Insurance Carrier Placement Specialist
Acrisure, St. Petersburg, FL, United States
Job Summary
As a member of the Large Commercial Placement Team, the Placement Specialist markets property and casualty insurance programs on prospective accounts for large market accounts. The role involves gathering, analyzing, and organizing data; preparing submissions and applications; negotiating coverage terms; and preparing proposals for prospects, for both new and renewal business.
Responsibilities
Maintain timelines and processes during the new business and renewal processes, including exposure analysis, quote specifications, negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate effectively within the team, inclusive of 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, loss summaries, prospect profiles, exposure schedules, etc.
Attend prospects and proposal meetings with producers as needed.
Analyze excel spreadsheets of prospect client exposure and/or loss data, 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 all licensing requirements, including continuing education.
Attend seminars, company meetings, carrier events, and educational activities to improve overall job expertise and product knowledge.
Work independently and within a team on special, non-recurring, and ongoing projects.
Requirements
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
Ability to work with minimum supervision and accept direction on assignments.
Proficiency with MS Office, especially Excel and Word.
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.
Ability 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, and excellent knowledge of the markets.
Strong knowledge of all basic P&C coverages.
Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.
Education and Experience
Minimum 3-5 years relevant Commercial Lines experience, with an emphasis on large market placements.
College degree preferred.
Licensed in property and casualty insurance required.
Professional designation (e.g., CISR, CIC, AAI, ARM, CPCU) preferred.
Experience with Epic strongly preferred.
Candidate Profile Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
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; 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 and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
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.
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Responsibilities
Maintain timelines and processes during the new business and renewal processes, including exposure analysis, quote specifications, negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate effectively within the team, inclusive of 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, loss summaries, prospect profiles, exposure schedules, etc.
Attend prospects and proposal meetings with producers as needed.
Analyze excel spreadsheets of prospect client exposure and/or loss data, 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 all licensing requirements, including continuing education.
Attend seminars, company meetings, carrier events, and educational activities to improve overall job expertise and product knowledge.
Work independently and within a team on special, non-recurring, and ongoing projects.
Requirements
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
Ability to work with minimum supervision and accept direction on assignments.
Proficiency with MS Office, especially Excel and Word.
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.
Ability 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, and excellent knowledge of the markets.
Strong knowledge of all basic P&C coverages.
Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.
Education and Experience
Minimum 3-5 years relevant Commercial Lines experience, with an emphasis on large market placements.
College degree preferred.
Licensed in property and casualty insurance required.
Professional designation (e.g., CISR, CIC, AAI, ARM, CPCU) preferred.
Experience with Epic strongly preferred.
Candidate Profile Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
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; 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 and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
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.
#J-18808-Ljbffr