Placement Specialist-2

Acrisure•San Jose, CA

23h•$75,000 - $110,000•Hybrid

About The Position

This role is responsible for handling all Commercial Lines internal rating process with select insurance carriers; serve as a liaison for insurance carriers relationship management; facilitate the placement of accounts within Acrisure ACE and agency partners; facilitate out bound marketing of select programs . This position is also responsible for carrying the organization’s reputation and professional manner of conducting business into dealing with customers, carriers and colleagues.

Requirements

Actively support and incorporate the core values of the company into daily activities
Maintain a positive and respectful attitude with fellow colleagues
Work as a team to achieve department and overall company goals
Demonstrate exceptional customer service skills, internally and externally, with effective communication, respect and integrity
Maintain confidentiality of all information related to customers, carriers, colleagues and the company
Be dependable and consistently report to work on time prepared to perform duties of the position.
Advanced automation knowledge and skills.
Ability to be detail oriented, organize and prioritize effectively.
Ability to manage multiple projects and consistently meet deadlines.
Good analytical and problem-solving skills
Bachelor’s degree and/or equivalent or insurance experience
Applicable current state insurance license.

Responsibilities

Analyze submissions to make decisions based on individual risk characteristics, exposure analysis, hazard recognition and control
Utilize underwriting guidelines to ensure compliance with authority levels and state regulations
Review and analyze relevant underwriting information for risks including but not limited to Applications, Inspections, Loss Control Recommendations, Loss History, credit checks, D&B reports, etc.
Based on insurance company authority levels, accept, decline or modify new and renewal business to ensure a profitable book of business.
Handle new and renewal underwriting process including but not limited to rating or submitting to insurance company, negotiating with Sales/Service team and/or company as necessary, obtaining updated customer information and preparation of presentation and proposal/quotation materials.
Price business according to insurance company underwriting and pricing guidelines.
Provide coverage analysis and recommendations for improved or additional coverage.
Communicate with Commercial and Personal Lines teams and insurance companies to answer questions and resolve problems.
Develop and maintain positive and productive agency relationships within appointed insurance companies
Marketing responsibilities include, but are not limited to, meeting with insurance company personnel to represent the agency and communicating insurance company appetite to agency personnel.
Maintain insurance company database, directory and website access for all agency users.
Facilitate the placement of accounts with Acrisure ACE and agency partners.
Facilitate outbound marketing of select programs
Adhere to and comply with organization policies and procedures, sales and service standards and established workflows.
Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organization errors and omission standards.
Maintain a concern for timeliness, accuracy and completeness when interacting with customers, colleagues and carriers
Actively participate in organization initiatives and support core values
Other duties may be assigned or as needs arise. This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management

Benefits

Competitive Compensation
Industry-Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Educational Resources
Generous time away
Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.