Jobs · OTHR · California

Placement Specialist

Acrisure · Ontario, CA · 1 mo ago
OTHR$38/hrFull-time
We need to output HTML fragment with sections only if real content. Must include headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content. From posting: - About Acrisure: description of company. Could be "About the role"? Actually "About Acrisure" is company overview. The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can use "About the role" heading for company description? Might be better to use "About the role" for role description. But we have a "Position:" paragraph describing role. Could treat that as "About the role". We'll include that. - Responsibilities: many bullet points under "Responsibilities:" heading. We'll create
  • list. - Requirements: list under "Requirements:" heading. We'll create list. - Education & Experience: could be under "Qualifications" or "Requirements"? The instruction includes Qualifications as possible heading. We'll treat Education & Experience as "Qualifications". Provide list. - Skills: maybe combine with Requirements? But we have many skill-like items in Requirements. Could create separate Skills section if distinct. However we already have many skill items in Requirements. To avoid thin sections, we could merge. But instruction: prefer a few substantive sections over many thin ones. So we could have sections: About the role, Responsibilities, Requirements (including skills and experience), Benefits, Pay (if present). Pay details: they gave "$0 - $0" which is placeholder; we must NOT create Pay section if content is filler like "0 - 0" or "not specified". The posting says "The base compensation range for this position is $0 - $0. This range reflects Acrisure's good faith estimate at the time of this posting." That's essentially placeholder; we should not create Pay section because it's not substantive. So omit Pay. - Benefits: there is a Benefits section with details. We'll include Benefits heading with list. - Schedule: not mentioned; omit. - Also there is "Why Join Us" and some community impact; could be part of Benefits or separate? Not required heading. Could include as part of Benefits or maybe as a separate section like "About the company". But we already have About the role. Could add a section "Company Overview" but not in allowed headings list. Better to incorporate into About the role or Benefits? The instruction says use those headings; we can also add other headings? It says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests those as examples. Safer to stick to those. Thus we will have:

    About the role

    ... (position description and company overview)

    Responsibilities

      ...

    Requirements

      ...

    Qualifications

      ...
    (Education & Experience)

    Benefits

      ...
    We must not repeat job title as heading. Not include Job ID etc. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to include all bullet points from Responsibilities, Requirements, Education & Experience, Benefits. We need to ensure we don't include boilerplate like EEO, legal, etc. Remove those. Let's extract content. About Acrisure paragraph: "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 paragraph: "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." We can combine these into About the role paragraph. Now Responsibilities list: after "Responsibilities:" there is a paragraph with colon-separated items? Actually they list: 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. We need to turn each into
  • items. Keep the text as is. Now Requirements list: after "Requirements:" there is a paragraph with semicolon-separated items? Actually: 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. We'll make each line a
  • . Now Education & Experience (Qualifications): after "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. Make each a
  • . Now Benefits: after "Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including:" then list: 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. … and so much more! 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. We need to preserve all substantive information. The list includes categories with subitems separated by semicolons. We could keep each category as a
  • with the description. Or break into sub-items? The instruction: Use
    • for any list of duties/requirements/benefits. So we can treat each bullet as a line; but the original uses categories with semicolons. We'll keep each category as a
    • preserving the semicolon-separated subitems. Thus Benefits
        with four
      • items. We must not include the "Why Join Us" paragraph about community impact? It's substantive but not under a heading we have. Could we incorporate into About the role? It's about company impact. Could add a

        under About the role after company description. That would preserve it. The "Why Join Us: At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York." This is substantive. We'll include it as a paragraph under About the role (maybe after company description). Ensure we don't duplicate benefits description (we already have Benefits section). The Why Join Us mentions benefits designed to support etc. It's okay to have some overlap but we must preserve all info; we can include it as part of About the role. Now we must remove boilerplate: EEO, legal, accommodation, verification, California privacy, Recruitment Fraud, Welcome line. Now produce HTML fragment. Let's craft.

        About the role

        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. Why Join Us: At

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