Policy Research Specialist

The Policy Research Specialist plays a key role in supporting underwriting and accounting operations through detailed investigation and documentation of account discrepancies. This position focuses on reviewing agent, customer, carrier, and finance company data to identify potential errors, verify billing and audit details, and determine explanations related to policy changes or endorsement inquiries.

This role requires exceptional attention to detail, analytical reasoning, and communication skills to ensure accuracy, transparency, and timely resolution of complex account issues within a brokerage environment.

Key Responsibilities

• Research & Resolution
• Conduct in-depth reviews of agent, customer, carrier, and finance company records to resolve billing, audit, or endorsement discrepancies.
• Identify root causes of data inconsistencies and determine whether errors are due to system, user, or carrier processes.
• Document all findings clearly, providing concise explanations or corrective actions for internal and external stakeholders.
• Collaborate with accounting, underwriting, and processing teams to validate research outcomes and confirm resolution steps.
• Data Accuracy & Documentation
• Maintain organized records of all research activities for audit purposes.
• Review and cross-check multiple systems, including carrier portals, billing platforms, and policy management systems (IMS, ImageRight, etc.).
• Update workflow management tools to reflect case status and completion timelines accurately.
• Communication & Collaboration
• Communicate effectively with internal departments, carrier representatives, and agency partners to gather or clarify missing details.
• Escalate complex or high-impact issues to leadership with recommended next steps.
• Participate in process improvement discussions and assist in developing best practices for research documentation.
• Compliance & Quality
• Ensure all work adheres to established Standard Operating Procedures (SOPs) and regulatory requirements.
• Support internal quality reviews by providing research documentation and analysis as requested.
• Identify trends in recurring issues and propose solutions for systemic improvements.

Qualifications

Education: High school diploma or equivalent required; Associate's or Bachelor's degree in Business, Accounting, Insurance, or a related field preferred.

Experience:

• 2+ years in insurance operations, accounting, or underwriting support with emphasis on data review, billing, or policy research.
• Experience in a brokerage or carrier environment preferred.

Technical Skills:

• Strong proficiency with Microsoft Office Suite (Excel, Outlook, Word).
• Experience using insurance management systems such as ImageRight, Workday, or similar platforms.
• Comfort working across multiple systems and data sources simultaneously.

Core Competencies:

• Exceptional attention to detail and accuracy in documentation.
• Strong analytical and problem-solving ability.
• Clear written and verbal communication skills.
• Ability to manage multiple priorities with consistency and reliability.
• Self-motivated and comfortable working independently or collaboratively.

Physical Demands

Prolonged periods of sitting at a desk and working on a co

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.

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.