Commercial Lines Placement Specialist

Acrisure; Naples (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Physical Wellness benefits

Mental Wellness benefits

401(k) plan with immediate vesting

Job summary

Acrisure seeks a Placement Specialist for the Large Commercial Placement Team to market property and casualty insurance programs for large market accounts. You will gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms and prepare proposals for new and renewal business.

The ideal candidate has 3–5 years of Commercial Lines experience, a property and casualty license, and strong Excel/data-analysis skills.

Qualifications

• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
• Able to work with minimum supervision; able to accept direction on given assignments.
• Experience with a broker/agent and marketing large middle market accounts to carriers; knowledge of markets.
• Licensed in property and casualty insurance.

Responsibilities

• Maintain timelines and processes during new business and renewal cycles, including exposure analysis and proposal preparation.
• Communicate effectively within the team and with the producer and Segment Leader.
• Review policies and contracts and recommend improvements.
• Prepare submissions for new business and renewals with required documentation.
• Attend prospect and proposal meetings with the producer as needed.
• Analyze client exposure data and develop loss-sensitive financial models when necessary.
• Handle inquiries from prospects and carriers; maintain relationships with insurers.

Skills

Phone etiquette

Written communication

Verbal communication

Presentation skills

Interpersonal skills

Customer service

Team collaboration

Education

Property and casualty license

College degree preferred

Professional designation (CISR/CIC/AAI/ARM/CPCU) preferred

Tools

Epic

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.

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.

Responsibilities

• 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.
• Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts including, but not limited to: Insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc.
• 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

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

• 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 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.

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 [e-mail].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents

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Welcome, your new opportunity awaits you.