Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.  

Position:

We are seeking a Commercial Lines Placement Specialist to join our Commercial Lines team (Small Commercial). Our Commercial Lines Placement Specialists are responsible for managing and executing key components of the new business and renewal processes for small commercial insurance accounts. This includes overseeing timelines, conducting exposure and financial analysis, preparing quote specifications, submitting applications to insurance carriers’ quoting portals, negotiating coverage terms, and presenting proposals.

Responsibilities: 

• Timeline & Process Management: Responsible for maintaining the timeline and process during the new business and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.

•  Market Strategy: Create and execute marketing strategies for select accounts, determining where to market based on risk characteristics, lines of coverage, business operations, and detailed market analysis.

• Decision-Making Authority: Exercise independent judgment in the placement of accounts with alternative carriers, balancing client needs with market conditions.

• Communication: Communicate effectively within the team environment, inclusive of the Client Advisors (producers) and Account Service Team, as well as with markets. Collaborate directly with Client Advisors in client-facing discussions on marketing strategy and placement outcomes.

•  Policy Review & Recommendations: Review insurance policies and contracts and make recommendations for improvement.

•  Submission Preparation: Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts including, but not limited to: insurance specifications for each line of coverage, ACORD applications using firm’s agency management system, loss summaries, prospect profiles, and exposure schedules.

•  Market Relationships: Maintain familiarity and working relationships with various insurance companies and wholesalers, and stay informed of carrier appetites and market trends.

•  Confidentiality: Handle confidential and non-routine information.

• Carrier Systems and Comparative Rating Tools: Use rating tools and carrier systems, when applicable, to assist in the quoting and proposal development process.

• Licensing Compliance: Abide by and maintain all licensing requirements, including continuing education.

•  Professional Development: Attend seminars, company meetings, carrier events, and educational activities needed to improve overall job expertise and product knowledge.

•  Coverage Analysis & Strategy: Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s specific risk profile.

•  Project Work: Work independently and within a team on special, nonrecurring, and ongoing projects.

Requirements:

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

• Strong critical thinking, financial analysis, and negotiation skills with the ability to analyze complex market data and influence placement outcomes.

•  Ability to work with minimal supervision while also accepting direction on assigned projects.

•  Proficiency with Microsoft Office Suite, including advanced knowledge of Excel and Word.

• Experience with Applied/EPIC agency management system preferred.

•  Strong organizational skills with the ability to manage multiple priorities and meet deadlines.

• Demonstrated flexibility and adaptability in a fast-paced, changing environment.

• Exceptional attention to detail and commitment to document accuracy.

•  Ability to work effectively within a collaborative team environment while delivering outstanding customer service.

•  Strong knowledge of commercial insurance markets and basic applicable insurance coverages.

• Ability to develop and deliver professional proposal presentation documents.

Education & Experience:

• Minimum of 3 years of insurance industry experience, with a focus on small/mid commercial account placements.

•  Demonstrated knowledge of insurance carrier markets and placement strategies. •

• Current Property & Casualty (P&C) insurance license required.

•  Professional insurance designations such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred, or active pursuit of one of these designations.