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Acrisure · 2 weeks ago

Assistant Insurance Placement Specialist

New Berlin, WI

Full-time

Onsite

New Grad, Entry Level

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services. The Placement Assistant supports the Placement Team in the marketing and placement of insurance programs, focusing on submission preparation, data entry, document management, and maintaining communication with carriers.

Financial ServicesInsuranceInsurTech

Responsibilities

Submission Preparation: 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

Data Entry & System Updates: Input and maintain accurate client and policy information within the agency management system (EPIC)

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

Broker of Record Processing: Create, submit, and process Broker of Record Letters

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

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

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

Pipeline & File Maintenance: Update the pipeline report for prospective accounts and maintain an accurate suspense file

Confidentiality: Handle confidential and sensitive information with professionalism and discretion

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

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

Licensing Compliance: Maintain active licensing status and complete all required continuing education

Qualification

Insurance submission preparationData entryMicrosoft Office proficiencyApplied Epic experienceCustomer service orientationCommunication skillsOrganizational skillsAttention to detailTeam collaborationAdaptability