ACRISURE
Commercial Insurance Account Manager-Marketing Focused Placement Specialist
ACRISURE, Sacramento, California, United States, 95828
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. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Job Summary As a 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 firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc.
Rate risks on insurance carrier’s 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 requirements, 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, non‑recurring 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.
Bachelor’s 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
Pay Details The base salary range for this position is $57,200 – $78,100 annually. This range reflects Acrisure's 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 children’s health with Helen Devos Children’s Hospital and UPMC Children’s Hospital of Pittsburgh.
For more, visit www.Acrisure.com or learn more here.
#J-18808-Ljbffr
Job Summary As a 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 firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc.
Rate risks on insurance carrier’s 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 requirements, 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, non‑recurring 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.
Bachelor’s 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
Pay Details The base salary range for this position is $57,200 – $78,100 annually. This range reflects Acrisure's 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 children’s health with Helen Devos Children’s Hospital and UPMC Children’s Hospital of Pittsburgh.
For more, visit www.Acrisure.com or learn more here.
#J-18808-Ljbffr