Acrisure
Commercial Insurance Account Manager-Marketing Focused Placement Specialist
Acrisure, San Jose, California, United States, 95199
Commercial Insurance Placement Specialist
The Commercial Placement Specialist (Large Commercial) will market property and casualty insurance programs on prospective and renewal accounts. This role gathers, analyzes, and organizes data; prepares submissions and applications; negotiates coverage terms; and prepares proposals for prospects as part of the Commercial Lines Placement Team. Responsibilities
Input and update prospective client and policy information in the agency management system Maintain timeline and process during new business processes and renewal remarketing, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals Communicate effectively within the team environment, including the producer and Segment Leader Review insurance policies and contracts and make recommendations for improvement Prepare property and casualty submissions with, among other items, insurance specifications for each line of coverage, Acord applications, loss summaries, prospect profiles, and exposure schedules Rate risks on carrier portals and within Auris Rater Create, submit, and process Broker of Record Letters Analyze prospect client exposure and/or loss data in Excel and develop financial models of loss sensitive programs when necessary Answer prospect and carrier calls Attend prospect meetings with the producer, as needed Maintain familiarity with and relationships with various insurance companies and wholesalers Update pipeline reports for prospective accounts being marketed Handle confidential and non-routine information Abide by licensing requirements, including continuing education Facilitate placement of accounts with Strategic Carrier Partners Attend seminars, meetings, carrier events, and educational activities to improve job expertise and product knowledge Work independently and within a team on special and ongoing projects Requirements
High sense of ownership within an ambiguous environment Strong technical skills with knowledge of coverage terms 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 interactive role Strong organizational skills and ability to handle multiple tasks and priorities 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 of relevant Commercial Lines experience, preferably 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 Hybrid work option Opportunities for growth Parental leave Generous time off The base salary range for this position is $57,200 - $78,100 annually. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on factors including skills, experience, qualifications, location, and internal equity. 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. California residents can learn more about privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy at www.Acrisure.com/privacy/caapplicant. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from agencies without a mutual service agreement. Unsolicited resumes may be considered the property of Acrisure.
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The Commercial Placement Specialist (Large Commercial) will market property and casualty insurance programs on prospective and renewal accounts. This role gathers, analyzes, and organizes data; prepares submissions and applications; negotiates coverage terms; and prepares proposals for prospects as part of the Commercial Lines Placement Team. Responsibilities
Input and update prospective client and policy information in the agency management system Maintain timeline and process during new business processes and renewal remarketing, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals Communicate effectively within the team environment, including the producer and Segment Leader Review insurance policies and contracts and make recommendations for improvement Prepare property and casualty submissions with, among other items, insurance specifications for each line of coverage, Acord applications, loss summaries, prospect profiles, and exposure schedules Rate risks on carrier portals and within Auris Rater Create, submit, and process Broker of Record Letters Analyze prospect client exposure and/or loss data in Excel and develop financial models of loss sensitive programs when necessary Answer prospect and carrier calls Attend prospect meetings with the producer, as needed Maintain familiarity with and relationships with various insurance companies and wholesalers Update pipeline reports for prospective accounts being marketed Handle confidential and non-routine information Abide by licensing requirements, including continuing education Facilitate placement of accounts with Strategic Carrier Partners Attend seminars, meetings, carrier events, and educational activities to improve job expertise and product knowledge Work independently and within a team on special and ongoing projects Requirements
High sense of ownership within an ambiguous environment Strong technical skills with knowledge of coverage terms 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 interactive role Strong organizational skills and ability to handle multiple tasks and priorities 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 of relevant Commercial Lines experience, preferably 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 Hybrid work option Opportunities for growth Parental leave Generous time off The base salary range for this position is $57,200 - $78,100 annually. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on factors including skills, experience, qualifications, location, and internal equity. 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. California residents can learn more about privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy at www.Acrisure.com/privacy/caapplicant. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from agencies without a mutual service agreement. Unsolicited resumes may be considered the property of Acrisure.
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