Overview
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 a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. The organization has grown substantially in the last twelve years, increasing revenue and expanding teams globally. Acrisure emphasizes entrepreneurial spirit, leadership, accountability, and collaboration to empower teams. Scope 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. Essential Responsibilities
Timeline & Process Management: Maintain timelines and processes 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 environment (Client Advisors and 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 for each line of coverage, Acord applications using the firm’s agency management system, 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 & 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 ongoing projects. Risk Resource Engagement: Identify opportunities to engage Risk Resources for specialized expertise and deliver tailored solutions for complex client needs. Qualifications
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 minimum supervision and accept direction. Proficient with MS Office (Excel and Word); experience with Epic is a plus. Strong organizational skills with ability to handle multiple tasks and prioritize. Flexibility and adaptability to changing priorities and deadlines; strong attention to detail. Team-oriented with strong customer service skills. Experience with a broker/agent, including marketing large middle-market accounts to carriers; excellent knowledge of markets. Strong knowledge of basic insurance coverages. Proficient in creating proposal presentation documents as required. College degree preferred; current applicable insurance license required. Pursuit of a professional designation (CRM, CISR, CIC, AAI, ARM, CPCU) preferred. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us
At Acrisure, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support health, finances, family, and future. Acrisure has pledged more than $22 million through partnerships with several hospitals to support communities. Employee Benefits
Physical Wellness: Comprehensive medical, dental, 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 Calm app subscription. Financial Wellness: Immediate vesting in a 401(k); HSA and FSA options; commuter benefits; and employee discounts. Family Care: Paid maternity and paternity leave; legal plan options; and pet insurance. Note: Benefits may vary by subsidiary and location; eligibility and waiting periods may apply. 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. Recruitment Fraud: Please review our Recruitment Fraud Notice. Welcome to your new opportunity.
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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 a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. The organization has grown substantially in the last twelve years, increasing revenue and expanding teams globally. Acrisure emphasizes entrepreneurial spirit, leadership, accountability, and collaboration to empower teams. Scope 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. Essential Responsibilities
Timeline & Process Management: Maintain timelines and processes 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 environment (Client Advisors and 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 for each line of coverage, Acord applications using the firm’s agency management system, 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 & 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 ongoing projects. Risk Resource Engagement: Identify opportunities to engage Risk Resources for specialized expertise and deliver tailored solutions for complex client needs. Qualifications
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 minimum supervision and accept direction. Proficient with MS Office (Excel and Word); experience with Epic is a plus. Strong organizational skills with ability to handle multiple tasks and prioritize. Flexibility and adaptability to changing priorities and deadlines; strong attention to detail. Team-oriented with strong customer service skills. Experience with a broker/agent, including marketing large middle-market accounts to carriers; excellent knowledge of markets. Strong knowledge of basic insurance coverages. Proficient in creating proposal presentation documents as required. College degree preferred; current applicable insurance license required. Pursuit of a professional designation (CRM, CISR, CIC, AAI, ARM, CPCU) preferred. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us
At Acrisure, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support health, finances, family, and future. Acrisure has pledged more than $22 million through partnerships with several hospitals to support communities. Employee Benefits
Physical Wellness: Comprehensive medical, dental, 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 Calm app subscription. Financial Wellness: Immediate vesting in a 401(k); HSA and FSA options; commuter benefits; and employee discounts. Family Care: Paid maternity and paternity leave; legal plan options; and pet insurance. Note: Benefits may vary by subsidiary and location; eligibility and waiting periods may apply. 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. Recruitment Fraud: Please review our Recruitment Fraud Notice. Welcome to your new opportunity.
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