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 :

The Commercial Placement Assistant is a member of the Commercial Lines Placement Team. This person will assist with the marketing of property and casualty insurance programs on both prospective and renewal accounts.

This person will also be a resource to all employees on This property & casualty lines of insurance and the insurance marketplace.

Responsibilities :

Work with others to prepare property and casualty insurance submissions for new business prospects including, but not limited to : Insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, captive workbooks, prospect profile, exposure schedules, etc.

Input and update prospective client and policy information in agency management system

Prepare customer correspondence including proposals, coverage summaries, binders, etc.

Create, Submit, and Process Broker of Record Letters

Prepare excel spreadsheets for analysis of prospect client exposure and / or loss data

Work with others to obtain and deliver information, quotations, proposals, etc. as necessary

Attend seminars, company meetings, and educational activities needed to improve overall job expertise and product knowledge

Monitor flow of business to various markets

Work independently and within a team on special and nonrecurring and ongoing projects

Responsible for updating pipeline report for projects prospective accounts being marketed

Maintain accurate and updated suspense file

Complete binding checklist post binding

Requirements :

Handle confidential and non-routine information

Abide by and maintain all licensing requirement, including continuing education

Work independently and within a team on special and nonrecurring and ongoing

Last updated : 2024-05-31