Commercial Lines Placement Specialist

Responsibilities

• Maintain 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.
• Communicate effectively within the team environment, inclusive of the producer and Segment Leader.
• Review insurance policies and contracts and make recommendations for improvement.
• 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.
• Attend prospects and proposal meetings with producer, as needed.
• Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary.
• Answer prospect and carrier phone calls.
• Maintain familiarity and working relationship with various insurance companies and wholesalers.
• Handle confidential and non-routine information.
• Abside by and maintain all licensing requirements, including continuing education.
• Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge.
• Work independently and within a team on special and non-recurring and ongoing projects.

Requirements

• 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 including a high knowledge of Excel and Word.
• 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 P&C coverages.
• Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.

Qualifications

• Minimum 3-5 years relevant Commercial Lines experience required, with an emphasis on large market placements.
• College degree preferred.
• Licensed in property and casualty insurance required.
• Pursuit of a professional designation - CISR, CIC, AAI, ARM, CPCU - preferred.
• Experience with Epic strongly preferred.

Skills

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

Proficient with MS Office Products including a high knowledge of Excel and Word.

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 P&C coverages.

Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.

Benefits

Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Additional benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status.