Acrisure

• Assist the Executive Director as outsourced risk manager for global infrastructure and private equity clients. • Work with insurance brokers, client’s acquisition, asset management and portfolio company management teams to obtain and organize the information needed to quote and bind comprehensive insurance placements. • Support M&A processes from an insurance perspective, including insurance due diligence, risk review, deal document review and transactional insurance placements. • Manage brokerage RFPs for global infrastructure, Real estate and private equity clients. • Assist in the management and negotiation of complex insurance claims. • Support clients in annual insurance budgeting and premium allocation methodologies. • Track, maintain and prepare reports on policy information in risk management information systems (as needed). • Review and advise on contractual language regarding insurance, liabilities and indemnification in investment-related documents (purchase agreements, joint venture agreements, LLC agreements, loan agreements, tax equity agreements, construction agreements, etc.). • Field day-to-day questions from internal and external parties regarding the insurance program, process, coverage, etc. • Complete a review / audit of the client's existing insurance program. • Participate with the client in its analysis of other third-party insurance and risk management consultants or advisors, including brokers, third party administrators, claims adjusters, etc. (the client is responsible for engaging all consultants or advisors). • Provide insurance / risk management related advice and support related to fundraising and financing, including reviewing and commenting on insurance and risk management related inputs and marketing material, and liaising with potential investors, debt / equity markets and their advisors regarding insurance and risk management matters, including reviewing and commenting on insurance and risk management provisions. • Assist the client in creating and implementing a centralized insurance and risk management function that clearly defines roles and responsibilities and establishes efficient processes and procedures to support current and future business operations. • Assist the client with preparation of the annual insurance / risk management budget, inclusive of recommendations for allocation methodology, if applicable. • Assist with the structuring and placement of any transactional insurance products, including representations and warranties, tax liability, contingent liability, environmental liability and run-off management liability. • Manage insurance compliance with lender and regulatory requirements and assist the client with providing required documentation. • Assist the client in monitoring the quality of service from its brokers and insurance providers and provide recommendations on modifications as needed. • Assist with the client's following insurance placements as insurance and risk management advisor: Property Insurance Program, Liability Insurance Program, Environmental Insurance Program, Construction Insurance Program. • Assist the client with the management of claims. • Handle special projects as assigned by the Executive Director or others. • Assist in the implementation of a Risk & Insurance Management System or equivalent.

• Process claims in designated workflow queues • Knowledge of repricing claims with Reference Based Pricing (RBP) and Qualifying Payment Amount (QPA) • Review of processed claims and reprocessing when necessary • Claims reporting – daily and weekly reporting • Stop pay, void and reissue of payments • Back-up group claims report requests • Axos claims check maintenance • Electronic provider payment reconciliation • Other responsibilities as needed

Payroll Territory Manger remote type Remote locations IOWA job requisition id JR113637 About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM). Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and services, and maintaining regular communication with the PDM. Additionally, the PTM is responsible for training and coaching Payroll Client Advisor, who report to them. Your role as the PTM is to close sales of our business solutions with clients throughout the area. You will work closely with your local PDM to set appointments with business owners over the phone, face to face, through your network, and via referral partnerships that you build. You will then run scheduled appointments, uncover needs and present Heartland payroll solutions to close sales in small to mid-sized businesses. During the training period, your PDM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet-based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. You will also accompany Payroll Client Advisors on their initial appointments to train. After training you will have the opportunity to set up your own work schedule to maximize the upside of the residuals on the business you bring in. Responsibilities - Responsible for prospecting new clients into our Payroll/HCM services realm - Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas. - Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN - Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date. - Attend weekly team meeting and weekly one-on-one with leader - Responsible for training and coaching Payroll Client Advisors, who report to them - Provide status updates to reporting PDM - Additional responsibilities may be assigned as needed Minimum Qualifications - 18 years of age or older - Valid Driver’s License and valid automobile insurance - Successful completion of pre-employment background check - Must live in area relative to job posting location - At least two years of relevant experience - Excellent prospecting, communication, presentation, and networking skills - Works well independently and as part of a team - Incentive-driven sales “hunter” - Professional demeanor and impeccable integrity - High sense of urgency and innate sales talent - Enjoys cold-calling and speaking with people face to face - Accountable for measurable, high-quality, timely results - Ability to be in the field 50% of the time Preferred Qualifications - High school diploma/GED - At least 6 years of relevant experience - At least 1-2 years of supervisory experience Competencies - Awareness - Driven - Resilient - Respectful - Committedness Compensation (pay transparency) and Benefits - It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy. - We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity. - We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement. #Auris 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. 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. - … 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.

• Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. • Manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Payroll Territory Managers (PTM) and Senior Product Advisors (SPAs). • Recruit and interview PTM and SPA candidates, deploy divisional communication, manage SPA/PTM activity, develop PTMs, and build PTM business plans. • Maintain and manage relationships with partners including Payments Dealers, and business networking groups as well as Outside Sales POS/Payments team while monitoring and adhering to corporate sales policies. • Continuous support for employees in the field to best understand their challenges and coach up when necessary. • Maintain existing/prospective client records, in accordance with company policies, in the Customer Relationship Management (CRM) system; currently Atlas. • Provide status updates to VP and/or SVP. • Achieve minimum production requirements, including Install Margin Goal %. • Lead weekly team meetings and one-on-one with team members. • Conduct monthly team training sessions. • Additional responsibilities may be assigned as needed.

• Lead, coach, and develop a team of approximately 4 to 6 workers' compensation claims professionals • Serve as the primary technical resource for escalated workers' compensation claim questions and complex claim strategy • Oversee claim handling activities to ensure compliance with company standards, client requirements, and applicable state regulations • Review complex claims involving compensability, coverage, litigation, reserving, settlements, and benefit determinations • Monitor team workloads, productivity, and claim quality while supporting timely claim resolution • Provide regular coaching, mentoring, and performance feedback to help develop adjusters and strengthen technical expertise • Approve claim settlements, reserve changes, and other claim decisions within established authority • Support litigation management, vendor oversight, and cost containment strategies to achieve quality claim outcomes • Ensure timely statutory filings, accurate documentation, and compliance with client handling instructions • Lead team meetings and establish accountability for operational goals and follow-up activities • Participate in recruiting, interviewing, onboarding, and developing claims professionals • Build strong relationships with clients, brokers, insureds, and internal leadership while supporting exceptional customer service • Participate in claim reviews, operational planning, and continuous improvement initiatives • Perform additional duties and projects as assigned.

Role Description The Captive Marketing Underwriter is responsible for promoting and supporting captive insurance programs through broker training, client presentations, and early-stage underwriting engagement. This role blends technical underwriting knowledge with strong communication and relationship-building skills. It ensures brokers and prospective clients clearly understand the captive structure, benefits, and requirements while managing the front end of the submission and eligibility process. Key Responsibilities - Broker Training — Educate brokers on captive program structures, underwriting guidelines, eligibility criteria, and value propositions. Develop training materials and conduct regular sessions to strengthen broker competency and engagement. - Program Marketing — Present captive solutions to brokers and prospective clients, articulating program advantages, financial mechanics, and performance expectations. Support marketing initiatives, webinars, and industry events. - Submission Management — Serve as the first point of contact for new submissions. Review incoming applications, ensure completeness, and coordinate required documentation with brokers and applicants. - Pre-Eligibility Review — Conduct preliminary assessments of prospective participants based on underwriting criteria, operational performance, and captive fit. Provide early feedback to brokers and internal underwriting teams. - Relationship Development — Build strong partnerships with brokers to drive captive growth. Maintain ongoing communication, address questions, and support them through the submission & onboarding process. - Internal Collaboration — Work closely with Program admin / program management team to ensure smooth transition from marketing to full underwriting review. - Market Intelligence — Monitor industry trends, competitor captive programs, and broker feedback to refine messaging and identify growth opportunities. Qualifications - 3–5 years of experience in underwriting, captive insurance, or commercial insurance marketing - Strong presentation and communication skills - Ability to translate technical concepts into clear, compelling messaging - Experience working with brokers or distribution partners - Detail-oriented with strong organizational skills - Proficiency in managing multiple submissions and timelines Requirements - Underwriting Knowledge — Understanding of captive structures, rating methodologies, and risk evaluation - Sales & Marketing Skills — Ability to influence, educate, and engage external partners - Analytical Thinking — Ability to assess pre-eligibility and identify key risk indicators - Communication Excellence — Skilled in delivering presentations and simplifying complex topics - Relationship Management — Strong interpersonal skills for broker and client engagement Benefits - Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. - Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. - Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. - Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. - … and so much more!

• Oversee construction site safety activities across multiple active projects operating under an OCIP program • Travel between assigned construction sites to conduct routine safety inspections, audits, and compliance reviews • Monitor compliance with OSHA regulations, OCIP requirements, and project-specific safety standards • Identify safety hazards and partner with contractors to implement timely corrective actions • Conduct daily safety reviews of work in progress and verify compliance with established safety procedures • Prepare and distribute daily, weekly, and monthly safety reports, inspection findings, and compliance documentation • Investigate incidents, near misses, and recordable injuries while supporting corrective action and incident prevention efforts • Participate in project meetings and provide safety guidance, recommendations, and compliance updates • Support OSHA inspections and regulatory interactions as required • Verify completion of required safety training, including new hire orientation and ongoing tailgate meetings • Lead safety stand-downs and reinforce safe work practices following incidents or significant safety events • Promote continuous improvement through coaching, education, and proactive risk management initiatives • Perform additional duties and projects as assigned

• Oversee construction site safety activities across multiple active projects operating under an OCIP program • Travel between assigned construction sites to conduct routine safety inspections, audits, and compliance reviews • Monitor compliance with OSHA regulations, OCIP requirements, and project-specific safety standards • Identify safety hazards and partner with contractors to implement timely corrective actions • Conduct daily safety reviews of work in progress and verify compliance with established safety procedures • Prepare and distribute daily, weekly, and monthly safety reports, inspection findings, and compliance documentation • Investigate incidents, near misses, and recordable injuries while supporting corrective action and incident prevention efforts • Participate in project meetings and provide safety guidance, recommendations, and compliance updates • Support OSHA inspections and regulatory interactions as required • Verify completion of required safety training, including new hire orientation and ongoing tailgate meetings • Lead safety stand-downs and reinforce safe work practices following incidents or significant safety events • Promote continuous improvement through coaching, education, and proactive risk management initiatives • Perform additional duties and projects as assigned

• Conduct routine job site safety inspections and audits to identify hazards and ensure compliance with company policies and regulatory requirements • Develop, implement, and maintain safety policies, procedures, and best practices • Deliver safety training, toolbox talks, and educational programs for employees and project teams • Investigate workplace incidents, accidents, and near misses to identify root causes and recommend corrective actions • Monitor compliance with OSHA regulations and applicable federal, state, and local safety requirements • Evaluate job site activities, equipment, and work practices to promote a safe working environment • Ensure proper use of personal protective equipment (PPE) and reinforce safe work practices • Prepare safety reports, inspection findings, and compliance documentation for leadership • Support emergency preparedness planning and incident response activities • Participate in safety committee meetings and contribute to continuous improvement initiatives • Perform additional duties and projects as assigned

• Serve as the primary relationship manager for assigned strategic client accounts • Build and maintain strong partnerships through regular communication, business reviews, and proactive account management • Lead client onboarding activities and support successful implementation and transition of new accounts • Partner with internal claims leadership to ensure operational performance aligns with client expectations and service commitments • Coordinate cross-functional teams to resolve client issues, manage escalations, and deliver effective solutions • Monitor account performance, identify trends, and recommend opportunities to improve service delivery and client satisfaction • Facilitate client meetings, operational reviews, and strategic planning discussions • Maintain accurate account documentation, service plans, and client communications • Develop a thorough understanding of each client's business objectives and claims programs to provide strategic guidance • Support client retention initiatives by delivering exceptional service and fostering long-term partnerships • Perform additional duties and projects as assigned