Commercial Lines Policy Placement Assistant at Acrisure

Mahwah, New Jersey, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

1 - 3 years Direct Marketing/Quoting Experience
Property and Casualty broker’s license preferred
Applied EPIC a plus
Excellent oral and written communication skills
Detail oriented, highly organized, able to meet deadlines and multi-task
Customer service oriented with strong problem-solving ability
Excess Markets including ability to read an excess proposal and spot limitations and/or missing coverages
Proficiency in Microsoft Office – Word and Excel

Responsibilities

Prepare insurance applications and supplemental forms to prepare marketing submissions to insurance carriers
Gather underwriting information from producer and client
Provide insurance carriers with additional requested information
Obtain Loss Runs
Obtain quotes from carriers and carrier websites
Document agency management system
Prepare proposals
Maintain marketing logs
Review follow up list daily and take appropriate action
Comply with agency standards, policies, and procedures

Skills

Key technologies and capabilities for this role

EPICMicrosoft ExcelMicrosoft WordProperty and Casualty LicenseInsurance QuotingLoss RunsUnderwritingExcess Markets

Questions & Answers

Common questions about this position

What is the salary for the Commercial Lines Policy Placement Assistant role?

This information is not specified in the job description.

Is this position remote or does it require office work?

This information is not specified in the job description.

What skills and experience are required for this role?

Requirements include 1-3 years of direct marketing/quoting experience, proficiency in Microsoft Office (Word and Excel), excellent communication skills, detail-oriented organization with multitasking ability, customer service orientation, and knowledge of excess markets. A Property and Casualty broker’s license and Applied EPIC experience are preferred.

What is the company culture like at Acrisure?

Acrisure's culture is defined by an entrepreneurial spirit, innovation, client centricity, and an indomitable will to win.

What makes a strong candidate for this position?

Strong candidates will have 1-3 years of direct marketing/quoting experience, a Property and Casualty license (preferred), Applied EPIC knowledge (a plus), proficiency in Microsoft Office, excellent communication, strong organization and multitasking skills, customer service focus, and excess markets expertise.

Acrisure

Insurance broker specializing in risk management

About Acrisure

Acrisure provides insurance and risk management services through a network of independent insurance agencies known as Agency Partners. This model allows Acrisure to offer tailored solutions to a diverse clientele, including business owners and institutions in sectors like agriculture, arts, and waste management. The Agency Partners maintain local relationships while leveraging Acrisure's global resources, ensuring personalized service. The company generates revenue by earning commissions and fees from insurance policies sold through its partners, fostering a mutually beneficial relationship. Acrisure's goal is to combine local expertise with global capabilities to deliver high-quality insurance solutions.

Grand Rapids, MichiganHeadquarters

2005Year Founded

$19.5MTotal Funding

DEBTCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Risks

Increased competition from fintech firms may challenge Acrisure's market share.

Rapid expansion could lead to integration risks and cultural clashes.

Strategic alliances may result in conflicts of interest or operational inefficiencies.

Differentiation

Acrisure's unique model leverages a global network of independent Agency Partners.

The company combines local expertise with global resources for tailored client solutions.

Acrisure's rapid growth is driven by strategic partnerships and innovative insurance products.

Upsides

Acrisure's expansion into new markets like Bermuda strengthens its global presence.

The appointment of industry veterans enhances Acrisure's leadership and growth potential.

Winning 'Broker of the Year' boosts Acrisure's reputation and client trust.

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