Commercial Lines Senior Placement Specialist
About the role
Acrisure is a global fintech leader that connects clients with customized insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage services across more than 20 countries. With a growth trajectory from $38 million to nearly $5 billion in just 12 years, Acrisure empowers millions of ambitious businesses and individuals with innovative solutions.
Responsibilities
Manage and execute key components of the new business and renewal processes for mid-to-large commercial insurance accounts, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Create and execute marketing strategies for select accounts, determining where to market based on risk characteristics, large deductibles, captives, and detailed market analysis.
Evaluate and analyze alternative risk financing mechanisms, including large deductible programs and captive structures, to determine the most advantageous placement approach.
Strategize and build insurance towers for select accounts to provide higher coverage limits beyond standard primary policies.
Exercise independent judgment in the placement of accounts with alternative carriers, balancing client needs with market conditions.
Responsible for year-end book review for select accounts to assess placement performance, carrier relationships, and renewal strategy.
Communicate effectively within the team environment, including with Client Advisors and Account Service Team, as well as with markets.
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 insurance specifications for each line of coverage, ACORD applications using firm’s agency management system, loss summaries, prospect profiles, and exposure schedules.
Analyze Excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss-sensitive programs when necessary.
Maintain familiarity and working relationships with various insurance companies and wholesalers, and stay informed of carrier appetites and market trends.
Handle confidential and non-routine information.
Use rating tools and carrier systems, when applicable, to assist in the quoting and proposal development process.
Abide 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.
Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s specific risk profile.
Work independently and within a team on special, non-recurring, and ongoing projects.
Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions for complex client needs.
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 Epic agency management system required.
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.
Qualifications
5+ years of insurance industry experience, with a focus on mid-to-large commercial account placements – specifically in New York highly preferred.
Experience working for an insurance broker or agency, including marketing large middle-market accounts to insurance carriers.
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.
Skills
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 Epic agency management system required.
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.
Benefits
We offer a comprehensive suite of benefits and perks, including:
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 paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Pay
The base compensation range for this position is $105,000 - $115,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.