Commercial Lines Carrier Placement Specialist
Acrisure, Sugar Land, TX, United States
Overview
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. We connect clients with customized solutions across 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 emphasizes entrepreneurial spirit, leadership, accountability, and collaboration to equip teams to perform at the highest levels. Job Summary
The Placement Specialist will market property and casualty insurance programs for small to middle market accounts. This person will gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms, and prepare proposals for prospects, for both new and renewal business. Responsibilities
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. Communicate effectively within the team environment, including the producer and Segment Leader. Review insurance policies and contracts and make recommendations for improvement. 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. Attend prospect and proposal meetings with the producer, as needed. Analyze prospect client exposure and loss data in Excel and develop financial models of loss-sensitive programs when necessary. Answer prospect and carrier phone calls. Maintain familiarity and working relationships with various insurance companies and wholesalers. Handle confidential and non-routine information. Abide by and maintain all licensing requirements, including continuing education. Attend seminars, company meetings, carrier events and educational activities to improve job expertise and product knowledge. Work independently and within a team on special, nonrecurring, and ongoing projects. Requirements
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, including advanced Excel and Word. Strong organizational skills and ability to handle multiple tasks and priorities. Flexibility and adaptability to changing priorities and deadlines. Strong attention to detail to ensure document accuracy. Team-oriented with strong customer service skills. Experience with a broker/agent, including marketing small to middle market accounts to carriers; excellent knowledge of markets. Strong knowledge of all basic P&C coverages. Demonstrated superior presentation or relationship skills to present proposals in this interactive role. Education And Experience
Minimum 3-5 years relevant Commercial Lines experience required College degree preferred Licensed in property and casualty insurance required Pursuit of a professional designation (CISR, CIC, AAI, ARM, CPCU) preferred Experience with Epic preferred On-site Presence
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 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: 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); Calm app subscription. Financial Wellness: 401(k) with immediate vesting; HSA and FSA options; commuter benefits; employee discount programs. Family Care: Paid maternity and paternity leave (including for adoptive parents); legal plan options; pet insurance. Additional benefits may apply. Eligibility and waiting periods may vary by 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. Final candidates will be required to complete post-offer verification processes as required by law. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud notice is available for review. Welcome to your new opportunity.
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A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. We connect clients with customized solutions across 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 emphasizes entrepreneurial spirit, leadership, accountability, and collaboration to equip teams to perform at the highest levels. Job Summary
The Placement Specialist will market property and casualty insurance programs for small to middle market accounts. This person will gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms, and prepare proposals for prospects, for both new and renewal business. Responsibilities
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. Communicate effectively within the team environment, including the producer and Segment Leader. Review insurance policies and contracts and make recommendations for improvement. 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. Attend prospect and proposal meetings with the producer, as needed. Analyze prospect client exposure and loss data in Excel and develop financial models of loss-sensitive programs when necessary. Answer prospect and carrier phone calls. Maintain familiarity and working relationships with various insurance companies and wholesalers. Handle confidential and non-routine information. Abide by and maintain all licensing requirements, including continuing education. Attend seminars, company meetings, carrier events and educational activities to improve job expertise and product knowledge. Work independently and within a team on special, nonrecurring, and ongoing projects. Requirements
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, including advanced Excel and Word. Strong organizational skills and ability to handle multiple tasks and priorities. Flexibility and adaptability to changing priorities and deadlines. Strong attention to detail to ensure document accuracy. Team-oriented with strong customer service skills. Experience with a broker/agent, including marketing small to middle market accounts to carriers; excellent knowledge of markets. Strong knowledge of all basic P&C coverages. Demonstrated superior presentation or relationship skills to present proposals in this interactive role. Education And Experience
Minimum 3-5 years relevant Commercial Lines experience required College degree preferred Licensed in property and casualty insurance required Pursuit of a professional designation (CISR, CIC, AAI, ARM, CPCU) preferred Experience with Epic preferred On-site Presence
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 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: 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); Calm app subscription. Financial Wellness: 401(k) with immediate vesting; HSA and FSA options; commuter benefits; employee discount programs. Family Care: Paid maternity and paternity leave (including for adoptive parents); legal plan options; pet insurance. Additional benefits may apply. Eligibility and waiting periods may vary by 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. Final candidates will be required to complete post-offer verification processes as required by law. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud notice is available for review. Welcome to your new opportunity.
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