Jobs at Acrisure

Supports Commercial Account Managers by processing client service requests, endorsements, claims, billing inquiries, certificates, audits, cancellations, and reinstatements. Assists with policy renewals by gathering requirements, preparing draft presentations and emails, obtaining finance agreements, and submitting workers’ compensation marketing materials. Performs policy checks, issues certificates through EPIC and CSR24, obtains quotes, documents activities, and follows up with carriers and clients.

The Client Advisor drives business growth by developing client relationships, utilizing data-driven insights and technology for sales, and optimizing revenue strategies.

Drive new business and revenue growth for commercial insurance through pipeline development, consultative selling, client relationship management, and quota attainment. Use CRM, analytics, predictive insights, and AI tools to prioritize opportunities, manage sales cadences, forecast revenue, and identify upsell opportunities. Develop strategic growth plans, conduct market and competitive research, collaborate with service and marketing teams, and serve as a trusted advisor to clients.

Serve as primary contact for employee benefits clients, develop coverage strategies, manage renewals and enrollments, ensure compliance (ACA, ERISA, HIPAA, COBRA), negotiate with carriers, oversee implementations, mentor junior staff, and use agency tools to deliver strategic benefits advice and client service.

Serve as primary advisor for a portfolio of commercial insurance clients: manage renewals, endorsements, claims support, policy issuance, coverage strategy, data accuracy in agency management systems, and collaborate with carriers, producers, and internal teams to retain and grow accounts.

Manage new business and renewal processes for mid-to-large commercial insurance accounts: exposure and financial analysis, market strategy, alternative risk evaluation, coverage structuring, negotiation, submission preparation, proposal presentation, year-end review, and collaboration with client advisors, account teams, carriers, and risk specialists.

Lead execution of new business and renewals for mid-to-large commercial insurance accounts. Manage timelines, analyze exposures and financials, prepare specifications, negotiate complex coverage terms, design alternative risk and tower structures, engage carriers, present proposals, mentor placement team members, and ensure licensing and operational governance. Use analytics and rating tools to optimize placements and advise client strategies.

Lead execution of new business and renewal placements for mid-to-large commercial insurance accounts. Manage timelines, conduct exposure and financial analysis, prepare quote specifications, negotiate complex coverage terms, build placement strategies (including alternative risk financing and towers), engage carriers, mentor placement team members, ensure licensing compliance, and prepare policy and proposal documentation. Provide consultative guidance and drive operational excellence across placement lifecycle.

Account Executives manage client portfolios, develop action plans, work with the sales team on client acquisition, and ensure adherence to organizational policies while maintaining strong client relationships.

Manage commercial lines underwriting and placement for mid-to-large accounts: analyze submissions, price risks, negotiate with carriers and agency partners, maintain carrier relationships and databases, facilitate placements with Acrisure ACE, and support outbound marketing of programs while ensuring compliance and documentation.

Account Executives manage client accounts, develop action plans, assist the sales team, prepare documents, and ensure client retention. They need significant experience in account management or sales.

Provide day-to-day client support for insurance accounts: handle certificates, policy changes, billing questions, proposals, audits, and carrier communications. Support account managers, maintain agency systems and files, complete renewals and documentation, and assist with administrative and reception duties.

Provide day-to-day support to Commercial Account Managers by processing service requests, handling customer calls and emails, preparing renewals and draft presentations, issuing certificates, entering claims and policy data in EPIC, and maintaining clear documentation to ensure seamless client service.

Manage new business and renewal placement for mid-to-large commercial insurance accounts. Conduct exposure and financial analysis, prepare submissions and quote specs, negotiate coverage terms, develop market strategies (including captives and large deductibles), and present proposals. Collaborate with client advisors, account teams, and carriers while maintaining licensing and carrier relationships.

Lead execution of new business and renewal placements for small/mid commercial insurance accounts. Manage timelines, conduct exposure and financial analysis, prepare quote specs, negotiate coverage, build placement strategies including alternative risk financing, mentor team members, engage carriers, and produce proposals and financial models to optimize coverage and cost.

Lead and manage a West-region commercial and personal lines sales team to drive new business, build and maintain broker/agent relationships, meet revenue goals, coach reps through ride-alongs and performance reviews, analyze sales and retention metrics, implement territory action plans, and travel up to 40% to support sales activities.

Manage complex California workers' compensation claims end-to-end: investigate compensability, set reserves, handle litigated files, coordinate with counsel/providers/employers, negotiate settlements, identify subrogation/fraud, and maintain accurate claims documentation and diaries while ensuring California regulatory compliance.

Prospect and close payroll and HR solutions for small and mid-sized businesses via in-person and phone presentations. Maintain CRM records, hit production targets, collaborate with territory and division managers, and spend at least half your time in the field. Participate in training and team meetings and upsell additional products.

Independently manage complex California workers' compensation claims from assignment to resolution. Investigate compensability, set reserves, manage litigated files, negotiate settlements, coordinate with counsel and medical providers, identify subrogation/fraud opportunities, and maintain timely documentation and diaries in claims systems while ensuring compliance with California regulations.

Manage complex California workers' compensation claims from assignment through resolution: investigate compensability, set reserves, handle litigated files, negotiate settlements, coordinate with counsel and providers, monitor progress, support return-to-work, identify fraud/subrogation, and maintain accurate documentation in claims systems.