Personal Lines Placement Specialist
Acrisure, Orlando, FL, United States
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.
Job Summary
Acrisure is seeking a Personal Lines Placement Specialist to join our growing High Net Worth Placement team. 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 clients. 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 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.
Communication: Communicate effectively within the team environment, including 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 firm’s agency management system, loss summaries, prospect profiles, 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 and Comparative Rating Tools: Rate policies in carrier systems to assist in quoting and proposal development.
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 risk profile.
Project Work: Work independently and within a team on special 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 of relevant insurance experience, with emphasis on middle to large market placements. Experience with High Net Worth accounts is a plus.
Must currently hold an applicable insurance license
Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
Able to work with minimal supervision; able to accept direction on given assignments
Proficient with MS Office, especially Excel and Word
Experience with Epic is 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
College degree preferred.
Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU - 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 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 Children’s Hospital in Pittsburgh, Pennsylvania and Blythedale Children’s Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
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 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.
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
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.
Job Summary
Acrisure is seeking a Personal Lines Placement Specialist to join our growing High Net Worth Placement team. 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 clients. 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 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.
Communication: Communicate effectively within the team environment, including 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 firm’s agency management system, loss summaries, prospect profiles, 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 and Comparative Rating Tools: Rate policies in carrier systems to assist in quoting and proposal development.
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 risk profile.
Project Work: Work independently and within a team on special 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 of relevant insurance experience, with emphasis on middle to large market placements. Experience with High Net Worth accounts is a plus.
Must currently hold an applicable insurance license
Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
Able to work with minimal supervision; able to accept direction on given assignments
Proficient with MS Office, especially Excel and Word
Experience with Epic is 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
College degree preferred.
Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU - 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 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 Children’s Hospital in Pittsburgh, Pennsylvania and Blythedale Children’s Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
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 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.
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