Personal Lines Placement Specialist (Hybrid or Remote)
Acrisure Trade Credit, Miami, Florida, us, 33222
Overview
Location:
Florida (Hybrid if within 50 miles of Acrisure office). Will consider remote from other states (if outside of 50 miles) and Florida experience is required. 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. 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
Acrisure is seeking a Personal Lines Placement Specialist to join our
new and growing
Mainstreet team in Florida. 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 Account Managers. 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 timelines and processes during the new business and renewal processes, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals. Communication: Communicate effectively within the team environment, with Client Advisors and Account Service Team, as well as 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 firms 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 and Comparative Rating Tools: Rate policies in carrier systems to assist in the quoting and proposal development process. Licensing Compliance: Abide by and maintain all licensing requirements, including continuing education. Professional Development: Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge. Coverage Analysis & Strategy: Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s specific risk profile. Project Work: Work independently and within a team on special and nonrecurring and ongoing projects. Risk Resource Engagement: Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions for complex client needs. Education And Experience
3-5 years’ relevant insurance experience required, with an emphasis on middle to large market placements. 3-5 years experience quoting commercial insurance lines in Florida. Able to work with minimum supervision; able to accept direction on given assignments. Proficient with MS Office products, placement including a high knowledge of 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 the proposal presentation documents that we identify as required documents. Must currently hold an applicable insurance license (4-40/2-20). Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU - preferred. On-site Collaboration
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 more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children’s Hospital in Grand Rapids, Michigan, UPMC Childrens Hospital in Pittsburgh, Pennsylvania and Blythedale Childrens Hospital in Valhalla, New York. 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! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. 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 visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.
#J-18808-Ljbffr
Location:
Florida (Hybrid if within 50 miles of Acrisure office). Will consider remote from other states (if outside of 50 miles) and Florida experience is required. 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. 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
Acrisure is seeking a Personal Lines Placement Specialist to join our
new and growing
Mainstreet team in Florida. 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 Account Managers. 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 timelines and processes during the new business and renewal processes, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals. Communication: Communicate effectively within the team environment, with Client Advisors and Account Service Team, as well as 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 firms 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 and Comparative Rating Tools: Rate policies in carrier systems to assist in the quoting and proposal development process. Licensing Compliance: Abide by and maintain all licensing requirements, including continuing education. Professional Development: Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge. Coverage Analysis & Strategy: Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s specific risk profile. Project Work: Work independently and within a team on special and nonrecurring and ongoing projects. Risk Resource Engagement: Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions for complex client needs. Education And Experience
3-5 years’ relevant insurance experience required, with an emphasis on middle to large market placements. 3-5 years experience quoting commercial insurance lines in Florida. Able to work with minimum supervision; able to accept direction on given assignments. Proficient with MS Office products, placement including a high knowledge of 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 the proposal presentation documents that we identify as required documents. Must currently hold an applicable insurance license (4-40/2-20). Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU - preferred. On-site Collaboration
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 more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children’s Hospital in Grand Rapids, Michigan, UPMC Childrens Hospital in Pittsburgh, Pennsylvania and Blythedale Childrens Hospital in Valhalla, New York. 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! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. 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 visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.
#J-18808-Ljbffr