Timeline & Process Management: 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.
Communication: Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team, as well as with markets.
Policy Review & Recommendations: Review insurance policies and contracts and make recommendations for improvement.
Data Analysis: Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as 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: Rating policies in carrier systems, when applicable, to assist in the quoting and proposal development process.
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: Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each client's specific risk profile.
Project Work: Work independently and within a team on special and nonrecurring and ongoing projects.
Risk Resource Engagement: Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs.
Requirements
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
Education and Experience:
3-5 years relevant insurance experience required, with an emphasis on middle-to-large market placements.
Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
Able to work with minimum supervision; able to accept directions given assignments
Proficient with MS Office Products, Placement including a high knowledge of Excel and Word.
Experience with Epic a plus.
College degree preferred.
Must currently hold an applicable insurance license
Pursuit of a professional designation - CRM, CISR, CIC, AAI, ARM, CPCU - preferred
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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 d
Benefits
Vision insurance
Additional Information
Job Description
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 Placement Specialist to join our growing team. The individual in 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.
Acrisure · 16805 W Cleveland Ave - New Berlin, WI