Policy Validation Research Specialist

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.

Key Responsibilities

Research & Analysis

• 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.

Cross-Department Collaboration

• 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.

Documentation & Data Integrity

• 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.

Compliance & Quality Assurance

• 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.

Qualifications

Education

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

Experience

• 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.

Technical Skills

• 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.

Core Competencies

• 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.

Physical Demands

Prolonged periods of sitting at a desk and working on a computer.

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.

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