Personal Lines High Net Worth Placement Specialist

Acrisure; New York (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with employer contributions

HSA/FSA options

Paid time off and holidays

Wellness resources and EAP

Job summary

Acrisure is seeking a Personal Lines High Net Worth Placement Specialist to help manage new business and renewal processes for insurance accounts. You will oversee timelines, conduct exposure analysis, prepare quotes, negotiate terms, and present proposals to clients while coordinating with Client Advisors, Account Service Teams, and carriers.

This role requires strong communication, detailed analyses, and proficiency with Excel.

Qualifications

• Strong communication and presentation skills are required.
• Excellent organizational skills with ability to manage multiple priorities.
• High attention to detail and accuracy in documentation.
• Ability to work independently and within a team.
• Proficiency in Microsoft Excel and Word; experience with agency systems preferred.

Responsibilities

• Manage timelines and processes for new business and renewals.
• Analyze exposure and prepare quote specifications and coverage proposals.
• Collaborate with Client Advisors, Account Service Teams, and carriers.
• Prepare submissions, loss summaries, exposure schedules, and related materials.
• Analyze data in Excel and build loss/mocation models when needed.
• Build and maintain carrier relationships and market awareness.

Skills

Communication

Organizational skills

Attention to detail

Independence

Customer service

Excel

Word

Epic systems

Education

Active Property & Casualty license

College degree preferred

Tools

Epic or other agency management systems

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.

Job Description

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 Personal Lines High Net Worth Placement Specialist to join our growing 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: 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.


• Submission Preparation: 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.


• 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 relationship 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 requirement, 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

• Excellent written and verbal communication, presentation, and interpersonal skills.


• Strong organizational skills with the ability to manage multiple priorities and deadlines.


• High attention to detail and commitment to document accuracy.


• Ability to work independently with minimal supervision and as part of a collaborative team.


• Strong customer service skills and professional phone etiquette.


• Proficiency in Microsoft Office products, including advanced knowledge of Excel and Word.


• Experience with Epic or other agency management systems highly preferred.


• Demonstrated flexibility and adaptability in a fast-paced environment.


• Ability to prepare professional proposal and presentation materials.

Education And Experience

• 3-5 years of relevant insurance marketing experience with personal lines high net worth placements required


• Experience working for an insurance broker or agency, including marketing accounts to carriers.


• Strong knowledge of commercial insurance coverages and insurance markets.


• College degree preferred.


• Active Property & Casualty insurance license required.


• Progress toward or attainment of industry designations such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred.

Pay Details

The base compensation range for this position is $80,000 - $110,000. 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.

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

• 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.