Client Operations & Underwriting Analyst

Acrisure•Tampa, FL

2d•Onsite

About The Position

Acrisure is a global fintech leader that empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. By combining cutting-edge technology with top-tier human support, Acrisure connects clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit, prioritizing leadership, accountability, and collaboration to equip its teams to work at the highest levels possible. The Client Operations & Underwriting Analyst supports underwriting and account management within the workers’ 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.

Requirements

Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

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.