Acrisure

Analyst

• Respond to and resolve benefit-related support tickets;
• Provide operational support to local HR teams across group companies for requests and inquiries;
• Perform benefit enrollment and record updates, billing, and administrative tasks;
• Manage iFood benefit top-up requests;
• Handle billing for group companies;
• Post and reconcile invoices;
• Prepare cost allocations and consolidate financial information for HR and finance teams of each group company;
• Maintain KPI spreadsheets for client reporting;
• Monitor operational processes, ensuring deadlines are met and quality of deliverables.

Benefits Support Analyst

Account Manager

• Perform daily service on assigned tasks by Client Advisor and/or Account Executives with Acrisure’s written procedures
• 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
• 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
• Document all activities in agency management system
• Understand and utilize upload, download, and interface technology
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies for mutual clients
• Keep Client Advisors informed of all important activities on their accounts, including potential problems
• Stay current with industry trends through educational seminars and classes for skill improvement 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 back-up duties

Personal Lines Account Manager

Claims Specialist

• Manage a caseload of transportation bodily injury claims, including litigated and non-litigated exposures
• Investigate, evaluate, negotiate, and resolve trucking and transportation related claims in accordance with company guidelines and regulatory requirements
• Handle claims involving long-haul trucking, semi-trucks, and commercial transportation exposures
• Review coverage, assess liability, and determine appropriate claim resolution strategies
• Coordinate with defense counsel and support litigation management activities as needed
• Maintain ownership of bodily injury claims and associated property damage exposures throughout the life of the claim
• Maintain accurate and timely documentation within the claims management system
• Communicate professionally with insureds, claimants, attorneys, vendors, and internal stakeholders
• Ensure compliance with applicable state regulations and company policies
• Negotiate settlements and support timely claim resolution strategies
• Mentor less experienced team members and assist with claims handling guidance when appropriate
• Perform additional duties and projects as assigned

Senior Transportation Claims Adjuster

• Maintain overall responsibility for client relationship management
• Manage the account service team
• Assist Health Insurance Fund (Fund) division
• Support JHIF members and their employees focusing on overall day-to-day needs
• Assistance with COBRA and Direct Bill programs within JHIF entities
• Review Medicare member eligibility and oversee transition into the Medicare population
• Assist with consulting services to clients by conducting client meetings and presentations
• Speak to employers/employees effectively during open enrollment meetings
• Collect pertinent data, establish facts and draw valid conclusions to assist members in rectifying claims issues
• Apply effective management and marketing techniques
• Build knowledge and skills to keep pace with market trends
• Strong organizational and management skills
• Familiarization with computer systems of all carriers for reference
• Coordinate and manage the renewal and RFP process for clients

Employee Benefits Account Manager

Insurance

• Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including service accounts, account transactions such as quote and issue policies, proposals, renewals, follow-up, and correspondence
• Respond to client inquiries and company requests on a timely basis
• Become proficient in carrier websites for quoting when remarketing an account or adding additional lines of coverage
• Keep your desk and files organized at all times
• Perform superior customer service at all times
• Properly utilize the management system to keep track of all pending items
• Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc
• Collect renewal data on assigned accounts
• 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
• 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 Insurance Assistant

Revenue Operations

• Own the operational onboarding experience for new partners, including system setup, access provisioning and documentation delivery
• Design and maintain the partner sales process, including how deals are registered, routed, tracked, and closed across different partner types
• Partner with our in-house legal team to ensure partner agreements meet company standards and move through review and execution efficiently
• Document partner operational processes end to end and work closely with the Training team to transfer that knowledge to partners, inside sales, and field sales teams
• Partner with inside sales and field sales leaders to manage internal processes that handle partner-referred leads, ensuring clean handoffs, clear ownership, and visibility into lead status
• Serve as the Salesforce power user for all things partner, including partner records, deal registration, reporting, and process improvements
• Build scalable playbooks and standard operating procedures that keep partner operations running consistently as the program grows
• Identify gaps and friction points in partner workflows and recommend solutions that improve both the partner experience and internal efficiency
• Act as a trusted operational advisor to business development leaders by surfacing data, trends, and insights that inform partner strategy

Revenue Operations Partnerships Manager

Consultant

• Produce life and disability product illustration and proposals
• Assist in creating market leading illustration quote templates
• Assist in the maintenance of carrier product studies
• Work on intake and evaluation of new sales opportunities
• Support our external and internal sales teams in their sales efforts by sharing product expertise and collaboration on calls and in emails
• Assist our internal and external sales team with pre-sales preparation of presentations and broker call preparation
• Manage and build relationships between our internal/external sales teams and our producers to support intake of new sales opportunities
• Follow service protocols to include but not limited to quote turnaround times and responding to Sales Managers
• Manage pipeline data entry and quote follow-ups

Placement Consultant

• Building a community where people can grow, thrive, and make an impact
• Collaborating with teams
• Leading initiatives that benefit the community

Associate Account Manager

• Provide support to sales producers in developing new business opportunities
• Analyze client needs, coverage forms and quotations
• Initiate renewal process for existing clients
• Conduct marketing, negotiate rates, review quotes
• Finalize proposals and presentations in coordination with producers
• Bind insurance coverage and prepares binders
• Review policies for accuracy
• Schedule appointments with clients
• Identify exposure to loss and recommend appropriate coverages
• Complete applications in coordination with sales producers

Account Manager, Worker's Compensation

Client Services Representative

• Serve as the primary point of contact for employer groups, brokers, and participants regarding HRA, HSA, and FSA benefits
• Provide timely and professional customer service via phone and email
• Educate clients on benefit plan rules, IRS regulations, and eligibility requirements
• Assist participants with claims, reimbursements, and account transactions
• Process enrollments, contributions, and reimbursement claims in compliance with plan guidelines
• Assist employers in setting up and managing their benefit accounts
• Ensure accuracy of account balances, transactions, and reporting
• Troubleshoot issues related to debit card transactions, account funding, and claims processing
• Stay up to date on IRS regulations and industry best practices related to pre-tax benefit accounts
• Ensure all transactions and account activities comply with HIPAA, ERISA, and IRS guidelines
• Maintain accurate and confidential client and participant records
• Work closely with internal teams to resolve client concerns and improve service delivery
• Assist in onboarding new clients and training employers on using our platform
• Identify and suggest efficiency improvements in account servicing processes

Employee Benefits Client Service Representative

• Interact with clients to address all servicing needs
• Processing of policies, endorsements, and audits
• Enter policy data into our client management system
• Order loss runs for re-marketing accounts
• Become proficient in carrier web-sites for quoting when remarketing an account or adding additional lines of coverage
• Keep your desk and files organized at all times
• Perform superior customer service at all times
• Properly utilize the management system to keep track of all pending items
• Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
• Expedite certificates of insurance if CSR team is short staffed and client needs immediately
• Run MVRs and update driver lists when required
• Prepare renewal rating quotes, based on applications
• Process and issue binders
• Attend agency and department meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)

Commercial Lines Account Manager

Payroll

• Oversee and support a team responsible for tax return filings
• Ensure compliance with tax agency regulations
• Manage ongoing tasks and improve processes
• Collaborate with team members for successful task completion

Payroll Tax Supervisor

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

Account Executive

• Senior level contact responsible for clients’ employee benefit experience
• Accountable for developing and executing the benefit strategy and ensuring service standards are met
• Directs/Mentors/Coaches Account Managers (AM) and junior level support staff
• Acts as an ambassador with vendors and carriers promoting positive working relationships
• Creates client renewal strategy and ensures that it is successfully executed by the team
• Directs client benefit communication needs including wellness programs and benefit enrollment
• Stays up to date with industry trends, and compliance deliverables for clients
• Leads Self-funding marketing alongside data analytics team
• Responsible for coordinating, presenting renewal details and driving cost containment strategies
• Manage and oversee the Open Enrollment timeline to ensure that client expectations are met
• Responsible for rounding out existing client accounts at the time of pre-renewal

Senior Employee Benefits Account Executive

• Interact with clients to address all servicing needs
• Processing of policies, endorsements, and audits
• Enter policy data into our client management system
• Order loss runs for re‐marketing accounts
• Become proficient in carrier web‐sites for quoting when re-marketing an account or adding additional lines of coverage
• Keep your desk and files organized at all times
• Perform superior customer service at all times
• Properly utilize the agency management system (Epic) to keep track of all pending items
• Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
• Expedite certificates of insurance if CSR team is short staffed and client needs immediately
• Run MVR’s and update driver lists when required
• Prepare renewal rating quotes, based applications
• Prepare proposals
• Process and issue binders
• Attend agency and dept meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)