Commercial Lines Placement Supervisor - Small/Mid

Acrisure; San Jose (CA); On-site; USD 110,000 - 149,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) plan

HSA/FSA options

Job summary

Acrisure in California-West is seeking a Supervisor, Placement, Commercial – Small to lead the carrier placement team and support the internal rating process with select insurers. This role partners with North American Specialty and International teams, while ensuring compliant submissions and strong carrier relationships.

Responsibilities include managing team performance, developing marketing strategies for placement of new and renewal accounts, and leveraging technology like AURIS and EPIC to

Qualifications

• Must have 5+ years in insurance/financial services with progressive leadership experience.
• Experience managing teams, improving processes, and driving operational excellence.
• Strong communication, decision-making and interpersonal skills.

Responsibilities

• Lead carrier placement specialists and support team development.
• Partner with Client Advisors and Account Management for placement strategy.
• Maintain carrier relationships and develop new partnerships in the West Division.
• Monitor KPIs, report performance to senior leadership.
• Analyze submissions, ensure compliance with underwriting guidelines and regulations.
• Attend carrier events and collaborate with sales/service teams on placement and renewals.
• Oversee property and casualty submissions for new and renewing accounts.
• Promote technology adoption to improve efficiency and scalability.

Skills

Team leadership

Process improvement

Strategic relationships

Problem solving

Education

Bachelor’s degree in business administration

Active property & casualty license

Job description

Job Title

Supervisor - Placement, Commercial – Small

Location

California -West

Reports To

Director of Placement

Summary

The Supervisor, Placement, Commercial –Small reports to the Director of Placement and will serve as a direct contributor to the overall efficiency and optimization of our organization through development and deployment of all placement activities and projects.

Scope

This role is responsible for managing carrier placement team members and supporting Commercial – Small internal rating process with select insurance carriers; serve as a partner for North American Specialty (Wholesure) and International; liaison for insurance carriers relationship management; facilitate the placement of accounts within Acrisure; facilitate out-bound marketing of select programs and surplus lines placement. This position is also responsible for carrying the organization’s reputation and professional manner of conducting business into dealing with clients, insurance carriers and colleagues.

Essential Responsibilities

• Team Leadership and Talent: Manage the carrier placement specialist(s), support team development and goals.
• Culture and Development: Develop excellent partnerships with Client Advisors and Account Management to determine marketing strategy and to execute placement for new and existing accounts.
• Carrier Performance Management: Partner with the Director of Placement to maintain carrier relationships and cultivate new carrier relationships for the West Division. Maintain a high degree of familiarity and working relationship with various insurance companies, with a specific focus on Strategic Carrier Partners
• Performance Monitoring: Implement, support, and monitor key performance indicators (KPIs) to measure carrier placement performance, track metrics, and provide regular reports to senior leadership.
• Analysis and Assessment: Analyze submissions to make decisions based on individual risk characteristics, exposure analysis, hazard recognition and control. Utilize underwriting guidelines to ensure compliance with authority levels and state regulations. Handle confidential and non-routine information. Review insurance policies and contracts and make recommendations for improvement, where possible.
• Carrier Relationships: Occasionally attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge. Work with market participants to keep the team appraised of insurance company underwriting and sales alignment, products and capabilities.
• Insurance Placement: Work with the sales and service teams to handle new and renewal remarketing process including but not limited to submitting to insurance companies, negotiating with the carrier/company as necessary, working directly with the insured to obtain information and answer questions.
• Operational Excellence: Work with division team members 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, loss summaries, prospect profile, exposure schedules, etc.
• Process Improvement and Technology Integration: Promote and execute adoption of key technology, process optimization, automation, and streamlining, leveraging technology and innovation to enhance operational efficiency and scalability. Ensuring internal solutions and technology, such as AURIS and EPIC are being adopted and leveraged in a manner that maximizes client retention, growth and overall profitability.

Essential Qualifications

• Bachelor’s degree in business administration or related field is preferred Must currently hold an active property & casualty license
• Minimum of 5 years of progressive experience in the insurance and/or financial services industries Proven experience in managing teams, implementing process improvements, and driving operational excellence.
• Proven record of driving operational excellence and efficiency in service of dynamic client experiences Experience supporting business development lifecycle.
• Self-motivating and has the ability to motivate others to achieve and excel in a fast-paced, dynamic environment.
• Excellent business and people decision-making skills and problem-solving abilities Model positive energy and handle stress in the face of challenges, deadlines, and aggressive financial commitments.
• Excellent leadership and coaching ability
• Deep understanding of markets, clients, and competitorsin California.
• Adept at cultivating and growing productive, long-term customer relationships.
• Demonstrates excellent communication and interpersonal skills
• Exhibits superior presentation or relationship skills to present proposal
• Travel: Up to 25%

Pay Details

The base compensation range for this position is $110,000 - $149,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

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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Recruitment Fraud

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Welcome, your new opportunity awaits you.