Policy Validation Research Specialist

Overview

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.

• 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, Image Right, 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.

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.

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.

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…