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.
The Client Operations & Underwriting Analyst supports underwriting and account management within the workersā compensation practice. This role serves as a key operational partner across insureds, retail agents, carriers, and Professional Employer Organizations (PEOs), ensuring high-quality data, underwriting readiness, and efficient issue resolution. The position plays a critical role in supporting profitability, compliance, and long-term client retention.
Key Responsibilities
Ā· 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.
Ā· Perform pre-underwriting reviews for new business and renewal submissions to ensure accuracy, completeness, and alignment with carrier underwriting guidelines.
Ā· Support insureds and internal stakeholders with proper workersā compensation class code assignments for new hires, role changes, and exposure updates.
Ā· Review payroll and exposure reports in collaboration with the Accounts team to confirm compliance with carrier and PEO requirements prior to submission.
Ā· Own the coordination and resolution of escalated underwriting and client service issues, working cross-functionally with carriers and internal teams through resolution.
Ā· Maintain proactive communication with insureds and agents through regular check-ins to address underwriting questions, service needs, and renewal activity, supporting retention efforts.
Ā· Manage the collection, review, and distribution of workersā compensation certificates of insurance, policies, endorsements, and renewal documentation.
Ā· Ensure accurate and timely entry and maintenance of underwriting and policy data within CRM and agency management systems.
Ā· 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, weāre building more than a business, weāre 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.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
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.
ā¦ and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
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.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
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