Acrisure

Risk

• Serve as a trusted point of contact for clients, both brokers and groups, providing exceptional customer service and timely submission of claims and reporting.
• Support Account Executives in managing client relationships and ongoing service needs.
• Manage the stop-loss work center queue.
• Work with the Wholesure Specialty Placement accounting team to ensure timely payment of premium for all clients.
• Ensure broker commissions are paid timely.
• Liaise with insurance carriers, vendors, and TPAs to ensure issue resolution.
• Maintain accurate client records, documentation, and claim and reporting tracking within agency management.
• Analyze data and provide insights.
• Identify opportunities to improve service processes and enhance the overall client experience.
• Build strong, long-term client, carrier, and TPA relationships through responsiveness, professionalism, and attention to detail.

Alternative Risk Funding Specialist

Account Manager

• Assist customers in identifying and providing for their bond needs
• Work directly with the client, 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

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.

Commercial Insurance Client Advisor

Claims Specialist

• Investigate workers compensation claims as assigned by claims supervisor
• Determine compensability of claim and liability based upon facts, applicable negligence laws, case law and statutes
• Responsible for managing workers’ compensation claims as assigned by claims supervisor
• Communicates directly with clients, employers, injured workers, physicians, and attorneys to bring claims to a timely conclusion
• Interviews, telephones, or corresponds with claimant and witnesses, consults police and hospital records
• Documents all information from contacts with employers, claimants, physicians, and attorneys into the claims’ management system and ensures that documentation is current
• Reviews claims’ submissions for thoroughness and accuracy
• Determines compensability of claims through information gathered and according to workers’ compensation statutes
• Makes recommendations as to compensability and coverage of claims
• Provides guidance and advice to clients on direction of claims after all information has been gathered and analyzed
• Ensures jurisdictional filings are complete and timely
• Obtains pre-certification approval for specific treatments as needed
• Reviews bills and medical notes; authorizes and codes bills
• Attends seminars and meetings as needed to stay abreast of current industry knowledge
• May attend mediations, hearings, trials or other legal proceedings
• Processes medical-only workers’ compensation claims involving minor injuries and/or payment

Claims Examiner

Account Executive

• Serve as the primary relationship lead for enterprise-level and complex commercial accounts.
• Build and sustain strong client partnerships with a deep understanding of multi-line business needs and organizational risk.
• Lead Quarterly Business Strategy Meetings with stakeholders, focusing on program structure, KPIs, financial performance, loss trends, and forward-looking mitigation plans.
• Conduct Discovery Sessions to surface emerging exposures, operational changes, and strategic business priorities.
• Assist in development of and execute De-Risking Strategies aligned with overarching business risk and industry dynamics.
• Deliver Coverage Gap Analysis reviews and recommend solutions to eliminate exposure misalignment.
• Review contracts, leases, and third-party risk transfer requirements to ensure coverage compliance and appropriate allocation of risk.
• Present benchmarking insights, claims trends, and strategic performance analytics to support informed client decision-making.
• Consult on complex program structures including captives, large deductible programs, risk financing, and alternative approaches.
• Oversee a proactive strategic claims approach, partnering with internal claims resources to reduce total cost of risk.
• Execution and delivery of Total Client Experience timelines across assigned accounts.
• Conduct and organize client meetings, workshops, educational sessions, and operational/executive presentations—both independently and with cross-functional support.
• Identify Total Client Opportunities, integrating product and advisory resources across Acrisure departments.
• Coordinate and collaborate with Client Advisors, Placement, Account Executives, Account Managers, and specialty resource partners to retain and grow assigned accounts.
• Perform additional duties as assigned.

Enterprise Account Executive

• Building a community where people can grow, thrive, and make an impact
• Making a lasting impact on the communities it serves

• Obtain and maintain a State Life & Health Insurance license
• Complete the DSI Advisor Training Program
• Develop a strong technical understanding of DSI’s Disability Income and Life Insurance products
• Clearly communicate program options to clients via phone and email
• Maintain accurate, detailed records in our CRM system
• Follow DSI’s established sales and service process

Insurance Advisor

• Provides support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations
• Initiates renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
• Reviews and summarizes marketing results and prepares proposals
• Finalizes proposals and presentations in coordination with producers
• Binds insurance coverage and prepares binders and or delegates certificates issuance
• Reviews policies for accuracy and reviews contracts.
• Prepares summaries and/or schedules of coverage for clients
• Schedules appointments with clients as requested by sales producers
• Identifies exposure to loss and recommends appropriate coverages in coordination with sales producers
• Occasionally accompanies sales producers on prospect and client meetings as requested by sales producers
• Completes applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
• Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
• Prepares summaries of insurance, schedules and proposals for clients and prospects when needed
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier. Verifies policy and policy change information, facilitating corrections when necessary
• Determine reasons for requests for cancellations; acts to save accounts; notifies sales producer.

• Perform daily service on assigned task 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 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.

• 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 relationships 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 requirements, 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

Enterprise Insurance Placement Specialist

• Maintain and update client financial and bond files
• Review contracts and bond forms, extracting relevant information
• Ensure accuracy of bid and final bond requests
• Prepare and issue bid and final bonds
• Provide timely status updates to clients
• Process final close-outs and premium audits
• Handle billing and accounts receivable follow-ups
• Act as liaison between clients, internal teams, and surety companies
• Maintain strong relationships with surety partners
• Prepare routine and follow-up correspondence (paper and electronic)
• File, draft, and send correspondence and documentation
• Prepare overnight packages, receipts, and mailings
• Assist Client Advisors and other team members as needed
• Provide general administrative support as assigned

Senior Surety Bond Account Manager

• Manage the onboarding and implementation process for all new groups
• Oversee the creation, updating, and distribution of onboarding packets to group members
• Conduct 60 to 90 day follow ups for newly implemented groups
• Collaborate with the Sales team to support prospective and existing broker relationships
• Manage the renewal process for existing groups
• Assist with program builds, plan configuration, and product setup within internal administrative systems
• Perform weekly system validations to track plan setup and enrollment activity for new groups
• Monitor enrollment rollovers for renewing groups
• Maintain accurate broker and client information within internal systems
• Assist the Client Services Manager with product reviews and internal education
• Support the development and maintenance of marketing materials for new and existing programs
• Work with the Director of Operations on operational initiatives and process improvements
• Attend weekly department meetings and collaborate with leadership

Account Manager – Korean Bilingual

Analyst

• Provide escalated (Tier 2/3) operational support for a portfolio of enterprise applications, ensuring timely resolution of incidents, problems, and service requests
• Monitor application health, performance, and integrations, proactively identifying trends, risks, and opportunities for improvement
• Partner with internal technology teams, vendors, and business stakeholders to troubleshoot complex issues, coordinate fixes, and support system changes, upgrades, and releases
• Support application lifecycle management activities, including configuration changes, testing, documentation, and knowledge transfer
• Participate in incident, problem, and change management processes, including root cause analysis and post-incident reviews
• Maintain accurate application documentation, runbooks, and support procedures to ensure operational continuity
• Act as a trusted technology partner to internal teams by translating technical concepts into clear, actionable guidance

Analyst – Application Management

Operations

• Execute all Employee Benefits operations in assigned region to ensure the best client experience possible
• Maintain key client account management, as assigned
• Responsible for managing the service team, and team leads in assigned region
• Develop and implement standard operating practices to create efficiencies through use of technology and processes
• Communicate consistently with Employee Benefits Operations Manager and Director of Employee Benefits Operations, and Growth Leader as necessary
• Execute operational initiatives that support organic growth and retention goals through collaboration with members of the leadership team
• Lead and implement key carrier strategic initiatives to achieve placement and revenue goals working with the EB Operations Manager
• Quarterly review of the AM/AC book of businesses to ensure proper staffing to align with excellent customer service experience
• Liaison between producers and account management teams
• Facilitate regular department meetings to review workflows, procedures and influence and promote a positive culture and work environment
• Collaboration with human resources around personnel management and employee relations
• Responsible for executing business processes to ensure compliance with regulations, policies, and procedures

Alternative Risk Funding Specialist

Surety Bond Account Manager

Commercial Insurance Client Advisor

Claims Examiner

Enterprise Account Executive

Account Executive

Insurance Advisor

Account Manager

Account Manager

Enterprise Insurance Placement Specialist

Senior Surety Bond Account Manager

Account Manager

Account Manager – Korean Bilingual

Analyst – Application Management

Employee Benefits Operations Team Lead