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About the Role

The individual in this role will manage and execute key components of the new business and renewal processes for insurance accounts. This includes overseeing timelines, conducting exposure analysis, preparing quote specifications, negotiating coverage terms, and presenting comprehensive proposals to clients. The role requires close collaboration with Client Advisors, Account Service Teams, and carrier partners to ensure high-quality service delivery and seamless communication.

Responsibilities

Maintain timeline and process during new business and renewal processes, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate effectively within the team environment, including with Client Advisors and Account Service Teams, as well as 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, including insurance specifications, Acord applications, loss summaries, prospect profiles, and exposure schedules.
Analyze prospect client exposure and/or loss data using Excel spreadsheets and develop financial models of loss-sensitive programs when necessary.
Maintain familiarity and working relationship with various insurance companies and wholesalers.
Handle confidential and non-routine information.
Rate policies in carrier systems to assist in the quoting and proposal development process.
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

3-5 years relevant insurance experience required, with an emphasis on middle to large market placements.
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.
Experience with Epic is a plus.
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 applicable insurance coverages.
Proficient in creating required proposal presentation documents.
Must currently hold an applicable insurance license.
Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU - preferred.

Skills

Excel
Word
MS Office Products
Epic
Communication
Presentation
Interpersonal skills
Organizational skills
Customer service skills
Insurance coverages

Location

On-site

Work Type

Full-time

Experience Level

3-5 years relevant insurance experience

Education Level

College degree preferred
Applicable insurance license
CRM, CISR, CIC, AAI, ARM, CPCU preferred

Salary/Compensations

$70,000 - $100,000

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, we connect 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, we equip our 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.
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.

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.