Senior Placement Specialist

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

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

The Senior Placement Specialist will provide market expertise and carrier guidance for complex and challenging placements while supporting the training and development of Placement Specialists, along with EPIC administration, submission quality, and workflow processes. You will be tasked with leading process improvement initiatives to drive consistency and operational efficiency. Duties may also include oversight of shared Placement inbox, supporting the Placement Manager in coordinating assignments.

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.

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
• Proficient with MS Office Products, Placement including a high knowledge of Excel and Word.
• 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.
• 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
• College degree preferred.
• Must currently hold an applicable insurance license
• Pursuit of a professional designation - CRM, CISR, CIC, AAI, ARM, CPCU - preferred

Pay Details

The base compensation range for this position is $70,000 - $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.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, a

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