Acrisure · 5 hours ago
Personal Lines Carrier Placement Specialist
Rye Brook, NY
Full-time
Onsite
Mid Level
$65K/yr - $75K/yr
3+ years expAcrisure is a global fintech leader that connects clients with customized solutions across various services. They are seeking a Personal Lines Carrier Placement Specialist responsible for managing the new business and renewal processes for insurance accounts, ensuring high-quality service delivery through collaboration with various teams and clients.
Financial ServicesInsuranceInsurTech
Responsibilities
Timeline & Process Management: Responsible for maintaining timeline and process during the new business process and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals
Communication: Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team, as well as with markets
Policy Review & Recommendations: Review insurance policies and contracts and make recommendations for improvement
Submission Preparation: Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts 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, etc
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 relationship with various insurance companies and wholesalers
Confidentiality: Handle confidential and non-routine information
Carrier Systems and Comparative Rating Tools: Rating policies in carrier systems, when applicable, to assist in the quoting and proposal development process
Licensing Compliance: Abide by and maintain all licensing requirement, including continuing education
Professional Development: Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge
Coverage Analysis & Strategy: Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each client’s specific risk profile
Project Work: Work independently and within a team on special and nonrecurring and ongoing projects
Risk Resource Engagement: Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs
Qualification
Required
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, Placement including a high knowledge of Excel and Word
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 the proposal presentation documents that we identify as required documents
Must currently hold an applicable insurance license
Preferred
Experience with Epic a plus
College degree preferred
Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU - preferred
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) and 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
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Company data provided by crunchbase