Carrier Placement Specialist

Job Description

About Acrisure

A global fintech leader Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together we connect clients with customized solutions across a range of insurance reinsurance payroll benefits cybersecurity mortgage services and more.

In the last twelve years Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership accountability and collaboration we equip our teams to work at the highest levels possible.

Job Summary:

The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes overseeing timelines conducting exposure analysis preparing quote specifications negotiating coverage terms and presenting comprehensive proposals to clients. The role requires close collaboration with Client Advisors Account Service Teams and carrier partners to ensure high-quality service delivery and seamless communication.

Responsibilities:

• Timeline & Process Management: Responsible for maintaining timeline and process during the new business process and renewal process inclusive of exposure analysis quote specifications analysis and negotiation of coverage offers and preparation and presentation of coverage proposals.

• Communication: Communicate effectively within the team environment inclusive of the Client Advisors and Account Service Team as well as with markets.

• Policy Review & Recommendations: Review insurance policies and contracts and make recommendations for improvement.

• Submission Preparation: Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts including but not limited to: Insurance specifications for each line of coverage Acord applications using firms agency management system loss summaries prospect profile exposure schedules etc.

• Data Analysis: Analyze excel spreadsheets of prospect client exposure and/or loss data as well as develop financial models of loss sensitive programs when necessary.

• Market Relationships: Maintain familiarity and working relationship with various insurance companies and wholesalers.

• Confidentiality: Handle confidential and non-routine information.

• Carrier Systems and Comparative Rating Tools: Rating policies in carrier systems when applicable to assist in the quoting and proposal development process.

• Licensing Compliance: Abide by and maintain all licensing requirement including continuing education.

• Professional Development: Attend seminars company meetings carrier events and educational activities needed to improve overall job expertise and product knowledge.

• Coverage Analysis & Strategy: Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each clients specific risk profile.

• Project Work: Work independently and within a team on special and nonrecurring and ongoing projects.

• Risk Resource Engagement: Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs.

Qualifications:

• 3-5 years relevant insurance experience required with an emphasis on middle to large market placements.

• Excellent phone etiquette written and verbal communication presentation and interpersonal skills.

• Able to work with minimum supervision; able to accept direction on given assignments

• Proficient with MS Office Products Placement including a high knowledge of Excel and Word.

• Experience with Epic a plus.

• Strong organizational skills and ability to handle multiple tasks and prioritize work.

• Demonstrated flexibility and adaptability to changing priorities and deadlines.

• Strong attention to detail to ensure document accuracy.

• Able to work effectively in a team environment with strong customer service skills.

• Experience with a broker/agent including marketing large middle market accounts to carriers; excellent knowledge of the markets.

• Strong knowledge of all basic applicable insurance coverages.

• Proficient in creating the proposal presentation documents that we identify as required documents

• College degree preferred.

• Must currently hold an applicable insurance license

• Pursuit of a professional designation CRM CISR CIC AAI ARM CPCU - preferred

Benefits and Perks:

• Competitive compensation

• Generous vacation policy paid holidays and paid sick time

• Medical Insurance Dental Insurance and Vision Insurance (employee-paid)

• Company-paid Short-Term and Long-Term Disability Insurance

• Company-paid Group Life insurance

• Company-paid Employee Assistance Program (EAP) and Calm App subscription

• Employee-paid Pet Insurance and optional supplemental insurance coverage

• Vested 401(k) with company match and financial wellness programs

• Flexible Spending Account (FSA) Health Savings Account (HSA) and commuter benefits options

• Paid maternity leave paid paternity leave and fertility benefits

• Career growth and learning opportunities

• and so much more!

Making a lasting impact on the communities it serves Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York.

At Acrisure we firmly believe that an inclusive workforce drives innovation creativity and ultimately our collective success.

We recruit hire employ train promote and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination.

Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about an accommodation or need assistance with completing the application process please email

California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at your new opportunity awaits you.

Pay Details:

Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.