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Acrisure · 1 month ago

Assistant Insurance Placement Specialist

16805 W Cleveland Ave - NEW BERLIN, WI

Full-time

Onsite

New Grad, Entry Level

Acrisure is a global Fintech leader that offers multiple financial products and services. The Assistant Insurance Placement Specialist supports the Placement Team in marketing and placing insurance programs, focusing on submission preparation, data entry, and carrier communication.

Financial ServicesInsuranceInsurTech

Responsibilities

Work with team members to prepare complete and accurate property and casualty insurance submissions for new and renewal business, including insurance specifications, Acord applications, loss summaries, specialty applications, prospect profiles, and exposure schedules

Input and maintain accurate client and policy information within the agency management system (EPIC)

Prepare customer-facing documents such as proposals, coverage summaries, and correspondence

Create, submit, and process Broker of Record Letters

Prepare Excel spreadsheets to assist in the evaluation of client exposures and/or loss data

Work with internal and external parties to gather and deliver needed information, quotations, and proposals

Track flow of business to various markets and maintain awareness of submission status

Update the pipeline report for prospective accounts and maintain an accurate suspense file

Handle confidential and sensitive information with professionalism and discretion

Contribute to special, nonrecurring, and ongoing projects independently or in collaboration with others

Attend company meetings, seminars, and other educational activities to enhance product knowledge and market awareness

Maintain active licensing status and complete all required continuing education

Qualification

Insurance submission preparationData entryMicrosoft Office proficiencyApplied Epic experienceCustomer service orientationAttention to detailCommunication skillsOrganizational skillsWork independently