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About the Role

Acrisure is seeking a Personal Lines High Net Worth Placement Specialist to manage and execute key components of the new business and renewal processes for insurance accounts. This role involves overseeing timelines, conducting exposure analysis, preparing quote specifications, negotiating coverage terms, and presenting comprehensive proposals to clients, requiring close collaboration with internal teams and carrier partners.

Responsibilities

Manage timeline and process during new business and renewal processes, including exposure analysis, quote specifications, coverage offer analysis and negotiation, and preparation/presentation of coverage proposals.
Communicate effectively within the team, including Client Advisors and Account Service Teams, and with markets.
Review insurance policies and contracts and make recommendations for improvement.
Prepare property and casualty insurance submissions for new business prospects and renewing accounts.
Analyze prospect client exposure and/or loss data using Excel spreadsheets and develop financial models for loss-sensitive programs.
Maintain familiarity and working relationships with various insurance companies and wholesalers.
Handle confidential and non-routine information.
Rate policies in carrier systems to assist in quoting and proposal development.
Abide by and maintain all licensing requirements, including continuing education.
Attend seminars, company meetings, carrier events, and educational activities to improve job expertise and product knowledge.
Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s specific risk profile.
Work independently and within a team on special, nonrecurring, and ongoing projects.
Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions for complex client needs.

Requirements

Excellent written and verbal communication, presentation, and interpersonal skills.
Strong organizational skills with the ability to manage multiple priorities and deadlines.
High attention to detail and commitment to document accuracy.
Ability to work independently with minimal supervision and as part of a collaborative team.
Strong customer service skills and professional phone etiquette.
Proficiency in Microsoft Office products, including advanced knowledge of Excel and Word.
Demonstrated flexibility and adaptability in a fast-paced environment.
Ability to prepare professional proposal and presentation materials.

Skills

Insurance marketing
Personal lines high net worth placements
Commercial insurance coverages
Insurance markets
Epic or other agency management systems
Microsoft Office Suite (Excel, Word)
Customer service
Communication
Organization
Attention to detail
Teamwork
Independent work
Professional proposal and presentation preparation

Location

On-site

Work Type

Full-time

Experience Level

3-5 years of relevant insurance marketing experience with personal lines high net worth placements required
Experience working for an insurance broker or agency, including marketing accounts to carriers

Education Level

College degree preferred
Active Property & Casualty insurance license required
Progress toward or attainment of industry designations such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred

Salary/Compensations

$80,000 - $110,000

Benefits

Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) options
Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage

About the Company

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward.
Bringing cutting-edge technology and top-tier human support together, Acrisure connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries.
Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, Acrisure equips its teams to work at the highest levels possible.
At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact.
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.

Equal Opportunity

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.