Strategic Insurance Placement Specialist (Mid-Market)

Acrisure Trade Credit; Tredyffrin Township (Chester County); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) plan

FSA/HSA

Job summary

Acrisure seeks an Insurance Account Specialist to manage key components of new business and renewal processes for insurance accounts. You will coordinate timelines, exposure analysis, quote specifications, negotiations, and comprehensive client proposals with Client Advisors, Account Service Teams, and carrier partners for high-quality service delivery.

The role requires 3-5 years of insurance experience, strong MS Office skills, and an active insurance license.

Qualifications

• 3-5 years insurance experience required
• Excellent phone etiquette and written/verbal communication
• Proficient with MS Office Products and Excel

Responsibilities

• Maintain timelines and processes for new business and renewal, including exposure analysis and quote specifications
• Prepare and present coverage proposals to clients and markets
• Review policies and provide recommendations for improvements
• Prepare submissions for new business and renewing accounts with required documents
• Analyze prospect client exposure data and support loss-sensitive financial modeling
• Engage with carriers and maintain broker relationships
• Ensure licensing compliance and ongoing professional development
• Collaborate with Client Advisors and Account Service Teams

Skills

MS Office

Excel

Word

Communication

Teamwork

Attention to detail

Education

Bachelor's degree

Tools

Epic

Job description

Acrisure seeks an Insurance Account Specialist to manage key components of new business and renewal processes for insurance accounts. You will coordinate timelines, exposure analysis, quote specifications, negotiations, and comprehensive client proposals with Client Advisors, Account Service Teams, and carrier partners for high-quality service delivery.

The role requires 3-5 years of insurance experience, strong MS Office skills, and an active insurance license.