NEWPORT BEACH, CA, USA
77 days ago
Insurance Marketing Specialist Large Placement

Job Description

About Acrisure:  

Acrisure’s Southwest Platform began with a 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 Southwest Platform 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. Led by co-founder, Chairman and CEO Greg Williams, 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.

Job Summary:

As member of the Commercial Lines Placement Team, the Commercial Placement Specialist (Large Commercial), will market property and casualty insurance programs on both prospective and renewal accounts.  This person will gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms, and prepare proposals for prospects.

Responsibilities:

Input and update prospective client and policy information in agency management systemResponsible for maintaining timeline and process during the new business process and remarketing renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposalsCommunicate effectively within the team environment, inclusive of the producer and Segment LeaderReview insurance policies and contracts and make recommendations for improvementWork with others to prepare property and casualty insurance submissions including, but not limited to: Insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, prospect profile, exposure schedules, etcRate risks on insurance carrier’s websites and within Auris RaterCreate, Submit, and Process Broker of Record LettersAnalyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessaryAnswer prospect and carrier phone callsAttend prospects meetings with producer, as neededMaintain familiarity and working relationship with various insurance companies and wholesalersResponsible for updating pipeline report for prospective accounts being marketedHandle confidential and non-routine informationAbide by and maintain all licensing requirement, including continuing educationFacilitate the placement of accounts with Strategic Carrier PartnersAttend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledgeWork independently and within a team on special and nonrecurring and ongoing projects

Requirements:

High sense of ownership within ambiguous environmentStrong technical skills with knowledge of coverage terms and conditions and market familiarityAble to travel on an as needed basisAble to work with minimum supervisionExcellent communication and interpersonal skillsKnowledge of MS Office Products, (Word, Excel, Outlook, PowerPoint, SharePoint, Teams)Demonstrated superior presentation or relationship skills to present proposals in this highly interactive roleStrong organizational skills and ability to handle multiple tasks and prioritize workDemonstrated flexibility and adaptability to changing priorities and deadlinesStrong attention to detail to ensure document accuracyAble to work effectively in a team environment with strong customer service skills

Education/Experience:

Minimum 5 years relevant Commercial Lines experience required, with preferred experience in middle market/large business segmentExperience with a broker/agent, including marketing accounts to carriers; excellent knowledge of California marketsBachelor’s Degree, or equivalent experience requiredLicensed in property & casualty insurancePrevious Applied Epic experienceCIC, ARM, AAI or CPCU preferred

Benefits & Perks:

Competitive CompensationIndustry Leading HealthcareSavings and InvestmentsCharitable Giving ProgramsOffering hybrid work option           Opportunities for GrowthParental LeaveGenerous time away

 

Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh.

For more, visit www.Acrisure.com  or learn more here.

Pay Details:

Annual Salary: $80,000 - $120,000

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.


Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.


To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.

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