Placement Specialist at Acrisure

Bulverde, Texas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

3-5 years relevant insurance experience required, with an emphasis on middle-to-large market placements
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 Products, Placement including a high knowledge of Excel and Word
Experience with Epic a plus
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 that we identify as required documents
College degree preferred
Must currently hold an applicable insurance license
Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU - preferred
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cr

Responsibilities

Timeline & Process Management: Responsible for maintaining timeline and process during the new business process and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals
Team Communication: Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team
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 profile, exposure schedules, etc
Data Analysis: Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary
Carrier Communication: Answer carrier phone calls
Carrier Relationships: Maintain familiarity and working relationships with various insurance companies and wholesalers
Confidentiality: Handle confidential and non-routine information
Carrier Rating Systems: Rating policies in 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: Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each client’s specific risk profile
Project Work: Work independently and within a team on special and nonrecurring and ongoing projects
Risk Resource Engagement: Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs

Skills

insurance brokerage

exposure analysis

quote specifications

coverage negotiation

policy review

ACORD applications

Excel

financial modeling

loss analysis

carrier relations

agency management systems

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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