Acrisure

Account Executive

• Guide clients and internal team members on compliance and regulatory policies to meet industry standard requirements and provide monthly claim reports from carriers to all clients
• Oversee the status of wellness strategy and programs for clients, along with support to promote monthly incentives or varied programs offered by carriers
• Review the open enrollment process and ensure proper changes, financial and annual review for year projected, and medical costs to determine benefits cost for employees
• Support clients with renewal and insurance communication for employees and provide guidance for learning webinars, video tutorials with brokers to ensure proper launch strategy for the clients
• Assist with escalated client issues and partner with claims department when necessary
• Partner with the legal team to communicate changes or updates per regulatory requirements and be the liaison to the clients on any policy or industry mandates
• Request and monitor the census report from the Marketing team to complete the underwriting questionnaire and provide additional information from the carriers and send it to clients
• Meet regularly with brokers to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
• Develop and cultivate relationships with producers, company underwriters, and wholesale brokers and attend marketing strategy meetings for new business with brokers and selected internal team members
• Manage RFPs, non-renewals, and cancellation requests to retain business where appropriate and act as the lead representative to an assigned book-of-business
• Strategically guide the client through the decision-making process and assist the Account Managers with specific escalated claims issues to locate a solution for the client/group
• Establish multi-year strategic plan development and present to client/group and manage the financial information and be responsible for renewal negotiation
• Prepare and present renewals by partnering with the internal Marketing team for census reports, client/group data, and drive calendar meetings and events for the team
• Show thorough knowledge in Underwriting, Compliance, COBRA, HIPAA and other regulatory areas

Employee Benefits Account Executive

Insurance

• 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 Client Advisors and Account Service Team, as well as with markets.
• 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 including, but not limited to: Insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc.
• 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.
• Rating policies in carrier systems, when applicable, to assist in the quoting and proposal development process.
• 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.
• Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each client’s specific risk profile.
• Work independently and within a team on special and nonrecurring and ongoing projects.
• Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs.

Personal Insurance Carrier Placement Specialist – High Net Worth

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

Accounts Receivable

• Process cash application tasks promptly and accurately
• Reconcile cash to invoicing and proactively resolve outstanding discrepancies
• Evaluate situations and determine when items should be escalated to management
• Contribute to Accounts Receivable reconciliation after cash posting
• Seek feedback from others and apply it to current and future tasks
• Meet daily and weekly metrics
• Collaborate with bank and internal departments to address receipt-related inquiries
• Identify opportunities to streamline processes and improve efficiency
• Stay updated on industry regulations and best practices to ensure compliance
• Understand and adhere to Acrisure's accounting best practices

Associate I – Cash Application and Accounts Receivable

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

• Manages the overall team operations, client coordination, and customer service delivery
• Coordinating, coaching, and prioritization assistance with Account Associates
• Reviewing and managing the overall workload
• Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members
• Assists Producers and Account Executives with Client service commitments
• Ensures service standards are met, trends are identified, and process improvements are implemented on the team
• Functions as the day-to-day customer contact, troubleshooting issues and helping clients make well-informed decisions that position them for success
• Manages the new business and renewal process, as well as oversees day-to-day client changes
• Accountable for client service delivery through high and/or increased client retention, rounding of accounts, referrals, and uneventful renewals
• Ensures pre-renewal information is sent out within service standards and follows up with clients for timely response on pre-renewal information and insurance markets for timely quotes
• Manages renewal marketing plan with Producers and Service Teams, ensuring the team is aware of the plan and it is executed
• Creates accurate proposals for Producers and Service Teams to utilize at client renewal meetings
• Reviews quotes for accuracy against supporting documents and negotiates additional coverage/price with the underwriter
• Completes the renewal bind processes and checklist accurately and ensures documentation within the file minimizes E&O exposure and allows quick responses to client requests

Senior Account Manager

• Assist customers in identifying and providing for their bond needs
• Work directly with clients, client advisors and Surety Company representatives in handling the execution of all types of surety bonds
• 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

• Establish, develop, and sustain professional relations with internal staff, carriers, and clients.
• Assist Account Manager with assigned book of business as it relates to pre-renewal marketing and analysis, renewal administration and ongoing communication.
• Respond to client questions and issues while maintaining appropriate client files.
• Manage enrollment and educational material under the direction of the Account Manager.
• Manage Retiree medical and COBRA notifications when assigned.
• Investigate and resolve eligibility file issues, research and resolve file discrepancies reported by carriers.
• Provide timely updates to client and carrier requests.
• Provide policy interpretation and clarify procedures to HR and Department management per the contracts issued by the carriers.
• Assist in annual benefits open enrollment including plan design changes and testing; conduct open enrollment presentations when needed.
• Assist in identifying inefficiencies and areas in need of improvement.
• Ensure all post renewal activities are completed timely (Cobra, SBC’s, Epic, review of first renewal billing and census).
• Oversee preparation, development and release, of assigned account RFP’s.
• Release all renewal marketing timely to respective Carrier’s/TPA’s.
• Track marketing responses and follow up based on delivery date.
• Review all proposals confirming responses match the requested products requested.
• Spreadsheet client financials for review with the Account Manager.
• Perform other duties when necessary to support assigned Account Manager.
• Comply with government and state regulations and plan provisions to ensure compliance with annual notices and plan provisions are communicated accurately.

Benefits Account Manager – Public Entity

• Assists clients with coverage changes in an automated environment supported by an imaging system
• Informs and educates clients about policy coverage, changes, exclusions and insurance coverage needs
• Provides technical support to Producer(s) to benefit clients and to reach agency's strategic business goals
• Manages clients' needs by producing binders, certificates, policies, endorsements and other related items; verifies their accuracy
• Prepares summaries of insurance, schedules and proposals as needed for account review
• Verifies policy and policy change information, facilitating corrections when necessary
• Processes incoming mail requests, responding promptly and appropriately
• Uses agency credit and collection policy in invoicing and pursuing prompt payments
• Maintains a cordial and effective relationship with clients, co-workers, and other business contacts.

Commercial Lines Account Manager

• Manage a caseload of multi-state workers’ compensation claims, including indemnity, employer’s liability, and subrogation exposures
• Conduct initial claim investigation, including coverage verification, compensability determination, and timely contact with involved parties
• Communicate with injured workers, employers, medical providers, attorneys, and other stakeholders to support claim resolution
• Set and manage reserves to ultimate probable cost within established authority levels
• Ensure timely delivery of benefits and required notices in accordance with jurisdictional requirements
• Coordinate return to work efforts in alignment with medical guidance and employer programs
• Manage litigation, including directing defense counsel and attending hearings or depositions as needed
• Negotiate settlements with injured workers, attorneys, and other parties
• Identify and pursue subrogation opportunities and manage third party recoveries
• Review medical and expense bills for accuracy, causation, and appropriateness
• Maintain accurate and timely documentation within the claims system
• Prepare claim status reports and participate in claim review meetings
• Assign and coordinate nurse case management resources when appropriate
• Collaborate with leadership on complex claims requiring additional support or escalation

Claims Analyst II

• 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 including, but not limited to: Insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc.
• 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
• Answer prospect and carrier phone calls
• 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

Insurance Carrier Placement Specialist

Producer

• Develop and maintain a strong pipeline of prospective clients within the aerospace and aviation industry
• Identify new business opportunities and generate revenue through prospecting, networking, and referrals
• Serve as a trusted advisor by developing strong client relationships and understanding each organization’s risk management and insurance needs
• Present and recommend customized insurance and risk management solutions aligned with client operations
• Collaborate with internal service teams, marketing partners, and technical specialists to develop proposals and deliver solutions across multiple lines of business
• Utilize CRM platforms and internal sales tools to track opportunities, manage pipeline activity, and maintain accurate client records
• Maintain awareness of aviation industry trends, regulatory changes, and emerging risks that may impact clients
• Represent Acrisure professionally within the aviation community and maintain strong external relationships within the industry

Aviation Sales Producer

Payroll

• Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients.
• Manage and achieve their Division’s productive sales goal on a monthly basis.
• Recruit and interview Payroll Territory Managers (PTM) and Senior Product Advisors (SPAs).
• Deploy divisional communication and manage SPA/PTM activity.
• Develop PTMs and build PTM business plans.
• Maintain and manage relationships with partners including Payments Dealers, and business networking groups.
• Monitor and adhere to corporate sales policies.
• Provide status updates to VP and/or SVP.
• Lead weekly team meetings and conduct monthly training sessions.

Payroll Division Sales Manager

• Answer phone calls and respond to email inquiries from policyholders and prospects
• Provide information about insurance products, coverage, and policies
• Process policy changes, renewals, and cancellations
• Investigate and resolve policyholder complaints, billing issues, and claims inquiries
• Assist policyholders in filing claims and provide guidance on claim procedures
• Handle escalated customer service issues and collaborate with team members to resolve complex problems
• Maintain accurate records of customer interactions and update policyholder information as required
• Promote additional insurance products and services to policyholders

• 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.
• Capability to put together industry standard ACORD applications via our Agency Management System, supplemental applications, review loss runs, develop a narrative of the account along with claims data analytics and metrics.
• Secure quotes, negotiate premiums and commissions, prepares proposals and corresponding presentations.
• Bind coverage, prepare binders, and delegate certificates.
• Ability to provide Contract review.
• Process policy changes and corresponding documents.
• Proficient in carrier websites for rating, billing, processing changes, and loss retrieval.
• Meets with clients as needed or directed by client advisor.
• Participate in carrier/wholesaler meetings for relationship development.
• Serves as technical expert, assisting insureds and department members to resolve complex issues.

Employee Benefits Account Executive

Personal Insurance Carrier Placement Specialist – High Net Worth

Personal Lines Account Manager

Associate I – Cash Application and Accounts Receivable

Workers Compensation Claims Examiner

Senior Account Manager

Surety Bond Account Manager

Benefits Account Manager – Public Entity

Commercial Lines Account Manager

Claims Analyst II

Insurance Carrier Placement Specialist

Aviation Sales Producer

Payroll Division Sales Manager

Commercial Lines Account Manager

Commercial Lines Account Executive – Transportation