Personal Lines Placement Specialist
Acrisure, Costa Mesa, CA, United States
Job Title
Personal Lines - Placement Specialist
Department:
Client Solutions
Location:
West Division
Acrisure – West Division Overview Acrisure’s West Division began as a small group of agency partners who joined together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership.
Acrisure is a fast‑growing fintech leader that operates a global insurance broker. The company provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits, real estate services, cyber services, and asset and wealth management. Acrisure’s high‑margin distribution network combines trusted advisors with growth and efficiency enabled by AI.
About The Role This role handles all Personal Lines internal rating processes with select insurance carriers, serves as a liaison for carrier relationship management, facilitates the placement of accounts within Acrisure ACE and agency partners, and supports outbound marketing of select programs. The position also serves as an ambassador for the organization’s reputation and professional manner when dealing with customers, carriers, and colleagues.
Responsibilities
Analyze submissions to make decisions based on individual risk characteristics, exposure analysis, and hazard recognition. Use underwriting guidelines to ensure compliance with authority levels and state regulations.
Review underwriting information for risks, including Applications, Inspections, Loss Control Recommendations, Loss History, credit checks, D&B reports, etc.
Accept, decline, or modify new and renewal business according to insurance company authority levels to maintain a profitable business portfolio.
Handle new and renewal underwriting processes, including rating or submitting to insurance companies, negotiating with Sales/Service teams, obtaining updated customer information, and preparing presentation and proposal/quotation materials.
Price business according to insurance company underwriting and pricing guidelines.
Provide coverage analysis and recommendations for improved or additional coverage.
Communicate with Commercial and Personal Lines teams and insurance companies to answer questions and resolve problems.
Develop and maintain positive agency relationships within appointed insurance companies.
Represent the agency in marketing activities and communicate insurance company appetite to agency personnel.
Maintain the insurance company database, directory, and website access for all agency users.
Facilitate the placement of accounts with Acrisure ACE and agency partners.
Facilitate outbound marketing of select programs.
Adhere to organization policies, procedures, sales and service standards, and established workflows.
Demonstrate effective quality control through proper file documentation and maintenance to meet organization standards.
Maintain timeliness, accuracy, and completeness when interacting with customers, colleagues, and carriers.
Actively participate in organization initiatives and support core values.
Other duties may be assigned as needed.
This description may be modified from time to time at the discretion of management.
Requirements
Actively support and incorporate the core values of the company into daily activities.
Maintain a positive and respectful attitude with colleagues.
Work as a team to achieve department and company goals.
Demonstrate exceptional customer service skills, internally and externally.
Maintain confidentiality of all information related to customers, carriers, colleagues, and the company.
Be dependable and consistently report to work on time and prepared to perform duties.
Possess advanced automation knowledge and skills.
Be detail‑oriented, organized, and able to prioritize effectively.
Manage multiple projects and consistently meet deadlines.
Have strong analytical and problem‑solving skills.
Education / Experience
Bachelor’s degree and/or equivalent insurance experience.
Applicable current state insurance license.
Benefits & Perks
Competitive Compensation
Industry‑Leading Healthcare
Savings and Investments
Charitable Giving Programs
Hybrid work option
Opportunities for Growth
Educational Resources
Generous time away from work
Pay Details The base compensation range for this position is $85,000 – $105,000. This range reflects Acrisure's good faith estimate at the time of posting. Placement within the range will be based on a variety of factors, including skills, experience, qualifications, location, and internal equity.
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 support every dimension of your life—from health and finances to family and future.
Acrisure has pledged more than $22 million through partnerships with Corewell Health, Helen DeVos Children’s Hospital (Grand Rapids, MI), UPMC Children’s Hospital (Pittsburgh, PA), and Blythedale Children’s Hospital (Valhalla, NY).
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 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, 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.
Equal Opportunity 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.
Final candidates will be required to complete post‑offer verification processes related to the role and in accordance with applicable laws.
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
Department:
Client Solutions
Location:
West Division
Acrisure – West Division Overview Acrisure’s West Division began as a small group of agency partners who joined together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership.
Acrisure is a fast‑growing fintech leader that operates a global insurance broker. The company provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits, real estate services, cyber services, and asset and wealth management. Acrisure’s high‑margin distribution network combines trusted advisors with growth and efficiency enabled by AI.
About The Role This role handles all Personal Lines internal rating processes with select insurance carriers, serves as a liaison for carrier relationship management, facilitates the placement of accounts within Acrisure ACE and agency partners, and supports outbound marketing of select programs. The position also serves as an ambassador for the organization’s reputation and professional manner when dealing with customers, carriers, and colleagues.
Responsibilities
Analyze submissions to make decisions based on individual risk characteristics, exposure analysis, and hazard recognition. Use underwriting guidelines to ensure compliance with authority levels and state regulations.
Review underwriting information for risks, including Applications, Inspections, Loss Control Recommendations, Loss History, credit checks, D&B reports, etc.
Accept, decline, or modify new and renewal business according to insurance company authority levels to maintain a profitable business portfolio.
Handle new and renewal underwriting processes, including rating or submitting to insurance companies, negotiating with Sales/Service teams, obtaining updated customer information, and preparing presentation and proposal/quotation materials.
Price business according to insurance company underwriting and pricing guidelines.
Provide coverage analysis and recommendations for improved or additional coverage.
Communicate with Commercial and Personal Lines teams and insurance companies to answer questions and resolve problems.
Develop and maintain positive agency relationships within appointed insurance companies.
Represent the agency in marketing activities and communicate insurance company appetite to agency personnel.
Maintain the insurance company database, directory, and website access for all agency users.
Facilitate the placement of accounts with Acrisure ACE and agency partners.
Facilitate outbound marketing of select programs.
Adhere to organization policies, procedures, sales and service standards, and established workflows.
Demonstrate effective quality control through proper file documentation and maintenance to meet organization standards.
Maintain timeliness, accuracy, and completeness when interacting with customers, colleagues, and carriers.
Actively participate in organization initiatives and support core values.
Other duties may be assigned as needed.
This description may be modified from time to time at the discretion of management.
Requirements
Actively support and incorporate the core values of the company into daily activities.
Maintain a positive and respectful attitude with colleagues.
Work as a team to achieve department and company goals.
Demonstrate exceptional customer service skills, internally and externally.
Maintain confidentiality of all information related to customers, carriers, colleagues, and the company.
Be dependable and consistently report to work on time and prepared to perform duties.
Possess advanced automation knowledge and skills.
Be detail‑oriented, organized, and able to prioritize effectively.
Manage multiple projects and consistently meet deadlines.
Have strong analytical and problem‑solving skills.
Education / Experience
Bachelor’s degree and/or equivalent insurance experience.
Applicable current state insurance license.
Benefits & Perks
Competitive Compensation
Industry‑Leading Healthcare
Savings and Investments
Charitable Giving Programs
Hybrid work option
Opportunities for Growth
Educational Resources
Generous time away from work
Pay Details The base compensation range for this position is $85,000 – $105,000. This range reflects Acrisure's good faith estimate at the time of posting. Placement within the range will be based on a variety of factors, including skills, experience, qualifications, location, and internal equity.
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 support every dimension of your life—from health and finances to family and future.
Acrisure has pledged more than $22 million through partnerships with Corewell Health, Helen DeVos Children’s Hospital (Grand Rapids, MI), UPMC Children’s Hospital (Pittsburgh, PA), and Blythedale Children’s Hospital (Valhalla, NY).
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 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, 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.
Equal Opportunity 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.
Final candidates will be required to complete post‑offer verification processes related to the role and in accordance with applicable laws.
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