Commercial Lines Placement Specialist

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 19,000 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 Placement Specialist will market property and casualty insurance programs on prospective accounts for small to middle 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.

Responsibilities 

• 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.

• 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 for new business prospects and renewing accounts including, but not limited to: Insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc.

• Attend prospects and proposal meetings with producer, as needed

• 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

• Maintain familiarity and working relationship with various insurance companies and wholesalers

• Handle confidential and non-routine information

• Abide by and maintain all licensing requirement, 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

Requirements 

• 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 small to 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.

Education and Experience 

• Minimum 3-5 years relevant Commercial Lines experience required

• 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

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