Senior Insurance Placement Specialist & Process Leader

Acrisure; Waterford (CT); On-site; USD 70,000 - 110,000; Full time

Job summary

Acrisure is seeking a Senior Placement Specialist to provide market expertise and carrier guidance for complex placements while supporting the training of Placement Specialists and EPIC administration.

You will lead process improvement initiatives to drive consistency and efficiency, oversee the shared Placement inbox, and assist the Placement Manager in coordinating assignments onsite in Waterford, CT. A strong background in middle-to-large market placements and licensing is essential.

Qualifications

• 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 direction on given assignments
• Experience with Epic a plus.
• 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.
• Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets.
• Must currently hold an applicable insurance license
• Pursuit of a professional designation - CRM, CISR, CIC, AAI, ARM, CPCU - preferred

Responsibilities

• Maintain 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 Client Advisors and Account Service Team, as well as with markets.
• 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
• Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary.
• Maintain familiarity and working relationship with various insurance companies and wholesalers.
• Handle confidential and non-routine information.
• Rating policies in carrier systems, when applicable, to assist in the quoting and proposal development process.
• 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.
• Perform coverage gap analysis and delivering strategic coverage recommendations tailored to each client's specific risk profile.
• Work independently and within a team on special and nonrecurring and ongoing projects.
• Identify opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs.

Skills

Communication skills

Phone etiquette

Interpersonal skills

Time management

Teamwork

Education

Insurance license

College degree preferred

Tools

Excel

Word

MS Office

Job description

Acrisure is seeking a Senior Placement Specialist to provide market expertise and carrier guidance for complex placements while supporting the training of Placement Specialists and EPIC administration.

You will lead process improvement initiatives to drive consistency and efficiency, oversee the shared Placement inbox, and assist the Placement Manager in coordinating assignments onsite in Waterford, CT. A strong background in middle-to-large market placements and licensing is essential.