Policy Validation Research Specialist
Acrisure
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Benefits offered by this job
Job summary
Acrisure is seeking a Policy Validation Research Specialist to review, analyze, and validate policy-related exposure, premium elements, and documentation to ensure accuracy across lines of business. You will investigate discrepancies, confirm data integrity, and communicate findings with internal teams and carriers.
After onboarding, you will work on-site to support collaboration and cross-functional partnership.
Qualifications
- 1–3 years of experience in insurance operations, research, underwriting support, or policy validation.
- Experience reviewing policy accuracy, exposure details, or documentation is preferred.
- Brokerage or carrier experience is a plus.
Responsibilities
- Review agent, customer, carrier, and internal system data to verify exposure, premium, and policy information.
- Identify and analyze discrepancies in documentation, system entries, and policy details.
- Determine possible causes of variations and prepare concise findings summaries.
- Conduct thorough reviews using multiple systems, portals, and documentation sources.
Skills
Education
Tools
Job description
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of 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, we equip our teams to work at the highest levels possible.
The Policy Validation Research Specialist is responsible for reviewing, analyzing, and validating policy-related exposure, premium elements, and documentation to ensure accuracy and compliance across all lines of business. This role supports the Research Department by investigating discrepancies, confirming data integrity, and communicating clearly with internal teams, external partners, and carriers.
The position requires strong analytical skills, exceptional attention to detail, and the ability to navigate multiple systems to interpret data. While responsibilities may intersect with exposure and premium review processes, no specific audit type or workflow is referenced, ensuring confidentiality for existing teams and processes.
- Review agent, customer, carrier, and internal system data to verify accuracy of exposure, premium, and policy information.
- Identify and analyze discrepancies in documentation, system entries, and policy details.
- Determine possible causes of variations and prepare clear, concise summaries of findings.
- Conduct thorough reviews using multiple systems, portals, and documentation sources.
- Partner with underwriting, accounting, customer care, and other internal departments to clarify issues and resolve discrepancies.
- Engage with agency partners in a professional and factual manner to obtain missing information or validate details.
- Escalate complex findings to leadership with recommended next steps.
- Maintain accurate, organized, and audit-ready documentation of research activities.
- Update workflow systems to reflect current status, findings, and completion details.
- Ensure all research documentation aligns with internal standards, compliance requirements, and department expectations.
- Follow established SOPs, regulatory guidelines, and carrier communication procedures.
- Identify recurring patterns and recommend opportunities for process improvements or system enhancements.
- Assist leadership in developing best practices to elevate quality and consistency within the Research Department.
- High school diploma or equivalent required.
- Associate’s or Bachelor’s degree in Business, Insurance, Accounting, or related field preferred.
- 1–3 years of experience in insurance operations, research, underwriting support, or policy validation.
- Experience reviewing policy accuracy, exposure details, or documentation is preferred.
- Brokerage or carrier experience is a plus.
- Proficiency with Microsoft Office Suite (Excel, Outlook, Word).
- Experience navigating policy management and workflow systems such as IMS, ImageRight, Workday, or similar platforms.
- Ability to work efficiently across multiple systems and documentation sources.
- Strong analytical and critical-thinking skills.
- Exceptional attention to detail and accuracy.
- Clear written and verbal communication skills.
- Ability to manage multiple priorities and deadlines with consistent follow-through.
- Comfort working independently and collaboratively in a fast-paced environment.
- Site
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.
- 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.
Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Please visit here to learn more about our Recruitment Fraud Notice.
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