relationships with carriers, underwriters, and marketing representatives
• Resolve complex service or coverage related issues in partnership with team members and producers
• Maintain complete and accurate client and policy data and documents within the management system EPIC using our workflows and procedures to be as effective and efficient as possible
• Escalate internal and external service concerns that clients may be experiencing to appropriate departments or management for action and prevention of further client impact as needed

Personal Lines Private Client Account Executive

• 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.
• 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

Project Manager

• Lead end-to-end Workday Financials implementation (General Ledger, Accounts Payable/Receivable, Procurement, Cash Management, Fixed Assets, etc.) from initial planning through deployment and hypercare
• Build and maintain detailed project plans and budgets, setting scope, milestones, and resource assignments while managing dependencies and risks
• Serve as the central contact for stakeholders and steering committees, preparing concise updates, status reports, and executive-level presentations
• Direct integration and data migration workstreams to ensure accurate, secure data movement and smooth connections with upstream and downstream systems
• Incorporate Change Management activities into project planning to prepare impacted teams for new processes and systems
• Partner with Finance, HR, and business leads to develop communications, training, and stakeholder engagement plans that support readiness and adoption
• Lead testing activities—unit, system, integration, and user acceptance—ensuring thorough defect resolution and readiness for deployment
• Coordinate cutover planning, go-live execution, and hypercare to secure a seamless transition to production
• Maintain proactive risk, issue, and change-control processes, including RAID tracking and contingency planning
• Embed compliance and internal controls in solution design to meet accounting and audit requirements
• Support user adoption and training while identifying opportunities for continuous improvement and future enhancements

Workday Financials Project Manager

• Provide excellent customer service to policyholders and prospects by answering inquiries and resolving issues
• Assist clients with coverage changes in an automated environment supported by an imaging system
• Inform and educate clients about policy coverage, changes, exclusion and insurance coverage needs
• Manage clients' needs by producing binders, certificates, policies, endorsements and other related items
• Prepare summaries of insurance, schedules and proposals as needed for account review
• Maintain and update electronic and client activity files
• Verify policy and policy change information, facilitating corrections when necessary

• 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.
• Develop coverage strategies and 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 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 assigned including backup duties.

Sales

• Support the administration and optimization of core tools including Salesforce, and others across the stack such as HubSpot, Gong, Dialpad, SPIFF, Kubaru, and Genesys
• Serve as the primary liaison between sales leadership and technology platform owners to ensure data is flowing correctly across systems
• Conduct routine data audits to validate marketing campaign data integrity and identify discrepancies before they become problems
• Identify known platform issues, research solutions, and work cross-functionally to prioritize and resolve them
• Create, manage, and communicate the status of technology tickets with the appropriate org partners, keeping stakeholders informed throughout
• Translate business needs from sales leaders into clear, actionable technical requirements for our operations and technology partners
• Manage Sales Feedback and next steps with third party vendors and technology partners during UAT, Pilot Programs and post roll out adoption
• Monitor platform performance across our sales tech stack and proactively flag anything that could impact pipeline, reporting, or rep productivity

Sales Technology Manager

Actuary

• The Consulting Actuary is responsible for leading client engagements as actuary
• coordinating and completing client projects
• presenting reports and communicating and responding to client needs
• providing strategic advice to clients, as appropriate.
• Perform all aspects of defined benefit pension actuarial client service
• Present and communicate with clients.
• Review monthly utilization to ensure that standards are met or exceeded.
• Participate in training programs to develop a better understanding of retirement and actuarial concepts.

Consulting Actuary

• Provide excellent customer service to policyholders and prospects
• Assist clients with coverage changes in an automated environment
• Review entire account during each client contact
• Inform and educate clients about policy coverage and changes
• Provide technical support to benefit clients and achieve business goals
• Manage clients' needs by producing binders, certificates, policies, endorsements, and other related items
• Prepare summaries of insurance, schedules, and proposals as needed for account review
• Verify accuracy of policy and policy change information
• Process incoming mail requests and act promptly
• Verify accuracy of direct billed cancellations and take corrective action
• Set priorities and manage workflow for efficient processing

• Meetings and Presentations: Conduct meetings (in-person or virtual) to present solutions, products or services tailored to the client/broker's needs.
• Negotiation and Closing: Handle objections, negotiate commercial terms, timelines and contracts, with a focus on closing sales and meeting targets.
• Portfolio Management and CRM: Keep the CRM updated with the sales pipeline, follow up on submitted proposals and manage relationships with existing clients.
• Prospecting and Lead Generation: Identify and qualify potential brokers and clients, pursuing new business opportunities through social media (LinkedIn), networking and events.
• Technical Knowledge: Propose new studies, service proposals and pricing adjustments.

Channel Sales Executive

• Mapping and identifying companies for prospecting.
• Acting in the Corporate segment (selling employee benefits to companies with 100+ covered lives).
• Negotiating with clients and closing contracts.
• Conducting visits to prospect new clients and validate projects.
• Active participation throughout the entire sales process.
• Working on analysis and development of projects within the Commercial area.
• Direct client service, maintaining relationships up to the director/executive level.
• Reviewing existing contracts, understanding the products and policies of prospective companies.
• Analyzing client contracts, identifying trends and deviations, and recommending financial adjustments to control claims ratios (sinistralidade) in customized reports.
• Negotiating with clients and suppliers to secure the best cost vs. benefit conditions.
• Developing result-oriented commercial strategies.
• Validating commercial studies by preparing financial models and proposing new policies across various scenario compositions.
• Active participation in cross-selling and maintaining relationships with the insurance market.

Senior Commercial Executive – Retail

• Atendimento direto para venda a cliente prospect - Benefícios (PME Vida / Vida Individual / Viagem);
• Análise de perfil do cliente e suas necessidades para elaboração cotação e emissão de proposta comercial;
• Negociação comercial e fechamento da venda (emissão docs. de fechamento);
• Atualização e gestão dos dados no sistema da Cia;
• Preenchimento dos documentos e planilhas de controle de desempenho - Acompanhamento de gestão de visitas/contatos;
• Reportar resultados e alinhar a condução as ações com a gerência comercial e diretoria administrativa e executiva;
• Atender as áreas Corporativas, reportando e alinhando processos;
• Atingir os resultados traçados de vendas e Hotlines.

Employee Benefits Account Manager

Learning and Development Manager

Forward-Deployed Partner – Palantir Foundry, AIP

Senior Account Manager

Personal Lines Private Client Account Executive

Commercial Lines Account Manager

Workday Financials Project Manager

Commercial Lines Account Manager

Account Manager

Sales Technology Manager

Consulting Actuary

Commercial Lines Account Manager

Channel Sales Executive

Senior Commercial Executive – Retail

Executivo Comercial, Vida SR – PME