Client Operations & Underwriting Analyst
Acrisure, Tampa, FL, United States
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination, and more.
Key Responsibilities
Partner directly with insureds, retail agents, carriers, and PEOs to gather, validate, and manage underwriting and servicing information, including employee census data, payroll, job classifications, experience modifiers, and claims documentation.
Perform pre‑underwriting reviews for new business and renewal submissions to ensure accuracy, completeness, and alignment with carrier underwriting guidelines.
Support insureds and internal stakeholders with proper workers’ compensation class code assignments for new hires, role changes, and exposure updates.
Review payroll and exposure reports in collaboration with the Accounts team to confirm compliance with carrier and PEO requirements prior to submission.
Own the coordination and resolution of escalated underwriting and client service issues, working cross‑functionally with carriers and internal teams through resolution.
Maintain proactive communication with insureds and agents through regular check‑ins to address underwriting questions, service needs, and renewal activity, supporting retention efforts.
Manage the collection, review, and distribution of workers’ compensation certificates of insurance, policies, endorsements, and renewal documentation.
Ensure accurate and timely entry and maintenance of underwriting and policy data within CRM and agency management systems.
Identify opportunities to streamline underwriting and client service workflows, recommending process improvements to increase efficiency, accuracy, and scalability.
Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.
Why Join Us At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Employee Benefits
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
#J-18808-Ljbffr
Key Responsibilities
Partner directly with insureds, retail agents, carriers, and PEOs to gather, validate, and manage underwriting and servicing information, including employee census data, payroll, job classifications, experience modifiers, and claims documentation.
Perform pre‑underwriting reviews for new business and renewal submissions to ensure accuracy, completeness, and alignment with carrier underwriting guidelines.
Support insureds and internal stakeholders with proper workers’ compensation class code assignments for new hires, role changes, and exposure updates.
Review payroll and exposure reports in collaboration with the Accounts team to confirm compliance with carrier and PEO requirements prior to submission.
Own the coordination and resolution of escalated underwriting and client service issues, working cross‑functionally with carriers and internal teams through resolution.
Maintain proactive communication with insureds and agents through regular check‑ins to address underwriting questions, service needs, and renewal activity, supporting retention efforts.
Manage the collection, review, and distribution of workers’ compensation certificates of insurance, policies, endorsements, and renewal documentation.
Ensure accurate and timely entry and maintenance of underwriting and policy data within CRM and agency management systems.
Identify opportunities to streamline underwriting and client service workflows, recommending process improvements to increase efficiency, accuracy, and scalability.
Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.
Why Join Us At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Employee Benefits
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
#J-18808-Ljbffr