Personal Lines Placement Specialist
Acrisure, Florida, NY, United States
Location: Florida - Hybrid
Remote: If candidate does not live within 50 miles of an office location.
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, including 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 new business and renewal processes, including exposure analysis, quote specifications, negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communication – Communicate effectively within the team environment, inclusive of 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, Acord applications, 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 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 licensing requirements, including continuing education.
Professional Development – Attend seminars, company meetings, carrier events, and educational activities to improve 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 nonrecurring ongoing projects.
Risk Resource Engagement – Identify opportunities to engage Risk Resources for specialized expertise and partner to deliver tailored solutions for complex client needs.
On‑site Presence – Comfortable with on‑site presence to support collaboration, team leadership, and cross‑functional partnership.
Education and Experience
3–5 years of relevant insurance experience, with emphasis on middle to large market placements.
3–5 years of 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, especially Excel and Word; placement knowledge.
Experience with Epic preferred.
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 for document accuracy.
Effective team player with strong customer service skills.
Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent market knowledge.
Strong knowledge of all basic applicable insurance coverages.
Proficient in creating proposal presentation documents as required.
Must currently hold an applicable insurance license (4-40/2-20).
Professional designation preferred: CRM, CISR, CIC, AAI, ARM, CPCU.
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.
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; HSA and FSA options; commuter benefits; and employee discount programs.
Family Care – Paid maternity and 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 by 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.
#J-18808-Ljbffr
Remote: If candidate does not live within 50 miles of an office location.
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, including 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 new business and renewal processes, including exposure analysis, quote specifications, negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communication – Communicate effectively within the team environment, inclusive of 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, Acord applications, 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 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 licensing requirements, including continuing education.
Professional Development – Attend seminars, company meetings, carrier events, and educational activities to improve 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 nonrecurring ongoing projects.
Risk Resource Engagement – Identify opportunities to engage Risk Resources for specialized expertise and partner to deliver tailored solutions for complex client needs.
On‑site Presence – Comfortable with on‑site presence to support collaboration, team leadership, and cross‑functional partnership.
Education and Experience
3–5 years of relevant insurance experience, with emphasis on middle to large market placements.
3–5 years of 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, especially Excel and Word; placement knowledge.
Experience with Epic preferred.
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 for document accuracy.
Effective team player with strong customer service skills.
Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent market knowledge.
Strong knowledge of all basic applicable insurance coverages.
Proficient in creating proposal presentation documents as required.
Must currently hold an applicable insurance license (4-40/2-20).
Professional designation preferred: CRM, CISR, CIC, AAI, ARM, CPCU.
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.
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; HSA and FSA options; commuter benefits; and employee discount programs.
Family Care – Paid maternity and 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 by 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.
#J-18808-Ljbffr