Insurance Carrier Placement Specialist

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.

As member of the Placement Team, the Placement Specialist will market property and casualty insurance programs on prospective accounts for middle to large market accounts. This person will gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms, and prepare proposals for prospects, for both new and renewal business.

• Maintain timeline and process during the new business and renewal processes, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Communicate effectively within the team environment, including the producer and Segment Leader.
• Review insurance policies and contracts and make recommendations for improvement.
• Prepare property and casualty insurance submissions for new business prospects and renewing accounts, including insurance specifications for each line of coverage, Acord applications using the firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc.
• Attend prospect and proposal meetings with the producer, as needed.
• Analyze Excel spreadsheets of prospect client exposure and/or loss data, and develop financial models of loss sensitive programs when necessary.
• Answer prospect and carrier phone calls.
• Maintain familiarity and working relationship with various insurance companies and wholesalers.
• Handle confidential and non-routine information.
• Abide by and maintain all licensing requirements, including continuing education.
• 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.

• 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 including a high knowledge of Excel and Word.
• 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 P&C coverages.
• Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.

• Minimum 3-5 years relevant Commercial Lines experience required, with an emphasis on middle to large market placements.
• College degree preferred.
• Licensed in property and casualty insurance required.
• Pursuit of a professional designation - CISR, CIC, AAI, ARM, CPCU - preferred.
• Experience with Epic preferred.

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.

Acrisure has pledged more than $22 million through partnerships with Corewell Health Helen DeVos Children’s Hospital, UPMC Children’s Hospital, and Blythedale Children’s Hospital.

We offer a comprehensive suite of benefits and perks, including:

• Physical Wellness:
  Comprehensive medical insurance, dental, vision, life and disability insurance; fertility benefits; wellness resources; and paid…