About Acrisure

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 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 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.

Job Summary :

This person will gather, analyze, and organize data; prepare submissions and applications, negotiate coverage terms, and prepare proposals for prospects.

Responsibilities :

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

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

Last updated : 2024-05-02