Carrier Placement Specialist

Overview

About Acrisure
: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. 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 and prioritizes leadership, accountability, and collaboration to empower teams to work at the highest levels.

Acrisure is seeking a Placement Specialist to join our growing team. The individual in this role will manage and execute 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.

• Timeline & Process Management:
  Maintain timelines and processes during the new business and renewal processes, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Communication:
  Communicate effectively within the team environment, with Client Advisors, Account Service Team, and markets.
• Policy Review & Recommendations:
  Review insurance policies and contracts and make recommendations for improvement.
• Submission Preparation:
  Prepare property and casualty submissions for new business prospects and renewing accounts, including insurance specifications for each line of coverage, ACORD applications using the 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, and develop financial models of loss sensitive programs when necessary.
• Market Relationships:
  Maintain familiarity with and a working relationship with various insurance companies and wholesalers.
• Confidentiality:
  Handle confidential and non-routine information.
• Carrier Systems and Comparative Rating Tools:
  Rate policies in carrier systems to assist in quoting and proposal development.
• Licensing Compliance:
  Abide by and maintain all licensing requirements, including continuing education.
• Professional Development:
  Attend seminars, company meetings, carrier events, and educational activities to improve job expertise and product knowledge.
• Coverage Analysis & Strategy:
  Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s risk profile.
• Project Work:
  Work independently and within a team on special and ongoing projects.
• Risk Resource Engagement:
  Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions for complex client needs.

• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
• Able to work with minimum supervision; able to accept directions and assignments.
• Proficient with MS Office, including advanced Excel and Word.
• 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 required.

• 3-5 years relevant insurance experience required, with emphasis on middle to large market placements.
• Must currently hold a Property and Casualty insurance license.

• Colle…