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Acrisure · 4 weeks ago

Employee Benefits Placement Specialist

SAN DIEGO, CA

Full-time

Onsite

Mid Level

$70K/yr - $85K/yr

Acrisure is a fast-growing fintech leader that operates a global insurance broker, providing a broad array of insurance and financial related solutions. The Employee Benefits Placement Specialist is responsible for handling the internal rating process with insurance carriers and facilitating account placements while maintaining professional relationships with customers and carriers.

Financial ServicesInsuranceInsurTech

Responsibilities

Analyze submissions to make decisions based on individual risk characteristics, exposure analysis, hazard recognition and control. Utilize underwriting guidelines to ensure compliance with authority levels and state regulations

Review and analyze relevant underwriting information for risks including but not limited to Applications, Inspections, Loss Control Recommendations, Loss History, credit checks, D&B reports, etc

Based on insurance company authority levels, accept, decline or modify new and renewal business to ensure a profitable book of business

Handle new and renewal underwriting process including but not limited to rating or submitting to insurance company, negotiating with Sales/Service team and/or company as necessary, obtaining updated customer information and preparation of presentation and proposal/quotation materials

Price business according to insurance company underwriting and pricing guidelines

Provide coverage analysis and recommendations for improved or additional coverage

Communicate with Commercial and Personal Lines teams and insurance companies to answer questions and resolve problems

Develop and maintain positive and productive agency relationships within appointed insurance companies

Marketing responsibilities include, but are not limited to, meeting with insurance company personnel to represent the agency and communicating insurance company appetite to agency personnel

Maintain insurance company database, directory and website access for all agency users

Facilitate the placement of accounts with Acrisure ACE and agency partners

Facilitate outbound marketing of select programs

Adhere to and comply with organization policies and procedures, sales and service standards and established workflows

Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organization errors and omission standards

Maintain a concern for timeliness, accuracy and completeness when interacting with customers, colleagues and carriers

Actively participate in organization initiatives and support core values

Other duties may be assigned or required as needs arise

Qualification

Insurance experienceState insurance licenseAdvanced automation skillsAnalytical skillsCustomer service skillsTeam collaborationDetail-orientedProblem-solving skills