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Acrisure · 4 days ago

Policy Validation Research Specialist

Oak Ridge, TN

Full-time

Onsite

Entry, Mid Level

1+ years exp

Acrisure is committed to building a community where people can grow and thrive. 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.

Financial ServicesInsuranceInsurTech

Responsibilities

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

Qualification

Insurance operations experiencePolicy validation experienceMicrosoft Office SuiteAnalytical skillsAttention to detailCommunication skillsBrokerage experienceWorkflow systemsManage prioritiesCritical-thinking skills