Acrisure

Insurance Carrier Placement Specialist

Acrisure

full-time

Posted on:

Location Type: Office

Location: AddisonTexasUnited States

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About the role

  • Responsible for maintaining timeline and process during the new business process and renewal process
  • Communicate effectively within the team environment, inclusive of the producer and Segment Leader.
  • Review insurance policies and contracts and make recommendations for improvement.
  • Prepare property and casualty insurance submissions for new business prospects and renewing accounts.
  • Attend prospects and proposal meetings with producer, as needed.
  • Analyze excel spreadsheets of prospect client exposure and/or loss data
  • 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.
  • Abide by and maintain all licensing requirement, 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 nonrecurring 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.
  • Minimum 3-5 years relevant Commercial Lines experience required, with an emphasis on middle to 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 preferred
Benefits
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