Placement Specialist

Job Description

Job Title:CarrierPlacement Specialist

Department:Client Solutions

Location:West Division

AcrisuresWest Divisionbegan with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust they revealedthe individualstrengths andthe extraordinary advantageattheir doorsteps. As their success became a reality people took notice and the platform grew. Their entrepreneurial spirits drove the partnership that led the AcrisureWest Divisionto where it is today with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions includingcommercialproperty 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.

About The Role

Thisroleis responsible for handling all Commercial Lines internal rating process with select insurance carriers; serve as a liaison for insurance carriers relationshipmanagement; facilitatethe placement of accounts within Acrisure ACE and agencypartners; facilitateout boundmarketing of select programs. This position is also responsible for carrying the organizations reputation and professional manner of conducting business into dealing with customerscarriersand colleagues.

Responsibilities:

• Analyze submissions to make decisions based on individual risk characteristics exposure analysis hazard recognition and control. Utilize underwriting guidelines to ensure compliance with authority levels and stateregulations.

• Review and analyze relevant underwriting information for risks including but not limited to Applications Inspections Loss Control Recommendations Loss History credit checks D&B reports etc.

• Based on insurance company authority levels accept decline or modify new and renewal business to ensure a profitable book of business.

• Handle new and renewal underwriting process including but not limited to rating or submitting to insurance company negotiating with Sales/Service team and/or company asnecessary obtaining updated customer information and preparation of presentation and proposal/quotation materials.

• Price business according to insurance company underwriting and pricing guidelines.

• Provide coverage analysis and recommendations for improved or additional coverage.

• Communicate with Commercial and Personal Lines teams and insurance companies to answer questions and resolve problems.

• Develop and maintain positive and productive agency relationships within appointed insurance companies.

• Marketing responsibilities include but are not limited to meeting with insurance company personnel to represent the agency and communicating insurance company appetite to agency personnel.

• Maintain insurance company database directory and website access for all agency users.

• Facilitate the placement of accounts with Acrisure ACE and agency partners.

• Facilitate outbound marketing of select programs.

• Adhere to and comply with organization policies and procedures sales and service standards and established workflows.

• Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organizationerrorsand omission standards.

• Maintain a concern for timeliness accuracy and completeness when interacting with customers colleagues andcarriers.

• Actively participate in organization initiatives and support core values

• Other duties may be assigned or required as needs arise.

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Requirements:

• Actively support and incorporate the core values of the company into daily activities.

• Maintain a positive and respectful attitude with fellow colleagues.

• Work as a team to achieve department and overall company goals.

• Demonstrate exceptional customer service skills internally and externally with effective communication respect and integrity.

• Maintain confidentiality of all information related to customers carriers colleagues and the company.

• Be dependable and consistently report to work on time prepared to perform duties of the position.

• Advanced automation knowledge and skills.

• Ability to be detail oriented organize and prioritize effectively.

• Ability to manage multiple projects and consistently meet deadlines.

• Good analytical and problem-solving skills.

Education/Experience:

• Bachelors degreeand/or equivalent or insuranceexperience.

• Applicable current state insurance license.

Benefits & Perks:

• Competitive Compensation

• Industry-Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Educational Resources

• Generous time away