Responsible for maintaining timeline and process during the new business process and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate effectively within the team environment, inclusive of the producer and Segment Leader.
Review insurance policies and contracts and make recommendations for improvement.
Attend prospects and proposal meetings with producer, as needed
Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary
Answer prospect and carrier phone calls
Maintain familiarity and working relationship with various insurance companies and wholesalers
Handle confidential and non-routine information
Abide by and maintain all licensing requirement, including continuing education
Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge
Work independently and within a team on special and 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 Products including a high knowledge of 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.
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 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 required, with an emphasis on large market placements.
College degree preferred.
Licensed in property and casualty insurance required
Pursuit of a professional designation - CISR, CIC, AAI, ARM, CPCU- preferred
Experience with Epic strongly preferred
#LI-LR1
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.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, 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
Benefits
Health insuranceDental insuranceVision insurance401(k)
Additional Information
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:
As member of the Large Commercial Placement Team, the Placement Specialist will market property and casualty insurance programs on prospective accounts for large 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.
Acrisure · 5057 Keller Springs Road - Addison, TX