Policy Validation Research Specialist

Acrisure • Oak Ridge, TN

9d • Onsite

About The Position

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.

Requirements

• High school diploma or equivalent required.
• 1–3 years of experience in insurance operations, research, underwriting support, or policy validation.
• Experience reviewing policy accuracy, exposure details, or documentation is preferred.
• 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.
• 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.

Nice To Haves

• Associate’s or Bachelor’s degree in Business, Insurance, Accounting, or related field preferred.
• Brokerage or carrier experience is a plus.

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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED