Acrisure
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 insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more.
Job Summary Acrisure is seeking a Placement Specialist to join our growing team. 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
Manage timelines and processes during new business and renewal cycles, including exposure analysis, quote specifications, coverage negotiations, and proposal preparation.
Communicate effectively within the team environment, including Client Advisors, Account Service Team, and market representatives.
Review insurance policies and contracts to make recommendations for improvement.
Prepare property and casualty insurance submissions for new business prospects and renewing accounts, including coverage specifications, Acord applications, loss summaries, prospect profiles, and exposure schedules.
Analyze Excel spreadsheets of prospect client exposure and loss data and develop financial models of loss‑sensitive programs, when necessary.
Maintain familiarity and working relationships with various insurance companies and wholesalers.
Handle confidential and non‑routine information with confidentiality.
Rate policies in carrier systems to assist in the quoting and proposal development process.
Abide by and maintain all licensing requirements, including continuing education.
Attend seminars, company meetings, carrier events, and educational activities to improve overall job expertise and product knowledge.
Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s specific risk profile.
Work independently and within a team on special, nonrecurring, and ongoing projects.
Identify opportunities to engage Risk Resources for specialized expertise and partner to deliver solutions for complex client needs.
Requirements
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
Able to work with minimum supervision; able to accept directions given assignments.
Proficient with MS Office Products, with 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 applicable insurance coverages.
Proficient in creating proposal presentation documents as required.
Required Qualifications
3–5 years of relevant insurance experience, with an emphasis on middle to large market placements.
Must currently hold a Property and Casualty insurance license.
Preferred Qualifications
College degree preferred.
Professional designation such as CRM, CISR, CIC, AAI, ARM, CPCU preferred.
Experience with Epic is a plus.
Benefits and Perks
Competitive compensation.
Generous vacation policy, paid holidays, paid sick time.
Medical, dental, and vision insurance (employee‑paid).
Short‑term and long‑term disability insurance (company‑paid).
Group life insurance (company‑paid).
Employee Assistance Program and Calm App subscription.
Pet insurance (employee‑paid) 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 and paternity leave, and fertility benefits.
Career growth and learning opportunities.
…and so much more.
Equal Opportunity Employer 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 .
#J-18808-Ljbffr
Job Summary Acrisure is seeking a Placement Specialist to join our growing team. 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
Manage timelines and processes during new business and renewal cycles, including exposure analysis, quote specifications, coverage negotiations, and proposal preparation.
Communicate effectively within the team environment, including Client Advisors, Account Service Team, and market representatives.
Review insurance policies and contracts to make recommendations for improvement.
Prepare property and casualty insurance submissions for new business prospects and renewing accounts, including coverage specifications, Acord applications, loss summaries, prospect profiles, and exposure schedules.
Analyze Excel spreadsheets of prospect client exposure and loss data and develop financial models of loss‑sensitive programs, when necessary.
Maintain familiarity and working relationships with various insurance companies and wholesalers.
Handle confidential and non‑routine information with confidentiality.
Rate policies in carrier systems to assist in the quoting and proposal development process.
Abide by and maintain all licensing requirements, including continuing education.
Attend seminars, company meetings, carrier events, and educational activities to improve overall job expertise and product knowledge.
Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s specific risk profile.
Work independently and within a team on special, nonrecurring, and ongoing projects.
Identify opportunities to engage Risk Resources for specialized expertise and partner to deliver solutions for complex client needs.
Requirements
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
Able to work with minimum supervision; able to accept directions given assignments.
Proficient with MS Office Products, with 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 applicable insurance coverages.
Proficient in creating proposal presentation documents as required.
Required Qualifications
3–5 years of relevant insurance experience, with an emphasis on middle to large market placements.
Must currently hold a Property and Casualty insurance license.
Preferred Qualifications
College degree preferred.
Professional designation such as CRM, CISR, CIC, AAI, ARM, CPCU preferred.
Experience with Epic is a plus.
Benefits and Perks
Competitive compensation.
Generous vacation policy, paid holidays, paid sick time.
Medical, dental, and vision insurance (employee‑paid).
Short‑term and long‑term disability insurance (company‑paid).
Group life insurance (company‑paid).
Employee Assistance Program and Calm App subscription.
Pet insurance (employee‑paid) 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 and paternity leave, and fertility benefits.
Career growth and learning opportunities.
…and so much more.
Equal Opportunity Employer 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 .
#J-18808-Ljbffr