Personal Lines Placement Specialist

Job Description

Job Description

Job Title: Personal Lines - Placement Specialist

Department: Client Solutions

Location: West Division

Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

About The Role

This role is responsible for handling all Personal Lines internal rating process with select insurance carriers; serve as a liaison for insurance carriers relationship management; facilitate the placement of accounts within Acrisure ACE and agency partners; facilitate out bound marketing of select programs.  This position is also responsible for carrying the organization’s reputation and professional manner of conducting business into dealing with customers, carriers and colleagues.

Responsibilities:

• Analyze submissions to make decisions based on individual risk characteristics, exposure analysis, hazard recognition and control.  Utilize underwriting guidelines to ensure compliance with authority levels and state regulations.
• Review and analyze relevant underwriting information for risks including but not limited to Applications, Inspections, Loss Control Recommendations, Loss History, credit checks, D&B reports, etc.
• Based on insurance company authority levels, accept, decline or modify new and renewal business to ensure a profitable book of business.
• Handle new and renewal underwriting process including but not limited to rating or submitting to insurance company, negotiating with Sales/Service team and/or company as necessary, obtaining updated customer information and preparation of presentation and proposal/quotation materials.
• Price business according to insurance company underwriting and pricing guidelines.
• Provide coverage analysis and recommendations for improved or additional coverage.
• Communicate with Commercial and Personal Lines teams and insurance companies to answer questions and resolve problems.
• Develop and maintain positive and productive agency relationships within appointed insurance companies.
• Marketing responsibilities include, but are not limited to, meeting with insurance company personnel to represent the agency and communicating insurance company appetite to agency personnel.
• Maintain insurance company database, directory and website access for all agency users.
• Facilitate the placement of accounts with Acrisure ACE and agency partners.
• Facilitate outbound marketing of select programs.
• Adhere to and comply with organization policies and procedures, sales and service standards and established workflows.
• Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organization errors and omission standards.
• Maintain a concern for timeliness, accuracy and completeness when interacting with customers, colleagues and carriers.
• Actively participate in organization initiatives and support core values
• Other duties may be assigned or required as needs arise.

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Requirements:

·Actively support and incorporate the core values of the company into daily activities.

·Maintain a positive and respectful attitude with fellow colleagues.

·Work as a team to achieve department and overall company goals.

·Demonstrate exceptional customer service skills, internally and externally, with effective communication, respect and integrity.

·Maintain confidentiality of all information related to customers, carriers, colleagues and the company.

• Be dependable and consistently report to work on time prepared to perform duties of the position.
• Advanced automation knowledge and skills.
• Ability to be detail oriented, organize and prioritize effectively.
• Ability to manage multiple projects and consistently meet deadlines.

• Good analytical and problem-solving skills. 

Education/Experience:

• Bachelor’s degree and/or equivalent or insurance experience.
• Applicable current state insurance license.

Benefits & Perks:

• Competitive Compensation
• Industry-Leading Healthcare
• Savings and Investments
• Charitable Giving Programs   
• Offering hybrid work option  
• Opportunities for Growth
• Educational Resources
• Generous time away

Pay Details:

The base compensation range for this position is $85,000 - $105,000. 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.

 

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.

 

Employee Benefits

We also offer our employees 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 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.

 

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

 

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

 

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

 

Welcome, your new opportunity awaits you.