Placement Specialist

Overview

About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. We connect clients with customized solutions across 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 19,000 colleagues in more than 20 countries.

Acrisure is built on entrepreneurial spirit, prioritizing leadership, accountability, and collaboration to empower our teams to work at the highest levels.

Due to growth, we have multiple positions available across the division.

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.

• Timeline & Process Management:
  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.
• Communication:
  Communicate effectively within the team, including 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:
  Prepare property and casualty insurance submissions for new business prospects and renewing accounts, including insurance specifications for each line of coverage, Acord applications, loss summaries, prospect profile, exposure schedules, etc.
• Data Analysis:
  Analyze Excel spreadsheets of prospect client exposure and/or loss data, and develop financial models of loss-sensitive programs when necessary.
• Market Relationships:
  Maintain familiarity with and working relationships with various insurance companies and wholesalers.
• Confidentiality:
  Handle confidential and non-routine information.
• Carrier Systems and Comparative Rating Tools:
  Rate policies in carrier systems to assist in quoting and proposal development.
• Licensing Compliance:
  Abide by and maintain all licensing requirements, including continuing education.
• Professional Development:
  Attend seminars, company meetings, carrier events and educational activities to improve job expertise and product knowledge.
• Coverage Analysis & Strategy:
  Perform coverage gap analyses and deliver strategic coverage recommendations tailored to each client’s risk profile.
• Project Work:
  Work independently and within a team on special, nonrecurring, and ongoing projects.
• Risk Resource Engagement:
  Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions for complex client needs.

• 3-5 years of relevant insurance experience, with emphasis on middle to large market placements.
• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
• Able to work with minimal supervision and accept direction on assignments.
• Proficient with MS Office, with strong Excel and Word knowledge.
• Experience with Epic is a plus.
• Strong organizational skills and ability to handle multiple tasks and priorities.
• Flexibility and adaptability to changing priorities and deadlines.
• Strong attention to detail to ensure document accuracy.
• Team player with strong customer service skills.
• Experience with brokers/agents, including marketing large middle-market accounts to carriers; excellent knowledge of markets.
• Strong knowledge of all basic applicable insurance coverages.
• Proficient in creating proposal presentation documents.
• College degree preferred.
• Must currently hold an applicable insurance license.
• Pursuit of professional designation (CRM, CISR, CIC, AAI, ARM, CPCU) preferred.