Acrisure

Financial Planning and Analysis

• Lead the monitoring, review, and interpretation of revenue and expense trends for Auris
• Communicate key financial insights, trends, and drivers to senior executives, operation teams and department leaders
• Serve as a strategic advisor and process lead in the annual budgeting, reforecasting, and financial outlook processes
• Prepare and present executive-level reports and dashboards with insightful commentary on actual vs. budget and reforecast performance
• Champion continuous improvement by enhancing financial models, processes, and stakeholder engagement strategies
• Own forecasting and reporting on all aspects of G&A expenses
• Drive monthly financial performance reviews, identifying key variances and long-term trends
• Fully own and drive division-level reporting, reforecasting, annual budgeting, and long-range strategic planning
• Partner closely with Controller and team to support all aspects of Month End Close
• Act as a trusted financial advisor to senior leaders
• Identify and implement enhancements in forecasting, reporting, and analytics tools.

Vice President, Financial Planning & Analysis

Marketing

• Partner demand generation. Build and run marketing programs that drive inbound referral pipeline from CPAs, brokers, and embedded partners across the Acrisure ecosystem and beyond.
• Channel cross-sell programs. Develop structured campaigns targeting specific expansion scenarios within the partner book: clients on payroll only, clients approaching renewal, clients with recent headcount changes.
• Partner enablement content. Build the digital tools partners use to sell. You don’t think about sales enablement, but rather buyer enablement.
• Co-marketing execution. Run joint campaigns with key partners across the Acrisure ecosystem — co-branded assets, co-hosted events, shared outreach sequences.
• Events and trade show management. Own Auris's presence at partner-facing trade shows and industry events.
• Partner-facing webinars and education events. Build and manage a calendar of partner education programs that deepen Auris product knowledge and generate referral activity.
• HubSpot execution. Build and manage partner workflows, campaign tracking, and attribution reporting inside HubSpot.
• AI-assisted production. Deploy AI tooling to scale content output and partner personalization across a large and varied partner network.
• Performance reporting. Own channel-layer metrics: partner-sourced pipeline, partner-influenced expansion MRR, referral conversion rates, and event-sourced pipeline.

Channel Marketing Manager

Account Executive

• Responsible for retaining and expanding client relationships
• Improving the client experience by demonstrating expertise as a professional insurance advisor
• Facilitating the sales cycle of identified opportunities to achieve client goals
• Championing relationships with existing accounts and supporting the acquisition of new clients
• Partnering with the Account Managers to service as the primary contact for the client
• Directing/Mentoring/Coaching Account Managers supporting the assigned employee benefit client
• Acting as an ambassador with vendors and carriers promoting positive working relationships
• Creating client renewal strategy and ensuring it is successfully executed by the team
• Directing client benefit communication needs including wellness programs and benefit enrollment
• Staying up to date with industry trends

Employee Benefits Account Executive

Growth Marketing

• Expansion pipeline generation
• Identify highest-propensity accounts across the full installed base and build targeted plays that create qualified upsell conversations for inside sales
• Use product usage data, firmographic signals, and behavioral intent to continuously rank and refresh the expansion target list
• Run multi-channel campaigns — email, paid retargeting, direct outreach
• Work directly with inside sales to align on target accounts, campaign timing, and handoff quality
• Own Auris-hosted webinars end-to-end; topic selection, promotion, execution, and post-event conversion motion
• Coordinate Auris presence at relevant industry events
• Build and manage campaigns, workflows, and reporting inside HubSpot
• Deploy AI tooling to accelerate content production, list enrichment, and campaign personalization at scale
• Own expansion-layer metrics

Growth Marketing Manager

Insurance

• Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota
• Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity
• Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business
• Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value
• Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
• Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader
• Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes
• Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning
• Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies

Commercial Insurance Client Advisor

• Managing a book of business, policy quotes and carrier liaison for assigned clients/groups
• Regularly interacting with new and existing clients while being responsible for devising creative solutions to meet client needs as to coverage and costs
• Exercising discretion and independent judgment on significant accounts including but not limited to negotiation of product pricing
• Interviewing clients; collecting and analyzing information regarding the client and assisting in product and pricing determinations
• Affecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each client
• Guiding clients and internal team members on compliance and regulatory policies to meet industry standard requirements
• Providing monthly claim reports from carriers to all clients
• Overseeing the status of wellness strategy and programs for clients
• Reviewing the open enrollment process and ensuring proper changes
• Supporting clients with renewal and insurance communication for employees
• Providing guidance for learning webinars, video tutorials with brokers to ensure proper launch strategy for the clients
• Assisting with escalated client issues and partnering with claims department when necessary
• Partnering with the legal team to communicate changes or updates per regulatory requirements
• Meeting regularly with brokers to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers
• Managing RFPs, non-renewals, and cancellation requests to retain business where appropriate

Compliance

• Transform complex regulatory data into clear, actionable reports for executive leadership
• Streamlining processes with innovative automation solutions
• Deliver actionable insights and executive-level reporting that drive strategic decision-making
• Assisting the team toward delivering excellence to our stakeholders
• Ensuring smooth daily operations while contributing to the long-term success of our process strategies
• Managing workload including new implementations and ongoing support of the organization to ensure accuracy and compliance
• Providing exemplary customer service in all encounters

Associate Specialist – Regulatory Affairs

Administrative Assistant

• Professionally manage the front desk, including but not limited to, helping visitors by greeting, welcoming, and directing them appropriately
• Notify employees when visitors arrive
• Maintain front desk and all common office areas in a neat and organized manner
• Answer general inquiries (telephone, email, and walk-in) to provide individuals with relevant information
• Answer incoming telephone calls, directing them to the appropriate party, and provide information as needed
• May receive daily incoming mail/deliveries/faxes
• May help maintain supplies, including assisting employees with supply needs, and may re-order supplies to replenish inventory
• Provide platform locations with administrative support including, but not limited to, calendar coordination and scheduling, maintaining inventories and databases, recordkeeping, and preparing reports, letters, or other types of communication
• Provide assistance for office events, meetings, conferences, interviews, orientations, training sessions, and other activities
• Perform other duties as assigned

Receptionist – Administrative Assistant

Claims Specialist

• Manage a caseload of California workers’ compensation claims from initial assignment through final resolution
• Review and evaluate coverage, liability, and compensability in accordance with California Labor Code and regulatory requirements
• Conduct thorough investigations, including gathering statements, reviewing reports, and analyzing claim documentation
• Set and manage reserves based on exposure and claim developments
• Ensure timely and accurate benefit payments and required communications
• Maintain claim diaries and ensure consistent follow up throughout the life of the claim
• Coordinate return to work efforts and monitor ongoing claim activity
• Oversee litigation, including working with defense counsel and participating in claim strategy discussions
• Negotiate settlements within authority and provide recommendations on cases exceeding authority
• Identify potential fraud, subrogation, and cost containment opportunities
• Maintain accurate and compliant documentation within the claims system
• Communicate effectively with injured workers, employers, medical providers, attorneys, and internal stakeholders

Workers Compensation Claims Examiner

Account Manager

• Identify and recommend additional lines of coverage or enhancements in coordination with the sales and placement teams
• Prepare proposal of coverage options to sales team for presentation
• Prepare premium finance contracts and company financing as needed
• Prepare loss history: Request loss runs from companies and complete loss summary as needed
• Maintain Certificate of Insurance List and create master template for COI’s
• Policy Checking - check policies against Proposal/Application in Management System for accuracy and complete checklist
• Update as needed making any necessary changes
• Review company audits for accuracy, invoice and follow up on additional premiums as required (refer to workflows/procedures)
• Process policy changes and/or endorsements to carriers/customers
• 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 Acrisure service recommendations to clients to address their business and insurance needs
• Maintain complete and accurate client and policy information in agency management system(s)
• Perform other duties as required and/or assigned

Senior Account Manager, Commercial Lines

• 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

Customer Support

• Answer inbound calls from insureds and agents regarding billing questions, payments, account information, and coverage related inquiries
• Process insured payments and maintain accurate account records
• Create and prepare deposits for bank processing
• Monitor receivables and communicate with insureds regarding past due balances
• Coordinate account escalations and collection activities when necessary
• Process refunds in accordance with company procedures and timelines
• Support vendor payable processing activities
• Print and process checks related to claims, refunds, commissions, and other payments
• Maintain accurate documentation and support additional accounting and administrative projects as assigned
• Provide professional and timely customer service across all interactions

Customer Service Representative

Security Engineer

• Play a key technical role in IT Security as Acrisure integrates its newly acquired companies at record pace
• Collaborate effectively with our diverse IT teams, including Datacenter, Network Operations, and Cloud teams
• Provide critical input on secure architecture, design, and implementation
• Conduct thorough security architecture design reviews and provide informed recommendations for proposed IT solutions
• Design, implement, and manage enterprise network security architecture across on-premises and cloud environments
• Deploy and maintain network security controls including next-generation firewalls, IDS/IPS, WAF, and DDoS protection
• Lead network segmentation and Zero Trust Network Access (ZTNA) initiatives to reduce attack surface and enforce least-privilege access
• Understand emerging threats and recommend necessary remediation steps to mitigate the current threat landscape
• Design, build, and maintain security architectures for cloud and hybrid environments, mainly Azure/M365 with a focus on Zero Trust privilege models
• Monitor, analyze, and respond to threats using network telemetry (NetFlow, PCAP, IDS alerts) and security tools
• Secure hybrid connectivity solutions including site-to-site VPNs, remote access VPNs, and private cloud networking (e.g., ExpressRoute)
• Partner with security and infrastructure teams to investigate and remediate network-based incidents and improve detection capabilities
• Automate network security deployments and configurations using Infrastructure as Code (Terraform, scripting, APIs)

Senior Network Security Engineer

• Provide excellent customer service to our policyholders and prospects by answering inquiries and resolving issues
• Assists clients with coverage changes
• Informs and educates clients about policy coverage and changes
• Provides technical support to Producers
• Prepares summaries of insurance and maintains client activity files
• Verifies policy and policy change information
• Processes incoming mail requests and verifies direct billed cancellations
• Sets priorities and manages workflow to ensure efficient processing of transactions
• Maintains cordial relationships with clients and co-workers

Commercial Lines Account Manager

• Develop marketing strategy for new and renewal business with Producer
• Obtain underwriting information directly from clients
• Advise clients on coverage changes and additions
• Educate clients on policy coverages, changes, exclusions, and needs
• Negotiate and secure quotes with Underwriters
• Maintain knowledge of commercial lines coverage and rating rules
• Understand carrier appetites and underwriting guidelines
• Use carrier websites for quoting and policy changes
• Prepare insurance summaries, schedules, quotes, and proposals
• Complete applications and documentation
• Bind coverage and confirm binder accuracy
• Verify policy and endorsement information
• Respond to client inquiries and report claims
• Issue Certificates of Insurance and Auto ID Cards
• Manage cancellations and ensure resolution
• Invoice and pursue prompt payments
• Maintain accurate electronic and client files
• Support Producers and agency goals
• Perform other duties as assigned

Vice President, Financial Planning & Analysis

Channel Marketing Manager

Employee Benefits Account Executive

Growth Marketing Manager

Commercial Insurance Client Advisor

Employee Benefits Account Executive

Associate Specialist – Regulatory Affairs

Receptionist – Administrative Assistant

Workers Compensation Claims Examiner

Senior Account Manager, Commercial Lines

Workers Compensation Claims Examiner

Customer Service Representative

Senior Network Security Engineer

Commercial Lines Account Manager

Senior Commercial Lines Account Manager