Insurance Marketing Specialist Large Placement

Posted 10 Days Ago
Be an Early Applicant
Newport Beach, CA
80K-120K Annually
Fintech • Software • Financial Services
The Role
The Marketing Specialist at Acrisure's Southwest Platform will be responsible for marketing property and casualty insurance programs, preparing submissions and applications, negotiating coverage terms, and organizing data for prospective and renewal accounts. They will work closely with the Commercial Lines Placement Team to analyze and present coverage proposals.
Summary Generated by Built In

Job Description

About Acrisure:  

Acrisure’s Southwest Platform began with a group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Southwest Platform to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Job Summary:

As member of the Commercial Lines Placement Team, the Commercial Placement Specialist (Large Commercial), will market property and casualty insurance programs on both prospective and renewal accounts. This person will gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms, and prepare proposals for prospects.

Responsibilities:

  • Input and update prospective client and policy information in agency management system
  • Responsible for maintaining timeline and process during the new business process and remarketing 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 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
  • Rate risks on insurance carrier’s websites and within Auris Rater
  • Create, Submit, and Process Broker of Record Letters
  • 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
  • Attend prospects meetings with producer, as needed
  • Maintain familiarity and working relationship with various insurance companies and wholesalers
  • Responsible for updating pipeline report for prospective accounts being marketed
  • Handle confidential and non-routine information
  • Abide by and maintain all licensing requirement, including continuing education
  • Facilitate the placement of accounts with Strategic Carrier Partners
  • 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

Requirements:

  • High sense of ownership within ambiguous environment
  • Strong technical skills with knowledge of coverage terms and conditions and market familiarity
  • Able to travel on an as needed basis
  • Able to work with minimum supervision
  • Excellent communication and interpersonal skills
  • Knowledge of MS Office Products, (Word, Excel, Outlook, PowerPoint, SharePoint, Teams)
  • Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role
  • 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

Education/Experience:

  • Minimum 5 years relevant Commercial Lines experience required, with preferred experience in middle market/large business segment
  • Experience with a broker/agent, including marketing accounts to carriers; excellent knowledge of California markets
  • Bachelor’s Degree, or equivalent experience required
  • Licensed in property & casualty insurance
  • Previous Applied Epic experience
  • CIC, ARM, AAI or CPCU preferred

Benefits & Perks:

  • Competitive Compensation
  • Industry Leading Healthcare
  • Savings and Investments
  • Charitable Giving Programs
  • Offering hybrid work option
  • Opportunities for Growth
  • Parental Leave
  • Generous time away


Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh.

For more, visit www.Acrisure.com or learn more here.

Pay Details:

Annual Salary: $80,000 - $120,000

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.


Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.


To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.

Top Skills

Excel
The Company
HQ: Grand Rapids, Michigan
3,983 Employees
On-site Workplace

What We Do

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 billion in revenue in just over ten years.

Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital.

Discover more at www.Acrisure.com.

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