Acrisure

Account Manager

• Interact with clients to address all servicing needs
• Processing of policies, endorsements, and audits
• Enter policy data into 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 desk and files organized at all times
• Perform superior customer service
• Properly utilize the agency management system (Epic) to keep track of all pending items
• Communicate with carriers for 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)

Commercial Lines Account Manager

Consultant

• Provide clients with customer service such as answering claims related questions
• Discussing claims processes and following up with the client at the conclusion of the claim to ensure all issues were addressed
• Contact clients and gather all appropriate information to adequately report claims and report claims to all appropriate carriers under all appropriate lines of business
• Enter all claims into Epic and generate Acord notices and follow up with carriers to ensure that the claim was reported
• Obtain necessary adjuster contact information and claim number then provide client with this information
• Inform producers and managers of any problems or issues concerning a client or a claim
• Actively manage claims for assigned clients and follow open claims utilizing activity system, obtaining status and updating Epic
• Continuously document claim file notes with all activities conducted on claim
• Proactively guide claims to a timely resolution
• Advocate for client in reserving and claim evaluations
• Coordinate carrier request with clients
• Coordinates claim reviews between the carrier and insureds
• Actively participate in claim reviews for assigned clients
• Develop relationships with assigned clients and carriers
• Prepare loss summary reports for internal customers
• Comply with agency standards, policies and procedures and assist claims manager with all tasks as requested

Lead Claims Consultant – Commercial Lines

• Manages the overall team operations, client coordination, and customer service delivery.
• This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as 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 and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client 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 standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes.
• Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed.
• Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting.
• Reviews quotes for accuracy against supporting documents.
• Negotiates additional coverage/price with the underwriter.
• Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file.
• Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.

Senior Account Manager – Commercial Large

Security Engineer

• Control and schedule employees' periodic medical examinations;
• Manage the preparation of area-related documentation (PGR, PCMSO, LTCAT, etc.);
• Prepare PPP when required;
• Organize CIPA elections;
• Monitor CIPA activities;
• Develop training related to firefighting and CIPA, as well as action plans for accident prevention;
• Maintain all documentation related to clients' SESMT;
• Perform maintenance of the medical system;
• Schedule inspections to prepare technical reports for external units;
• Develop departmental indicators;
• Track employee leaves/absences;
• File Work Accident Reports (CAT);

Occupational Safety Technician

Analyst

• Perform account reconciliations for balance sheet and income statement accounts, ensuring consistency and integrity of balances.
• Support the monthly accounting close process, ensuring data quality and compliance with internal deadlines.
• Handle reconciliation and analysis of accounts receivable, including customer balances, payments applied, settlements, delinquencies, customer advances and settlement differences.
• Support the execution of the current ERP project when necessary.
• Analyze customer aging, provisions related to receivables and any expected credit losses, in accordance with internal policies and applicable accounting standards.
• Assist in the preparation of trial balances, balance sheets, financial statements and management reports.
• Prepare balance compositions, variance analyses and supporting documentation for close and audit purposes.
• Manage routines related to assets, with particular focus on the taxes recoverable account.
• Contribute to continuous improvement of reconciliation, close and accounts receivable processes and to the overall quality of accounting information.

Accounting Analyst – Mid-level

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 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.

Insurance Placement Specialist – Commercial, Middle, Large

• Primary day-to-day contact for all service needs for both external and internal customers
• Accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses
• Requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery
• Strategizing placement approaches for complex accounts
• Evaluation of large deductible programs, captives, and layered insurance towers to deliver optimal risk transfer solutions
• Requires independent decision-making, strong analytical and negotiation skills, and close collaboration with Client Advisors, Account Service Teams, and carrier partners

Licensed Insurance Professional

• Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success
• Apply deep knowledge of employee benefits programs, insurance processing, and client service best practices to deliver a high‑quality client experience
• 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
• 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 standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes
• Reviews quotes for accuracy against supporting documents
• Negotiates additional coverage/price with the underwriter
• Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file
• Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests

Employee Benefits 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 High Net Worth Account Executive

• Manage a book of business, policy quotes and carrier liaison for assigned clients/groups
• Guide clients and internal team members on compliance and regulatory policies to meet industry standard requirements
• Oversee the status of wellness strategy and programs for clients
• 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
• 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
• Develop and cultivate relationships with producers, company underwriters, and wholesale brokers
• Manage RFPs, non-renewals, and cancellation requests to retain business
• Prepare and present renewals by partnering with the internal Marketing team

Employee Benefits Account Executive

Business Intelligence Developer

• Analisar carteira de clientes (prêmio, sinistro, comissionamento, rentabilidade)
• Identificar oportunidades de cross-sell, up-sell e otimização de portfólio
• Acompanhar tendências (ex: ciberseguro, ESG, embedded insurance) e movimento das seguradoras do mercado
• Identificar oportunidades de diferenciação e posicionamento competitivo
• Consolidar e analisar dados internos e externos
• Desenvolver relatórios gerenciais e dashboards (KPIs)
• Identificar tendências, riscos e oportunidades de negócio
• Traduzir dados em recomendações estratégicas
• Apoiar liderança em decisões de negócio
• Acompanhar indicadores de desempenho (metas vs. realizado)
• Realizar análises de variação e performance, além de benchmark e análises comparativas
• Desenvolver projeções e cenários (forecast)
• Monitorar mercado, concorrência e tendências