Teams at Acrisure

Manages employee benefits accounts as a primary client contact. Responsibilities include servicing policies, processing quotes, endorsements, certificates, renewals, claims, and correspondence; developing coverage strategies; supporting insurance marketing and sales; maintaining accurate agency management system records; coordinating with departments and producers; and staying current on underwriting requirements, policy provisions, industry trends, and licensing compliance.

Manages new business and renewal placements for small commercial insurance accounts. Responsibilities include exposure and financial analysis, market strategy, carrier submissions, quote and coverage evaluation, negotiation, policy review, proposal preparation, client and carrier communication, and coverage gap recommendations. The role maintains carrier relationships, ensures licensing compliance, uses agency and rating systems, manages deadlines, and supports special projects.

Manages employee benefits operations, including team leadership, workforce planning, budgeting, KPI monitoring, risk management, client retention, process improvement, and technology enablement. Implements operational strategies, improves workflows, ensures regulatory and policy compliance, supports business growth, and partners cross-functionally to enhance service quality, efficiency, profitability, and client and colleague experiences.