Acrisure

Analyst

• Act as the client's primary point of contact
• Mediate requests between the client and insurance providers
• Process beneficiary enrollment changes with insurance providers, including additions and removals, contract transfers, plan upgrades or downgrades, and waiting-period waivers
• Provide operational support to the client company's beneficiaries, including information about waiting periods and coverage, assistance with authorizations and the customer service center, clarification regarding reimbursements, and guidance on submitting requests
• Validate and process registration data
• Ensure information is organized, recorded, and traceable
• Monitor and process requests through to completion
• Resolve outstanding issues
• Ensure a formal response is provided to the requester
• Ensure clear, prompt, and welcoming communication
• Meet established deadlines and SLAs

Benefits Service Analyst

Account Manager

• Maintain and update client financial and bond files
• Receive and dispatch correspondence promptly
• Review contracts and bond forms and extract relevant information
• Prepare bid and final bonds, subdivision bonds, license and miscellaneous bonds, ensuring accuracy before transmittal
• Keep clients updated on request status
• Process final close-outs for premium audits
• Act as liaison with surety companies and maintain surety relationships
• Act as liaison with clients and client staff
• Assist Client Advisors and other team members
• Prepare routine and follow-up correspondence in paper and electronic formats
• Maintain agency management system and files
• Draft and/or send correspondence
• Prepare overnight packages and receipts and assist with mail
• Answer the telephone and respond to voice messages
• Provide other administrative support as directed
• Serve as a trusted advisor and primary point of contact for clients, client advisors, and surety company underwriters
• Support client service, carrier partnerships, and growth and retention of the surety business

Surety Account Manager

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 individual risk characteristics, exposure analysis, hazard recognition, and control
• Use underwriting guidelines to ensure compliance with authority levels and state regulations
• Handle confidential and non-routine information
• Review insurance policies and contracts and make recommendations for improvement
• 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, carrier negotiations, and working directly with insureds
• Prepare property and casualty insurance submissions for new business prospects and renewing accounts
• Promote technology adoption, process optimization, automation, and streamlining
• Ensure AURIS and EPIC are adopted and leveraged to maximize client retention, growth, and profitability

Commercial Lines Placement Supervisor – Small/Mid

Payroll

• Lead and participate in day-to-day payroll processing across multiple pay frequencies, states, entities, and employee populations
• Manage, review, and execute regular and off-cycle payrolls
• Oversee and perform complex payroll calculations, reconciliations, adjustments, commissions, and other payroll transactions
• Coordinate team workload and priorities to meet payroll deadlines and service expectations
• Supervise, coach, and develop the Payroll Team
• Identify skill gaps and provide training, coaching, and cross-training
• Serve as the escalation point for complex payroll issues
• Oversee end-to-end payroll tax processing and compliance
• Monitor regulatory changes and implement appropriate payroll practices, controls, and procedures
• Oversee payroll reconciliations, audits, year-end activities, reporting, and compliance requirements
• Identify and mitigate payroll risks and maintain documentation and controls
• Lead or participate in new agency payroll implementations, acquisitions, integrations, and transitions
• Coordinate payroll onboarding activities
• Partner with HR, Finance, Compensation, Benefits, Compliance, Enterprise Applications, business leaders, vendors, and employees
• Provide concierge-level service to Agency Partners and stakeholders
• Own and maintain payroll processes within Workday, ADP, ServiceNow, and other payroll technologies
• Coordinate system testing for upgrades, enhancements, integrations, and configuration changes
• Improve payroll processes, controls, efficiency, and automation
• Develop and use payroll metrics and reporting
• Maintain accurate procedures, documentation, and operating standards
• Manage payroll tax, technology, and other external vendor relationships
• Exercise sound judgment on issue resolution and escalation

Payroll Manager

General

• Serve as the primary onshore escalation point for Operations staff and offshore delivery teams
• Own complex issues, ensure timely resolution, and communicate clearly with stakeholders
• Analyze recurring issues and drive process consistency and improvement
• Coordinate with offshore leads, share best practices, and support training and documentation
• Assist in developing and enhancing processes by streamlining tasks and improving efficiency
• Maintain relationships with Accounting automation, Operations, Growth, Accounting, and Finance teams
• Address escalations and inquiries and resolve discrepancies
• Maintain compliance with industry regulations, accounting policies, procedures, and controls
• Identify potential financial risks and present issues and suggested solutions to leaders and Operational Excellence
• Participate in special projects, initiatives, and UAT for system enhancements or process changes
• Ensure accurate and timely completion of carrier invoice and payment tasks
• Perform regular quality audits of offshore delivery processing to ensure SLA compliance
• Support training documentation and knowledge sharing for onshore and offshore teams

Specialist – Cash App & Receivables

• Serve as the primary contact for assigned clients
• Manage renewals, policy changes, and day-to-day account servicing
• Provide consultative recommendations and tailored insurance solutions
• Identify cross-sell and account rounding opportunities
• Support retention and client satisfaction goals through proactive engagement
• Partner with internal teams and leadership to resolve client issues and improve service delivery
• Promote adoption of digital tools and resources where appropriate
• Deliver high-quality service and support client business needs
• Complete additional projects or duties as assigned

Personal Lines Account Manager

• Serve as the primary day-to-day contact for external and internal customer service needs
• Facilitate team service deliverables and manage accurate, efficient, and effective responses
• Service accounts, including quoting and issuing policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
• Respond to client inquiries, incoming mail, and company requests in a timely manner
• Develop coverage strategies and plans as necessary
• Perform insurance marketing and sales
• Collect renewal data on assigned accounts
• Provide claims support
• Review new and renewal policies and endorsements to ensure ordered items were received
• Maintain and document accurate client data and activities in Applied Systems / EPIC
• Use upload, download, and interface technology
• Assist other departments with information needed to issue appropriate policies for mutual clients
• Keep Producers informed of important account activities and potential problems; inform management as needed
• Stay current with industry trends through educational seminars and classes
• Maintain knowledge of carrier underwriting requirements and policy provisions
• Complete other assigned functions, including backup duties

Employee Benefits Account Manager

Program Manager

• Translate approved enterprise sponsorship and corporate giving strategies into actionable plans, priorities, timelines, and workstreams
• Develop and manage annual activation plans, partnership roadmaps, and program execution schedules
• Coordinate sponsorship, naming rights, charitable giving, and community impact initiatives
• Manage enterprise sponsorships, naming rights agreements, strategic partnerships, and charitable partnerships
• Serve as primary relationship manager for leagues, teams, venues, nonprofits, agencies, community organizations, and strategic partners
• Manage contractual obligations, activation plans, asset utilization, hospitality programs, and partner performance
• Lead execution of Acrisure's corporate giving strategy and enterprise giving framework
• Manage charitable giving programs, funding requests, nonprofit partnerships, and community investments
• Administer charitable giving requests and support due diligence, stakeholder coordination, and recommendation development
• Develop and maintain relationships with nonprofit organizations, community leaders, and charitable partners
• Measure and communicate business, employee, brand, and community impact
• Execute sponsorship and corporate giving governance processes, including intake, approvals, budgeting, contracting, and reporting
• Maintain portfolio measurement frameworks, KPIs, and performance reporting processes
• Support budget management, forecasting, spend visibility, and financial stewardship
• Develop executive dashboards and reporting
• Ensure compliance with internal policies, contractual obligations, financial controls, and approval requirements
• Coordinate cross-functional teams, agencies, and external partners to drive execution
• Serve as the central project manager and connector across stakeholders
• Support activation, utilization, and execution of partnership assets and charitable giving initiatives
• Represent Acrisure at partner events, sponsorship activations, charitable engagements, and industry functions

Program Manager – Sponsorships, Corporate Giving

Events

• Administer Cvent for Global Events, including platform setup, templates, workflows, user access, reporting, sourcing settings, data integrity, and account maintenance
• Serve as the primary Cvent power user and support SEMP adoption, training, troubleshooting, documentation, issue escalation, and system optimization
• Build and manage registration websites, including attendee-facing content, registration paths, logic, testing, reporting, updates, and troubleshooting
• Manage attendee workflows from invitations through post-event follow-up, including invite lists, RSVP tracking, communications, surveys, reporting, and issue resolution
• Build, configure, and support mobile event apps, including agendas, content, push notifications, and attendee tools
• Lead venue sourcing, RFP launches, and contract negotiation support through selection and contracting
• Lead onsite registration support, including check-in, badge and material distribution, attendee troubleshooting, reporting, and day-of coordination
• Support Global Events operations, team processes, documentation, reporting, administrative needs, and cross-functional coordination
• Maintain project visibility through Monday.com and related tools
• Support broader event planning, including logistics, vendor coordination, budget tracking, collateral, shipping, and onsite logistics
• Perform additional M&E duties as assigned

Senior Specialist, Events Technology

Human Resources

• Identify pressing talent opportunities and challenges and reflect workforce implications in business plans
• Inform HR priorities and evaluate demand for new or adjusted HR offerings
• Execute existing and new HR solutions and capabilities
• Partner on hiring, onboarding, development, advancement, and talent pipelines
• Monitor external marketplace trends and recommend impacts on employees
• Oversee employee relations, interpret policy, and resolve issues
• Develop and execute HR strategies supporting organizational change
• Manage change and uncertainty through communication, leadership alignment, and employee involvement
• Facilitate cultural integration and build a cohesive, inclusive environment
• Support onboarding and offboarding experiences
• Identify and retain key talent through retention plans, compensation, and growth opportunities
• Evaluate roles and partner with Compensation on fair, competitive compensation structures
• Identify and develop high-potential employees and future leaders
• Create career development opportunities with managers
• Design and deliver training programs
• Support performance management systems and feedback processes
• Maintain transparent communication and manage employee expectations
• Steward HR policies and procedures through feedback, audits, monitoring, and adaptation
• Coach leaders through team and organizational change
• Enable collaboration and networking across HR and the organization
• Challenge assumptions and advise leaders on talent implications
• Reprioritize actions for ad-hoc topics and assignments

Senior HR Business Partner

Insurance

• Provide customer service
• Prepare quotes across all insurance companies in the market for new policies, renewals, endorsements, and fleet insurance
• Finalize proposals and schedule inspections
• Negotiate with insurance carriers
• Prepare and present the best options to customers
• Assess customer needs to provide the best quote and deliver professional insurance consulting
• Enter information into the system and submit issuance requests to the insurance carrier
• Ensure all documents required by insurance carriers for policy issuance are submitted
• Ensure inspections are completed
• Follow up on pending issues and declined applications to achieve effective and timely resolutions
• Resolve customer issues promptly
• Work with agility and discipline in day-to-day situations

Insurance Consultant – Auto and Home

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 through 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 through 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 positioning using analytics and sales enablement tools
• Share insights with leadership and cross-functional teams to optimize product offerings, client experience, and revenue strategies

Commercial Lines Client Advisor

Operations

• Support the timely delivery of customer reports and achievement of service-level goals
• Manage and complete assigned tasks through the company ticketing system
• Communicate with clients, vendors, insureds, and internal stakeholders to resolve issues and provide updates
• Collaborate with team members to meet daily, weekly, and monthly performance targets
• Assist with workload management, assignment coordination, and operational decision-making
• Escalate or resolve inquiries, concerns, and service-related issues
• Participate in meetings and contribute recommendations for process improvements
• Complete administrative and operational support tasks as assigned
• Maintain professionalism while representing the organization
• Assist with training, mentoring, and special projects as needed

Operations Assistant

Paralegal

• Receive, review, and log incoming subpoenas and related legal documents
• Evaluate subpoenas for basic compliance with applicable laws and regulations
• Coordinate document and information gathering in response to subpoenas
• Review gathered documents for privileged content and redact as necessary
• Track subpoena status and deadlines, requesting extensions when necessary
• Prepare and send responses or objections as required
• Collaborate with outside counsel on high-priority subpoenas, including government agency subpoenas
• Assist in-house litigation counsel with investigations regarding falsified Certificates of Insurance claims
• Support AI integration initiatives in litigation management processes
• Assist with Early Case Assessment using AI-powered platforms, including Harvey AI
• Conduct AI-assisted legal research and identify relevant case law, statutes, and regulatory guidance
• Draft, edit, and refine litigation documents, including demand letters, discovery responses, motions, and settlement correspondence
• Use AI-driven tools for document review, privilege screening, and contract analysis
• Synthesize case facts, generate case summaries, and prepare briefing materials for attorney review
• Support the RFP process for retaining outside counsel using Persuit and other platforms
• Monitor the CSC database for service of legal documents and coordinate timely responses
• Maintain organized digital case files and accurate real-time matter updates
• Coordinate with external legal counsel and internal clients
• Coordinate document collection with agency partners, internal departments, and IT
• Coordinate IT forensics and electronic discovery activities
• Ensure accurate collection, preservation, and production of electronic evidence
• Maintain lawsuit and legal documentation records using legal software such as Team Connect
• Generate reports, presentations, and materials for management review
• Process settlement payments and coordinate with Accounting
• Schedule meetings and appointments with internal clients and outside counsel
• Review outside counsel invoices and timekeeping submissions
• Draft, edit, and format legal documents and correspondence as directed by attorneys
• Facilitate communication with business clients, external parties, outside counsel, and vendors
• Provide professional and prompt customer service
• Coordinate with agency partners and issuing counsel on subpoena-related matters

Associate

• Support scheduled payment runs across check, ACH/EFT, wire, and virtual card payment methods
• Validate payment data, approvals, due dates, and remittance information before payment release
• Generate payable cash-requirement reports and assist with check printing, positive pay file submission, and check distribution
• Support in-house and manual check processing, including request validation, logging, secure handling, and recordkeeping
• Confirm payment runs are funded and authorized; hold and escalate any run that is not
• Compile and submit recurring payment forecasts to Treasury
• Coordinate with Treasury on funding timing, cross-border and multi-currency runs, and payment rejections
• Provide supporting detail for cash positioning, bank account activity, and payment inquiries
• Monitor acquired and newly integrated entities moving through settlement
• Process and research voids, reissues, ACH returns, rejected payments, stop payments, refunds, and payment discrepancies
• Maintain outstanding check tracking and support stale-dated check and unclaimed property processes
• Validate banking information, supplier records, and payment data changes
• Identify and escalate potential fraud risks or suspicious payment activity
• Respond to payment inquiries and settlement-related ServiceNow requests
• Provide payment status updates to suppliers and internal stakeholders
• Conduct supplier outreach for banking documentation, W-9s, ACH forms, and remittance clarification
• Maintain payment tracking logs, settlement reports, and operational dashboards
• Compile weekly and periodic settlement metrics
• Support 1099 processing through data gathering, payee validation, and inquiry follow-up
• Support reconciliation of payment clearing and settlement accounts
• Assist with audit, SOX, and information requests
• Coordinate with the third-party processing provider and review its payment-related outputs
• Support onboarding of newly acquired partners into standard settlement and funding processes
• Provide surge support during onboarding waves, volume spikes, and stabilization periods