High Net Worth Insurance Specialist

Job Description

Job Title: High Net Worth Insurance Placement Specialist

Department: Personal Lines

Location: West Division

About Us:

Acrisure's West Division began with a small 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 Northwest 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. 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:

The Personal Lines Marketing Specialist is integral in collaborating with sales and service teams to deliver optimal insurance solutions, ensuring thorough market analysis, timely quotations, and proactive risk management. A specialized knowledge and experience in the field is necessary for this position. There will be a combination of independent work with occasional supervisory duties requiring strong analytical, negotiation, and communication skills.

Responsibilities:

• Work with sales and service teams on recommended markets

• Gather additional information/supplemental applications required to obtain quotations

• Establish and recommend appropriate coverages on new submissions

• Determine with sales and service teams the best placement and terms for renewing accounts

• Follow-up with carriers so that new and renewal quotes are delivered on a timely basis

• Negotiate to get the best coverage/pricing/add-ons available to a client

• Provide technical support to sales; specifically in analyzing client needs

• Identify exposure to loss and recommend appropriate coverages in coordination with sales

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:

• P & C License

• Strong organizational skills- ability to discern priority and initiative.

• Computer skills, specifically Microsoft Word, Outlook and Excel

• Excellent verbal and written communication skills as well as strong interpersonal skills

• Attention to detail is a must.

• Knows and applies the principles of area of specialty to everyday situations.

Education/Experience:

• High School diploma required, Associate Degree or higher preferred

• Prior experience in the group health insurance industry 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

The base salary range for this position is $65,000 - $75,000 annually. This range reflects Acrisure's good faith estimate at the time of this posting. Actual compensation will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Pay Details:

Annual Salary: $65,000 - $75,000

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.

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.