Acrisure
Carrier Placement Specialist – Acrisure
Acrisure, a global fintech leader, empowers businesses and individuals with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more.
Job Description 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.
Responsibilities
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: Effectively communicate within the team environment, including with Client Advisors, Account Service Team, and 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, Acord applications, loss summaries, prospect profiles, exposure schedules, etc.
Data Analysis: Analyze Excel spreadsheets of prospect client exposure and loss data, develop financial models of loss-sensitive programs as needed.
Market Relationships: Maintain familiarity and working relationship with various insurance companies and wholesalers.
Confidentiality: Handle confidential and non-routine information.
Carrier Systems & 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 analysis and deliver strategic coverage recommendations tailored to each client’s risk profile.
Project Work: Work independently and within a team on special and non-recurring and ongoing projects.
Risk Resource Engagement: Identify opportunities to engage Risk Resources for specialized expertise and collaborate to deliver tailored solutions for complex client needs.
Qualifications
3-5 years 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 minimum supervision; able to accept direction on given assignments.
Proficient with MS Office products, especially Excel and Word.
Experience with Epic a plus.
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 applicable insurance coverages.
Proficient in creating proposal presentation documents as required.
College degree preferred.
Must currently hold an applicable insurance license.
Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU – preferred.
Benefits and Perks
Competitive compensation.
Generous vacation policy, paid holidays, and paid sick time.
Medical, Dental, and Vision insurance (employee-paid).
Company-paid Short-Term and Long-Term Disability insurance.
Company-paid Group Life insurance.
Company-paid Employee Assistance Program (EAP) and Calm App subscription.
Employee-paid Pet insurance and optional supplemental insurance coverage.
Vested 401(k) with company match and financial wellness programs.
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options.
Paid maternity leave, paid paternity leave, and fertility benefits.
Career growth and learning opportunities.
…and so much more.
Employee Benefits
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
Pay Details The base compensation range for this position is $70,000 - $110,000. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Work Location Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Company Culture & Impact We’re building more than a business; we’re building a community where people can grow, thrive, and make an impact. Our benefits support every dimension of your life, from health and finances to family and future.
Our social impact includes pledging more than $22 million through partnerships with Corewell Health, Helen DeVos Children’s Hospital, UPMC Children’s Hospital, and Blythedale Children’s Hospital.
We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Acrisure has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination.
Acrisure provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need assistance with the application process, please email leaves@acrisure.com.
Legal Notice Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy at www.acrisure.com/privacy/caapplicant.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Information Technology
Industry Insurance
#J-18808-Ljbffr
Job Description 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.
Responsibilities
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: Effectively communicate within the team environment, including with Client Advisors, Account Service Team, and 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, Acord applications, loss summaries, prospect profiles, exposure schedules, etc.
Data Analysis: Analyze Excel spreadsheets of prospect client exposure and loss data, develop financial models of loss-sensitive programs as needed.
Market Relationships: Maintain familiarity and working relationship with various insurance companies and wholesalers.
Confidentiality: Handle confidential and non-routine information.
Carrier Systems & 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 analysis and deliver strategic coverage recommendations tailored to each client’s risk profile.
Project Work: Work independently and within a team on special and non-recurring and ongoing projects.
Risk Resource Engagement: Identify opportunities to engage Risk Resources for specialized expertise and collaborate to deliver tailored solutions for complex client needs.
Qualifications
3-5 years 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 minimum supervision; able to accept direction on given assignments.
Proficient with MS Office products, especially Excel and Word.
Experience with Epic a plus.
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 applicable insurance coverages.
Proficient in creating proposal presentation documents as required.
College degree preferred.
Must currently hold an applicable insurance license.
Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU – preferred.
Benefits and Perks
Competitive compensation.
Generous vacation policy, paid holidays, and paid sick time.
Medical, Dental, and Vision insurance (employee-paid).
Company-paid Short-Term and Long-Term Disability insurance.
Company-paid Group Life insurance.
Company-paid Employee Assistance Program (EAP) and Calm App subscription.
Employee-paid Pet insurance and optional supplemental insurance coverage.
Vested 401(k) with company match and financial wellness programs.
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options.
Paid maternity leave, paid paternity leave, and fertility benefits.
Career growth and learning opportunities.
…and so much more.
Employee Benefits
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
Pay Details The base compensation range for this position is $70,000 - $110,000. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Work Location Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Company Culture & Impact We’re building more than a business; we’re building a community where people can grow, thrive, and make an impact. Our benefits support every dimension of your life, from health and finances to family and future.
Our social impact includes pledging more than $22 million through partnerships with Corewell Health, Helen DeVos Children’s Hospital, UPMC Children’s Hospital, and Blythedale Children’s Hospital.
We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Acrisure has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination.
Acrisure provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need assistance with the application process, please email leaves@acrisure.com.
Legal Notice Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy at www.acrisure.com/privacy/caapplicant.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Information Technology
Industry Insurance
#J-18808-Ljbffr