Acrisure

Acrisure

Placement Specialist - Commercial Large/Mid Market

1350 Treat Boulevard, Ste 100 - WALNUT CREEK, CA · Mid

Sponsorship not specified$75k-$125kDetected 5 days ago
Data AnalysisCRMNegotiationFinancial ModelingFinancial AnalysisExcelCustomer SupportEpicLeadershipCommunicationCollaborationCritical ThinkingPublic SpeakingAdaptabilityOrganizational SkillsMicrosoft OfficeProperty & Casualty

About the role

  • Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.
  • We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
  • Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years.

Responsibilities

  • Market Strategy: Create and execute marketing strategies for select accounts, determining where to market based on risk characteristics, large deductibles, captives, and detailed market analysis.
  • Collaborate directly with Client Advisors in client-facing discussions on marketing strategy and placement outcomes.
  • Data Analysis: Analyze Excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss-sensitive programs when necessary.
  • Market Relationships: Maintain familiarity and working relationships with various insurance companies and wholesalers, and stay informed of carrier appetites and market trends.
  • Risk Resource Engagement: Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions for complex client needs.
  • Analyze Excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss-sensitive programs when necessary.
  • Maintain familiarity and working relationships with various insurance companies and wholesalers, and stay informed of carrier appetites and market trends.
  • Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions for complex client needs.
  • At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact.

Requirements

  • 5+ years of relevant insurance experience, with an emphasis on mid-to-large commercial account placements
  • Strong critical thinking, financial analysis, and negotiation skills with demonstrated ability to analyze complex market data and influence placement outcomes.
  • 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.
  • 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 proposal presentation documents identified as required documents.
  • Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
  • Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
  • Able to work with minimum supervision; able to accept direction on given assignments.
  • 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.

Nice to have

  • Experience with Applied Epic a plus.
  • College degree preferred.
  • Pursuit of a professional designation - CRM, CISR, CIC, AAI, ARM, CPCU - preferred.

Skills

  • Use rating tools and carrier systems, when applicable, to assist in the quoting and proposal development process.

Compensation

  • The base compensation range for this position is $75,000 - $125,000.

Benefits

  • Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
  • We also offer our employees a comprehensive suite of benefits and perks, including:
  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
  • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
  • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
  • This list is not exhaustive of all available benefits.
  • Benefits may vary based on subsidiary entity and geographic location.

Company info

  • innovation, client centricity and an indomitable will to win.
  • Attend seminars, company meetings, carrier events, and educational activities needed to improve overall job expertise and product knowledge.

Equal opportunity

  • 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.
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This listing is sourced directly from Acrisure's careers page and normalized into a canonical job model.