Commercial Lines Carrier Placement Specialist

Overview

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 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 emphasizes entrepreneurial spirit, leadership, accountability, and collaboration to equip teams to perform at the highest levels.

The Placement Specialist will market property and casualty insurance programs for small to middle market accounts. This person will gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms, and prepare proposals for prospects, for both new and renewal business.

• Maintain timeline and process 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.
• Communicate effectively within the team environment, including the producer and Segment Leader.
• Review insurance policies and contracts and make recommendations for improvement.
• Prepare property and casualty insurance 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.
• Attend prospect and proposal meetings with the producer, as needed.
• Analyze prospect client exposure and loss data in Excel and develop financial models of loss-sensitive programs when necessary.
• Answer prospect and carrier phone calls.
• Maintain familiarity and working relationships with various insurance companies and wholesalers.
• Handle confidential and non-routine information.
• Abide by and maintain all licensing requirements, including continuing education.
• Attend seminars, company meetings, carrier events and educational activities to improve job expertise and product knowledge.
• Work independently and within a team on special, nonrecurring, and ongoing projects.

• 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, including advanced Excel and Word.
• Strong organizational skills and ability to handle multiple tasks and priorities.
• Flexibility and adaptability to changing priorities and deadlines.
• Strong attention to detail to ensure document accuracy.
• Team-oriented with strong customer service skills.
• Experience with a broker/agent, including marketing small to middle market accounts to carriers; excellent knowledge of markets.
• Strong knowledge of all basic P&C coverages.
• Demonstrated superior presentation or relationship skills to present proposals in this interactive role.

• Minimum 3-5 years relevant Commercial Lines experience required
• College degree preferred
• Licensed in property and casualty insurance required
• Pursuit of a professional designation (CISR, CIC, AAI, ARM, CPCU) preferred
• Experience with Epic preferred

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from health and finances to family and future. Acrisure has pledged more…