
Insurance Carrier Placement Specialist
Acrisure
full-time
Posted on:
Location Type: Office
Location: Addison • Texas • United 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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