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Acrisure

Acrisure

Insurance broker offering risk management services

Associate Account Manager

Full-Time
$25 - $32/hr
Mid
San Jose, CA, USA+4 more

More locations: Walnut Creek, CA, USA | Roseville, CA, USA | Ontario, CA, USA | Costa Mesa, CA, USA

In Person

On-site presence is required.

About the job

Requirements
  • A minimum of a high school diploma.
  • A valid California Property/Casualty license.
  • Experience with the EPIC Agency Management System.
  • Strong typing skills and proficiency with a PC computer.
  • Proficiency with Microsoft Word, Outlook including Quick Parts, and Excel.
  • Proficiency with Microsoft Internet Explorer, Chrome, or Firefox.
  • Ability to actively listen and ask appropriate questions.
  • Ability to write clear, concise, error-free professional correspondence and document EPIC activities with clear, concise notes.
  • Ability to communicate information clearly and effectively, including group presentations and communication involving confidential or sensitive situations.
  • Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches.
  • Ability to manage time, respond promptly to email and voicemail correspondence, and work independently with little supervision.
  • Ability to maintain composure and deal calmly and effectively with high-stress situations.
  • Honest and ethical behavior, persistence, cooperation, dependability, initiative, and willingness to take on responsibilities and challenges.
Responsibilities
  • Assist Commercial Account Managers with service requests, including customer service calls and emails, obtaining information for endorsements, claim reporting and follow-ups, billing questions, audits, certificates, cancellations, and reinstatements, including processing in EPIC.
  • Assist Commercial Account Managers with renewals by obtaining renewal requirements from the carrier or broker, obtaining renewal updates and applications from insureds using Indio, creating draft renewal presentations, obtaining finance agreements, creating dummy invoices, entering workers’ compensation submissions online with carriers for marketing when needed, and creating draft renewal emails for the Account Manager to send to the insured.
  • Perform policy checking of workers’ compensation policies using the EPIC policy check feature.
  • Issue certificates and EPIs through EPIC and CSR24 as needed.
  • Obtain quotes for limit increases and additional insured forms when needed for certificates.
  • Enter claims in EPIC, submit them to the carrier, follow up and document the file, and route them to the Account Manager according to instructions.
Desired Qualifications
  • Familiarity with company online rating and service sites.

About the company

Acrisure is an insurance broker that partners with a global network of independent Agency Partners to deliver insurance and risk management services. Agencies keep local client relationships while Acrisure provides access to broader product offerings, technology, and best practices. It earns commissions and fees from carriers for policies sold and from risk management services and growth of partner agencies. Its goal is to grow the brokerage by expanding its Agency Partner network and deliver customized insurance solutions through a unified platform.

Company Size

1,001-5,000

Company Stage

Debt Financing

Total Funding

$9.8B

Headquarters

Grand Rapids, Michigan

Founded

2005

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Simplify Jobs

Simplify's Take

What believers are saying

  • Acrisure opened Gdańsk in September 2026, targeting 200 hires and 500 jobs.
  • Efficient Insurance Solutions joined Acrisure in Poland after UOKiK approval on February 25, 2026.
  • Auris AI can boost placement speed, cross-sell, and margin expansion across broker operations.

What critics are saying

  • S&P cut Acrisure to Negative in April 2026 after 9.6x leverage.
  • Acrisure laid off 2,250 employees in May 2026; integration strain continues into 2027.
  • A 2029 refinancing failure could trigger distress, higher borrowing costs, and covenant pressure.

What makes Acrisure unique

  • Auris AI, launched September 10, 2026 with Palantir, unifies insurance workflows enterprise-wide.
  • Acrisure integrated nearly 1,000 acquired businesses, compressing post-merger integration from months to weeks.
  • Its agency-partner model preserves local client relationships while centralizing technology, data, and carrier access.

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Benefits

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
FinTech Global
Sep 11th, 2026
Acrisure bets on Palantir to reshape insurance workflows.

Acrisure bets on Palantir to reshape insurance workflows. September 11, 2026 Acrisure, the global FinTech group spanning insurance, reinsurance, payroll, benefits, cybersecurity and real estate services across 19 countries, has launched Auris AI, an applied artificial intelligence platform developed with Palantir Technologies to bring together data, workflows and decision-making across its business. Built using Palantir's Ontology framework, Auris AI brings client records, carrier relationships, contract details and operational data into a single environment, with permissions and controls designed to govern how information is accessed and used. The platform gives insurance teams a shared view of client intelligence, growth opportunities, risk insights, placement activity and service requirements, helping employees identify opportunities, coordinate work and respond to clients without relying on fragmented systems. Acrisure said the launch addresses a long-standing challenge in insurance, where interconnected businesses have traditionally relied on disconnected systems and siloed data. Auris AI has been developed around the complexity of insurance operations rather than as a generic AI tool layered onto existing processes. The platform was unveiled around Palantir's AIPCon 11 conference, where Acrisure's technology leadership presented Auris AI as an example of how Palantir's Artificial Intelligence Platform is being applied to operational challenges. Acrisure and Palantir plan to continue working together on the platform, including areas such as responsible AI deployment, data governance and enterprise-wide controls. Acrisure also intends to expand Auris AI's capabilities and extend its use across relationships with clients, carriers and other partners, with the company positioning greater coordination between people, data and digital infrastructure as a key part of the future of financial services. Acrisure chief technology officer and chief AI officer Benjamin Funk said, "We are not announcing another vibe-coded AI tool. We are unveiling a platform built against the actual complexity of how insurance is delivered today: fragmented data, disconnected workflows, multi-company collaboration, and human expertise. Auris AI is designed to support AI-assisted workflows that help our teams surface insights, coordinate tasks, and better serve clients." Palantir chief revenue officer and chief legal officer Ryan Taylor added, "Auris AI enables Acrisure to bring AI into the core of its operations while maintaining control over the data, workflows and decisions that power its business. We are proud to partner to bring Palantir's Ontology and AIP into production across Acrisure's business." Enjoying the stories? Investors. The following investor(s) were tagged in this article.

Yahoo Finance
Sep 10th, 2026
Acrisure unveils Auris AI operating system to connect fragmented insurance data and workflows

Acrisure has launched Auris AI, an artificial intelligence platform designed to integrate data, workflows, and decision-making across its insurance operations. Built using Palantir's platforms, the system consolidates client, carrier, contract, and operational data into a unified framework intended to help insurance professionals identify opportunities and coordinate work more efficiently. The platform addresses fragmentation in the insurance industry, where workflows often rely on disconnected systems. Auris AI organises operational data and business processes, bringing together client intelligence, risk insights, and carrier relationships into a shared environment. Benjamin Funk, Acrisure's chief technology officer and chief AI officer, emphasised that the platform was built to handle the complexity of modern insurance delivery. The company plans to continue working with Palantir on responsible AI deployment and data governance.

The Infotech
Sep 10th, 2026
Acrisure unveils Auris AI operating system for insurance industry.

Acrisure unveils Auris AI operating system for insurance industry. ET By Editorial Team September 10, 2026 Acrisure unveiled Auris AI, its applied AI platform designed to connect data, workflows and AI-assisted decision-making across its portfolio of services. Developed by Acrisure using Palantir's platforms, Auris AI brings together client, carrier, contract and operational intelligence into a common operating framework and AI engine. The platform is intended to help insurance professionals identify opportunities, coordinate work and serve clients more effectively, with access governed by applicable permissions and controls. Auris AI addresses fragmented insurance workflows. Insurance is one of the world's oldest and most essential industries, yet much of the work behind it still relies on coordination across fragmented data and disconnected systems. Acrisure built Auris AI to address that challenge from inside the industry, using its scale, industry experience and operating footprint to develop a platform intended to support more connected, efficient and informed insurance workflows.v Built on Palantir's Ontology and developed by Acrisure's technology team and business operators, Auris AI is designed to organize: * Operational data * Business logic * Workflows * Client intelligence * Growth opportunities * Risk insights * Placement activity * Service needs * Carrier relationships The platform brings these elements into a shared operating environment, with the goal of helping teams coordinate more effectively and support informed decision-making for clients. "We are not announcing another vibe-coded AI tool. We are unveiling a platform built against the actual complexity of how insurance is delivered today: fragmented data, disconnected workflows, multi-company collaboration, and human expertise. Auris AI is designed to support AI-assisted workflows that help our teams surface insights, coordinate tasks, and better serve clients." - Benjamin Funk, Chief Technology Officer and Chief AI Officer at Acrisure Auris AI to be showcased at Palantir AIPCon 11. At Palantir's AIPCon 11 Conference, Funk will introduce Auris AI as part of a cross-industry showcase of organizations using Palantir's Artificial Intelligence Platform (AIP) to solve complex operational challenges. Acrisure's work with Palantir reflects its broader commitment to moving enterprise AI from experimentation toward practical use in business operations. The two organizations also intend to continue exploring approaches to: * Responsible AI deployment * Data governance * Enterprise control * AI integration across Acrisure's technology environment "Auris AI enables Acrisure to bring AI into the core of its operations while maintaining control over the data, workflows and decisions that power its business. We are proud to partner to bring Palantir's Ontology and AIP into production across Acrisure's business." - Ryan Taylor, Chief Revenue Officer and Chief Legal Officer at Palantir Expanding AI capabilities across the insurance ecosystem. Looking ahead, Acrisure intends to expand Auris AI's capabilities and deepen collaboration with clients, carriers and other relationships where the platform can support more connected workflows. The company believes the future of financial services will depend on stronger coordination across people, connected data and digital infrastructure, supported by tools designed to help professionals make more informed decisions. "Insurance has always been a connected business, but technology has not always reflected that reality. Auris AI is about changing how our teams work with data, workflows, and AI in one operating environment. Our goal is to help people move faster, coordinate more effectively, and deliver better outcomes for clients, while continuing to build responsibly with trusted partners. The next step is bigger than Acrisure. It is about helping our clients, carriers, and partners across the industry operate in a more connected way - and nobody does that alone." - Benjamin Funk, Chief Technology Officer and Chief AI Officer at Acrisure

Crypto Briefing
Aug 29th, 2026
Acrisure faces debt pressures amid Guggenheim ties, impacting high-yield credit markets.

Acrisure faces debt pressures amid Guggenheim ties, impacting high-yield credit markets. The insurance-broker-turned-fintech is cutting 11% of its workforce while its leveraged debt structure sends ripples through credit markets an hour ago Sponsored: CryptoSlots - Cryptoslots Play now! When a company valued at $32 billion starts cutting thousands of jobs and watching its debt trade at steep discounts, it tends to get the attention of credit markets. Acrisure, the insurance brokerage and fintech hybrid, is having that kind of year. The firm announced in late May that it would eliminate roughly 2,250 positions, about 11% of its global workforce, primarily in the US. The cuts are framed as a modernization push, leaning into AI and automation to streamline operations. Leverage that keeps climbing. S&P Global Ratings revised Acrisure's credit outlook from Stable to Negative back in April 2026. The reason was straightforward: adjusted leverage had ballooned to 9.6x by the end of 2025. S&P's forecasts suggest leverage could gradually improve to the 8-9x range through 2026, but that still leaves the company operating with a debt load that limits its financial flexibility. Acrisure has been an aggressive issuer in the high-yield bond market. Among its outstanding debt is a $925 million tranche of 8.25% senior notes due in 2029, issued in early 2024. Those bonds, along with other Acrisure debt instruments, have slid in price since the start of 2026 but have remained above the levels typically classified as distressed, which is generally around 70 cents on the dollar or below. The Guggenheim connection. Guggenheim Partners made an initial investment during Acrisure's 2022 funding round, when the company was valued at approximately $23 billion. Subsequent rounds pushed that valuation to $32 billion by 2025. A $1.18 billion loan tied to GIH Borrower LLC, a Guggenheim-linked entity, dropped to approximately 72.5-73 cents on the dollar by August 2026. That level is right at the edge of distressed territory, and it signals that the market is pricing in meaningful credit risk on Guggenheim's exposure to Acrisure. What the workforce cuts actually signal. Acrisure's CEO and co-founder Greg Williams has positioned the layoffs as forward-looking rather than defensive. The company says it is investing in AI and automation to replace manual processes and improve margins. The restructuring also has implications for Acrisure's competitive position. The insurance brokerage sector has been consolidating rapidly, with private-equity-backed platforms like Acrisure competing against publicly traded giants such as Marsh McLennan and Aon. Ripple effects in high-yield credit. For institutional investors tracking Guggenheim's exposure, the GIH Borrower loan trading near 73 cents represents a tangible risk marker. If that loan breaks below 70 cents, it would formally enter distressed territory. The next few quarters will be critical for Acrisure's ability to demonstrate that its restructuring can actually bend the leverage curve downward. Missing S&P's projected 8-9x leverage range for 2026 would likely trigger a downgrade, which would further pressure bond prices and increase the company's borrowing costs. Disclosure: This article was edited by Editorial Team. For more information on how Crypto Briefing create and review content, see its Editorial Policy.

The Mirror Democrat and Savanna Times-Journal
Aug 18th, 2026
RELM INSURANCE appoints Sue Crawford to lead distribution strategy.

RELM INSURANCE appoints Sue Crawford to lead distribution strategy. * 3 hrs ago Ministers arrive at Downing Street for first Cabinet meeting with Andy Burnham New York, Aug. 18, 2026 (GLOBE NEWSWIRE) - Relm Insurance ('Relm'), the leading insurer focused on emerging industries, today announced the appointment of Sue Crawford as SVP - Head of Distribution reporting to Shane Doyle, Chief Underwriting Officer. Based in New York, Crawford will lead Relm's distribution efforts, working with brokers and underwriting teams as the company expands its product portfolio, sector reach, and international presence. Crawford joins Relm from Acrisure, where she managed the company's eight largest strategic carrier partnerships, connecting those carriers to Acrisure's full capabilities spanning wholesale, reinsurance, programs, and specialty. She brings over 25 years of experience developing distribution and insurer relationships across the US, London, and Australia / New Zealand markets, including senior roles at Aon and Marsh. Crawford takes over distribution strategy from Christian Capes-Davies, who has moved into a new role as Group Head of Innovation and Digital Capital. Crawford will focus on strengthening broker partnerships and bringing the company's products to a wider market. A key part of that work will be helping brokers identify where Relm's products can add value for their clients and creating clearer routes to market across emerging industries. "Emerging risks like digital assets, AI, and the new space economy aren't niche anymore; they're becoming core to how brokers serve their clients, and that's not slowing down. What excites me about Relm is the distribution side of that: getting the right people in the room early, so brokers and carriers aren't working these opportunities in silos. It's about building relationships that let us bring smarter, better-informed capacity to the table," said Crawford. "Sue has spent her career looking at distribution from multiple sides, and that perspective is incredibly valuable to us," said Doyle. "She understands how to bring brokers, carriers, and underwriting teams together around opportunities that might otherwise sit in separate parts of the market. As Relm grows, we want to make sure the breadth of what we offer is reaching the right brokers and that we are delivering solutions to their clients, and Sue has the relationships and commercial instincts to help us do that." ABOUT RELM INSURANCE The Relm Insurance group of companies comprises Relm Insurance Ltd., a Bermuda-domiciled specialty insurance carrier supporting emerging industries and next-generation technologies, and its affiliates. Relm Insurance was launched in 2019 to address the scarcity of insurance capacity available to high-growth markets and plays an active role in bolstering the resilience of innovative industries. Relm's unrivaled industry expertise and solutions-driven track record make it a highly sought-after risk partner for businesses and institutions operating at the forefront of various industries including web3, digital assets, AI, biotech, and the space economy. Relm Insurance Ltd. has earned a Financial Stability Rating of 'A, Exceptional' from Demotech.