Acrisure

General

• Maintain timelines and processes during new business and renewal processes
• Conduct exposure analysis and prepare quote specifications
• Analyze and negotiate coverage offers
• Prepare and present coverage proposals
• Communicate with Client Advisors, Account Service Teams, markets, carrier partners, and wholesalers
• Review insurance policies and contracts and recommend improvements
• Prepare property and casualty insurance submissions for new business prospects and renewing accounts
• Prepare insurance specifications, Acord applications, loss summaries, prospect profiles, and exposure schedules
• Analyze Excel spreadsheets containing client exposure and loss data
• Develop financial models for loss-sensitive programs when necessary
• Maintain relationships with insurance companies and wholesalers
• Handle confidential and non-routine information
• Rate policies in carrier systems and comparative rating tools
• Maintain licensing compliance and continuing education
• Attend seminars, company meetings, carrier events, and educational activities
• Perform coverage gap analysis and deliver strategic coverage recommendations
• Work independently and collaboratively on special, ongoing, and nonrecurring projects
• Identify opportunities to engage Risk Resources for specialized expertise
• Partner with Risk Resources to deliver tailored solutions for complex client needs

Placement Specialist, Commercial Lines

Analyst

• Provide clarification on coverage, limits, and timeframes
• Coordinate approvals for medical and hospital care, ensuring compliance with insurer requirements such as DUTs, medical reports, and supplementary examinations
• Handle patient transfer cases, liaising with Itsseg’s medical team, the insurer, and the client
• Recommend medical and hospital service providers according to the plan network and procedure required
• Guide and direct requests for reimbursement pre-approval and reimbursement timelines
• Handle cases involving unpaid invoices and suspended services
• Monitor payment, invoice settlement, and service reinstatement
• Request extensions to invoice due dates
• Forward requests for duplicate invoices and cards to the internal operations team
• Occasionally engage Itsseg’s courier to collect or deliver documents
• Send checklists of documents required for reimbursement and indemnification claims
• Notify clients and follow up on outstanding documentation for reimbursement, policy changes, and life insurance indemnification processes
• Provide guidance on funeral and travel assistance
• Respond to email inquiries within 24 business hours
• Record all customer interactions in Itsseg’s operations module
• Immediately inform the coordination team of incidents or relevant information

Benefits Service Analyst

• Manage timelines and processes for new business and renewal activities
• Conduct exposure analysis and prepare quote specifications
• Analyze and negotiate coverage offers
• Prepare and present comprehensive coverage proposals
• Communicate with Client Advisors, Account Service Teams, markets, and carrier partners
• Review insurance policies and contracts and recommend improvements
• Prepare property and casualty insurance submissions for new business prospects and renewing accounts
• Prepare insurance specifications, Acord applications, loss summaries, prospect profiles, and exposure schedules
• Analyze Excel spreadsheets containing prospect exposure and loss data
• Develop financial models for loss-sensitive programs when necessary
• Maintain relationships with insurance companies and wholesalers
• Handle confidential and non-routine information
• Rate policies in carrier systems and comparative rating tools
• Maintain licensing compliance and continuing education
• Attend seminars, company meetings, carrier events, and educational activities
• Perform coverage gap analysis and deliver strategic coverage recommendations
• Work independently and on team-based special, ongoing, and nonrecurring projects
• Identify opportunities to engage Risk Resources for specialized expertise

Placement Specialist

Adjuster

• Investigate claims thoroughly, including coverage and identifying subrogation
• Manage medical issues and schedule timely appointments
• Work closely with the Team Manager to identify red flags
• Keep claim files consistently documented and updated
• Ensure all medical payments are issued timely and appropriately

Medical Adjuster

Marketing Operations

• Manage day-to-day vendor and agency relationships, including onboarding, scope coordination, contract tracking, performance check-ins, issue resolution, and budget alignment
• Process and track invoices, reconcile discrepancies, monitor spend trends, and flag variances or risks
• Maintain budget tracking documentation and support monthly and quarterly budget-to-actuals reporting
• Coordinate vendor and contractor management with procurement and manage third-party intake requests and approvals
• Develop project plans, timelines, workbacks, budget milestones, and vendor coordination plans
• Manage project schedules and coordinate deliverables across internal teams and external partners
• Monitor milestones, dependencies, risks, budget considerations, and resource needs
• Facilitate project meetings and provide status updates to leadership and stakeholders
• Manage intake, prioritization, and workflow coordination across marketing and communications channels
• Maintain and improve operating processes, governance standards, workflow tools, planning calendars, roadmaps, and launch schedules
• Coordinate enterprise initiatives requiring integrated communications and marketing support
• Maintain dashboards and reporting tools for project status, budgets, team capacity, resource allocation, and governance milestones
• Support annual planning, quarterly business reviews, department reporting, and leadership presentations
• Partner with the Director of Operations to align projects, portfolios, budgets, and governance practices with strategic objectives and KPIs
• Identify workflow improvements and develop project templates, governance frameworks, budget tools, and best practices

Operations Manager, Marketing & Communications

Operations

• Lead and implement operational strategies, process improvements, and workflow enhancements
• Develop, coach, and engage team members while fostering accountability, collaboration, continuous improvement, and client-focused service
• Monitor operational performance through KPIs, dashboards, and business metrics
• Manage operational resources, workforce planning, budgets, and expenses
• Ensure compliance with company policies, regulations, and operational best practices
• Identify and mitigate potential risks
• Support client retention and business growth initiatives through exceptional service delivery and resolution of complex client issues
• Partner with cross-functional leaders to align operational priorities and improve business outcomes
• Champion process optimization, automation, and technology adoption initiatives

Commercial Transportation Insurance Operations Manager

Threat Intelligence Specialist

• Document requirements, specifications, business processes, and recommendations for proposed solutions
• Understand business issues and organizational data challenges
• Evaluate real-time data to identify substandard systems processes and drive requirements awareness across business units
• Provide day-to-day support for close-related Workday processes
• Troubleshoot issues and recommend configuration improvements with Accounting stakeholders
• Communicate with department SMEs to identify needs and evaluate alternative business solutions
• Enhance connections with existing and new interfaces
• Establish and apply a repeatable methodology for change management activities driven by FSA
• Coordinate user acceptance testing, write testing scenarios, support process improvement, and assist with issue resolution
• Manage change by addressing resistance and ensuring smooth transitions
• Lead projects, ensure task completeness, and communicate updates to leadership
• Support development of training and procedures for process optimizations and new projects
• Support testing and communication of Workday semi-annual release updates and assess impacts on Financial Accounting/R2R processes
• Conduct data-driven assessments to identify bottlenecks, inefficiencies, and waste
• Monitor close-cycle data and reconciliation status to flag issues and support process improvements

Financial Intelligence Analyst – Workday

Supervisor

• Manage carrier placement specialist(s), supporting team development and goals
• Develop partnerships with Client Advisors and Account Management to determine marketing strategy and execute placement for new and existing accounts
• Maintain carrier relationships and cultivate new carrier relationships for the West Division
• Monitor carrier placement KPIs, track metrics, and provide regular reports to senior leadership
• Analyze submissions based on risk characteristics, exposure analysis, hazard recognition, and control
• Use underwriting guidelines to ensure compliance with authority levels and state regulations
• Review insurance policies and contracts and recommend improvements
• Attend seminars, company meetings, carrier events, and educational activities as needed
• Work with market participants to keep the team informed about insurance company underwriting, sales alignment, products, and capabilities
• Handle new and renewal remarketing, including submissions to insurers, carrier negotiations, and direct interaction with insureds
• Prepare property and casualty insurance submissions, including insurance specifications, loss summaries, prospect profiles, and exposure schedules
• Promote technology adoption, process optimization, automation, and operational streamlining
• Ensure AURIS and EPIC are adopted and leveraged to maximize client retention, growth, and profitability

Commercial Lines Placement Supervisor – Small/Mid

Program Manager

• Define and manage the program plan, roadmap, scope, and success measures
• Lead planning and execution across multiple cross-functional workstreams or projects
• Facilitate program-level steering committees and decision forums
• Ensure alignment across interdependent projects and multiple functions
• Manage budgets, timelines, and resourcing at the program level
• Advise executives and senior leaders on program trade-offs, risks, and impacts
• Maintain relationships with sponsors and functional leaders
• Ensure consistent application of PMO frameworks and delivery standards
• Mentor Program Managers and Project Managers contributing to the program
• Identify and mitigate risks across the full program lifecycle
• Support collaboration, team leadership, and cross-functional partnership through on-site presence

Senior Program Manager

• Provide clarification on questions regarding coverage, limits, and deadlines
• Monitor the issuance and availability of Health and Dental invoices on insurer and carrier portals
• Review billing, identifying discrepancies and inconsistencies
• Prepare and review billing allocations and beneficiary changes
• Analyze and resolve discrepancies between invoices, enrolled members, and enrollment changes
• Monitor payment posting processes with insurers and carriers
• Enter invoices into the benefits system and keep internal controls up to date
• Provide customer and HR support, answering questions related to billing
• Coordinate with insurers, carriers, and internal teams to resolve outstanding issues
• Prepare controls and reports to monitor billing processes
• Ensure compliance with client-established deadlines and SLAs

Senior Benefits Services Analyst

Account Manager

• Serve as the primary point of contact for a portfolio of employee benefits clients
• Develop and maintain client relationships and understand client needs, objectives, and challenges
• Conduct client meetings to review benefit programs and discuss improvements
• Provide strategic advice on health, dental, vision, life, and disability insurance plans
• Analyze benefit programs and recommend enhancements
• Monitor industry trends and regulatory changes affecting benefits strategies
• Design and implement employee benefits plans aligned with client objectives and budgets
• Negotiate plan terms, pricing, and services with insurance carriers and vendors
• Oversee implementation of new benefits plans
• Ensure compliance with applicable laws and regulations, including ACA, ERISA, HIPAA, Section 125, SPD, FSA, HRA, Form 5500, and COBRA
• Assist with enrollment, claims, and employee communications
• Conduct benefits education and prepare communications materials
• Address client and employee inquiries
• Mentor junior account managers and support staff
• Collaborate with sales, underwriting, customer service, and other internal teams
• Participate in cross-functional service delivery and operational efficiency initiatives
• Serve as primary group-level contact for day-to-day requests, account oversight, and critical issue escalation
• Coordinate pre-renewal strategy and planning, including meetings, marketing, quoting, plan analysis, and presentation materials
• Present renewals, recommend benefit options, and confirm client decisions
• Support marketing, renewal, and open enrollment activities with the account executive/broker
• Provide expertise on eligibility, claims, COBRA, underwriting guidelines, and employee benefits compliance
• Delegate tasks to support team members and ensure timely completion
• Maintain expertise in Applied Epic, Microsoft Office, Ease, Employee Navigator, Suvaun, and other supported technology tools
• Pursue professional development and continuing education
• Perform other duties as assigned

Senior Employee Benefits Account Manager

Benefits Advisor

• Achieve annual sales-plan objectives by building a qualified pipeline, converting leads to revenue-generating opportunities, and meeting or exceeding quota
• Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools
• Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions
• Develop deep client relationships and provide a consultative sales approach
• Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
• Build external networks and promote Acrisure within the community
• Follow structured sales cadences across the create–convert–close–retain cycle
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
• Research industry and market trends, identify opportunities, track competitor activity, and refine positioning
• Share insights with leadership and cross-functional teams to optimize product offerings, client experience, and revenue strategies

Employee Benefits Client Advisor

• Achieve annual sales objectives by building a qualified pipeline, converting leads to revenue-generating opportunities, and meeting or exceeding quota
• Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools
• Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions
• Develop deep client relationships and provide a consultative sales approach
• Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
• Build external networks and promote Acrisure within the community
• Follow structured sales cadences for pipeline progression, forecasting, and deal management
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
• Monitor industry and market trends, competitor activity, and positioning using analytics and sales enablement tools
• Share insights with leadership and cross-functional teams to optimize product offerings, client experience, and revenue strategies

• Achieve annual sales-plan objectives by building a qualified pipeline, converting leads to revenue-generating opportunities, and meeting or exceeding quota
• Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools
• Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions
• Develop deep client relationships and provide consultative sales advice
• Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
• Build external networks and promote Acrisure within the community
• Follow structured sales cadences throughout the create–convert–close–retain cycle
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
• Monitor industry and market trends, competitor activity, and market opportunities
• Share insights with leadership and cross-functional teams to optimize offerings, client experience, and revenue strategies

Accounting Manager

• Oversee day-to-day accounting operations of a growing insurance agency
• Supervise AP/AR activities
• Review agency billing accounting operations
• Oversee commission revenue reporting and reconciliations
• Manage a small accounting support team, including external and overseas resources
• Provide guidance and resolve operational issues
• Improve workflows and ensure accurate financial processing
• Coach team members and provide feedback on performance and career growth
• Set team deadlines and priorities
• Build and maintain relationships with Acrisure personnel and partners
• Follow up on projects and hold others accountable for deadlines and administrative responsibilities
• Maintain compliance with industry regulations, best practices, and accounting policies
• Implement and maintain carrier payables policies, procedures, and controls
• Perform quality assurance reviews of accounting-policy compliance
• Identify financial risks and raise issues with suggested solutions to the People Leader
• Participate in special projects and initiatives
• Prepare monthly Premiums Payable Worksheets
• Calculate and post monthly reconciliation journal entries to the general ledger
• Prepare monthly financial reports for Home Office
• Reconcile bank statements, set up wires and ACHs, and maintain banking relationships
• Prepare renewal reports and supervise renewal-team workload
• Prepare monthly bond-list and management reports
• Review increase/decrease invoices and releases/cancellations
• Prepare and review complex renewals
• Report and maintain payroll, PTO records, and personnel files
• Liaise with parent-company payroll and employees