Strategic Insurance Placement & Renewal Lead

Royal Abstract of New York LLC; Waterford (CT); On-site; USD 54,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with match

HSA/FSA options

Paid time off and holidays

Wellness resources

Job summary

Acrisure is seeking an Insurance Account Specialist to manage new business and renewal processes. You will oversee timelines, conduct exposure analysis, prepare quote specifications, and negotiate coverage terms.

You will present comprehensive proposals to clients in collaboration with Client Advisors and carrier partners. The role requires strong MS Excel skills, excellent communication, and the ability to work with minimal supervision while maintaining confidentiality.

Qualifications

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

Responsibilities

• Manage and execute key components of new business and renewal processes for insurance accounts.
• Oversee timelines and exposure analysis; prepare quote specs and negotiate terms.
• Present comprehensive proposals to clients with collaboration from Client Advisors and carrier partners.
• Prepare property and casualty submissions including Acord applications and loss summaries.
• Analyze prospect data in Excel and develop loss-sensitive financial models when needed.
• Maintain relationships with insurance companies and wholesalers.
• Ensure confidentiality and licensing compliance.
• Utilize carrier systems and rating tools to assist in quoting and proposals.
• Pursue professional development and participate in seminars and carrier events.
• Perform coverage analysis and strategic recommendations tailored to client risk profiles.

Skills

MS Office Suite

Excel advanced

Strong communication

Time management

Client service

Insurance knowledge

Licensing knowledge

CRM familiarity

Proposal/presentation

Education

Insurance license

College degree preferred

Tools

Epic

Job description

Acrisure is seeking an Insurance Account Specialist to manage new business and renewal processes. You will oversee timelines, conduct exposure analysis, prepare quote specifications, and negotiate coverage terms.

You will present comprehensive proposals to clients in collaboration with Client Advisors and carrier partners. The role requires strong MS Excel skills, excellent communication, and the ability to work with minimal supervision while maintaining confidentiality.