Commercial Insurance Account Manager-Marketing Focused Placement Specialist

San Jose, CA - USA

Monthly Salary: $ 57200 - 78100

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Description

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Led by co-founder Chairman and CEO Greg Williams Acrisure provides a broad array of insurance and financial related solutions including commercial property and casualty personal lines and employee benefits insurance real estate services cyber services and asset and wealth management. Acrisures massively valuable high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Job Summary:

As member of the Commercial Lines Placement Team the Commercial Placement Specialist (Large Commercial) will market property and casualty insurance programs on both prospective and renewal accounts. This person will gather analyze and organize data; prepare submissions and applications negotiate coverage terms and prepare proposals for prospects.

Responsibilities:

Input and update prospective client and policy information in agency management system
Responsible for maintaining timeline and process during the new business process and remarketing renewal process inclusive of exposure analysis quote specifications analysis and negotiation of coverage offers and preparation and presentation of coverage proposals
Communicate effectively within the team environment inclusive of the producer and Segment Leader
Review insurance policies and contracts and make recommendations for improvement
Work with others to prepare property and casualty insurance submissions 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
Rate risks on insurance carriers websites and within Auris Rater
Create Submit and Process Broker of Record Letters
Analyze excel spreadsheets of prospect client exposure and/or loss data as well as develop financial models of loss sensitive programs when necessary
Answer prospect and carrier phone calls
Attend prospects meetings with producer as needed
Maintain familiarity and working relationship with various insurance companies and wholesalers
Responsible for updating pipeline report for prospective accounts being marketed
Handle confidential and non-routine information
Abide by and maintain all licensing requirement including continuing education
Facilitate the placement of accounts with Strategic Carrier Partners
Attend seminars company meetings carrier events and educational activities needed to improve overall job expertise and product knowledge
Work independently and within a team on special and nonrecurring and ongoing projects

Requirements:

High sense of ownership within ambiguous environment
Strong technical skills with knowledge of coverage terms and conditions and market familiarity
Able to travel on an as needed basis
Able to work with minimum supervision
Excellent communication and interpersonal skills
Knowledge of MS Office Products (Word Excel Outlook PowerPoint SharePoint Teams)
Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role
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

Education/Experience:

Minimum 5 years relevant Commercial Lines experience required with preferred experience in middle market/large business segment
Experience with a broker/agent including marketing accounts to carriers; excellent knowledge of California markets
Bachelors Degree or equivalent experience required
Licensed in property & casualty insurance
Previous Applied Epic experience
CIC ARM AAI or CPCU preferred

Benefits & Perks:

Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Parental Leave
Generous time away

The base salary range for this position is $57200-$78100annually. This range reflects Acrisures good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors including but not limited to skills experience qualifications location and internal equity.

Acrisure is committed to making an impact in our communities by giving back with millions committed to childrens health with Helen Devos Childrens Hospital and UPMC Childrens Hospital of Pittsburgh.

For more visit or learn more here.

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Pay Details:

The base compensation range for this position is $57200 - $78100. This range reflects Acrisures good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors including but not limited to skills experience qualifications location and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration team leadership and cross-functional partnership.

Why Join Us:

At Acrisure were building more than a business were 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 Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens 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 .

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.

Required Experience:

Manager

Job DescriptionAcrisure is a fast-growing fintech leader that operates a global insurance broker. Led by co-founder Chairman and CEO Greg Williams Acrisure provides a broad array of insurance and financial related solutions including commercial property and casualty personal lines and employee benef...