Personal Lines High Net Worth Placement Specialist

Acrisure•Uniondale, NY

6d•Onsite

About The Position

Acrisure is seeking a Personal Lines High Net Worth Placement Specialist to join our growing team. This role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes overseeing timelines, conducting exposure analysis, preparing quote specifications, negotiating coverage terms, and presenting comprehensive proposals to clients. The role requires close collaboration with Client Advisors, Account Service Teams, and carrier partners to ensure high-quality service delivery and seamless communication.

Requirements

Excellent written and verbal communication, presentation, and interpersonal skills.
Strong organizational skills with the ability to manage multiple priorities and deadlines.
High attention to detail and commitment to document accuracy.
Ability to work independently with minimal supervision and as part of a collaborative team.
Strong customer service skills and professional phone etiquette.
Proficiency in Microsoft Office products, including advanced knowledge of Excel and Word.
Experience with Epic or other agency management systems highly preferred.
Demonstrated flexibility and adaptability in a fast-paced environment.
Ability to prepare professional proposal and presentation materials.
3-5 years of relevant insurance marketing experience with personal lines high net worth placements required
Experience working for an insurance broker or agency, including marketing accounts to carriers.
Strong knowledge of commercial insurance coverages and insurance markets.
Active Property & Casualty insurance license required.
Progress toward or attainment of industry designations such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred.

Nice To Haves

College degree preferred.

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 Client Advisors and Account Service Team, as well as with markets.
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.
Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary.
Maintain familiarity and working relationship with various insurance companies and wholesalers.
Handle confidential and non-routine information.
Rating policies in carrier systems, when applicable, to assist in the quoting and proposal development process.
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.
Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each client’s specific risk profile.
Work independently and within a team on special and nonrecurring and ongoing projects.
Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs.