Acrisure Trade Credit · 1 day ago
Insurance Carrier Placement Specialist
Miami, FL
Full-time
Onsite
Mid Level
3+ years expAcrisure is a global fintech leader empowering businesses with tailored insurance solutions. The Insurance Carrier Placement Specialist will market property and casualty insurance programs, gather and analyze data, negotiate coverage terms, and prepare proposals for both new and renewal business.
CreditFinancial ServicesInsurance
Responsibilities
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
Communicate effectively within the team environment, inclusive of the producer and Segment Leader
Review insurance policies and contracts and make recommendations for improvement
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
Attend prospects and proposal meetings with producer, as needed
Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary
Answer prospect and carrier phone calls
Maintain familiarity and working relationship with various insurance companies and wholesalers
Handle confidential and non-routine information
Abide by and maintain all licensing requirement, including continuing education
Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge
Work independently and within a team on special and nonrecurring and ongoing projects
Qualification
Required
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 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 P&C coverages
Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role
Minimum 3-5 years relevant Commercial Lines experience required, with an emphasis on middle to large market placements
Licensed in property and casualty insurance required
Preferred
College degree preferred
Pursuit of a professional designation - CISR, CIC, AAI, ARM, CPCU- preferred
Experience with Epic preferred
Benefits
Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off
Holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA)
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 Trade Credit
WHAT WE DO: Help businesses & lenders grow sales, offer more competitive terms, and increase profitability.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Gene Ferraiolo
Partner
Company data provided by crunchbase