Placement Specialist

Carrier Placement Specialist - Employee Benefits

Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

This role is responsible for handling all Employee Benefits internal rating process with select insurance carriers; serve as a liaison for insurance carriers relationship management; facilitate the placement of accounts within Acrisure ACE and agency partners; facilitate outbound marketing of select programs. This position is also responsible for carrying the organization’s reputation and professional manner of conducting business into dealing with customers, carriers and colleagues.

• Analyze submissions to make decisions based on individual risk characteristics, exposure analysis, hazard recognition and control. Utilize underwriting guidelines to ensure compliance with authority levels and state regulations.
• Review and analyze relevant underwriting information for risks including but not limited to Applications, Inspections, Loss Control Recommendations, Loss History, credit checks, D&B reports, etc.
• Based on insurance company authority levels, accept, decline or modify new and renewal business to ensure a profitable book of business.
• Handle new and renewal underwriting process including but not limited to rating or submitting to insurance company, negotiating with Sales/Service team and/or company as necessary, obtaining updated customer information and preparation of presentation and proposal/quotation materials.
• Price business according to insurance company underwriting and pricing guidelines.
• Provide coverage analysis and recommendations for improved or additional coverage.
• Communicate with Commercial and Personal Lines teams and insurance companies to answer questions and resolve problems.
• Develop and maintain positive and productive agency relationships within appointed insurance companies.
• Marketing responsibilities include, but are not limited to, meeting with insurance company personnel to represent the agency and communicating insurance company appetite to agency personnel.
• Maintain insurance company database, directory and website access for all agency users.
• Facilitate the placement of accounts with Acrisure ACE and agency partners.
• Facilitate outbound marketing of select programs.
• Adhere to and comply with organization policies and procedures, sales and service standards and established workflows.
• Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organization errors and omission standards.
• Maintain a concern for timeliness, accuracy and completeness when interacting with customers, colleagues and carriers.
• Actively participate in organization initiatives and support core values.
• Other duties may be assigned or required as needs arise.
• This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

• Actively support and incorporate the core values of the company into daily activities.
• Maintain a positive and respectful attitude with fellow colleagues.
• Work as a team to achieve department and overall company goals.
• Demonstrate exceptional customer service skills, internally and externally, with effective communication, respect and integrity.
• Maintai…